Product Updates

Every account now has the following roles as standard: Admin, Super User, User, and Restricted User. These roles and their permissions have been chosen to cover most common use cases and cannot be edited or deleted.

We have redesigned our left sidebar and our top search bar. We've also added emoji support to our Smart Views.

We have updated and modernized the UI in our email templates settings, and added the ability to duplicate a template.

While exporting data, you can now choose between common (i.e. most essential) fields and all fields (i.e. common fields as well as non-essential, mostly computed ones). Exports of only common fields are about 30% faster and the resulting CSV is much easier to digest.

While composing an email, you can now choose an Email Sequence that will be sent to the contact if they don't respond within a certain timeframe.

Call dispositions communicate the outcome of a call — for example, whether it was answered or a voicemail was left. You can see them in the activity feed, search for them, and access them through the Close Call API. The activity feed UI was also updated to communicate the direction of calls more clearly.

Two-factor authentication (2FA) is a way of adding additional security on your account. 2FA requires you to enter an extra code when you log in or perform some account-sensitive action (e.g. changing your password). The code is generated from an application on your computer or mobile phone.

Email Sequences lets you write a series of emails and schedule them to be automatically sent to prospects and leads over the course of days or weeks.

Close will now ask you about your experience after every call you make (or answer). This change includes a redesigned UI for reporting bad call quality and helps us notice, diagnose, and resolve your call quality issues much faster.

Calls in Lead page activity feed now include Dialer information (Power vs Predictive and which Smart View). Dialer calls can be graphed in Explorer and searched by Smart View name and method (regular, external, power dialer, predictive dialer).

Calls initiated by the Predictive Dialer that aren't picked up are now automatically assigned to a user who was on the dialer at that time (rather than not being assigned to anybody).

The Call Quality Indicator is a visual indicator that there may be an issue with your call audio quality. It informs you when your Internet connection is unstable and when there may be an issue with your headset.

The Predictive Dialer lets your team collaboratively call a list of leads and connects leads that answer to an available person in the Predictive Dialer session. Unlike the Power Dialer, which calls one lead at a time, the Predictive Dialer can intelligently call multiple leads for each available sales rep, minimizing the time each rep spends waiting to be connected.

For more details, see the Predictive Dialer guide.

An organization's first Group Number can now be created directly from the Phone Settings page.

The Close Product Guide consolidates how-to information for all features in one place, making it easier to onboard new team members and help existing users get the most out of Close.

The recording files for calls and voicemails are now only accessible by logged in users.

Improvements include:

• Ability to download call recordings and voicemails
• "Go to URL" option in Navigate menu
• Resize font size with Cmd+/- (or Ctrl+/-)
• Fixes several audio issues and uses less CPU
• Support for tabs on macOS
• Seamless auto-updates
• Fixes Windows issues with prompt/confirm dialogs
• Fixes issues with locale detection and date formats
• Fixes issues with loading Google Maps
• Performance and security improvements

Email subjects are now taken into consideration when determining if the email is an autoreply. Emails that are determined to be autoreplies, either by subject line or by header, are no longer counted as Opened or Responded in the Sent Email Report.

Find more information on managing autoresponder replies in our support center.

• Changes to Audio Settings don't require restarting the Close app anymore.
• If you change your OS audio settings, Close's microphone indicator now shows the correct device.
• Close now respects the selected microphone device to record VM drops.
• It's now possible to record Voicemail Drops when using a Bluetooth device.
• If Close can't connect to your microphone before placing a call, you'll see a warning and ways to fix the problem.

The Event Log API (previously only available for users on the Business plan) is now available for all users. This endpoint lets you view an audit log of all data changes made in Close.