Calling in Close.io
Calling in Close.io is currently available by using the Close.io Desktop Application.
The fastest way to place a call in Close.io is to simply click the phone icon next to your contact's name to dial the first phone number you have assigned them. If your contact has more than one line, click on the contact's name to expose the numbers:
Click on the phone number you'd like to call and a green bar will appear above the lead:
During a call, you can add notes by typing in the box that appears at the top of the Lead's activity feed. You can also add notes at a later point by clicking Edit when hovering over a call log.
Your phone number can be found by clicking on your name in the top right corner:
When you receive a call, the green bar will appear to alert you. Click "Answer" to answer the call:
The Active Call bar allows you to mute your microphone, open a dial pad to navigate menu systems, transfer the call to a team member, and hang up. In the above example, because this phone number is not known in Close.io, the option to Create New Lead is also available. If you receive the call while viewing a lead, another option to assign the call the currently displayed lead (and an existing or new contact) will be present.
If you choose not to create a new lead for an unknown incoming number, the call will still exist in your Inbox to be assigned to an existing or new lead at a later time:
When you receive a call in Close.io, you have the option to send it directly to Voicemail. All voicemail will appear in your Inbox directly, and you will receive an email notification to make sure you never miss a sale!
Custom voicemail messages are easy to upload on all of our calling plans.
Away from your desk? Have the Close.io application closed? Don't worry, you can set up call forwarding on all of our calling plans so that you don't miss that important call. Calls forwarded to your mobile phone will still be logged and recorded (if enabled).
Caller IDLearn how to change your caller ID if you don't want to call from your primary personal Close.io phone number.
Call RecordingPlease refer to our Call Recording FAQ article to learn more about Call Recording.
Manual DialingManual dialing is not yet available - but you can always create a test lead/contact and enter a number to call there. This is a feature we plan to add in the future.
How much does calling cost? Are there any limits?
The Professional plan includes a phone number and unlimited U.S. incoming/outgoing calls. Our Business/Enterprise plans includes unlimited international calling to most phone numbers in the world. No fees. No minutes. No overages.
That being said, there are some limitations to our global calling and if you'd like more information please contact support.
Which countries do you offer local phone numbers for?
Check out our list of available local and national phone numbers.