Close — CRM, Sales product updates and releases, tracked on megachangelog.
A new Security page centralizes access control management in one place, and Single Sign-On support is now available for Google Workspace, Okta, Microsoft Entra, and other OIDC providers to streamline team authentication.
Workflow triggers now support updated events in addition to created events, allowing you to run a Workflow only when specific fields on existing objects or activities are modified.
A new Schedule Meeting skill has been added to Voice Agents that consolidates Book Meeting and Send Scheduling Link capabilities, enabling voice agents to schedule meetings in a single flow with automatic fallback to links when live booking is unavailable.
Users can now save email or SMS messages as templates while composing them, without navigating to settings. This streamlines template creation and reuse workflows.
Users can now ask Chloe questions directly from the command palette (Command+K on macOS, Ctrl+K on Windows) by selecting the Ask Chloe option that appears when typing a query.
Navigation redesigned across Close to make searching faster and maintain context better. Search now appears in the sidebar and can be triggered with the / keyboard shortcut in addition to existing shortcuts.
Phone number management has been rebuilt so all numbers now support members, shared ringing, routing, menus, voicemail, and forwarding, with previously premium features now included for free. New per-number settings enable better control over who can use numbers as outbound caller ID, including non-members and voice agents.
Chloe now displays unread chat notifications with a green badge on the app header and shows the number of unread messages per chat session, allowing users to mark messages as read to clear alerts.
Auto Update now displays low-confidence results with guidance and links to improve accuracy, distinguishes errors from low-confidence outcomes, and clears indicators once fields are manually edited, accepted, or updated with confident results.
Users with "Manage Organization" permission can now ask Chloe for details on Close invoices, including copies of invoices or receipts and analysis of subscription charges, telephony usage, and AI credit usage.
The Close Android app now uses the phone's default ringtone and volume, prevents crashes during multiple simultaneous calls, and enhances stability when responding to terminated calls.
The Event Log feature provides a searchable record of all changes made in the organization, including who made each change, how it happened, and when it occurred.
Version 9.3.0 adds history navigation with back, forward, and history buttons in the app header for each tab, and simplifies tab titles to display only the page name and organization for better clarity.
Close now requires a verified email address to create, update, or delete account data including leads, contacts, activities, emails, SMS, and tasks. Unverified accounts will become read-only starting August 20, 2026, and users must verify shared or bot logins before the deadline to prevent automation breaks.
The system now automatically detects already-verified external phone numbers and adds them directly without requiring another verification call, streamlining the process.
Close's ChatGPT plugin now includes enhanced tools for managing notes, tasks, voice agents, email drafting, and accessing Notetaker meeting transcripts directly from ChatGPT.
The Android app now provides more reliable incoming call handling with a stable answer screen, prevention of crashes, and proper call termination behavior.
Microsoft Calendar support was added to the Book Live Meeting skill, enabling users to schedule meetings with Microsoft accounts in Close Scheduling, book live meetings via Chloe, and schedule Teams meetings.
MCP clients can now retrieve Notetaker meeting transcripts using the new fetch_meeting_transcript tool, enabling integration with Close's Claude connector and other MCP-compatible applications.
Click the calendar icon in the app header to view today's schedule with upcoming meetings displayed as a heads-up. Hover over any meeting and use the Chloe icon to chat with Chloe for agenda prep, brief drafting, or other assistance before the call.
Chloe Chat now supports Knowledge Sources, allowing it to reference sales strategy, product details, pricing information, and reporting expectations to provide more accurate answers and better email drafts.
Chloe now displays her reasoning process when handling requests in Chat, helping users understand how responses are derived.
Rich text formatting is now available in Opportunity notes, supporting bold, italics, underline, strikethrough, links, and other formatting options comparable to what's available in Lead notes, call logs, and meetings.
A new Sidebar view has been added to Chloe Chat, enabling Voice Agents to access faster results for comment creation, opportunity updates, task assignment, and instruction updates.
Admins can now restrict team invitations to approved email domains and receive immediate email notifications when data exports are started, including requestor and timestamp details.
Users can now add file attachments to Opportunities directly from view mode via the More menu, and drag-and-drop files into the Attachments section when in edit mode.
Chloe is a new AI sales teammate integrated into Close that automates calls to leads, qualifies prospects, books meetings, follows up, and enriches customer data. It also includes a chat assistant for pipeline summaries and lead inquiries, with voice agents available in the U.S. and chat in beta worldwide.
Close now includes native scheduling capabilities, allowing you to book meetings with customers or prospects directly from the Lead Page without leaving the platform.
Close now offers a ChatGPT app that allows ChatGPT to reference and update Close data, enabling users to generate custom reports, create lead lists, summarize customer interactions, and build workflows through natural language commands.
You can now assign Call Tasks to yourself or team members as reminders to call a Contact at a specific date and time.
Smart Views now support instant calculations for columns, and a new Opportunities List view has been added to help users better organize and analyze their opportunities.
A collection of product improvements and enhancements shipped in February to enhance Close's functionality and user experience.
Email, SMS, and Call workflow steps now include an option to bypass the workflow's communication schedule and blackout dates, giving users more granular control over when individual steps execute.
A collection of improvements and enhancements released in January to enhance the platform's functionality and user experience.
Close Forms is a native web form builder that lets you capture and route website leads directly into Close without requiring Zapier or third-party integrations.
A compilation of product improvements delivered in December. These updates enhance existing functionality and address user feedback across the platform.
Workflows in Close now support automatically updating existing opportunities based on trigger events in the CRM, enabling more sophisticated automation for sales processes.
A new Calls Report has been added. Users can now leverage the Email step in Workflows to automatically generate email drafts for team review and editing before sending.
Email step in Workflows now automatically creates drafts for you and your team to review, edit, and send as needed, improving workflow flexibility and collaboration.
Close released several improvements in November, enhancing product functionality and user experience across the platform.
Added Blackout Date calendars to Workflows to prevent automated email and SMS messages from being sent on holidays or days when your team is unavailable.
Search results now include the most recent Activities matching your query, making it easier to find relevant activity records alongside other search results.
Close released a collection of improvements in October to enhance product functionality and user experience.
Users can now create and save custom lists of activities including calls, emails, SMS, WhatsApp messages, meetings, and notes within Close.
Close released a roundup of improvements for September, enhancing the platform with various updates and refinements.
Close has updated the inbox with improvements to speed up workflow, provide better context visibility, and enhance work organization.
General improvements and enhancements have been made to the product.
Close released a collection of improvements and updates in August across the platform to enhance functionality and user experience.
New feature that allows you to pin important notes and custom activities to the top of the Lead activity feed for quick access to critical context.
Close now supports the Call event trigger in Workflows, enabling users to automate Lead assignment and updates based on call outcomes.
WhatsApp messages can now be logged in Close as a dedicated activity type through API, Zapier, or TimelinesAI integrations.
Workflows now support an "Update Lead" step that enables automatic lead updates as part of your workflow automation, streamlining lead management processes.
Close released various improvements and enhancements throughout July.
Close now suggests follow-up messages when email reminders come due, helping you take action faster on email communications.
Close's Calendly integration now lets you insert scheduling links into email and SMS messages with a single click and automatically creates contacts in the CRM when meetings are booked.
A new feature lets you track and categorize the results of your calls and meetings, helping you organize and manage customer interactions more effectively.
A collection of product improvements and enhancements rolled out during June to enhance overall user experience and system reliability.
Pipeline Guidance is an AI-powered deal assistant that highlights priority opportunities, suggests actionable next steps, and enables immediate action through one-click options.
Admins can now view and manage all of the organization's webhook subscriptions from a centralized dashboard.
Trigger Workflows based on Custom Activity, Opportunity, and Contact events to automate outreach or operational tasks in Close.
Release of improvements made to the Close platform in May. See the roundup for details on enhancements across the product.
Dark mode is now available for Close, allowing users to reduce eye strain while taking notes during Zoom, Meet, and Teams conversations.
New beta feature that automatically captures notes from Zoom, Google Meet, and Microsoft Teams conversations, eliminating the need for manual note-taking during video calls.
Enhanced filtering capabilities now make it easier to find and locate your Custom Objects and Custom Activities when searching through your data.
Close released a collection of improvements throughout the product in April. These enhancements help users work more effectively with the platform.
Users can now trigger workflows based on custom activity, opportunity, and contact events to automate outreach and operational tasks within Close.
Product improvements and enhancements released in March to enhance overall functionality and user experience.
Workflows now support minute-level delays for scheduled actions, drafts to preview automation behavior before activating, and additional action types to extend workflow capabilities.
A new docked SMS interface is now available in beta, enabling users to access SMS messaging functionality with an integrated UI component.
Close has released a set of improvements for February. Details of specific enhancements are provided in the full roundup.
A new page lets you find and manage all your saved Smart Views, Conversations, and Reports in one place.
Potential contacts can now be accessed directly from your inbox, helping you quickly identify and follow up with new prospects.
Close released a roundup of improvements for January that enhance the platform's capabilities and user experience.
Added support for BCC and CC fields in email templates, along with improvements to template list functionality for better organization and usability.
Close now includes workflow conversion goals, enabling users to track and measure conversion targets within their sales workflows.
Close released a collection of improvements in December to enhance product functionality and user experience.
SMS templates now support attachments, allowing you to include images and files when sending messages. Attachments are available for US, CA, and AU phone numbers.
Improved the workflow edit and list functionality for better usability and efficiency.
You can now easily share Smart Views with entire groups, making it simpler to distribute custom views across team members.
Multiple improvements shipped across the platform in November, enhancing product functionality and user experience.
The Importer now supports creating and updating Opportunities and includes improved pre-validation to catch issues before import.
We've made several improvements to the Inbox feature to help you work more productively.
Close now supports natural language search for leads and contacts, allowing users to find information using conversational queries instead of traditional filters.
Close released a collection of improvements throughout September to enhance product functionality and user experience.
Close released various improvements and enhancements during August to improve user experience and product functionality.
Close now automatically validates your data as you map fields in the importer, catching potential issues before import.
AI-generated summaries of lead activities are now available, allowing users to quickly review and catch up on lead information without reading through all individual interactions.
Close now automatically displays the logo of the lead company, providing a visual reference within the application.
Close released a collection of improvements and enhancements during June to improve overall product performance and user experience.
Users can now initiate and receive calls directly from any web browser, enabling communication without requiring a dedicated application.
New automatic call routing feature that directs inbound calls to team members based on lead data, improving call handling efficiency.
Monthly roundup of improvements and enhancements made in May.
Monthly collection of improvements and bug fixes applied to the Close platform during April, enhancing stability and user experience across various features.
Close has introduced a new Phone Menu (IVR) feature to handle automated call routing and menu options.
Dark mode is now available for Close's mobile app, providing a low-light viewing option for users.
Collaboration features including mentions and commenting have been added to Files, making it easier for teams to work together within Close.
Added a new workflow action that automatically updates a Lead's status, enabling users to streamline lead management processes through automated workflows.
Close now supports @mentions and commenting features, enabling easier collaboration and communication within the platform.
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