Using SMS

Like calling and email, SMS communication is built directly into Close. SMS can be an effective tool to increase response rates with prospects by texting them meeting reminders and follow ups.

Sending an SMS

To send an SMS, simply click the SMS button on a Lead or Contact.

Sending an SMS

Sending an SMS

Craft your message and click send. Similar to emailing, you have the option to delay the sending of your message. The character limit on SMS is 1000 so you’ll see that indication as well.

Receiving an SMS

If your lead replies or sends you an SMS directly, it will appear on the Lead itself and in your Inbox.

Receiving an SMS

Receiving an SMS

Supported countries & rates

SMS is supported on all SMS-enabled phone numbers that you are renting via Close. You cannot send or receive SMS for any external numbers you have added to Close.

SMS is supported in the following countries:

  • United States
  • Canada
  • United Kingdom
  • Australia

To learn more about usage rates for SMS, see Calling & SMS Usage.

Close Pro Tip: When to Use SMS

If you are deciding how to implement SMS into your sales process, check out this helpful article from the Close blog:

SMS deliverability

There are a few reasons why an SMS may fail to send:

  • The recipient’s phone number does not support SMS (Example: landlines).
  • The recipient’s phone number is from an unsupported country (we only support the US/Canada).
  • Your message was identified as spam.
  • Various unknown errors that our carriers cannot detect, therefore Close cannot detect.

To see if an SMS failed to send, check for an “error” label on the SMS activity on a lead page:

An SMS that failed to send

An SMS that failed to send

Close’s search can help you find messages that failed to send. Here are some search queries that will find leads with failed SMS messages:

  • Leads with more than 1 failed SMS: failed_sms > 1
  • Leads that have a failed SMS: has:error_sms_messages
  • Leads that were sent an SMS today that failed: sms(created:today direction:outgoing status:error)
  • Leads where the last sent SMS failed: latest_sms_status:error

If you feel that a message is not being sent for another reason, please contact Support.

Avoid having your SMS identified as spam

Our underlying carriers have systems and algorithms that detect spam content and then block it before an SMS is delivered. Unfortunately, these filters are subject to carrier discretion, vary from carrier to carrier, and can be changed without notice.

If you believe that your SMS was marked as spam by mistake, please contact support and send over the following details:

  • Your website address
  • Type of content (e.g. download link, appointment reminder, etc.)
  • Some examples of message content
  • Did the receiver opt into SMS messages at some point?
  • What’s the relationship between you/your company and the receiver? (e.g. signed up via a webform, are on a mailing list of some kind, etc.)

With this information, we'll work with our carriers to identify the issue and potentially whitelist your number for improved future deliverability.


Using SMS


Like calling and email, SMS communication is built directly into Close. SMS can be an effective tool to increase response rates with prospects by texting them meeting reminders and follow ups.

Suggested Edits are limited on API Reference Pages

You can only suggest edits to Markdown body content, but not to the API spec.