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Product Updates

If you’re a tech-enabled team who needs to scale without overpaying for enterprise sales software, you’ve found the right sales tool.

  • Improvement

    Improved Autoreply Email Reporting

    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.

  • Improvement

    Audio Device Improvements

    • 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.
  • Improvement

    Event Log API Now Available on All Plans

    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.

  • More Options When Transferring Calls

    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.

  • Reduced Ring Time Option on Power Dialer

    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.

  • New Feature

    Power Dialer Now Available Worldwide

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

  • Improvement

    Lead View Sidebar Design Refresh

    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.

  • Call Automation via Power Dialer

    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.

  • Delete Email Threads

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

  • See Phone Numbers Used in Call Activities

    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.

  • New Feature

    Restrict Editing on Custom Fields

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

  • New Feature

    Roles & Permissions

    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.

  • Improvement

    New Lead Importer and Visual Design Improvements

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

  • New Feature

    Assign Leads with the "User" Custom Field Type

    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.

  • New Feature

    Phone Settings Popover

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

  • New Feature

    Phone Settings Popover

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

  • Improvement

    Updated Zapier Actions and Triggers for Close

    Close updated a dozen Triggers and Actions in the Zapier integration. These changes make it easier to automate your sales workflows between Close and the other tools in your stack.

  • Improvement

    Updated Zapier Actions and Triggers for Close

    Close updated a dozen Triggers and Actions in the Zapier integration. These changes make it easier to automate your sales workflows between Close and the other tools in your stack.

  • Improvement

    Customizable Columns on the Opportunities View

    Close added the ability to customize the columns on the Opportunities view, giving you more context about a given opportunity without clicking into the lead.

  • New Feature

    Introducing SMS in Close

    At Close, our goal is to build the best sales communication platform for inside sales teams. By listening to our customers and watching our own team's behavior, it's clear that SMS needs to be a part of the modern sales communication stack. Built-in SMS is now available for all Professional and Business users.

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