Close Master includes powerful, integrated phone features, commonly referred to as LC Phone. This system allows your agency to purchase phone numbers, make and receive calls, and send and receive SMS and MMS (picture/video) messages directly within the platform. Using LC Phone is highly advantageous because it automatically logs all this communication activity directly against the relevant Contact record in your CRM, providing a complete history alongside emails and other interactions. It also enables powerful automations through Workflows, such as missed call text-backs or SMS appointment reminders. Setting up LC Phone correctly, especially regarding crucial compliance registrations for SMS, is vital for effective and legal communication.
Sections in this Chapter:
- 7.1 Phone System Overview (`LC Phone` Recommended)
- 7.2 Managing Phone Numbers (Purchasing, Compliance Setup)
- 7.3 Making & Receiving Calls (Web Dialer, Mobile App, Routing)
- 7.4 SMS/MMS Messaging (Compliance, Segments, Best Practices)
- 7.5 Voicemail Features (Voicemail Drop, Receiving Voicemails)
- 7.6 Number Intelligence Features (Validation, Spam Detect, Caller Name)
- 7.7 Troubleshooting Calling & SMS Issues (Errors, Quality, Spam Flags)
- 7.8 Geo Permissions (International Calling/SMS)
- 7.9 Understanding LC Phone Costs (Wallet Usage)