Changelog

Close.io product updates

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
  • Seemless 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!

Apr 30 2018
Improvement
Apr 30 2018
Improved autoreply email reporting

Email subjects are now taken into consideration when determining if the email is an autoreply. Emails that are determined to be autoreplies, either by subject line or by header, are no longer counted as Opened or Responded in the Sent Email Report. Find more information on managing autoresponder replies in our support center.

Mar 23 2018
Improvement
Mar 23 2018
Audio device improvements

Many problems related to audio devices are now fixed:

  • Changes to Close.io Audio Settings don’t require restarting the app anymore.
  • If you change your OS audio settings, Close.io's microphone indicator now shows the correct device.
  • Close.io now respects the selected microphone device to record VM drops.
  • It’s now possible to record Voicemail drops when using a Bluetooth device.
  • If Close.io can’t connect to your microphone before placing a call, you'll see a warning and ways to fix the problem.

Mar 20 2018
Improvement
Mar 20 2018
Event Log API now available on all plans

The Event Log API (previously only available for users on the Business plan) is now available for all users. This endpoint lets you view an audit log of all data changes made in Close.io. See example use cases.

Feb 21 2018
Improvement
Feb 21 2018
More options when transferring calls

Business users can now transfer calls to any of their verified external numbers, any group numbers in their organization or even a number entered on-the-fly.

Feb 12 2018
Improvement
Feb 12 2018
Reduced ring time option on Power Dialer

A new option on the Power Dialer allows you to reduce the time spent waiting for calls to be answered before moving onto the next Lead. This is useful for prioritizing human reach rates when you don't intend to leave voicemail messages.

Nov 16 2017
Improvement
Nov 16 2017
Delete email threads

Users can now delete an entire email thread in the lead activity feed with a single click.

Nov 14 2017
Improvement
Nov 14 2017
See phone numbers used in call activities

When hovering over call activity text on a lead page (e.g. “Call from [Contact Name]”), a tooltip now shows which phone numbers were used (for both sales rep and contact). We also show the phone number label (if one exists) and properly format international numbers.