Product Updates

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.

Business users can now transfer calls to any of their verified external numbers, any group numbers in their organization or even a number entered on-the-fly.

A new option on the Power Dialer allows you to reduce the time spent waiting for calls to be answered before moving onto the next Lead. This is useful for prioritizing human reach rates when you don't intend to leave voicemail messages.

The Power Dialer was previously only supported for users in the US and Canada. It is now available worldwide.

All sections of the Lead View sidebar are now consistent. Users can now search for Contacts and Custom Fields, and also have an improved experience when adding new Custom Fields.

The Power Dialer enables you to call through a list of leads faster than ever before. It provides a "Call Next Lead" button and automatically moves sales reps on to the next lead until a call is answered.

Users can now delete an entire email thread in the lead activity feed with a single click.

When hovering over call activity text on a lead page (e.g. "Call from [Contact Name]"), a tooltip now shows which phone numbers were used (for both sales rep and contact). We also show the phone number label (if one exists) and properly format international numbers.

Now you can decide how each Role interacts with the Custom Fields you've created.

Until recently, we've had two roles—Admin and User—with only a few hardcoded permissions. But now you can create custom roles, add or remove permissions, and assign roles to new and existing users.

Our Product team rolled out a revamped Lead Importer to help you avoid importing duplicates, and a slew of visual design improvements.

We've added a 7th Custom Field type called "User". It's common for teams to use Custom Fields to assign leads to one another. Whether you're assigning leads to members of your sales team or assigning new customers to your account managers, the "User" Custom Field type is the way to go.

With our new Phone Settings Popover, we've made it easier to manage all of your phone settings within Close.

With our new Phone Settings Popover, we've made it easier to manage all of your phone settings within Close.