Changelog

Close.io product updates

Dec 10 2018
New feature
Dec 10 2018
Default roles in all accounts

Every account now has the following roles as standard: Admin, Super User, User, and Restricted User. These roles and their permissions have been chosen to cover most common use cases and cannot be edited or deleted.

Dec 06 2018
Improvement
Dec 06 2018
Improved email templates settings

We have updated and modernized the UI in our email templates settings, and we added an ability to duplicate a template.

Dec 05 2018
Integration
Dec 05 2018
Close.io + Retool

Using our new integration with Retool you can now build custom applications on top of Close.io data faster than ever. With drag-and-drop building blocks, you can use Close.io + Retool to: enrich your Close.io leads with data from your internal database and 3rd-party APIs, streamline your workflows with your own custom tools, and much more. Learn more about the integration here.

Nov 21 2018
Improvement
Nov 21 2018
Choose export fields

While exporting data, you can now choose between common (i.e. most essential) fields and all fields (i.e. common fields as well as non-essential, mostly computed ones). Exports of only common fields are about 30% faster and the resulting CSV is much easier to digest.

Nov 15 2018
Integration
Nov 15 2018
Close.io + LinkMatch

Close.io has a new integration with LinkMatch to connect LinkedIn and Close.io for lead generation! Using this integration, you can:

  • See which LinkedIn profiles are already in Close.io and which aren't
  • Create, update, and view Close.io leads directly from LinkedIn profiles
  • View Close.io activities and opportunities for a lead without ever leaving LinkedIn

Set up the integration with LinkMatch

Nov 08 2018
New feature
Nov 08 2018
Send an Email Sequence as a follow-up

While composing an email, you can now choose an Email Sequence that will be sent to the contact if they don't respond with certain timeframe.

Oct 24 2018
New feature
Oct 24 2018
Call dispositions

Call dispositions communicate the outcome of a call, e.g. if it was answered, if a voicemail was left, etc. You can see them in the activity feed, search for them, and access them through our Call API. We also updated the activity feed UI to communicate the direction of calls more clearly.

Aug 30 2018
Improvement
Aug 30 2018
Search, report, and view Dialer calls by Call Method

Calls in Lead page activity feed now include Dialer information (Power vs Predictive and which Smart View). Dialer calls can be graphed in Explorer and searched by Smart View name and method (regular, external, power dialer, predictive dialer).

Aug 26 2018
Improvement
Aug 26 2018
Assigning Predictive Dialer calls that are not picked up

Calls initiated by the Predictive Dialer that aren’t picked up are now automatically assigned to a user who was on the dialer at that time (rather than not being assigned to anybody).

Jun 29 2018
Integration
Jun 29 2018
3 New Updates to Zapier

Updates include:

  • A new "Run Sent Email Report" Action for automating Sent Email Reports
  • A new "Add Address To Lead" Action to automatically add addresses to existing leads
  • An update to the "New Lead Status Change" and "New Opportunity Status Change" Triggers to automatically calculate the velocity of your status changes.

See how to setup a velocity report

Jun 26 2018
Improvement
Jun 26 2018
Creating a Group Number now available in the app

An organization's first Group Number can now be created directly from the Phone Settings page.

May 31 2018
Improvement
May 31 2018
Secured call recordings & voicemails

The recording files for calls and voicemails are now only accessible by logged in users.

May 30 2018
Improvement
May 30 2018
Improved desktop app

Improvements include:

  • Ability to download call recordings & voicemails
  • "Go to URL" option in Navigate menu
  • Resize font size with Cmd + or - (or Ctrl + or -)
  • Fixes several audio issues & uses less CPU
  • Support for tabs on macOS
  • Seamless autoupdates
  • Fixes Windows issues with prompt/confirm dialogs
  • Fixes issues with locale detection / date formats
  • Fixes issues with loading Google Maps
  • Performance and security improvements

Download the latest version of the desktop app today!