Adding the call and text features as tools to your Chime CRM is a great way to stay in contact with your leads and keep all your communication in one space. The call and text features are add-ons to your original package purchased with Chime. Though the specific features can vary depending on which package you choose, you will have the ability to call and text leads directly from the CRM and sends out auto-texts as part of Smart Plans.
- These steps can only be followed by the Team Admin/Owner.
- Reference the following for other useful information: Billing and Availability Timing for Call/Text Packages.
Here are the steps to add a call or text package as an add-on tool to your Chime CRM:
Once logged into your Chime CRM, click on the "Up" arrow icon at the top of the page.
Review the different call packages that are available and make note of the one that has the features that fit best with your budget and the desired functionality. For more information on each of the features outlined under each package, please refer to call/text category of the Help Center.
**Note that there are also text packages at the bottom of the page. The user with $15 text package can send 500 texts per day while the $30 text package has a limit of 1,000 texts per day. Both are per seat per month.
Once you know which package you want to purchase, select the Get Started option in the top-right of this section:
Choose the team member(s) to whose account(s) you want to add the call/text packages. You will have the ability to choose different packages for different members of the team. Click Next.
Select the package(s) that you are interested in for each of the team members you are adding the call/text package for.
Choose the area code for the virtual number(s) and then select the desired number from the options available. Repeat for each team member that you are adding a number for.
Finalize the addition of the call/text package(s) to your CRM by clicking on the Buy Now button. You will then be required to confirm the additional cost. Once you click the Place Order button, the call/text package(s) will automatically be added to your accounts and all users can begin to use their features.
Unassigned Call / Text Package Licenses
If during the sales process you have added call or text packages to your account, you will have them available in your settings for you to assign directly to members of your team. Also, if you remove a call/text package from a user on your team, it will be available to re-use for someone else on the team unless you delete that license. You will continue to be billed for the unassigned license until it is deleted completely per the instructions below.
Below is what it looks like when there are unassigned call/text package licenses available. This is seen under Settings > Dialer > Manage Dialer:
If you would like to assign the license to a specific user on the team, click on the "Assign Now" button:
Choose the user(s) who should have the call/text package assigned to them and then click on the blue "Assign" button. If the package has had a virtual number assigned to it previously, it will still be available at that number. If not, you will select the area code and choose from the available options for the virtual number.
The call/text package will now be available for that user to take advantage of within their access to the Chime platform.
To delete a call/text package that you have previously purchased but no longer need, click on the "Delete License" button:
Select the package you would like to delete and then click on the blue "Delete" button to confirm deletion:
To edit your call/text settings or upgrade to another package, navigate to Settings > Manage Dialer. Click on the option to "Upgrade Now" and follow the steps:
For additional information regarding the use of the call/text features, consider referencing the Help Center articles related to this topic.
If you have any questions regarding this topic or any others, please reach out to our Support Team via email at <firstname.lastname@example.org> or by phone at 1 (855) 981-7557.