Roadmap

Update the existing Calendly integration to to create new Leads and Contacts when a new form is submitted (or “meeting booked”). You will no longer need to use Zapier and can further automate their sales process within Close. Coming spring 2025.

Never take notes again. The Close Notetaker transcribes and summarizes your calls and meetings to help you sell faster without letting details slip through the cracks. We're rebranding 'Call Assistant' as Close Notetaker and expanding the functionality to apply to meetings hosted in Zoom, Teams, and Meet. Right in your CRM. Public beta available now, sign up for the beta here. Releasing Summer 2025.

Never let a lead slip through the cracks. Manage all your conversations (and tasks) in the Close Inbox––including messages from potential contacts not even in Close yet. Releasing spring 2025.

AI Enrich helps you complete Lead and Contact records in seconds.With one click, Close pulls fresh data—like LinkedIn profiles, industry info, and other public data—straight from the web.

Eliminate manual data entry. Close will better automate call dispositions and outcomes.

Eliminate manual data entry. Close will better automate call dispositions and outcomes.

Integration partners that sync LinkedIn and WhatsApp communication into Close can take advantage of new activity types in Close that make LinkedIn and WhatsApp activity clearer in the Activity Feed via read-only sync.

Reduce the need for tools like Zapier with expanded Workflow capabilities. New triggers coming on Custom Activities, Opportunities, and Contacts. New actions coming to update Leads, create Opportunities and Custom Activities, and send a Slack message.

Introduce new users to Close's most powerful features in a friendly way with a magical onboarding experience.

Customize your Close app to use dark mode.

Click on the new icon next to the search in your sidebar to see the new Saved Views page. This page has all of the Smart Views, Conversations, and Reports that your user has access to inside your organization.

Never let a lead slip through the cracks. Manage your SMS conversations in Close without slowing down your workflow. Real-time notifications in docked chats let you reply faster to hot leads all in one place: your CRM. In beta now.