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Close — CRM, Sales product updates and releases, tracked on megachangelog.

CRMSalesOfficial changelog ↗RSS
Feature

Event Log now available in Settings and on Leads

The Event Log feature provides a searchable record of all changes made in the organization, including who made each change, how it happened, and when it occurred.

event-logauditsettingsleads
Improvement9.3.0

Improved navigation on macOS and Windows

Version 9.3.0 adds history navigation with back, forward, and history buttons in the app header for each tab, and simplifies tab titles to display only the page name and organization for better clarity.

navigationuimacoswindowsusability
Breaking2026.08.20

Email verification now required to make changes in Close

Close now requires a verified email address to create, update, or delete account data including leads, contacts, activities, emails, SMS, and tasks. Unverified accounts will become read-only starting August 20, 2026, and users must verify shared or bot logins before the deadline to prevent automation breaks.

securityauthbreakingaccountapi
Improvement

New and improved ChatGPT plugin

Close's ChatGPT plugin now includes enhanced tools for managing notes, tasks, voice agents, email drafting, and accessing Notetaker meeting transcripts directly from ChatGPT.

chatgptpluginaiintegrationproductivity
Improvement

Improved call handling on Android

The Android app now provides more reliable incoming call handling with a stable answer screen, prevention of crashes, and proper call termination behavior.

androidcallsreliabilitystability
Feature

Microsoft Calendar Support for Scheduling and Chloe

Microsoft Calendar support was added to the Book Live Meeting skill, enabling users to schedule meetings with Microsoft accounts in Close Scheduling, book live meetings via Chloe, and schedule Teams meetings.

microsoft-calendarschedulingintegrationchloeteams
Feature

Fetch Notetaker Meeting Transcripts via MCP

MCP clients can now retrieve Notetaker meeting transcripts using the new fetch_meeting_transcript tool, enabling integration with Close's Claude connector and other MCP-compatible applications.

mcpapitranscriptsintegrationnotetaker
Feature

View your meetings from anywhere in Close

Click the calendar icon in the app header to view today's schedule with upcoming meetings displayed as a heads-up. Hover over any meeting and use the Chloe icon to chat with Chloe for agenda prep, brief drafting, or other assistance before the call.

calendarmeetingsai-assistantschedulingproductivity
Feature

Knowledge Sources in Chloe Chat

Chloe Chat now supports Knowledge Sources, allowing it to reference sales strategy, product details, pricing information, and reporting expectations to provide more accurate answers and better email drafts.

aichloechatknowledge-base
Feature

Rich text formatting in Opportunity notes

Rich text formatting is now available in Opportunity notes, supporting bold, italics, underline, strikethrough, links, and other formatting options comparable to what's available in Lead notes, call logs, and meetings.

opportunitiesnotesformattingui
Feature

See how Chloe thinks in Chat

Chloe now displays her reasoning process when handling requests in Chat, helping users understand how responses are derived.

aichatreasoningtransparency
Security

Security improvements for admins

Admins can now restrict team invitations to approved email domains and receive immediate email notifications when data exports are started, including requestor and timestamp details.

securityadminaccess-controlnotifications
Feature

Chloe Chat Sidebar view

A new Sidebar view has been added to Chloe Chat, enabling Voice Agents to access faster results for comment creation, opportunity updates, task assignment, and instruction updates.

chloe-chatvoice-agentsuifeature
Improvement

Improved File Attachments for Opportunities

Users can now add file attachments to Opportunities directly from view mode via the More menu, and drag-and-drop files into the Attachments section when in edit mode.

opportunitiesfilesattachmentsux
Feature

Introducing Chloe, AI Sales Teammate

Chloe is a new AI sales teammate integrated into Close that automates calls to leads, qualifies prospects, books meetings, follows up, and enriches customer data. It also includes a chat assistant for pipeline summaries and lead inquiries, with voice agents available in the U.S. and chat in beta worldwide.

aisalesautomationvoice-agentscrm
Feature

Native Scheduling

Close now includes native scheduling capabilities, allowing you to book meetings with customers or prospects directly from the Lead Page without leaving the platform.

schedulingmeetingslead-managementproductivity
Feature

ChatGPT app integration

Close now offers a ChatGPT app that allows ChatGPT to reference and update Close data, enabling users to generate custom reports, create lead lists, summarize customer interactions, and build workflows through natural language commands.

aichatgptautomationintegrationworkflows
Feature

Call Tasks

You can now assign Call Tasks to yourself or team members as reminders to call a Contact at a specific date and time.

taskscallingremindersworkflow
Announcement

February Improvements

A collection of product improvements and enhancements shipped in February to enhance Close's functionality and user experience.

improvementsproductupdates
Announcement

January Improvements Roundup

A collection of improvements and enhancements released in January to enhance the platform's functionality and user experience.

improvementroundupupdates
Feature

Automate Lead capture with new Forms builder

Close Forms is a native web form builder that lets you capture and route website leads directly into Close without requiring Zapier or third-party integrations.

formslead-captureautomationintegration
Announcement

December Improvements

A compilation of product improvements delivered in December. These updates enhance existing functionality and address user feedback across the platform.

improvementsproductannouncement
Feature

Update Opportunity step

Workflows in Close now support automatically updating existing opportunities based on trigger events in the CRM, enabling more sophisticated automation for sales processes.

workflowsautomationopportunitiescrm
Feature

New Calls Report

A new Calls Report has been added. Users can now leverage the Email step in Workflows to automatically generate email drafts for team review and editing before sending.

callsreportingworkflowsemail
Feature

Email Drafts in Workflows

Email step in Workflows now automatically creates drafts for you and your team to review, edit, and send as needed, improving workflow flexibility and collaboration.

workflowsemailautomationcollaboration
Improvement

November Improvements

Close released several improvements in November, enhancing product functionality and user experience across the platform.

improvementnovemberupdate
Feature

Workflow Blackout Dates

Added Blackout Date calendars to Workflows to prevent automated email and SMS messages from being sent on holidays or days when your team is unavailable.

workflowsemailsmsautomationscheduling
Feature

See Activities in Search Results

Search results now include the most recent Activities matching your query, making it easier to find relevant activity records alongside other search results.

searchactivitiesfeature
Improvement

October Improvements

Close released a collection of improvements in October to enhance product functionality and user experience.

productimprovementsoctoberupdates
Feature

Activity Smart Views

Users can now create and save custom lists of activities including calls, emails, SMS, WhatsApp messages, meetings, and notes within Close.

activitiesviewsorganizationcrm
Announcement

September Improvements

Close released a roundup of improvements for September, enhancing the platform with various updates and refinements.

improvementsproduct-updateseptember
Improvement

Improvements

General improvements and enhancements have been made to the product.

enhancementproduct
Improvement

Inbox Improvements

Close has updated the inbox with improvements to speed up workflow, provide better context visibility, and enhance work organization.

inboxuiproductivityorganization
Improvement

August Improvements

Close released a collection of improvements and updates in August across the platform to enhance functionality and user experience.

improvementsplatformupdates
Feature

Pinned Notes & Custom Activities

New feature that allows you to pin important notes and custom activities to the top of the Lead activity feed for quick access to critical context.

leadsnotesactivitiesui
Feature

Call event Workflow Trigger

Close now supports the Call event trigger in Workflows, enabling users to automate Lead assignment and updates based on call outcomes.

workflowsautomationcallsleads
Feature

Automatically update Leads using Workflows

Workflows now support an "Update Lead" step that enables automatic lead updates as part of your workflow automation, streamlining lead management processes.

workflowsleadsautomationcrm
Feature

AI Suggestions on Email Reminders

Close now suggests follow-up messages when email reminders come due, helping you take action faster on email communications.

aiemailremindersproductivity
Improvement

July Improvements

Close released various improvements and enhancements throughout July.

improvementsupdate
Feature

New and Improved Calendly Integration

Close's Calendly integration now lets you insert scheduling links into email and SMS messages with a single click and automatically creates contacts in the CRM when meetings are booked.

calendlyintegrationcrmschedulingautomation
Feature

Call and Meeting Outcomes

A new feature lets you track and categorize the results of your calls and meetings, helping you organize and manage customer interactions more effectively.

crmcallsmeetingstracking
Improvement

June Improvements

A collection of product improvements and enhancements rolled out during June to enhance overall user experience and system reliability.

improvementupdatesproduct
Feature

Pipeline Guidance

Pipeline Guidance is an AI-powered deal assistant that highlights priority opportunities, suggests actionable next steps, and enables immediate action through one-click options.

aisalesdealsautomationcrm
Feature

Webhooks dashboard

Admins can now view and manage all of the organization's webhook subscriptions from a centralized dashboard.

webhooksadmindashboardapi
Feature

AI Enrich

Trigger Workflows based on Custom Activity, Opportunity, and Contact events to automate outreach or operational tasks in Close.

workflowsautomationaievents
Improvement

May Improvements

Release of improvements made to the Close platform in May. See the roundup for details on enhancements across the product.

improvementsupdatesproduct
Feature

Dark Mode

Dark mode is now available for Close, allowing users to reduce eye strain while taking notes during Zoom, Meet, and Teams conversations.

uidark-modeaccessibilityvideo-calls
Feature

Close Notetaker (Beta)

New beta feature that automatically captures notes from Zoom, Google Meet, and Microsoft Teams conversations, eliminating the need for manual note-taking during video calls.

notetakervideo-callsautomationbetacollaboration
Improvement

April Improvements

Close released a collection of improvements throughout the product in April. These enhancements help users work more effectively with the platform.

improvementsupdatesplatform
Announcement

March Improvements

Product improvements and enhancements released in March to enhance overall functionality and user experience.

improvementsupdatesproduct
Feature

Workflows: Minute delays, drafts, and more actions

Workflows now support minute-level delays for scheduled actions, drafts to preview automation behavior before activating, and additional action types to extend workflow capabilities.

workflowsautomationactionsdelays
Feature

Docked SMS (Beta)

A new docked SMS interface is now available in beta, enabling users to access SMS messaging functionality with an integrated UI component.

smsuibetamessaging
Improvement

February Improvements

Close has released a set of improvements for February. Details of specific enhancements are provided in the full roundup.

improvementsupdatesrelease
Feature

New "Saved Views" Page

A new page lets you find and manage all your saved Smart Views, Conversations, and Reports in one place.

uiviewsmanagementsmart-views
Feature

Potential Contacts in Inbox

Potential contacts can now be accessed directly from your inbox, helping you quickly identify and follow up with new prospects.

inboxcontactsfeaturecrm
Improvement

January Improvements

Close released a roundup of improvements for January that enhance the platform's capabilities and user experience.

improvementcrmplatform
Feature

Email Templates BCC & CC and List Improvements

Added support for BCC and CC fields in email templates, along with improvements to template list functionality for better organization and usability.

email-templatescommunicationtemplatesui
Feature

New Workflow Conversion Goals

Close now includes workflow conversion goals, enabling users to track and measure conversion targets within their sales workflows.

workflowsgoalsconversionsalestracking
Announcement

December Improvements

Close released a collection of improvements in December to enhance product functionality and user experience.

improvementsreleaseupdates
Feature

SMS Template Attachments

SMS templates now support attachments, allowing you to include images and files when sending messages. Attachments are available for US, CA, and AU phone numbers.

smstemplatesattachmentsmessaging
Feature

Group Sharing for Smart Views

You can now easily share Smart Views with entire groups, making it simpler to distribute custom views across team members.

sharingsmart-viewscollaborationgroups
Announcement

November Improvements

Multiple improvements shipped across the platform in November, enhancing product functionality and user experience.

improvementsupdatesproduct
Feature

Importer Improvements

The Importer now supports creating and updating Opportunities and includes improved pre-validation to catch issues before import.

importeropportunitiesdata-importvalidation
Improvement

Inbox Improvements

We've made several improvements to the Inbox feature to help you work more productively.

inboxproductivityux
Feature

AI Search and Filtering

Close now supports natural language search for leads and contacts, allowing users to find information using conversational queries instead of traditional filters.

aisearchleadscontactsfiltering
Announcement

September Improvements

Close released a collection of improvements throughout September to enhance product functionality and user experience.

productimprovementsupdates
Improvement

August Improvements

Close released various improvements and enhancements during August to improve user experience and product functionality.

improvementsproductupdates
Improvement

Importer - Pre-Import Review

Close now automatically validates your data as you map fields in the importer, catching potential issues before import.

importerdata-validationux
Feature

AI Lead Summaries

AI-generated summaries of lead activities are now available, allowing users to quickly review and catch up on lead information without reading through all individual interactions.

aileadssummariesproductivity
Feature

Lead Logos

Close now automatically displays the logo of the lead company, providing a visual reference within the application.

uileadsdisplayvisual
Announcement

June Improvements

Close released a collection of improvements and enhancements during June to improve overall product performance and user experience.

improvementproductupdates
Feature

Make and receive calls from web browsers

Users can now initiate and receive calls directly from any web browser, enabling communication without requiring a dedicated application.

callingbrowsercommunicationsfeature
Feature

Lead Based Call Routing

New automatic call routing feature that directs inbound calls to team members based on lead data, improving call handling efficiency.

callingroutinglead-managementcrm
Announcement

May Improvements

Monthly roundup of improvements and enhancements made in May.

roundupimprovementsupdates
Announcement

April Improvements and Bug Fix Roundup

Monthly collection of improvements and bug fixes applied to the Close platform during April, enhancing stability and user experience across various features.

improvementsbug-fixesplatformstability
Feature

Phone Menu (IVR)

Close has introduced a new Phone Menu (IVR) feature to handle automated call routing and menu options.

phoneivrvoiceautomationtelephony
Feature

Mobile Dark Mode

Dark mode is now available for Close's mobile app, providing a low-light viewing option for users.

mobileuidark-mode
Feature

Set Lead Status Instant Action

Added a new workflow action that automatically updates a Lead's status, enabling users to streamline lead management processes through automated workflows.

workflowsleadsautomationactions
Feature

Files with mentions and commenting

Collaboration features including mentions and commenting have been added to Files, making it easier for teams to work together within Close.

filescollaborationmentionscommenting
Feature

@mentions and Comments

Close now supports @mentions and commenting features, enabling easier collaboration and communication within the platform.

collaborationcommentsmentionscommunication
Update

March Improvements and Bug Fixes

Close delivered a roundup of improvements and bug fixes throughout March to enhance product stability and user experience.

improvementsbug-fixesstability
Feature

AI Email Rewrite Assistant

Close introduces an AI-powered email rewrite assistant that helps users compose better emails more quickly and effectively with intelligent suggestions.

aiemailassistantcommunication
Improvement

February Improvements and Bug Fixes

Close released a collection of improvements and bug fixes in February to enhance overall product stability and user experience.

improvementsbug-fixesstability
Feature

Email Sending Limits

Admins can now define email-sending limits for both regular email accounts like Gmail and Outlook, and mass-sending accounts like SendGrid and Mailgun. This gives teams better control over email sending policies.

emaillimitsadminconfiguration
Feature

Email Unsubscribe V2

Users can now customize unsubscribe link text, configure when unsubscribe links appear, and manage unsubscribe contacts in a centralized interface.

emailcomplianceunsubscribecontactscustomization
Feature

Basic Email Unsubscribe

Email unsubscribe functionality has been added to help manage recipient preferences and compliance. This allows users to provide unsubscribe options in their email communications.

emailcomplianceunsubscribemessaging
Feature

Saved Columns per Smart View

You can now save your column set as part of your Smart View, allowing you to customize which columns display for each view and have those preferences persist.

uismart-viewscustomizationcolumns
Improvement

January Improvements and Bug Fix Roundup

Close released a collection of improvements and bug fixes during January to enhance overall product stability and user experience.

improvementsbug-fixesstability
Feature

Basic Email Unsubscribe

Added support for enforcing hardcoded unsubscribe links in Bulk and Workflow emails to comply with email regulations and improve subscriber management.

emailcompliancebulk-emailworkflows
Improvement

December Improvements and Bug Fixes

Close released a set of improvements and bug fixes in December to enhance platform stability and user experience.

improvementsbug-fixesstability

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