Product Updates

If you’re a tech-enabled team who needs to scale without overpaying for enterprise sales software, you’ve found the right sales tool.

October 11, 2022
New Feature

SMS Templates

You can now save time and energy spent on repetitive SMS messages by creating and sending SMS templates directly from within Close!

With this new functionality you'll be able to:

  • Create private or shared SMS templates for yourself or team to use
  • Personalize messages with template tags and/or conditional logic, similar to email
  • Select a template to send when drafting an SMS from the lead page
  • Filter for SMS sent with a specific template in lead search
  • Send SMS templates via our API and Zapier
  • Examine SMS template usage via reporting (Explorer reports only)