If you’re a tech-enabled team who needs to scale without overpaying for enterprise sales software, you’ve found the right sales tool.
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:
New customizable columns have been added to the Contact Filtering Page:
We’ve updated our templating language (email templates, integration links) to Liquid. Templates now support conditionals, defaults, loops, and many more advanced functionalities.
New operators are available in the Lead Filter Sidebar. The new operators (and their negative counterparts) are:
We've added more criteria to choose from when filtering to help find the data you’re looking for: