25+ New Close Features to Help You Sell Faster and Smarter in 2025

If you had a busy year crushing your sales goals, you might have missed the biggest product updates we rolled out this year—each designed to help you close more deals and work with greater focus.

Our mission every year is to build CRM tools that work as hard as you do. Your feedback has been the driving force behind every update we shipped, helping us make Close smarter, faster, and more effective for your team. 

From powerful new AI automations to a faster UI, learn how this year’s Close product updates will help you contact leads faster, automate time-wasting CRM admin tasks, and optimize your sales process. 

The impact of these updates is clear. Our customers achieved some incredible sales growth in 2024: closing $690 million in won Opportunities by placing almost 100 million calls and hosting 7.7 million meetings. 🤯

Here’s a recap of the latest Close features that have powered the sales journeys of thousands of businesses in 2024.  

Let’s Close the year right and grow even more in 2025. 💪

Features that Speed Up Your Workflow

Every hour (and follow-up) counts in sales. These updates help you sell faster in your daily sales workflow.

Build Lead Lists in Seconds with AI Search and Filtering

• Find your leads faster without complex queries. Close’s new AI Search takes your natural language search prompts––like “show me all leads in California who haven’t been contacted in the last 30 days”––and instantly builds a filtered list for you.

‎Hi Mariah!

OMG this is freaking amazing, I gotta tell you! Love it. I filmed the team a video on how to use the feature.

–Venla Wilk, ResQ Club

Reduce Manual Admin with Automated Lead Statuses

• Save time and have the most seamless lead management process possible. Accurately mark your Leads and Reduce manual sales work by automatically changing lead status via Workflows, like when someone advances from ‘Potential’ to ‘Qualified’ after booking a call.

Sell Smarter in the 40% Faster Lead Page [Beta]

• You can now navigate your Lead information Close more easily and surface the most important details at a glance––in our more intuitive, redesigned Lead page. This page loads and navigates 40% faster than the previous design, too. Work faster with many of the other Lead page updates listed in this blog post, plus in-line editing, split scrolling, grouped SMS, and more.

‎The new lead pages are great, I've been loving the new beta version. Thank you for the new video breakdown as well, I just watched it now. The money is the banana stand! haha

–Matt Meoni, EasyFXTrading

Focus on People with a Simplified Inbox

• Drive your inbox count to zero and focus on things that matter most in your workday with these improvements: 
  • Prioritize people in your inbox when you control which items show up in your primary tab and Inbox count. Choose to focus less on lower-value Inbox items (like follow-up reminders and OOO messages) and more on your real Leads who need your attention. 
  • See full SMS threads when you need context on text conversations before replying.

LOVE the new SMS threading feature and the new primary inbox tabs.

Small, but meaningful changes. Makes tracking everything and crushing tasks a lot easier.

And it makes conversations much more contextual for me. Thank you so much for the improvements!

–Franc Berrones, ClarityAdvisory

• Reduce inbox clutter with a dedicated Reminders tab (separate from emails) and automatic “Done” marking on emails you reply to. 

Do-it-for-me AI and Admin Updates

Leave the admin to the robots. These AI and admin features handle the heavy lifting for you.

Get the TL;DR in Seconds with AI Lead and Email Summaries

• Close now summarizes information in your CRM in multiple places to help you glean important insights at a glance––no more sifting through long email threads or a Lead’s whole history. AI Lead Summaries save you time and help you focus on what matters most—connecting with your leads. In just a few bullet points, this feature gives you a quick rundown of the recent activity for any lead. Whether you’re cruising through a Power Dialer session, replying to an email, or preparing for a meeting, you’ll have all the key details at your fingertips.

Hi Close Team,

This update is fantastic! Our team is thrilled to see it, especially since we've been manually reviewing all the details in each section of a lead. This new feature is going to be a huge help.

–Madison Shah, Plugzio

• Never sift through tedious email threads again with Close’s new AI Email Summaries. Get all the context you need in one click.

Polish Your Email Copy with AI Rewrite Assistant

• Struggling with composing emails that hit the right tone or length? Our new AI Rewrite Assistant will help you write faster and more effectively. Highlight the text, click the AI button on the toolbar, and choose how you want to refine your message: shorten, lengthen, simplify, or change tone. No more tab-switching or external tools needed.

Save and Quick-Insert FAQs with Snippets

• Stop writing the same paragraphs and pitches over and over again in your emails, SMS, and notes. You should only have to summarize your pricing levels or package types once. Save time by saving frequently used content as a Snippet––then dropping those snippets into future emails with a simple forward slash.

Reduce Import Errors with Pre-Import Review

• Easily import and manage sales data with two major updates to the import process:
  • Automatically scan for errors during field assignments in imports, allowing you to review and correct them on the spot before the data is in Close. 
  • Plus, create or update opportunities using the importer for better pipeline management.

Keep Data Clean by Archiving Custom Activities; Keep Your Data Clean and Organized

• Keep your data organized without tedious manual work. Archive specific Custom Activity Types without deleting each record.
• You can now also easily archive templates and workflows.

Provide Leads Choice with Email Unsubscribe Support

• Handle your unsubscribe requests directly within Close, making email management a breeze and providing a convenient way for leads to opt out of communications they no longer wish to receive.

Keep Your Domain Healthy with Email Sending Limits

• Reach more Leads by actually landing in their inbox. Email sending limits help maintain your sender reputation and avoid spam-related issues––especially if you do cold emailing.

Get Faster Insights with a Refreshed Sent Email Report

• Analyze and optimize your email outreach with the cleaner, more organized Sent Email Report.

Tools to Communicate Easier and Faster

At Close, we believe great communication is at the heart of every successful sale. These new Close features help you respond to leads faster and keep track of all your communication––in one place.

Sell on the go with the Close Mobile App

• Stay connected on the move with our iOS and Android mobile apps, offering improved navigation and quick access to your Inbox, Leads, Contacts, and Pipeline reports. Dark mode included ;)

Collaborate with Teammates via @Mentions and Commenting

• Collaborate more efficiently with your team and centralize your workflow in one place. @mention and comment to notify your team members via email, linking them directly to the activity in Close. Perfect for hand-offs or clueing team members in on important conversations.

Centralize Document Storage with File Attachments

• Keep better track of important sales documents and reduce tool fatigue when you store files directly in Close, like contracts and agreements. Plus, keep them handy for quick reference on upsell or renewal calls.

Smoother Selling with MMS Support

• Send and receive multimedia messages, allowing you to share images and other media without leaving Close. Share audio files, PDFs, videos, and more without having to ask prospects to switch from texting to email just to see what you’re sending.
• Plus, add attachments to SMS templates to easily send frequently referenced files like pricing and packaging.

Save Money and Simplify Your Stack with Premium Phone Numbers

• Ditch your business phone. With Close’s premium phone numbers, you can route leads based on data in your CRM and set up phone menus. Press ‘1’ to cancel your other business phone and save money ;)

‎I wanted to thank you for the 3 month trial phone feature on Close. A big thanks to you and the team.

–Crumbless AI

Take Full Control of Phone Sales with Call Recording Pause + Resume

• Freely capture consent, take payment info, and discuss sensitive content now that you can start, pause, and resume recording on live calls. 

Features to Enable Better Sales Coaching

Updates that help you work faster and smarter with your team members.

Share Smart Views with Groups in One Click

• Close Enterprise users can now instantly share Smart Views with entire groups within your organization. This is great for sharing region-specific leads with regional sales teams, cold leads with SDRs, and more.

Sharing Smart View visibility with groups would be a huge qualify of life improvement.

– Helmut Berka, Helmut Berka Consulting

‎Get Powerful Calling Insights in the Conversations View

• Easily find and review calls and meetings without digging through leads. The Conversations View helps you search through notes, transcripts, and summaries to find calls and meetings about particular topics.
  • Search through notes, transcripts, and summaries on specific keywords or phrases (like ‘pricing’ or ‘discount’) to stay more connected to certain themes and Lead sentiment in your sales pitches.
  • Review calls made by certain team members or made to Leads in a specific Smart View
  • Listen to call recordings over or under certain talk time percentages to help reps improve their Leads’ engagement in sales calls.

Honorary Mentions: Free, Expert Guidance to Grow Your Business

A feature in Close? No. A benefit of being a Close customer? Heck yes. We’re here to empower YOU, and these efforts are just two of the new places you can go for strategic guidance in sales.

Get inspiration for growing your startup directly from our founder Steli Efti’s experiences in our content series, “$0 to $30 Million Blueprint.”

Welcome back, Steli! We missed you. You're an amazing teacher, a true hard worker, and an inspiration to tech entrepreneurs everywhere. You've always given so much, and it's returned to you many times! Well deserved.

I still remember reading your first book on giving great demos—it's still the best! I still share it :) 👏

–Maz T., LinkedIn follower

Plus, get free guidance in our weekly office hours, hosted by our Customer Success team. Whether you’re a Close customer or on a free trial, come get feedback on your sales process, CRM set up, and more.

Steli,

You know this already but you have a few stars and your team. Both Laura and Forrest spent a half hour with me during office hours today. They are patient, an expert in their field, and fun. There has been a problem in my business that I am trying to solve and they were able to give constructive solutions to solve these problems—thank you.

With gratitude and appreciation,

–Michael Bivona, Victory Capital

Closing Out Q4 Strong: 10 Hustle Tips

Phew, that was a big list of exciting new features you can try now in Close. 

If you’re feeling the pressure of that looming quota, we’re right there with you. Features like Snippets, AI Lead Summaries, and AI search might be what you need to speed up your workflow and find those extra juicy deals under the wire.

Here are 10 more of our most thoughtful, strategic tips for how to hit your Q4 sales goals.