Calling Setup in Close
To make calls, you can download our Mac/Windows application, use our mobile app, or make calls straight from your browser.
Mac/Windows Desktop app
Download Close Desktop app here
Once you’ve installed the desktop application, simply log in with your Close account you've set up earlier.
Calling from Web Browser
We support the two latest versions of Safari, Chrome, Opera, Firefox, Brave, and Edge. Make sure your browser is updated to the newest version for best functionality.
To set up browser calling, head over to the phone icon in the upper-right and make sure your browser has access to your microphone.
Close can also display browser notifications for incoming calls, in case you're not currently looking at Close in the browser when you receive a call.
To enable browser notifications, open the phone icon if it's not already opened from the previous step.
Under Notifications Settings, click Grant Permission and follow the steps as shown in your browser.
Having trouble with notifications?
Check out our guide on troubleshooting browser notifications within Close.
Once you've provided microphone and notification permissions, you're all set to make and receive calls!
Mobile app
Stay in contact with your leads anywhere you go with the Close mobile app.
Download the Close iOS app here.
Download the Close app on your Android here.
Regardless of your mobile device, you can head to the App Store or Google Play and search for Close CRM
Once you've installed the mobile application, log in with your Close account you've set up earlier and, optionally, enable the Receive Calls on this Device option within the phone popover if you want to receive incoming calls on your mobile phone:
Adding a Phone Number
To add a phone number in your desired country/area code, go into Settings > Communication > Phone & Voicemail > + Add > New Number. Enter your desired country/area code and we’ll fetch a new number for you.
Area code selection
If you don't search for an area code, we'll pick one for you at random.
Some area codes associated with large metropolitan areas may be considered exhausted by our carrier (such as 212 for New York City), and none will be available. Search for an overlaying area code instead (such as 929 for New York City).
If you have multiple phone numbers, the phone number listed at the top is your Primary Number and calls will default to be from this phone number. Workflow SMS steps will also be sent using this phone number. This is the default phone number that will show up as your outbound Caller ID when you make calls or send SMS.
Phone number regulatory compliance
Due to regulatory requirements, depending on the country and area code, you may be required to submit some address/ID documentation first via Regulatory Bundles. Once those bundles are reviewed and approved by our telephony provider Twilio you'll be allowed to procure the number. You can read more about specific country regulations at Twilio Phone Number Regulations.
As an example, US numbers and UK mobile numbers don't require any documentation, while UK local and AU local/mobile numbers require documentation before you can procure the number.
Phone number types
In Close we offer three (3) main types of phone numbers:
Internal (Close issued) numbers
External numbers
BYOC (virtual) numbers
Internal (Close issued) numbers
These are the ones you can procure as explained above - you request a phone number country and area code and we'll try to procure it for you and add it to your Close account. Internal numbers are the default and the most common type of numbers in Close.
can make outbound calls
can receive inbound calls
can send/receive SMS messages (assuming we support the country)
you are charged a monthly phone rental fee + any telephony (calling/SMS) usage
can port it out at any time to another provider as explained here
External numbers
These numbers are owned by your current telephony provider (e.g. AT&T, T-Mobile, etc.), but they can be added to Close so that you can make outbound calls only while having callees see your Caller ID (your phone number) during the call. These numbers are also often called verified caller ID numbers.
can make outbound calls
cannot receive inbound calls to Close - any inbound calls will go to your current mobile phone
cannot send/receive SMS messages
you are charged for any telephony (calling) usage for those outbound calls - although the number is registered with your provider, the outbound calls from Close are still routed through Close's infrastructure
To add an external number, go to your Settings > Communication > Phone & Voicemail > + Add > External Number, and follow the instructions.
Once this number is verified, you'll be able to select it from your available numbers when calling out of Close in phone-popover.
BYOC (virtual) numbers
These numbers are owned by your current telephony provider, but the main difference between BYOC and External-type numbers is that BYOC numbers can be used to receive inbound calls to Close as well via call forwarding if your provider supports it.
can make outbound calls
can receive inbound calls (not supported in the mobile app at the moment)
can't send/receive SMS messages
you are charged for any telephony (calling) usage
Important note: you might be charged double for your incoming calls depending on the setup of your BYOC provider.
To learn more about BYOC and how to set it up, take a look at our Bring Your Own Carrier (BYOC) guide.
Voicemail Greeting + Voicemail Drop
Close has two features related to voicemail.
An inbound voicemail greeting for each number you have set up,
The ability to drop a pre-recorded voicemail when making outbound calls (available only on our Growth and Scale plans - legacy Enterprise plan).
To set these up, look for the Voicemail Greeting and Pre-Recorded Voicemail Drop options in Settings > Communication > Phone & Voicemail > Voicemail Drop. Simply record your message and you’re done!
If you have a pre-recorded MP3 you can also use the select a file option and upload that.
Close Pro Tip: Voicemail Drop
In order to leave a voicemail drop, you have to wait until after the voicemail "beeps" before you can leave your pre-recorded voice message.
Call forwarding
If you aren't actively using Close when you receive an incoming call, you may miss it - unless you set up call forwarding. This will forward all incoming calls to your Close number to the phone number you enter (such as a cellphone number).
Under your Close phone number, click Fallback forwarding: Enable and enter the desired number - that’s it!
Call forwarding is available exclusively for Internal (provided by Close) and BYOC numbers. It's not enabled for External-type numbers because you can't get incoming calls in Close on those numbers to begin with.
Forwarding delay
If you are logged into Close at the time of the call or you have Receive Calls on this Device enabled in your Close mobile app, there will be a fixed ~25-second delay before the call is forwarded.