Product Updates

Rich Text Editing for Notes and Call Notes

We've added rich text editing capabilities to notes and call notes in Close. We've also introduced a new field type for Custom Activities to include rich text notes.

With rich text you can:

• Add bulleted or numbered lists
• Bold, underline, strikethrough, italicize, highlight and quote text
• Hyperlink text easily by pasting the link on selected text
• Use markdown or keyboard shortcuts to add formatting easily

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You can also create rich text notes via our API. More details here.

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Scheduling Links + Calendly Integration

Effortlessly add your scheduling links to your emails and allow others to schedule meetings with you.

My Scheduling Links

You can now add your meeting links from any scheduling tool to Close. Once you have these scheduling links saved in Close we then make it easy for you to insert these into an email or template. You can find scheduling links in Settings -> under the customizations section.

Scheduling Template Tags

You can also set up Scheduling Template Tags, enabling your team to map their individual link to be dynamically inserted when used. Perfect for when you want multiple folks to use the same template. No more creating duplicate email templates for each person to add their link.

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One more thing. You can use our new Calendly integration to sync your scheduling links automatically. With this new integration you can:

• Sync your active Calendly event types (and your team's if you are a Calendly Admin) with Close
• Add Calendly links to emails and templates
• Map your synced Calendly links to scheduling template tags

March Improvements and Bug Fix Roundup

What’s New

• Users can now create Contact records for attendees from a Meeting activity.
  

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• An avatar is now shown next to Meeting activity participants who are users in Close, along with an organizer badge.
• The contact address modal is now mobile-friendly and provides a link to Google Maps. On mobile devices, this opens Google Maps in the app or in the browser (if you don't have the app installed).
• You can no longer add more than 25MB worth of attachments cumulatively to an email or email template. This will prevent users from disconnecting Google/Microsoft accounts.

Bug Fixes‍

• We fixed date filters that weren’t showing correctly in Smart Views.
  
• We fixed a chosen status filter in the Opportunities List view, which was getting overwritten in some cases.
• Users can now access their accounts to remove some of them if they exceeded the account limit.
• We now report all bounce metrics for Sequence email steps.
• Custom Objects with required fields don't break when added to a lead anymore.
• Fixed an issue where users were not able to call a Contact back after pausing a dialer.
  
• Opening another user’s email draft doesn't switch ownership of the email anymore.

SignWell Integration

Send contracts faster, streamline sales, and automatically update activity with SignWell’s Close CRM integration.

With this integration, you can:

• Quickly send contracts in Close
• Track contract activity and updates
• See leads updated automatically in Close
• Mark signed contracts as won opportunities
• Send contracts any way you want
• Get legally binding e-signatures instantly
• Quickly reuse and resend popular documents with reusable templates

New Email Composer

We've improved our email composing and editing experience in Close.

• More text formatting options
• Better keyboard support
• Usability improvements for mobile devices
• Ability to drag and drop recipients between To/CC/BCC
• Bug fixes and performance improvements

Sequence Enhancements‍

- New call pausing experience: We’ve removed the 30-second auto-pause logic for sequence calls, and introduced a new button on the call itself to mark the sequence as responded.

- Improved response detection: Any incoming email, SMS, or answered call, as well as any outbound call where the user marks the contact as having responded will now automatically pause the sequence and mark it as responded.

- Enrollment changes: You can now enroll a contact into a sequence even if they do not have the contact information necessary to complete all steps (e.g. the contact has no phone number but the sequence contains calling or SMS steps). Previously we would reject the enrollment in these cases, which forced teams to create multiple iterations of each sequence. Moving forward, these steps will simply be skipped if they cannot be made based on the contact's information.

- Processing changes: We will now continue with sequences if a single step errors in an unresolvable way (e.g. bounced emails, failed calls, undeliverable SMS). Future steps of the same type will be skipped to avoid compounding issues (for example we wouldn’t attempt future email sends in cases where a previous email bounced), but we will continue processing the sequence in case another step type can still be attempted.

Fivetran Integration

Easily sync Close data to the data warehouse of your choice with Fivetran's new Close integration!

This integration includes the following Fivetran connector features:

• Capture Deletes - Fivetran captures deletes whenever they can detect them so that you can run analyses on data that may no longer exist in Close.
• Data Blocking - Data blocking lets you omit certain tables or columns from replicating to your destination.
• Column Hashing - Column hashing anonymizes sensitive data in your destination without sacrificing its analytical value.
• Re-sync - Sometimes the data in your destination and Close get out of sync and you need to overwrite all or some of the existing data in your destination to make it consistent with Close.

February Improvements and Bug Fix Roundup

What's New

• The current user is now set by default on sequence enrollment.
• We removed auto-scroll and activity feed filtering when a contact is selected from search autocomplete
• The Inbox and Account settings page received a visual design refresh.
• We updated text on the pricing page to make it clear that cancelling a plan is not going to revoke access immediately.

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Bug Fixes

• Dropdown menus with many items now have a maximum height so they aren’t visually overwhelming.
• User filters now appropriately calculate the total number selected.
• We fixed an issue where date dropdowns were displaying outside of the browser window.
• We fixed an error message while hitting the character limit on an email.

Google Single Sign-On

We've added a new way to signup and log in to Close. Now, you can use your personal and Workspace Google account, which means better security and less email/password hassle.

SMS Steps in Sequences

We've added the ability to send automated SMS steps as part of your sequences! When an SMS step type is added, we'll attempt to send an SMS to the contact's phone number when the step processes.

Now your sequences in Close can combine calling, emailing, and SMS steps to create a more powerful sales cadence for you and your team. Check out our Help Center guide to learn more!

January Improvements and Bug Fix Roundup

December Improvements and Bug Fix Roundup

Custom Objects

We added Custom Objects as an addition to the standard CRM objects (Leads, Contacts, and Opportunities). Custom Objects allow you to store data in a flexible and structured way. They live on the Lead Page (on the left-hand side). It is possible to define custom fields in Settings, create instances of Custom Objects and define references between them and other standard objects. Custom Objects are searchable on the Lead Filtering page. To find out more, please check our documentation.

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Please note that we currently have a qualification process in place. In order to get access to Custom Objects, fill out the form situated on the Settings page.

O365 Calendar Integration

We extended our existing Microsoft account integration with O365 Calendar syncing. Past and future meetings scheduled with your O365 account will be automatically synced and displayed as Meeting activities in the Lead Activity Feed and as meeting reminders.

November Improvements and Bug Fix Roundup

October Improvements and Bug Fix Roundup

• We added a feature that allows you to share Smart View via a link. Keep in mind that if you adjust the filters and click “Save” (not “Save as Copy”), the change will be reflected for each User having access to that Smart View.
• Lead/Contact search tables with a lot of columns can now be scrolled side-to-side, with the name column staying fixed to the left-hand side.
• We added the ability to Unenroll Contacts from a Sequence directly from the Lead page
• The “To Do” list in Sequences is now filtered by the communication window. Leads whose local time is outside the communication window for the Sequence are not included.
• We added the ability to insert Template Tags in the Subject field through a dropdown menu while editing Email Templates.
• On mobile, the Lead details and Activity Feed are now shown in separate tabs.
• On mobile, the Lead Activity creation menu (new Note, Call, SMS, etc.) now renders as a dropdown menu (instead of a row of buttons).
• We added the following new integrations to our Integration page (Seekwell, Journy.io, Balto, Skyvia, InvoiceBerry, Docsales).
• We fixed an issue where Lead Page tooltips stayed on screen when power dialing

SMS Templates

You can now save time and energy spent on repetitive SMS messages by creating and sending SMS templates directly from within Close!

With this new functionality you'll be able to:

• Create private or shared SMS templates for yourself or team to use
• Personalize messages with template tags and/or conditional logic, similar to email
• Select a template to send when drafting an SMS from the lead page
• Filter for SMS sent with a specific template in lead search
• Send SMS templates via our API and Zapier
• Examine SMS template usage via reporting (Explorer reports only)

September Improvements and Bug Fix Roundup

Opportunity Notes and Custom Fields in the Pipeline view

• We added an option to view Opportunity Notes and Custom Fields in the Pipeline view. It’s now easier to understand the details of the specific Opportunity.
• You can enable these in the “Options” menu and then click on the Opportunity card to see the Notes and/or Custom Fields.

August Improvements and Bug Fix Roundup

• The Billing Settings page can now have Plan Changing, Schedule Changing, and Cancellation disabled (with helpful messages) via the API. Currently, having a Minimum Monthly Payment Obligation will disable all three actions, and being on the new billing plan will disable changing the billing period.
• We now allow you to rent up to 25 personal phone numbers instead of 5 and show you an improved error message if you rent too many phone numbers.
• The Opportunity Funnel report can now be shared. Each filter change loads a unique URL into the address bar. There is a “Share Link” button to copy the unique URL to your clipboard.
• It’s now easier to click to expand/collapse selectable sections in reporting groupings (e.g., selecting Groups for reporting filtering) after introducing a larger clickable area.
• The Lead and Contact Filtering page headers respond better to different screen sizes. The search text cuts off more elegantly, the actions break to a second line earlier, and share and sequence actions roll over into the “More Menu” as the screen size shrinks.
• Lead URLs are now clickable in the new Leads table.
• Pipeline/Status labels will now show the name of the pipeline if the pipeline has been deleted.
• We fixed an issue where scrolling Lead and Contact Filtering results would not load more results.
• We clarified the description when exporting Leads as JSON that in fact we export all Contacts’ info.
• We now correctly display an error when updating Billing's invoice fails.
• We fixed an issue where opening an Email template in a new tab opened it twice.
• We fixed a problem with certain date-pickers not working on mobile devices.
• We fixed a spacing issue with the description when choosing “Other” for the Industry and Lead Source fields during onboarding.