Close.io product updates
The Predictive Dialer lets your team collaboratively call a list of leads and connects leads that answer to an available person in the Predictive Dialer session. Unlike the Power Dialer, which calls one lead at a time, the Predictive Dialer can intelligently call multiple leads for each available sales rep, minimizing the time each rep spends waiting to be connected. Read more
An organization's first Group Number can now be created directly from the Phone Settings page.
Perfect for onboarding new team members, the Product Guide details how to get the most out of all Close.io's features in one place. Read more
The recording files for calls and voicemails are now only accessible by logged in users.
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.
Many problems related to audio devices are now fixed:
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.
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.
Users can now delete an entire email thread in the lead activity feed with a single click.
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.
We’re excited to share that we’ve added a 7th Custom Field type called “User”. It’s common for teams to use Custom Fields to assign leads to one another. Whether you’re assigning leads to members of your sales team to go after or assigning new customers to your account managers, the “User” Custom Field type is the way to go. Read more
With our new “Phone Settings Popover” view, we’ve made it easier to manage all of your Phone settings within Close.io. Read more
We're excited to announce that we've updated a dozen Triggers and Actions in our Close.io Zapier integration, and we'll cover the cost of a Zapier "For Work" subscription for a full year when you upgrade to an annual Close.io subscription. Read more
We've added the ability to customize the columns on the Opportunities view to give you more context about a given opportunity without clicking into the lead. Read more
We're happy to announce the beta launch of 99Inbound, which makes it easy to capture form submissions as leads in Close.io. Read more
At Close.io, our goal is to build the best sales communication platform for inside sales teams. By listening to our customers and watching our own team’s behavior, it’s clear that SMS needs to be a part of the modern sales communication stack. We’re excited to announce that built-in SMS is now available for all Professional and Business users. Read more