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 just released the Next Lead/Contact button!
When you open a Lead from a lead search, contact search, or Smart View, you’ll now see a button at the bottom-right corner.
You can use that (or `j` and `k` keyboard shortcuts) to navigate the list.
We just launched a brand new AI-powered Call Assistant. When enabled, you'll gain new functionality on any calls recorded in Close.
Call Assistant will automatically transcribe all of your recorded calls made through Close.
We're celebrating with a free access period! 🎉
Close customers can enjoy free access to Call Assistant through November 8th.
We're launched two new customization capabilities for Workflows.
You can now set your own Workflow communication schedule on each Workflow in Close. Simply select the days of the week you're hoping to send, along with your hourly sending window.
Note: This schedule only applies to communication steps (e.g. calls, emails, SMS). Any tasks or instant actions will process outside of this window.
You now have more control over what pauses your Workflows. Optionally disable automated pausing when receiving incoming calls, emails, or SMS if you would rather your Workflow continue to run.
We developed the Close ChatGPT plugin. You can now connect ChatGPT and your Close data - which means using the power of Generative AI to write emails, provide valuable prospect insights, segment leads and contacts, and analyze reporting data.
Find out more about the best use cases in our blog article.
We've added a new Meetings section to your Inbox experience in Close.
This section allows you to:
We added mobile calling settings, where you can define your default calling options, along with Caller ID selection and Call Recording options.
We also added the most popular Reports - Activity Overview, Activity Comparison, and Opportunity Funnel.
You can now add task steps to your sequences. Task steps can represent a few different concepts for teams:
Tasks can be required or optional
We've just introduced the ability to restrict which leads each member of your team can view in Close.
A few quick additional notes about Lead Visibility:
For more details and a setup walkthrough, check out our help center article here.
Close now supports integrations using OAuth 2.0. To integrate with Close using OAuth check out our documentation here.
Developers can now:
Users can now:
We've just introduced a few brand new features to help your teams scale with Sequences.
Assign User Steps
You can now automate lead assignment logic in sequences via our Assign User step.
Keep in mind that additional steps (e.g. emails, calls, sms) following the Assign User step are optional.
Sequence Send As
When creating Sequences, you will now be able to specify who the sender of each Sequence step should be.
Your options will include both static and dynamic selections:
This will allow you to create a single sequence that can be used across team members more easily.