Product Updates

Outbound calls from the web and desktop apps now play a short repeating tone while they connect, so you know the call is going through even when the carrier is slow to start ringing. The tone stops when the carrier's ringing or a carrier message starts, when the person answers, or when the call ends.

Local Presence picks your outbound caller ID for each call and text, so contacts see a number they recognize or one that looks local. You don’t have to switch caller IDs by hand.

For each new call or text, Close picks:

• A number the contact already knows. If you’ve connected with them before, Close reuses the number you used most recently.
• Your closest number. Otherwise, Close picks your number nearest to the contact’s area code.
• Your primary number. If Close can’t tell where the contact’s number is, it falls back to your primary number.

To turn it on, click the phone icon next to your name, click your current caller ID, and choose Local Presence at the top of the list. You need at least two numbers you’re a member of.

See why a number was picked

Hover over the number on the call bar to see which number you’re calling from and why Local Presence chose it. The same details appear on calls and texts in the lead’s activity.

Choose which numbers are included

Each number now has a Local Presence section in Settings -> Communication -> Phone & Voicemail. Turn off “Members’ calls and SMS” on a number you’d rather keep for inbound, like a main sales line.

Works with Workflows, voice agents, and the Predictive Dialer

• Workflows: Turn on “Use Local Presence” on an SMS step to send each text from the best number for that contact.
• Voice agents: Choose Local Presence as an agent’s phone number. It picks from numbers with “Voice agents’ calls” turned on.
• Predictive Dialer: Choose Local Presence as the caller ID when you set up a session.

Local Presence is available on the Essentials, Growth, and Scale plans. It can only pick from numbers you have, so add numbers in the area codes you call most under Settings -> Communication -> Phone & Voicemail.

Chloe can now create donut and horizontal line charts.

Give it a try:

• Ask Chloe to create a donut chart showing leads by source.%20to%20use%20for%20source.%20If%20no%20suitable%20fields%20make%20sense%2C%20fall%20back%20to%20lead.source.&mode=sidebar)
• Ask Chloe to create a horizontal line chart showing open opportunities by stage.

Click the “maximize” icon at the top right of the chart to view the in chart in full screen mode.

Users with the “Manage Customizations” permission can now give new names to the Lead, Contact, and Opportunity objects and statuses.

For example, Leads can be renamed to Accounts, Contacts to People, and Opportunities to Deals.

This can be done in Settings > Customizations > Objects.

Chloe Chat is out of beta and now available to all Close customers. Ask Chloe about your leads and pipeline, get ready for your day, analyze your data, or take action without leaving the page you’re on.

Here are just some of the ways Chloe can help you:

• Answer questions about your data: “How many leads did we create last week?”, “What’s the status of my open opportunities?”, “Show me leads with no activity in 30 days”.
• Prepare you for the day: Ask Chloe to look at your meetings for the day and give you a briefing and agenda for each one.
• Help you work your pipeline: Ask Chloe to summarize a lead, find contacts, or surface deals that need attention.
• Draft emails: Chloe can write a draft email for you. She never sends it. You review the draft and send it yourself.
• Make changes in Close: Chloe can create tasks, notes, leads, contacts, and opportunities; update records; and more. She always asks for your approval first. See Actions and approvals.

Chloe Chat is available on all Close plans and includes a free weekly usage allowance for all users. Once a user uses their allowance, Chat will start to consume the organization’s AI credits (if enabled). To learn more about usage billing and all the things Chloe can do, check out the Help Center.

The new Security page puts every access control in one place. Anyone with the Manage Organization permission can open it from Settings -> Organization -> Security.

Single Sign-On lets your team sign in through Google Workspace or any OIDC provider, like Okta or Microsoft Entra. You can also require SSO for everyone with an email in your verified domains. Custom OIDC requires Scale and above.

Two-factor authentication can now be required for anyone who signs in with a password. Members who haven’t set it up are asked to enroll with an authenticator app at their next login. Members who sign in with SSO are already covered by their identity provider.

Close Support Access lets you decide whether members of Close’s Support team can log in to your organization to assist with troubleshooting.

Trusted Domains moved to Security from Team Management -> Domains.

Support Docs

Previously, Workflow triggers only supported created or created or updated events. Applicable trigger types now also support updated events, so you can run a Workflow only when an existing object or activity is updated.

Example: You only want to trigger a Workflow when specific fields on an existing Opportunity are updated, without triggering it when the Opportunity is first created.

The new "Schedule Meeting" skill has been added to Voice Agents. It consolidates the "Book Meeting" and "Send Scheduling Link" skills, allowing voice agents to schedule meetings with users in a single flow and falling back to links when live booking doesn't succeed.

When drafting an email or SMS message, you can now save that message as a template for use later on without having to go into Settings > Templates & Snippets.

When you type a query in the command palette, an option to Ask Chloe now appears. The Close command palette can be accessed by pressing Command + k on MacOS, and crtl + k on Windows.

We've redesigned the navigation around every page in Close to make searching faster, keeping your place clearer, and to give us room to keep improving navigation.

• Search moves from the top bar to the top of the sidebar and can now be triggered by / as well as the existing shortcuts.
• Next / Previous lead buttons move into the app header.
• Redesign organization switcher which now includes import and memberships.
• User profile moves to the bottom of the sidebar with clearer light/dark mode switcher.
• Help and support resources have also moved to the bottom of the sidebar.
• Chloe repositioned to the app header for easier access.
• Improve legibility of notification counts to help keep you informed.

Phone number management in Close has been rebuilt. Every number now supports every feature, settings live in one place, and admins can manage any number in the organization.

One kind of phone number

We’ve removed the concept of personal and group numbers. Every number supports members, shared ringing, round robin, lead-based call routing, phone menus, voicemail, and call forwarding.

Features that were previously part of the Premium Number add-on are now included for free in each number. You pay the number's rental and usage rates, nothing more.

More administrative control

If you have the Manage Team Phone Numbers permission you see every number in the organization, allowing you to manage or rent phone numbers for other members of your team.

Users without this permission will only see numbers that they’re a member on.

Caller ID you control per number

Two new per-number settings replace the old rule that any group number was automatically usable by anyone:

• Available to non-members - lets people who don't receive the number's inbound calls still use it as their outbound caller ID. This replaces the old Group Number behavior, and allows teams to have a shared number that is not accessible to users that aren’t assigned to it.
• Available to voice agents - lets voice agents dial from the number.

Numbers that were group numbers already have the non-member setting on, and numbers already assigned to a voice agent already have the voice agent setting on. Nothing about who can call from what changed at the switchover.

Chloe will now show you when you have unread chat messages:

• When there is an unread message from Chloe, a green badge will appear on the Chat button in the app header.
• Within Chloe Chat, you'll see notifications showing how many chat sessions have unread messages, and which ones.
• In your Chat history, you can see which sessions have an unread message and click "Mark as read" to clear all notifications.

Auto Update fills in the Playbook, Outcome, and custom fields on your transcribed calls and meetings. Before today, Close provided no information and kept the field empty when there was low confidence in the answered provided, or an error returned.

Now Close returns more information when the result is Low Confidence, and what you can do to improve it for future activities.

Click the indicator on the field to see what Auto Update would have filled in and keep it if it looks right, why it wasn't applied, and a link straight to the Playbook, Outcome, or field's AI Guidance in Settings so the next call comes out better. The indicator clears once you fill the field yourself, keep the suggested value, or Auto Update runs again with a confident result.

Errors now look different from low confidence, so you can tell "something went wrong" apart from "not enough to go on."

Auto Update is available to organizations with Playbooks & Outcomes that have turned it on in Settings -> Billing -> AI Credit Usage.

We know how important it is to have clear visibility into your costs, especially when it comes to variable expenses like phone, SMS, and AI credit usage.

Anyone with the “Manage Organization” permission can now ask Chloe for details about your Close invoices at any time. Chloe can provide you with copies of the actual invoices or receipts, as well as analysis of your subscription charges, telephony usage, and AI credit usage.

A new version of the Close Android app has been released.

Release notes:

• Fixed an issue where the app would not use the phone’s default ringtone and volume.
• Fixed an issue that would cause the app to crash when a user receives multiple phone calls at the same time.
• Stability improvements for scenarios where a user would respond to calls that have been terminated by the caller.

Wondering why a field changed, or where a value came from? The Event Log has the answer. It shows every change made in your organization, who made it, and how it happened, including changes made by people, Workflows, integrations, the API, etc.

Open it from Settings -> Organization -> Event Log to see everything across your org, filtered by date, lead, event type, action, or user. You can also open it from a lead's menu or the Log tab on a lead's activity feed to see it just for that lead.

Every event has both a detail and a raw event view, actions are labeled with the feature behind them, and timestamps show in your local timezone. No more guessing, and no more support ticket to find out.

The same events are available programmatically. The Event Log API returns them on request, and webhooks deliver them to your endpoint as they happen, so you can pull changes from Close into your own reporting or audit tooling. Both are documented on the Close developer site.

The Event Log covers the last 30 days, it's available on all plans, and access matches the Event Log API, so a user needs either the Manage Organization or View All Leads permission to see it.

Version 9.3.0 of Close for macOS and Windows is now available.

Release notes:

• History navigation improvements — History navigation has been moved into the app header. Every tab now has back, forward, and a history button next to the tabs.
• Cleaner tab titles — Tabs titles have been updated to only display the page name and organization (ex: “Inbox | Sitwell Enterprises”).

For existing macOS or Windows users, this update will automatically download in the background and be applied on restart. You can download Close for macOS and Windows here.

Starting August 20, 2026, Close will require a verified email before you can create, update, or delete anything in your account. That covers adding and editing leads and contacts, logging activity, sending email and SMS, and completing tasks, both in the app and through the Close API. Read access is never affected and nothing is deleted.

If your email isn't verified yet, you'll see a banner at the top of the app with a countdown to the deadline.

Use it to send a verification email to the address on your account, then click the link inside to verify.

Unverified accounts become read-only on August 20 until the email is verified, including anything running through the Close API.

If your team uses a shared or bot login (like a general support@ address) that was never verified, verify it before August 20 so automations don't break.

Requiring a verified email limits abuse from throwaway accounts, which protects account security and sending reputation for every Close customer.

When you add an external phone number that was previously verified in your organization, Close immediately tells you it's already verified and adds it.