Feature
Native Scheduling
Close now includes native scheduling capabilities, allowing you to book meetings with customers or prospects directly from the Lead Page without leaving the platform.
schedulingmeetingslead-managementproductivity
Close Changelog
Close — CRM, Sales product updates and releases, tracked on megachangelog.
Feature
ChatGPT app integration
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.
aichatgptautomationintegrationworkflows
Feature
Call Tasks
You can now assign Call Tasks to yourself or team members as reminders to call a Contact at a specific date and time.
taskscallingremindersworkflow
Feature
Column Calculations in Smart Views + New Opportunities List
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.
smart-viewsopportunitiescolumnsui
Announcement
February Improvements
A collection of product improvements and enhancements shipped in February to enhance Close's functionality and user experience.
improvementsproductupdates
Feature
Ignore Communication Windows on Email, SMS, and Call steps in Workflows
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.
workflowsemailsmscallsscheduling
Announcement
January Improvements Roundup
A collection of improvements and enhancements released in January to enhance the platform's functionality and user experience.
improvementroundupupdates
Feature
Automate Lead capture with new Forms builder
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.
formslead-captureautomationintegration
Announcement
December Improvements
A compilation of product improvements delivered in December. These updates enhance existing functionality and address user feedback across the platform.
improvementsproductannouncement
Feature
Update Opportunity step
Workflows in Close now support automatically updating existing opportunities based on trigger events in the CRM, enabling more sophisticated automation for sales processes.
workflowsautomationopportunitiescrm
Feature
New Calls Report
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.
callsreportingworkflowsemail
Feature
Email Drafts in Workflows
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.
workflowsemailautomationcollaboration
Improvement
November Improvements
Close released several improvements in November, enhancing product functionality and user experience across the platform.
improvementnovemberupdate
Feature
Workflow Blackout Dates
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.
workflowsemailsmsautomationscheduling
Feature
See Activities in Search Results
Search results now include the most recent Activities matching your query, making it easier to find relevant activity records alongside other search results.
searchactivitiesfeature
Improvement
October Improvements
Close released a collection of improvements in October to enhance product functionality and user experience.
productimprovementsoctoberupdates
Feature
Activity Smart Views
Users can now create and save custom lists of activities including calls, emails, SMS, WhatsApp messages, meetings, and notes within Close.
activitiesviewsorganizationcrm
Announcement
September Improvements
Close released a roundup of improvements for September, enhancing the platform with various updates and refinements.
improvementsproduct-updateseptember
Improvement
Improvements
General improvements and enhancements have been made to the product.
enhancementproduct
Improvement
Inbox Improvements
Close has updated the inbox with improvements to speed up workflow, provide better context visibility, and enhance work organization.
inboxuiproductivityorganization
Improvement
August Improvements
Close released a collection of improvements and updates in August across the platform to enhance functionality and user experience.
improvementsplatformupdates
Feature
Pinned Notes & Custom Activities
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.
leadsnotesactivitiesui
Feature
Call event Workflow Trigger
Close now supports the Call event trigger in Workflows, enabling users to automate Lead assignment and updates based on call outcomes.
workflowsautomationcallsleads
Feature
WhatsApp messages can be logged as activities
WhatsApp messages can now be logged in Close as a dedicated activity type through API, Zapier, or TimelinesAI integrations.
whatsappapiintegrationsactivities
Feature
Automatically update Leads using Workflows
Workflows now support an "Update Lead" step that enables automatic lead updates as part of your workflow automation, streamlining lead management processes.
workflowsleadsautomationcrm