Product Updates

On the lead page you can now add file attachments to an Opportunity even when you're in view mode, no need to switch into edit just to upload a file.  This is available under the Opportunity More (...) menu.

And when you are in edit mode you can now drag and drop files into the Attachments section for easier upload.

Chloe is an AI sales agent built directly into Close. She can call leads, qualify prospects, answer questions, book meetings, follow up automatically, enrich customer records, update CRM data, and help teams work inside Close through Chloe Chat.

Voice Agents

Chloe calls your leads, runs real conversations, and logs outcomes, summaries, and transcripts back to the lead record automatically. See Voice Agent Setup to get started. Available to U.S. customers only.

Chat (beta)

Your AI assistant inside Close. Ask about your leads, pull pipeline summaries, and take actions. See Chloe Chat. Available worldwide.

Scheduling meetings has always been tedious, but we built native scheduling capabilities in Close. Now, you can book a meeting with a customer or prospect directly from the Lead Page!

We currently support Google Calendar booking (Microsoft coming soon). It's a matter of configuring Close Scheduling in Settings.

Don't forget to check out our Setup Guide.

Close's official ChatGPT app is now available. Whether you need to generate a custom report, research and create a new lead list, get a summary of recent interactions with a customer, or create new Workflows — all you have to do is ask ChatGPT to take care of it for you.

You can assign Call Tasks to yourself or a member of the team as a reminder to call a Contact at a specific date and time. Call Tasks are similar and appear on Leads and the Inbox in the same place as Tasks, but there are a few differences:

1. Call Tasks must have an associated Contact.
2. When created using Workflows (via the Call step), Call Tasks can be assigned to a Group.
3. Close will automatically mark Call Tasks complete when there is a Call between the associated Contact and an assigned User.
4. A Call activity between the associated Contact and assigned User is required in order to mark a Call Task complete.

To learn more about Call Tasks, check out the Help Center.

New in Smart Views: Instant Column Calculations

You shouldn't need a spreadsheet just to understand your own data. Now in Close, every search result and Smart View comes with instant column calculations: averages, sums, min/max, % empty, counts, and more. No downloads, no formulas, no context-switching. Just answers, right where the work happens. Open it to quickly add a calculation to the column. This info gets saved with the Smart View so anyone you share it with will see it too!

New Opportunities List

We also shipped the reworked Opportunities List.

The new list view has many new features, such as:

• Advanced Filtering
• Report Saving
• In-column Calculations
• Column Sorting
• Column Resizing
• Column Drag and Drop

It's replacing the old Opportunities List (which is still accessible via the banner link on the new list page).

Workflows

• We added a "View Run" option to the Workflow subscription details modal, allowing you to navigate directly to the run details.
• Workflow step assignment fields (Send from / Assign To) no longer require the "Manage Organization" or admin permissions. They are now controlled by the same workflow-level permission as all other fields.
• When manually triggering a Workflow, the dropdown now shows an icon indicating the workflow's type (lead, contact, etc.).

Other

• We added a new checkout page for trials and new Call Assistant checkout flow.
• Users can now edit their voicemail drop recording when an invalid audio file was previously uploaded.
• Filter group titles now show a type indicator (e.g., "Custom Activity", "Custom Object", "Form Submission") after the entity name to help distinguish between different entity types when filtering.
• AI Enrich icon is now unified across usage.

Email, SMS, and Call steps have a new "Ignore Workflow's Communication Schedule and Blackout Dates" checkbox. When checked, the step will process immediately and ignore the Communication Schedule and Blackout Dates configured on the Workflow.

On Call steps, the Call Task due date will be set to the time the Workflow step was processed.

This is great for situations where you want an SMS, email, or call to happen immediately after the Workflow is triggered, regardless of what day/time it is, and have the rest of the Workflow steps follow a traditional schedule.

Telephony

• Call hangup should no longer fail in the legacy call bars.
• We added Costa Rica to the list of countries for which users can rent phone numbers.
• Calls that cannot be coached will no longer show the “Listen” button incorrectly.

Conversations

• We added a “Date Range” filter on the Conversations page.
• Call activities with a voicemail drop will now show the media player, allowing the voicemail to be played.

Workflows

• Workflow Update Lead/Opportunity steps now display an error when attempting to save without any fields configured.

Inbox

• You can now undo sending an email from the Inbox using the success toast.

Other

• The Account Disconnected banner now only appears when the erroring feature is enabled on the account.

Close Forms is our native web form builder that lets you capture and route website leads directly into Close. No Zapier or third-party tools required.

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What you can do:

• Build custom forms with a drag-and-drop builder (no coding needed)
• Embed forms on your website to capture leads instantly
• Route leads automatically into Close with clean CRM data
• Prevent spam with built-in protection
• Track form activity right on the lead page
• Filter and search form submissions with Smart Views
• Get notified when new leads come in

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Why it matters:

Forms eliminates setup friction for new teams and reduces your dependency on external tools. Whether you're a new trial user looking to see leads flow quickly or an established team consolidating your tech stack, Forms helps you get leads into Close faster so your team can follow up sooner.

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Get started: Head to the Forms section in your Close account settings to create your first form.

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Check out our Support docs for more information.

• We refreshed the UI of our Import page and plan tiles in Billing.
• The Snooze menu in the Inbox will no longer show Today as an option unless using the Future view.
• We fixed a bug, and the call hangup should no longer fail in the new call bars.
• We added a "Manage Blackout Dates..." option to the Blackout Date selector input in Workflows.

The new "Update Opportunity" step in Workflows can update any selected fields on an existing Opportunity. This works great for:

• Updating an Opportunity's confidence percentage or Custom Fields fields when the status changes.
• Updating an Opportunity's status when an event occurs on the Lead or a Custom Activity is published.
• Changing the owner of an Opportunity when the Lead gets assigned to another user.

We just launched a brand new report that's overflowing with great insights about your team's call activity. In addition to a quick look at call volume over time, you can get breakdowns of calls by duration and disposition so you can understand if your calls are being answered and how many substantive conversations are happening vs. quick hangups. Additionally, you'll find a chart showing the total leads dialed vs. unique leads dialed, and the count of each type of outcome set on your calls.

You can filter the report by Smart View, User, Direction, Duration, Outcome, and, by popular demand, phone number.

Learn more about automating Email using Workflows in Close's Help Center.

• A new "Create draft for review" option has been added to the Email step in Workflows.
• When selected, the email on the Workflow step will be created as a draft and placed in the assigned user's Inbox to review, edit, and send as they see fit.

Learn more about automating Email using Workflows in Close's Help Center.

Workflows

• You can now use the variable menu to reference trigger data in your Task descriptions.

Email

• When composing an email, you can now press "Cmd/Ctrl+Shift+Enter" and it will open the Schedule popup.
• The option to add unsubscribe links is no longer found on email templates for unsupported plans, and templates will not add unsubscribe links for unsupported plans. Unsubscribing via an unsubscribe link will now work for all plans.
• Better handling of mailto: email address links inside the content of emails.

Custom Fields

• Users will now be able to configure custom fields to be always visible - even when empty.
• Users will now be able to test AI Enrich directly from the custom field settings.

AI Enrich

• Users will now be able to use AI Enrich on a Contact Title.
• Users can now run bulk enrich for Contact Titles.
• Users will now see a warning banner explaining the AI Enrich cost usage when enrolling workflows that use AI Enrich.

Add Blackout Date calendars to Workflows to prevent automated email and SMS messages from being sent on certain holidays or days when your team is unable to respond.

How it Works:

• Create calendars to prevent automated email and SMS messages in Workflows from being sent on certain days (holidays, vacation, etc).
• Multiple Blackout Date calendars can be applied to a Workflow via the "Recipient & Schedule" modal.
• Update multiple Workflows at once by selecting one or more Workflows and clicking "Set Blackout Dates" from the Workflows list.

Learn more about Workflows and Blackout Dates in the Help Center.

When you search, you will now see the five most recent matching Activities. Clicking a result will take you to the Lead page with that Activity open in full screen view. If you're looking for more powerful Activity searching, check out our new Activity Smart Views.

Workflows

• All workflows now display a hint showing whether they run once per contact or every time they're triggered.
• Workflows now stay on the edit screen after saving, making it easier to make multiple changes. After creating a new workflow, you are redirected to the workflow detail page.
• Workflow search now consistently finds results using partial word matching.
• The workflow task icon has been updated to help differentiate it from a completed workflow step.
• Fixed a bug where pressing Cmd+Enter on macOS or Ctrl+Enter on Windows while editing workflow steps could cause unexpected updates.

Telephony

• Users will see improved error messages when microphone access is denied or unavailable.
• The phone popover now allows reconnecting to the calling service to resolve errors.

You can now make Smart Views of various types of Activities from your team: Calls, Emails, SMS messages, WhatsApp messages, Meetings, Notes, and Custom Activities. This unlocks a ton of new use cases, from monitoring your team's weekly activity to making a list of calls where the transcript mentioned a particular topic.

Just like with other Smart Views, you can customize your columns, apply filters, and share them with your team.

This feature is available now on all plans.

Permissions: Granular Control for Custom Objects and Custom Activities

We've added more precise role permissions for Custom Objects and Custom Activities. Admins can set separate rights to add, edit, and delete, giving teams tighter control without slowing down daily work.

Add, Edit, and Delete are now distinct permissions you can assign per role for both Custom Objects and Custom Activities. Existing restrictions carry over, so users keep their current access; you can add finer granularity as needed.

How to use it

• Go to the Settings of your Custom Objects or Custom Activities.
• Check the box to restrict the object.
• Then assign Add, Edit, and Delete separately to the roles that need them.
• For Activities, choose whether published types can be editable by specific roles, or only in draft.

Workflows

• You can now trigger a Workflow when an Opportunity stalls. Automate follow-ups or updates when Close detects that an opportunity needs attention. See Pipeline Guidance for more details on when an Opportunity Needs attention.
• Workflow step icons now have clearer tooltips and improved accessibility, making automations easier to scan and understand at a glance.

AI Enrich

• On Lead and Contact Smart Views, you can quickly start a Bulk AI Enrich run directly from a column header for enrichable fields. If a field has enrich turned on, the bulk enrich modal opens pre-filled.

Other Improvements

• You can now archive, unarchive, and delete snippets in bulk, the same way you can with SMS and Email Templates.