Close Features and News

Small business does it different. The tools and processes larger competitors use won’t translate directly into your world. Your needs are different, your team is different—and your budget is different.

Use the new Close ChatGPT plugin to save time building contact lists, summarize your relationship with leads, and generate contextual email drafts.

Ready to skyrocket your sales (no matter where you are)? Take your deals on the go with Close’s brand new mobile app for Android—inbound and outbound calling, push notifications, and more!

Ready to take your sales game on the go? Check out the new Close mobile app, built to help you crush your goals and be a more productive salesperson, even when you’re not at your desk.

Quickly connect Calendly and Close directly so you can access more data, schedule meetings faster, and automate more of your sales process.

Sync your scheduling links from Calendly or SavvyCal to Close and insert them into emails with 1-click.

Ever felt you needed to send a picture that would speak 1000 words? Now you can with MMS in Close.

Want even more powerful, customizable sales reports and spreadsheets to optimize your sales process? Actiondesk can automatically pull and update your Close CRM data into your spreadsheet of choice exactly the way you want it.

Email Sequences in Close got a nice update for the new year. Start ‘22 off right with better sequence reporting, giving you everything you need to send high-performing email sequences.

Custom Fields on Opportunities are now live in Close. Learn how to use this new feature to improve pipeline visibility, track multi-product or multi-service sales, organize multiple offers, and report on the reasons behind lost deals. PLUS a step-by-step guide on how to set up Custom Fields.

We’re excited to announce the release of Call Coaching in Close, giving sales managers the ability to listen, whisper, or barge sales calls that are in progress. With Call Coaching, sales training and call collaboration are now easier and more accessible than ever before.

Introducing Custom Activities in Close. All your sales, marketing, and customer success touchpoints can now be brought directly into your CRM!

Introducing User Groups in Close: A faster way to filter sales performance by individual groups of team members.

Calendly makes it easy to schedule meetings with prospects and clients. Pairing it with Close can provide crucial tracking and save your sales reps hours of manual data entry. Here's how to do it.

For years, Close users have been using Custom Fields to customize their accounts and collect key information about their prospects. Today, we’re happy to take this a step further with the launch of Contact Custom Fields.

There’s a point in most sales processes where you’ve connected with your prospect, and you need to give them a demo, a call back, or the big closing call. Keeping track of those meetings can be a pain—did the lead reschedule, who attended, and what happened next?

Let me ask you one thing today: How do you currently track your sales team’s performance? How do you understand which sales rep is closing the most deals, which sales rep has a high deal closing % and which sales rep brought in the most amount of revenue in Q1 this year?

I’m excited to finally announce that we’ve purchased close.com and we’ve officially rebranded ourselves as Close. This change has been a long time in the making over here, and it’s the start of much more fun to come.

We have a bunch of exciting product updates to share with you that will make your sales process more effective.

In Close, the Opportunities feature helps you identify and keep track of deals that are on the verge of closing. Any opportunity that is added to a lead becomes visible on the Opportunities screen to give your team a high-level view of your entire pipeline.

This is a guest post from Nick Persico. He was one of the first people to use Close, and has been helping teams get the most out of it ever since. He’s now Head of Growth at Close.This post is intended for sales development representatives (SDR) and account executives (AE) using Close.