If you’re a tech-enabled team who needs to scale without overpaying for enterprise sales software, you’ve found the right sales tool.
The day has come, and we’ve released version one of our iOS mobile app. You can download it from the App Store and use Close while on the go.
Check out our massively improved mobile experience, better navigation, and quick access to your Inbox, Lead, Contacts, and Pipeline report.
Later in 2023, we’re planning the following updates:
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:
You can also create rich text notes via our API. More details here.
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.
One more thing. You can use our new Calendly integration to sync your scheduling links automatically. With this new integration you can:
Send contracts faster, streamline sales, and automatically update activity with SignWell’s Close CRM integration.
With this integration, you can:
We've improved our email composing and editing experience in Close.
- 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.
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:
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.
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!
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.
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.
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.
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: