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Solar At Scale - Solar Setter Mastery
  • Pages
    • 1. Solar Product Knowledge
      • How Solar Works
        • Solar 101: A Guide To Buying Solar Power Systems
        • Why Solar is Different
      • Solar Batteries
      • Heat Pumps
        • VIC
      • Federal Govt Rebates (STCs)
        • Calculating STCs
      • Solar Victoria Rebate
        • Solar Panel (PV) Rebate
        • Solar for Renters Rebate
        • Solar Battery Loans
        • Hot Water Rebate
          • Approved Products
      • DNSPs
        • Grid-Connection Rules
    • 2. Sales Philosophy
      • What is Sales?
      • The Basics
      • The 60/30/10 Rule
      • 3 Cs of Sales
      • State Management
      • The Myth of Price and Money
      • Work Ethic & Perseverance
      • Convincing vs Persuading
    • 2. Outbound Calling
      • Leads
        • Approaching Different Types of Leads
      • Cold Calling Script
      • Aged Lead Script
      • RECORDINGS
      • Rebuttals
      • Voicemail Script
    • 3. Triage Call
      • Triage vs Discovery Call
      • Mindset
      • Goals of a Triage
      • Technical Knowledge for Triage
      • Focus on the Problem
      • Existing Solar Systems
      • Triage Script
        • Aged Lead Triage
        • Fresh Lead Triage
        • Booked Triage
        • Alternative Triage Script
      • RECORDINGS
    • 4. CRM Software Set-Up
      • Calendly
      • close
        Close CRM
        • The Set Up
          • Adding Email Signature
          • Creating Phone Numbers
          • Statuses & Pipelines
            • Lead Statuses
            • Opportunity Pipeline
          • Custom Activities & Fields
            • Custom Fields
            • Custom Activities
          • Templates
            • Email Templates
            • SMS Templates
          • Reporting & Metrics
        • How To Guides
          • Leads and Contacts
            • How to create a lead
            • How to create a contact
            • How to merge leads
          • Calling & Auto Diallers
            • Making/Logging Calls
            • Automatic Diallers
          • icon picker
            Emails & SMS Messaging
            • Email/SMS Templates
            • How to Send Emails
            • Sending SMS messages
            • Workflows
            • Creating Tasks
        • Importing Leads
    • 5. Commission Breakdown
    • Quiz
Solar At Scale - Solar Setter Mastery
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Emails & SMS Messaging
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Explore

Email and SMS Features in Close CRM

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Overview

Close CRM provides a comprehensive set of tools for effectively reaching out to leads and maintaining relationships with customers through Email and SMS channels.
Whether it's one-off messages or automated sequences, Close CRM ensures your team can communicate seamlessly, all while tracking performance and engagement metrics in real-time.

Emailing Features

Direct Email Integration - Sync your existing email account with Close CRM for centralised email management.
Bulk Emailing - Send a mass email to multiple recipients without losing the personal touch, thanks to customisable fields.
Email Tracking - Know when your emails have been opened, clicked on, or replied to, enabling better follow-up strategies.
Attachment Support - Easily attach files directly from your computer or cloud storage.

SMS Messaging Features

Two-Way Messaging - Not only send but also receive text messages directly in the CRM interface.
Bulk SMS - Reach out to multiple leads at once through mass texting that is both efficient and compliant with regulations.
Real-time Notifications - Get instant updates when someone replies to your SMS, ensuring timely responses.
SMS Tracking - Record delivery status and responses to analyse the effectiveness of your SMS campaigns.

Sequences

Multi-Channel Sequences - Create automated workflows that include a mix of emails, calls, and SMS messages, ensuring a diversified approach to lead nurturing.
Sequence Analytics - Monitor the performance of your sequences with real-time data, like open rates and conversion rates.
Targeting and Scheduling - Customise when and to whom your sequences are sent, optimising for best engagement times.

Templates

Customisable Templates - Personalise templates to fit your brand and messaging needs, including the insertion of dynamic variables like lead name or company.
Template Sharing - Easily share successful templates with team members to maintain consistency and best practices across the board.

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