Move Faster, Sell Smarter: Q1 Product Updates You’ll Actually Use

Sales teams don’t have time to waste—and neither do we. 

That’s why we packed Q1 with upgrades that make it easier for you to move faster, communicate better, and close more deals without the headache. 

From sharper automations in Workflows to smarter Smart Views, here’s what’s new (and why it matters for your team). 

Workflows Updates: More Power, Less Effort

Workflows are the engine behind modern sales automation—and we’re committed to making that engine more flexible, intuitive, and powerful with every release. We know the best teams strike a balance between consistency and agility. You want to move fast, personalize outreach, and stay in sync as your pipeline evolves, without adding complexity.

That’s why this quarter’s Workflow updates are focused on giving you more control without slowing you down. These aren’t just technical improvements—they’re pulled from real-life feedback we get from teams like yours every day.

Minute-Level Delays

Previously limited to hours or days, delays in workflows can now be set down to the minute. Want to respond immediately when a lead submits a form? You now can—with instant, automated emails or texts.

‎Draft Workflows

You can now build and configure workflows without publishing them. Set triggers, add steps, and finalize the workflow on your timeline—no need to name or activate until you’re ready.

Workflow Conversion Goals

Two new conversion triggers let you:

• Auto-convert leads when they book a meeting
• Or when their lead status changes

Perfect for stopping workflows once leads progress in your funnel.

‎Disable Enrollment Without Removing Filters

Configure your workflow filters in advance and toggle enrollment on or off without losing your setup.

CC/BCC in Workflow Emails

Automatically include cc/bcc recipients in workflow emails. Great for keeping managers or SDRs in the loop without enrolling them in the flow.

‎Workflow Editing Warning

Avoid losing work! You’ll now get a warning if you try to navigate away from a workflow with unsaved changes.

Reporting & Smart View Enhancements

Great teams thrive on visibility. Your tools should make it easy to surface the right data, stay organized, and keep you and your team focused on what matters most.

We shipped a bunch of updates to help you cut through the noise, reduce clutter, and share insights more effectively. 

Here’s the scoop:

New Saved Views Page

A centralized hub for all your Smart Views, Conversations, and Reports. It’s searchable, filterable, and sortable. Includes bulk delete to clean out the clutter.

‎Pinning Improvements

Managing your sidebar just got way simpler. Hover to unpin views, and restore anything from the new Saved Views page.

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Report Sharing

Share saved reports like Activity Overview, Funnel, and more with individuals or groups. Updates to shared reports now reflect for everyone, keeping your team aligned.

‎Call Transcript Playback Updates

More compact layout, better scrub bar interaction, and new “Copy link to current time” functionality for sharing exact points in recordings.

‎Communication That Works Where You Do

At Close, we don’t believe communication is just a "feature"—it’s the entire foundation of sales. These updates are designed to help you stay responsive, move faster, and manage conversations without losing context or momentum.

Here’s what we delivered:

Docked SMS (Beta)

Keep SMS conversations visible at the bottom of your screen while you navigate the app. Get real-time notifications and reply instantly—no more switching tabs.

CC/BCC in Email Templates

Add cc and bcc recipients to any email template—automatically included when sending.

‎Zoom Recording Filters

Filter leads by those who’ve had meetings with Zoom recordings attached. Quickly revisit key conversations.

Admin Tools & API Upgrades

Admins and power users, we see you. We added more control and simplification across the board to make your lives easier. 

Pinned Smart Views API

• Programmatically set and manage pinned Smart Views for users in your org. Great for enforcing team-wide views or onboarding new reps.

Contact & Opportunity API Flexibility

You can now create a Contact or Opportunity without first creating a Lead—the system will generate one automatically. This simplifies integration flows and reduces the need for third-party app usage.

Timestamp-Based Filtering

Filters on Leads/Contacts now support hour and minute granularity, not just dates. More precise = more powerful.

Usability & Quality of Life Improvements

Sometimes the small stuff makes the biggest difference: 

Email Template List Improvements

Sort by any column, like Last Activity. Bulk archive, unarchive, and delete to keep things tidy.

Private by Default Templates

Email templates are now private by default, aligning with SMS templates and snippets.

Shareable Conversations Views

Save and share Conversations views with teammates—make collaboration easier.

That’s a Wrap

Your time is valuable. That’s why we build Close to stay out of your way and help your team move faster, communicate more effectively, and achieve bigger goals. 

This quarter’s updates are about more than features—they’re about giving you the freedom. So you can sell the way you want with tools that flex around your workflow.

If you have any questions or want a demo of what’s new, hit us up. Our team is always here to help. 

And if you thought Q1 was packed, just wait ‘til you see what’s coming in Q2. 😉

See more of Close's 2025 product roadmap in this recent webinar: