Product Updates

Search in Email Templates Settings

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.

New template tags in Integration Links

Interaction with other tools just got easier. We now support more template tags in Integration Links, including lead data on contact and opportunity links, addresses, URLs, users and more. For a full list of supported tags, open Close, go to Customizations Settings, and try to create a new Integration Link.

Duplicate detection in the New Lead Modal

Nobody likes duplicate data. When you create a new lead manually, we will now show you similar leads that already exist in the system.

"Set as Primary Contact" option in the Contact Dropdown

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.

Mobile improvements

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.).

Improved API key management

You can now name your API keys and see when they where last used (and from what device/location). We also made new API keys more secure by only allowing them to be displayed once.

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Webhooks V2

Our API now supports event-based Webhooks, allowing integrations to be notified of specific events triggered by Close. Our legacy Webhooks are officially deprecated.

Integrations page

You can now visit our in-app integrations page to learn all about integrations for Close. On this new page, you can view current integrations, learn how to set them up, and request an integration that you don't see on the list.

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Smart View Search

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.

Default roles in all accounts

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.

Redesigned sidebar and emojis for Smart Views

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

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Improved email templates settings

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

Choose export fields

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.

Send an Email Sequence as a follow-up

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

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.

Two-Factor Authentication

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.

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Email Sequences

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.

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Improved mechanism for providing call quality feedback

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.

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Search, report, and view Dialer calls by Call Method

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).

Assigning Predictive Dialer calls that are not picked up

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).