If you’re a tech-enabled team who needs to scale without overpaying for enterprise sales software, you’ve found the right sales tool.
Automate calendar booking, round robin assignments, and more with the native SavvyCal integration for Close. This integration also helps you sync + update Contacts and align your team around meetings that matter––all in an intuitive, visual calendar tool.
To learn more about the details of setting up this integration, check out the SavvyCal knowledge base.
We’ve integrated with the Segment platform, and Close can now be used as a Destination for your customer data. With the current version, it’s possible to:
Check our Help article on how to integrate with Segment.
We added a beta version of the Opportunity Funnel report. It’s now possible to analyze your:
To learn more about the Funnel report best case practices, check out our Help article.
Please remember this is a beta version of the feature. We're currently working on improving and adding new functionalities to this report. Don’t hesitate and share your feedback with us.
You can now filter the Activity Feed on Leads by a keyword or phrase. Simply type into the search box on a lead, and your Activity Feed will show only activities matching your word or phrase. Each activity will be expanded, and phrases will be highlighted to help you easily understand the matching context.
Additionally, we’ve added a date range filter that will allow you to isolate only activities between two dates. Combine this filter (and any other existing filter) with the new search input to quickly find what you need in Close!
It’s now possible to send MMS in Close, allowing you to send images and other forms of media (videos, PDFs, audio files, and more) to your leads the same way you send SMS today.
It's available for US and Canada-based numbers. If you have an eligible number, you'll now see a file attachment icon when crafting a new SMS, or you can simply drag and drop files directly onto your message.
We'll also now display thumbnails for media sent and received via MMS.
It’s now possible to add Calling as a Step to your Sequence - improve your workflows and the effectiveness of your prospect communication. Add (required or optional) Calling steps, assign a Caller or a Group, enroll your Contacts and start calling them from a new To Do section, showing on the Overview tab in the Sequence details.
Apart from that, we’ve added the following improvements:
It's now possible to Receive MMS in Close. It's available for US and Canada-based numbers. You'll see them in your lead activity feed as an SMS with attachments.
Additionally, we've redesigned the email attachments in the lead activity and inbox.
We've extended our Sequences capabilities, by adding Overview and Reporting tabs. In the Overview, you'll find general metrics and a list of the sequence's steps. In the Reporting, you'll be able to analyze sequence performance in detail, with the Step breakdown and Data filter.
Additionally, in the Lead and Contact Filtering, you'll see Sequences related options: Sequences name, Status, Status reason, or Date created, for easier list creation.
You can now filter your Leads using a simple visual query builder. Just specify the criteria, add filters and groups, and create an actionable list of Leads, ready to engage. It’s also possible to share your list using the new Share Link button.
When searching, start typing any information about a Lead or Contact (name, email address, telephone number) and we’ll provide you with up to 5 suggestions, making the whole searching process faster and more efficient. We also now show a brief history of recently viewed Leads in the search bar for quick access.
When you're searching for a contact and find the one you're looking for, clicking on it will now show the Lead filtered by Activities with that contact, as well as expanding the contact details.
For our users with technical needs, our development partners, and anyone else who needs to interact with the Close API, the new Developer Docs will make finding what you need and understanding how to use it much easier. Among the many improvements are:
When creating a new Close account, we are now able to detect if your email is a Microsoft account. When it is, the email setup and connection can be performed in a few clicks, as is already the case for Google email accounts.