Roadmap

Close will generate suggested follow-ups for email reminders: when you set a reminder task for yourself, we'll auto-draft that reply when it pops up in your Inbox.

And coming late summer, we'll take this one step further with Draft Assist for email replies. You'll be able to use AI to draft email replies. In this first version, replies can reference content from the company’s website (provided in Settings) and templates stored in Close.

Reduce the need for tools like Zapier with expanded Workflow capabilities. New triggers coming on Custom Activities, Opportunities, and Contacts. New actions coming to update Leads, create Opportunities and Custom Activities, and send a Slack message.

Introduce new users to Close's most powerful features in a friendly way with a magical onboarding experience.

Use MCP to connect Close and Claude. Bring the power of AI-driven research, analysis, and action into your CRM. With Claude + Close, your team can find answers, uncover insights, and take action without switching tabs or losing momentum.

We’ve made a batch of updates to help you move faster in the Inbox, see more context at a glance, and keep your work organized.

Use new activity types in Close that makes WhatsApp conversations feel as close to native as possible in the lead activity feed. This will be a multi-part release with some Zapier-powered API functionality and an third-party upgraded integration option.

Eliminate manual data entry and track sales performance with precision. Close will have new call and meeting outcomes to get accurate reporting on your answer and conversion rates and pipeline flow.

Customize your Close app to use dark mode.

Click on the new icon next to the search in your sidebar to see the new Saved Views page. This page has all of the Smart Views, Conversations, and Reports that your user has access to inside your organization.

Never let a lead slip through the cracks. Manage your SMS conversations in Close without slowing down your workflow. Real-time notifications in docked chats let you reply faster to hot leads all in one place: your CRM. In beta now.

Kill deal drag. Close Notetaker helps small, scaling businesses grow sales velocity. Let your CRM’s AI transcribe, summarize, and record all your sales meetings––so you stay focused on the human you’re selling to. Public beta available now, sign up for the beta here.

Never let a lead slip through the cracks. Manage all your conversations (and tasks) in the Close Inbox––including messages from potential contacts not even in Close yet.

AI Enrich helps you complete Lead and Contact records in seconds.With one click, Close pulls fresh data—like LinkedIn profiles, industry info, and other public data—straight from the web.