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Close CRM

CRM
Velocity5.0

Sales CRM built for high-velocity teams with built-in calling, email, and AI-powered sales automation

close.com ↗

Close turns caller ID into an automatic choice with Local Presence.

sales crmcallingai assistantcaller idadmin controls
◆Current state
Close is shipping on three tracks: the Chloe assistant, calling, and admin controls. In November the calling side moved most, with Local Presence picking a recognized or local-looking number for each call and text, and outbound calls now playing a tone while they connect. Chloe Chat is generally available and draws charts on request, and October brought object renaming and a central Security page with OIDC SSO.
◆Where it's heading
Calling and texting are getting the kind of automation Chloe brought to search and reporting, with Close making choices reps used to make by hand. The admin work points at larger teams that need renamed objects and central access control.
◆Prediction
Expect more calling features that remove manual steps, such as number management or call outcome handling, alongside further Chloe chart and action types.

◆Recent moves

  1. 5d ago

    Hear a tone while outbound calls connect

    Outbound calls from web and desktop now play a repeating tone until the carrier rings or the call is answered. A small reassurance fix that follows Local Presence on the calling side.

    View source ↗
  2. 9d ago

    Local Presence

    Local Presence picks the caller ID for each call and text, preferring a number the contact already knows and otherwise one that looks local. It removes a manual switch reps made before every call and gives Close's calling stack a feature sales teams usually buy separately.

    View source ↗
  3. 10d ago

    Ask Chloe to create donut and horizontal line charts

    Chloe can now build donut and horizontal line charts from a plain request, such as leads by source. It is a small step, but it pushes reporting into the assistant that went GA in October rather than into the dashboard builder.

    View source ↗
  4. 16d ago

    Rename Leads, Contacts, and Opportunities

    Object renaming loosens a fixed part of Close's model: teams can now call Leads Accounts and Opportunities Deals. It sits with SSO and the Security page as work that makes Close easier to fit into larger, more opinionated sales orgs.

    View source ↗
  5. 25d ago

    Chloe Chat is out of beta for all Close customers

    Chloe Chat leaving beta for all customers completes the run of Chloe releases since September, from command-palette access to chat notifications. It widens availability of an assistant that already existed rather than adding a new capability the entry spells out.

    View source ↗
  6. 1mo ago

    Close adds a central Security page and OIDC single sign-on

    A new Security page under Settings puts every access control in one place, and SSO now works through Google Workspace or any OIDC provider, such as Okta or Microsoft Entra. As Close adds agents that act on records, it is also adding the identity controls larger teams require before rolling them out.

    View source ↗