support center

SMS in Close.io

Send an SMS

To send an SMS to a contact’s primary number, click the SMS icon to the right of that contact’s name. 
 
To send an SMS to a contact’s secondary number, click the contact’s name to expose their full contact information. From there, you can click the SMS icon next to the number you’d like to message.
 


Either way, a place to compose your SMS will pop up in the Activity Feed:



When you’re done, click the Send button to send it immediately. You can also click the Send Later” button to schedule a time to send the message later on:


 

Receive an SMS

To receive an incoming SMS, the message must be sent to your SMS-enabled Close.io number. Your incoming SMS will appear in two places:

1. On a Lead the sender’s phone number is attached to:



2. In your Inbox:


 

Responding to an incoming SMS


There are two ways to respond to an incoming SMS:
 
1. In the Lead view
 
On the received SMS activity, click on the reply button:



You can also click on the SMS button to send a new SMS.
 
2. Directly from your Inbox
 
In your Inbox, click on the SMS notification. You’ll see a reply box that will allow you to reply inline from within your Inbox:


 

How much does SMS cost? Are there any limits?

SMS is included with any Pro plan or higher; each organization receives 1,000 free outgoing SMS credits per month. The monthly 1,000 outgoing SMS credit is shared by the whole organization, but is only available to Users with a Pro plan or higher.
 
If your organization goes over the 1,000 free credits, you will be charged $0.01 per outgoing SMS. The organization admins can set a spending limit (under Settings > Billing) so there are no surprises.
 
Incoming SMS are free of charge.

Learn more about SMS pricing and billing here.
 

Which countries are supported?


We support sending/receiving from SMS enabled phone numbers in the United States and Canada.