If you’re a tech-enabled team who needs to scale without overpaying for enterprise sales software, you’ve found the right sales tool.
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.
Opportunities have long used color coded labels to indicate Active, Closed: Won and Closed: Lost. With October's design improvements, it's now easier to see the name of the Pipeline each status belongs to, as well as the type of status change in the Activity Feed. Other design improvements include a refreshed Search dropdown and updated buttons for Contacts on Lead pages.
September brings with it a slew of improvements to Custom Activities and Fields, including:
Renting phone numbers outside the US and Canada often involves providing proof of business address along with other identity confirming information. With the Regulatory Bundles in Close, the process for renting regulated numbers and providing the required documentation can be completed entirely inside Close.
Contact Dialing allows power and predictive dialing of Contact smart view and search results. Whether you want to call all the contacts on a Lead or all the CEOs at Leads in California, Contact Dialing gives you the tools you need.
For users on M1 Macs or ARM based Windows computers, this new version of the Close desktop app offers significant performance improvements. If you're already using the desktop app, you'll be able to upgrade automatically. If you haven't used it before, you can download it now.
The summer has been filled with quality of life improvements across Close, including:
It is now possible to save a filtered Contact list the same way you can already save a Lead search, as a Smart View. With Contact Smart Views, you can be confident you're working from the same dynamically updating set of Contacts as all of your colleagues whether you're prospecting, qualifying, or closing.