The Close.io Blog

Phil Freo

Recent Posts

Product Update to Email Follow Ups, Snoozing, and more

We are excited to share a few recent product improvements to Close.io, in addition to the recently announced Send Email Later feature.

Add an email followup reminder to any email

We've recently rolled out an update to the way we're handling email follow ups. Until now, the only way to add a follow up to an email was to do so when you send it. Starting now, you'll be able to set a follow up on an email from either the lead or inbox pages. You'll also be able to edit the date of an email follow up after it's been set.

Being able to modify email follow ups will help you better track your important conversations. Below, we're on the lead page adding an email follow up that had been sent without one and then editing the date after the fact.

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Email editor improvements & squashing more bugs

We've made improvements to the email editor and how you create email templates. We've also fixed many of the most annoying bugs in Close.io.

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Product improvements: Undo Send, Caller ID , and more

We're happy to announce some new product improvements. (In case you missed it, we published a batch of improvements a couple weeks ago too.)

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Feb/Mar product updates: new search keywords and more

It's been too long since our last product update! Over the past few months our engineering team has been working hard on infrastructure/stability, growing our engineering team, and launching integrations. We're happy that we have product updates to announce today, and we also expect to resume user-facing product updates at more regular intervals.
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Integration Update: Close.io with Zapier greatly improved ... again

Last year we released some improvements to our Zapier integration. Since then we have been hearing your feedback and requests.

We are now proud to announce a new release of improvements and additions that greatly increase the ways you can integrate with Close.io via Zapier.

Perhaps the hottest news is that along with triggers and actions, Zapier now offers "searches". We are one of the first Zapier integrations to use the searches feature to let you search for leads. 

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Email Autocomplete

Happy Thursday, Closers!

We have another improvement to email sending experience in Close.io, in addition to the just-launched email follow-ups feature!

When composing an email in Close.io, the To/CC/BCC fields used to be simple text fields for entering an email address:

Screenshot_2015-08-13_11.46.58

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Introducing Email Follow-Ups

We're happy to announce the release of a powerful new feature to help you harness the power of follow-up!

When composing an email, you'll notice a new checkbox: "Remind me to follow up if no reply in [days]".

Simply check this box and choose your timeframe, and we'll keep an eye out for an email reply from any of the recipients. If you don't get a reply, then a reminder will show up in your Inbox on the given day.

schedule email follow ups from your sales CRM

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Integration with Clearbit to enrich your lead data

closeio_example

We're happy to announce another integration with Close.io, this time from Clearbit

Clearbit provides tools and APIs for easy access to company and social data useful for enriching your leads. Let's say you have a bunch of leads with just email addresses. Clearbit can take that email address and enhance the lead to contain lots of additional information about the contact and company.

For an example of what Clearbit's Close.io integration can do, take a look at this screenshot. This lead was created with only Alex's name and email address. All the rest of the data was added to Close.io automatically via Clearbit, including company description, address, office phone number, links to social profiles like Twitter, LinkedIn, etc.

To better understand how powerful this is, check out this snippet from Clearbit's Close.io announcement:

Once your Clearbit and Close.io accounts are linked, any new leads in Close.io will be automatically populated with Clearbit’s person & company data.

Having our data baked into Close.io is incredibly useful. We’ll pull in company address, description, funding, categories, headcount and phone number. We’ll also populate the information of all the contacts attached to the lead, including name, title, and LinkedIn handles.

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Introducing Inbox

Screenshot_2015-06-23_13.55.37

We're excited to announce the official launch of a set of new features in Close.io called "Inbox". These features include significant workflow and UI improvements around email, followups, tasks, notifications, and more.

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New Inbox notification types, bounce dock icon during incoming calls, and more

We wanted to give a quick update of some recent improvements to Close.io.

Mostly we've been making a bunch of improvements to Inbox, which we announced in opt-in beta a few weeks ago and we're now slowly enabling for all organizations over the coming days and weeks. If you don't have Inbox yet but want it turned on even sooner, just let us know.

A few specific improvements to announce:

  • Real-time indicator/count of Inbox items: regardless of which page you're on in Close.io, there's now a badge in the left navigation that shows you how many Inbox items you have.
  • Mac desktop app: the dock icon now bounces to get your attention if you're getting an incoming call and the window isn't already focused. No more accidentally missing calls if your ring volume is muted.
  • Opportunity reminders: for Inbox users, you'll see an item in your Inbox on the day that an active opportunitiy is scheduled to close. From there you can easily followup with that lead, or "snooze" it to bump back the estimated close date of the opportunity. Screenshot below.
  • Answered calls from unknown numbers: When you accept a call from a number not attached to a lead already, you have a chance to attach that number to a lead while you're on a call. But sometimes you may not have a chance to (especially if that call was forwarded to your cell phone). Previously there was no real way to find these answered but detached calls within Close.io. Now there is! We create an Inbox item, also pictured in the screenshot below, that allows you to create a lead from this number or a reminder to add this number to an existing lead.
  • Read-only view of coworker's Inbox: We introduced a limitation so that when looking at a coworker's Inbox view, you can't modify things.
  • Status changes: To keep your lead's activity timeline as clean as possible, we collapse/combine multiple status changes into a single one if they happen in quick succession, to avoid seeing accidental changes in your stream. Previously we would combine status changes from different users if they happened soon after each other. Now, we no longer combine status changes from different users, to keep a better historical record.

New notification types:

Screenshot_2015-06-17_15.31.28

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