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.
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Secured call recordings & voicemails
The recording files for calls and voicemails are now only accessible by logged in users.
Improved desktop app
Improvements include:
- Ability to download call recordings & voicemails
- "Go to URL" option in Navigate menu
- Resize font size with Cmd + or - (or Ctrl + or -)
- Fixes several audio issues & uses less CPU
- Support for tabs on macOS
- Seamless autoupdates
- Fixes Windows issues with prompt/confirm dialogs
- Fixes issues with locale detection / date formats
- Fixes issues with loading Google Maps
- Performance and security improvements
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.
Audio device improvements
Many problems related to audio devices are now fixed:
- 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.
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.
Power Dialer now available in all countries
The Power Dialer previously was only supported by users in the US & CA. Now it's available everywhere.
A design refresh on the Lead View sidebar
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 does this by providing a “Call Next Lead” button and automatically moving 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.
Restrict Editing on Custom Fields
Today, we’re excited to launch another accessibility-related feature: Restrict Editing on Custom Fields. Now you can decide how each Role interacts with the Custom Fields you’ve created.
Create custom roles with 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.
A new Lead Importer and a fresh coat of paint
In recent weeks, our Product team rolled out a revamped Lead Importer to help you avoid importing duplicates, and a slew of visual design improvements.
Assign Leads with the "User" Custom Field type
We’re excited to share that 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 to go after or assigning new customers to your account managers, the “User” Custom Field type is the way to go.
Customize your Phone settings on the fly with the new Phone Settings Popover
With our new “Phone Settings Popover” view, we’ve made it easier to manage all of your phone settings within Close.
Automate your sales workflows with a dozen updated Zapier Actions & Triggers for Close
We're excited to announce that we've updated a dozen Triggers and Actions in our Close Zapier integration, and we'll cover the cost of a Zapier "For Work" subscription for a full year when you upgrade to an annual Close subscription.
Customizing columns on the Opportunities view
We've added the ability to customize the columns on the Opportunities view to give you more context about a given opportunity without clicking into the lead.
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