F.A.Q's

Frequently Asked Questions

48 articles in this collection
Written by Richard Miles, Laura Betterly, and Gustavo

General Questions

How to add additional fields for my contacts

Written by Gustavo
Updated over a week ago

Can I Make Calls Through my CLOSEM Assigned Phone Number?

Written by Gustavo
Updated over a week ago

Is there a mobile app available for CLOSEM?

Written by Gustavo
Updated over a week ago

Can I setup a phone forwarding in CLOSEM?

Written by Gustavo
Updated over a week ago

Can I give my CLOSEM phone number out?

Written by Gustavo
Updated over a week ago

Will my credits expire?

Written by Gustavo
Updated over a week ago

What is included in the price of the postcards?

Written by Gustavo
Updated over a week ago

Am I able to automatically add leads from a facebook ads campaign into CLOSEM?

Written by Gustavo
Updated over a week ago

What does the little phone icon mean next to my reports?

Written by Gustavo
Updated over a week ago

Is there a way to allow a user (an admin/VA type) access to CLOSEM academy so they can learn how to best use the platform?

Written by Gustavo
Updated over a week ago

I uploaded a csv list, but I am having a hard time adding a tag to the entire list

Written by Gustavo
Updated over a week ago

Are you HIPAA compliant?

Written by Gustavo
Updated over a week ago

I'm trying to select a phone number but no phone numbers pop up

Written by Gustavo
Updated over a week ago

Can I work with more than one brand?

Written by Gustavo
Updated over a week ago

Can leads be assigned to different users?

Written by Gustavo
Updated over a week ago

I am just confused with the names CLOSEM and CLOSEM CRM+. I thought CLOSEM CRM+ has more features than just CLOSEM.

Written by Gustavo
Updated over a week ago

Why do you ask me to choose my area code but there are no phone numbers available?

Can't find a phone number?

Written by Richard Miles
Updated over a week ago

Are all the SMS credits in CLOSEM part of the monthly subscription, or do I need to do some additional setup?

Written by Richard Miles
Updated over a week ago

Does CLOSEM come with a phone number or do I need to use my own?

Written by Richard Miles
Updated over a week ago

Do you need an external account to send SMS?

SMS,

Written by Richard Miles
Updated over a week ago

Does CLOSEM work worldwide?

service areas

Written by Richard Miles
Updated over a week ago

Is CLOSEM a CRM?

CRM

Written by Richard Miles
Updated over a week ago

How can I see the video tour again?

Training / initial video tour

Written by Laura Betterly
Updated over a week ago

Is this for existing customers I have in my contact list or new business as well. Finding cell phone numbers for decision makers is practically impossible.

B2B, decision makers, texting, prospecting

Written by Richard Miles
Updated over a week ago

Does CLOSEM only work after I've made contact with someone?

leads, contacts, prospecting

Written by Richard Miles
Updated over a week ago

Is there a way to keep track of a prospect and where they are in a given campaign?

campaigns, followup, prospects, reporting

Written by Richard Miles
Updated over a week ago

Messaging

Where can I see if my contacts opened my email?

Written by Gustavo
Updated over a week ago

Validations

Written by Richard Miles
Updated over a week ago

Can people text me back through the Closem system?

Written by Gustavo
Updated over a week ago

Can attachments be sent via the email function?

Written by Gustavo
Updated over a week ago

Can I connect a gmail or microsoft email to my account?

Written by Gustavo
Updated over a week ago

How deliverable are the emails that we send through CLOSEM?

Written by Gustavo
Updated over a week ago

Can I embed a video code in my campaign email?

Written by Gustavo
Updated over a week ago

Can we use our own SMTP like Amazon SES or KIRIM.EMAIL so it won't cut into our monthly's limit with CLOSEM?

Written by Gustavo
Updated over a week ago

Where are email replies archived?

email messaging

Written by Richard Miles
Updated over a week ago

How are email messages archived?

email messaging

Written by Richard Miles
Updated over a week ago

Viewing sent SMS messages and replies

SMS messages / texting / conversations

Written by Richard Miles
Updated over a week ago

Does CLOSEM actually SEND a Text to a prospect and also RECEIVES the response? Can I read the response on CLOSEM or the is response only seen on my cellphone?

texting, conversations, notices, cellphones

Written by Richard Miles
Updated over a week ago

If a user deletes an email template, is there still an archive of that message?

email archiving

Written by Richard Miles
Updated over a week ago

Account Management

In the unlimited plan with unlimited users, will each user have a dedicated phone number?

Written by Gustavo
Updated over a week ago

So I can add users under my account and we'll all share my plan?

Written by Gustavo
Updated over a week ago

I can't access to CLOSEM

Written by Gustavo
Updated over a week ago

How do I change, cancel, pause my subscription or update my credit card info?

Billing

Written by Laura Betterly
Updated over a week ago

Help! I've lost my password!

password recovery

Written by Richard Miles
Updated over a week ago

Not-for-profit

Do you have a plan for not-for-profit organizations?

non-profits, NGO, NPO, discounts

Written by Richard Miles
Updated over a week ago

Is CLOSEM good for fundraising?

fundraising, non-profits, social benefit

Written by Richard Miles
Updated over a week ago

Integrations

API Docs (rev 1.22)

Connect CLOSEM to other software

Written by Richard Miles
Updated over a week ago

Does CLOSEM integrate with Zapier?

Zapier, Integrations, API

Written by Richard Miles
Updated over a week ago