Close now supports sending and receiving SMS in United Kingdom and Australia. If you already have an SMS-enabled UK or AU phone number, then just click SMS 💬 button on any contact for a new way of communicating with prospects. You can get a number that can send SMS in these countries by changing your Primary phone number or adding a new Group number on Your Phone Settings page.
We now have a dedicated API Changelog to keep track of notable changes to our API.
Our Roles & Permissions system has gained a new permission, "Telephony". It allows you to control which of your team members can use features such as calling and SMS.
Finding the right Email Template just got easier! You can now search for a specific template by its name or subject line in the Email Templates Settings.
Nobody likes duplicate data. When you create a new lead manually, we will now show you similar leads that already exist in the system.
You can now set a contact as primary with less effort. Click the "…" on a given contact and choose "Set as Primary Contact". This option is particularly useful for larger leads with dozens of contacts.
We've made the most common workflows easier to manage on mobile devices. The Inbox Page, the Lead Search, and the Lead's Details Page are all responsive now, and so is the general layout of the application (the sidebar, the search bar, the profile dropdown, etc.).
You can now quickly find the Smart View you're looking for. Click the magnifying glass next to the "Smart Views" header in the left sidebar and start typing the Smart View name.
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 updated and modernized the UI in our email templates settings, and we added an ability to duplicate a template.
Using our new integration with Retool you can now build custom applications on top of Close data faster than ever. With drag-and-drop building blocks, you can use Close + Retool to: enrich your Close leads with data from your internal database and 3rd-party APIs, streamline your workflows with your own custom tools, and much more. Learn more about the integration here.
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 with certain timeframe.
Call dispositions communicate the outcome of a call, e.g. if it was answered, if a voicemail was left, etc. You can see them in the activity feed, search for them, and access them through our Call API. We also updated the activity feed UI to communicate the direction of calls more clearly.