NEW: Custom fields on Opportunities + how this gives you better pipeline visibility
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.
8 min read
New in Close: A brand new search experience
If you’ve ever searched for leads in Close, you know it’s one of the most powerful features for building your ideal workflow. Today, we’re bringing a brand new search experience to every Close account.
4 min read
Personalize your sales process with Contact Custom Fields
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.
5 min read
Announcing the best native CRM integration for Zoom
If you're in sales and follow our philosophy, you understand that sales is nothing but results-driven communication.
2 min read
Introducing Meeting Sync in Close: Meetings, meet context
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?
2 min read