If you’re spending time typing notes, digging up company info, or chasing forgotten follow-ups… your CRM’s working against you.
You now have access to some powerful new features in Close after a quarter packed full of big updates.
The Big Picture: Sales without the Drag
Every Q2 product update was centered around one theme: removing drag and admin from your sales process.
- AI handles notes, enrichment, and pipeline suggestions
- Workflow improvements keep your systems clean and resilient
- You stay focused on real selling, not clicking, typing, or chasing
No distractions. No fluff. Just more momentum and more closed deals. Let’s dive in.
Close Notetaker [Beta]
Close Notetaker helps small and scaling businesses grow their sales velocity. Let your CRM’s AI transcribe, summarize, and record all your sales meetings––so you stay focused on the human you’re selling to.
Close Notetaker automatically records, transcribes, and summarizes your Zoom, Google Meet, and Microsoft Teams calls.
Why it matters: You can now capture key takeaways, action items, and deal-critical moments, without losing focus on the person on the other side of the conversation. Make your CRM the hub of all context for your entire team. You can also save money by ditching other note-taking tools.
AI Enrich
You’ve got leads, but your team’s still Googling for job titles and company sizes? That ends now. 😌
AI Enrich fills in contact and company data directly in Close:
- One-click enrichment at the contact, lead, or bulk level
- Admin-level control over which fields are enriched
- Granular permissions for bulk vs. single enrich actions
BONUS BETA: You can also update a lead with AI Enrich via a Workflow. Contact support@close.com for early access.
Why it matters: Stop wasting time on manual research. Now you can build better lead lists, segment faster, and trigger smarter workflows — all from your CRM.
Pipeline Guidance
Pipeline Guidance is your AI-powered deal assistant. When a deal goes cold, speed matters. This feature uses AI to surface stuck or at-risk opportunities — and tells you exactly what to do next.
- You’ll see a “Needs Attention” view in your pipeline
- Get one-click AI suggestions: follow up, call now, or update status
Why it matters: No more guesswork. Your team stays focused on the highest-impact next steps, without manual pipeline reviews.
Customizable Call + Meeting Outcomes
Use our new Call and Meeting Outcomes to get accurate answer rate reporting, conversion rates, and pipeline flow. Outcomes let your reps focus on selling, not CRM admin. No more manually logging the outcome of any call or meeting.
Why it matters: Track sales performance with precision. Less logging, more closing.
Workflow Improvements
Workflows are your behind-the-scenes sales engine. Now, they’re more powerful and easier to manage on the back-end:
- Automatically trigger a Workflow based on Custom Activity, Opportunity, and Contact events. Here are a few examples of what you could do with this:
- When an Opportunity has been marked Won, update the Lead Status to "Customer."
- When a "Customer Interview" Custom Activity has been published and the "Send Gift" field contains "Yes," send an email to the contact who participated in the interview asking for their address, and create a Task for the account manager to send the gift.
- When a Contact unsubscribes from email, update the Lead Status to "Opt Out."
- See workflow ownership at a glance, filter workflows by owner, and even reassign them to another user when someone leaves the team.
Why it matters: Your automations shouldn’t fall apart when someone offboards. This keeps your systems clean, reliable, and scalable.
Dark Mode
Available now on web and desktop. Turn it on in Settings or hit Cmd + K → “Toggle dark mode.”
Why it matters: It’s easier on the eyes, especially during late-night follow-ups or early-morning prospecting. Sell on, dark mode crew. Your retinas will thank us.
Smaller (but Still Mighty) Updates
- Add Contacts directly to tasks. This makes it easier to track who you need to follow up with. This also gives you a way to quickly call or email the specific Contact by directly clicking on an action icon in the task from the Lead page or Inbox.
- WhatsApp integration links are now available for all organizations. When enabled, a WhatsApp link appears on SMS notifications in the inbox and on phone numbers in the Contact’s card in a lead. Clicking the link opens WhatsApp Web to a chat with that number, if one exists.
- A new webhooks dashboard allows admins to view, pause, and reactivate all of the organization's webhook subscriptions.
What’s Coming in Q3
We’re doubling down on reducing your manual admin this quarter. Here’s what’s on deck:
- AI-generated email drafting and follow-up reminders
- Smarter workflow triggers
- Customizable call and meeting outcomes
- More robust WhatsApp integration solution
- Improved Calendly integration
