Close Features & News

Want even more powerful, customizable sales reports and spreadsheets to optimize your sales process? Actiondesk can automatically pull and update your Close CRM data into your spreadsheet of choice exactly the way you want it.

Email Sequences in Close got a nice update for the new year. Start ‘22 off right with better sequence reporting, giving you everything you need to send high-performing email sequences.

Custom Fields on Opportunities are now live in Close. Learn how to use this new feature to improve pipeline visibility, track multi-product or multi-service sales, organize multiple offers, and report on the reasons behind lost deals. PLUS a step-by-step guide on how to set up Custom Fields.

We’re excited to announce the release of Call Coaching in Close, giving sales managers the ability to listen, whisper, or barge sales calls that are in progress. With Call Coaching, sales training and call collaboration are now easier and more accessible than ever before.

Introducing Custom Activities in Close. All your sales, marketing, and customer success touchpoints can now be brought directly into your CRM!

Introducing User Groups in Close: A faster way to filter sales performance by individual groups of team members.

Calendly makes it easy to schedule meetings with prospects and clients. Pairing it with Close can provide crucial tracking and save your sales reps hours of manual data entry. Here's how to do it.

For years, Close users have been using Custom Fields to customize their accounts and collect key information about their prospects. Today, we’re happy to take this a step further with the launch of Contact Custom Fields.