Here you’ll find answers to the most commonly asked questions about our platform, features, setup, and how we help small businesses with training, content management, and sales enablement.

What is CloserConnect?

CloserConnect is an all-in-one platform combining Sales document management software and a custom branded LMS solution tailored for small businesses. It helps you organize your sales content, deliver personalized training to employees, and track progress—all in one centralized system.

What is a CloserConnect page?

CloserConnect pages are fully customizable content sharing pages that you can design and share with your prospects or clients.

Who is CloserConnect designed for?

CloserConnect is built specifically for small businesses that need an efficient, scalable way to train their employees and manage sales materials. Whether you’re building a new sales team or improving existing processes, our platform adapts to your needs.

What kind of content can I add to a CloserConnect page?

• Links
• Documents
• Video
• Audio
• eLearning
• Other CloserConnect Pages

How do I track my content?

What makes CloserConnect different from other LMS platforms?

Unlike generic LMS tools, CloserConnect is focused on sales training systems for employees. Our platform is designed to deliver sales-specific learning content, manage essential documents like pitch decks and brochures, and give you actionable insights through tracking and reporting. Plus, with our custom branded LMS solution, your learning environment looks and feels like an extension of your business.

What types of training can I deliver with CloserConnect?

You can deliver all kinds of training—from new hire onboarding and product training to advanced sales techniques and compliance content. The platform supports video, PDFs, quizzes, SCORM packages, and more, allowing you to create interactive and engaging learning experiences.

Does CloserConnect support mobile access?

Yes, the platform is fully responsive and mobile-friendly. Your team can access training materials and sales documents anytime, anywhere—from desktop, tablet, or smartphone.

Is CloserConnect easy to set up?

Yes! We’ve designed CloserConnect to be user-friendly and quick to deploy. Our onboarding team will guide you through setup, including branding, content upload, user roles, and training structure—so you can be up and running in days, not weeks.

How do I get started with CloserConnect?

Getting started is easy! Click the “Try It Free” button on our website or contact us for a personalized demo. Our team is here to help you set up your account, customize your platform, and begin training your sales team in no time.

Still have questions?
📩 Contact us at [info@closerconnect.com] or fill out our contact form — we’re here to help!

Pages

How many pages can I have online at a time?

• Free: 5 online pages
• Basic: 25 online pages
• Advanced: 50 online pages
• Enterprise: Unlimited online pages

How many total pages do I have?

• Free: 25 total pages
• Basic: 50 total pages
• Advanced: 100 total pages
• Enterprise: Unlimited total pages

Can I customize the platform with my company branding?

Unlike generic LMS tools, CloserConnect is focused on sales training systems for employees. Our platform is designed to deliver sales-specific learning content, manage essential documents like pitch decks and brochures, and give you actionable insights through tracking and reporting. Plus, with our custom branded LMS solution, your learning environment looks and feels like an extension of your business.

What is the difference between an online and offline page?

• Online: Your page is visible and accessible for visitors.
• Offline: Your page is not accessible for visitors.

What happens if I exceed my total online pages?

• Any page(s) created beyond your total online pages limit will be automatically ‘offline’
  and you will either have to turn other pages offline or delete them.
• You can also choose to upgrade to the next subscription level for more online pages.

What are the differences between the page types?

• Sales: Supports all content types except eLearning modules.
• Support: Supports all content types except eLearning modules.
• Learning: Supports all content and SCORM 1.2 eLearning modules.
• File Sharing: File sharing feature is automatically enabled.

Sharing Files

How many files can I upload?

You’re only limited by the size of your files (Please refer to the disk space limits below).

How much disk space do I have?

• Free: 5gb
• Basic: 25gb
• Advanced: 50gb
• Enterprise: 250gb for shared files/50gb per user

How can I share files?

• With the page open to edit, click “Share” in the left-hand menu to access the share settings.
• All pages offer the ability to upload/download and share files.
• You can enable file sharing by selecting the “Allow visitors to upload files to the page” setting.

What happens if a visitor uploads a file to my page?

• Any file uploaded to your page will be accessible from the page’s inbox or the page itself.
• With the page open to edit, click “Inbox” in the left-hand menu to access the files uploaded to that page.

How do I manage what can be downloaded from my page?

• When you add/edit a page item, you can disable downloads for a specific file by selecting the “Prevent visitors from downloading this resource” setting.
  
• You can disable all file downloads by selecting the “Prevent visitors from downloading page resources” setting from the ‘Share’ page.

Editing Pages

Can I change a page’s template after creating my page?

With the page open to edit, click “Style” in the left-hand menu and select a new template.

Can I customize the platform with my company branding?

Yes! CloserConnect offers a fully custom branded LMS solution. You can add your logo, colors, brand messaging, and even customize training modules to align with your unique sales process and company culture.

Can I put in my own background image on the page?

• Yes, you can add your own custom background image to any template.
• For best results, we recommend a 1920×1080 image size.
• With the page open to edit, click the orange “change background” button to upload your image or use an existing image previously uploaded to your account.
  

Can I preview my page before sending it out?

• With the page open to edit, click “Preview” in the left-hand menu to see what your page will look like.
• All content should be ready to launch and view in your preview.
• You can also use the toggle in the top-right to switch between different device sizes (desktop/tablet/mobile).

Can I duplicate a page?

• Click “New Project” for whatever page type you want to create, click “clone existing site” and select the page you want to duplicate.
• Or go to “All My Projects”, click the ‘actions’ dropdown for the page you want and select “duplicate”

Sharing Pages

How do I share my page with someone?

With the page open to edit, click “Share” in the left-hand menu to get your page’s URL and select the type of security you would like to use for it.

What kind of security can I enable for my page?

• Public: A public page that is accessible for any visitor who has the URL.
• Password: A private page that is accessible via a custom password.
• Invite-only: A private page that is accessible via an email invitation or custom username. With Invite-only, each visitor will be assigned a unique access code.

Subscription

How much does CloserConnect cost?

Pricing depends on the size of your team and the features you need. We offer scalable plans for small businesses, with options to grow as your business grows. Contact our team for a personalized quote or start a free trial to explore the platform firsthand.

How do I upgrade to a paid subscription?

While you’re logged in, go to the “Subscription” page, select the plan you would like to subscribe to and enter a valid credit card to begin your paid subscription.

What happens if I upgrade my subscription?

• Your account will be upgraded to your selected plan immediately.
• If you’re upgrading from a higher tier paid subscription, your bill for the month that the upgrade occurred will be issued a credit for the unused portion of your old plan and prorated for the remainder of the month for the new plan.

What happens if I downgrade my subscription?

• Your account will be downgraded to your selected plan at the end of your billing cycle.
• Your recently updated online pages within the new limit will remain online. All other pages exceeding the limit will automatically be turned offline. If you’re over the disk space limit, you will need to delete any files that exceed the limit before you can upload any new files.

What happens if I cancel my subscription?

• Your account will be downgraded to the Free plan at the end of your billing cycle.
• Your recently updated online pages within the new limit will remain online. All other pages exceeding the limit will automatically be turned offline. If you’re over the disk space limit, you will need to delete any files that exceed the limit before you can upload any new files.

Payment

How does CloserConnect process my payment?

CloserConnect processes all subscription payments through Stripe Checkout.

These Stripe Checkout User Terms of Service are a legal agreement between Stripe, Inc. (“Stripe”, “we” or “us”) and you, the user of the Stripe Checkout service (“you”). By using the Stripe Checkout service, you agree to be bound by these terms and conditions.

What are the payment terms?

Payment Terms are terms that apply to the use of Payment Methods. You can decide whether or not to use a Payment Method. However, if you use a Payment Method, you accept and agree to the terms applicable to that Payment Method, which will form part of your agreement with Stripe.