🧩Changelog

August 2025

This month we rolled out one of our biggest updates yet. Contacts and Leads are now unified into a single, flexible Lead profile (person or company), making records easier to manage and keeping context intact across the entire lifecycle. Notes, history, and activity now follow through seamlessly, and every overview has been standardized (Lead, Deal, Task, Meeting) for faster navigation. The Sale Log also got an insights-first upgrade. Bottom line: cleaner records, smarter importing, and less friction when moving between workflows.

Added

  • Unified Lead model with people and companies in one streamlined view

  • Entity Change Logs for Lead, Deal, and Activity (task and meeting)

  • Linked Notes that auto-travel from Lead → Deal with an origin label (e.g., "from Lead").

  • Multi-value fields: multiple phone numbers, emails, addresses, and socials per record.

  • Sale Log insights including stage-duration "Deal Journey" plus a motivational insight message.

  • Pretty-print detail panels for Lead, Deal, Task, and Meeting for faster scanability.

Updated

  • Lead Overview redesigned to support both people and companies with clearer sections and labels.

  • Deal, Task, and Meeting Overviews refreshed for readability and easier creation actions.

  • Sale Log now mirrors other entities with Insights, Overview, and Change Log tabs.

  • Lead importer rebuilt for the unified model with a searchable and filterable field selector.

  • Smart formatting on import and edit: normalized phone numbers, addresses, and more.

  • Dark mode toggle moved to the profile menu for a cleaner global header.

  • Global UI polish: spacing, hierarchy, and typography for a more "at-a-glance" experience.

  • Free plan limits updated to 200 Leads total (Leads and Contacts combined, previously 100 each).

Fixed

  • Various UI inconsistencies across overviews (labels, alignment, density).

  • Minor stability improvements when opening/transitioning between entity dialogs.

  • Dashboard template bug that caused issues with creating new templates.

June 2025

This update, our main focus has been on expanding core integrations to make ClosingDealz even more connected and powerful. We've added seamless support for Google Calendar, Tasks, and Meet, while also improving user experience across the platform. From guided tours and timezone support to enhanced widgets and clearer task/meeting views. This update lays the groundwork for a smoother, more collaborative workflow inside and outside the app.

Added

  • Google Calendar Integration

  • Google Task Integration

  • Google Meet Integration

  • Google RISC support to protect user accounts in case of unauthorized access

  • Timezone support

  • Added archived activities

  • Guided tour system

  • Workspace usage tracking

Updated

  • We updated the Basic plan limits. You can now have up to 100 leads, 100 contacts, 50 deals, and 50 activities

  • Dashboard widgets now distinguish between personal and team data

  • Calendar now displays the current week (previously showed nothing)

  • There are now Add buttons on the calendar, upcoming meetings, and task list widgets

  • Activity overviews now clearly distinguish between tasks and meetings

  • Deal overview allows direct creation of meetings and tasks

  • Task list widget now shows overdue tasks

  • Onboarding flow enhanced with more questions and improved visuals

Fixed

  • User permission errors

  • Tooltip on the side navigation menu

  • Authentication error messages

  • Upgrade plan dialog styling in dark mode

March 2025

While it may not seem like a lot on the surface, in this update included significant behind-the-scenes improvements to set the stage for upcoming features. We also introduced practical upgrades like the ability to duplicate and archive forms, added a help center popup for better in-app support, and refreshed key visuals to improve usability. Minor fixes and UI cleanups helped polish the overall experience.

Added

  • Ability to duplicate and archive forms

  • Help center popup window

Updated

  • App visuals

  • Plan upgrade popup window

  • Task list in the dashboard to better visualize deadlines

Fixed

  • Dashboard template cancel new template bug

  • Removed quick add button on home page

February 2025

This update marked a major milestone. Introducing a wave of new features that made ClosingDealz feel like a completely different platform compared to the initial version. With core additions like contacts, lead labels, advanced deal tracking, powerful analytics, and real-time team collaboration, this release laid the foundation for a truly customizable and data-driven CRM. We also rolled out major improvements to importing, filtering, and the sale log to help users work smarter and faster.

Added

  • Contacts

  • Labels to leads

  • Close confidence slider feature to deals

  • Deal history tracking

  • List view for the deals page

  • Forms for lead generation

  • General analytics with metrics and chart views

  • Pipeline analytics for tracking between deal stages

  • Team analytics to monitor individual performance

  • Form analytics to track form performance

  • Archiving for leads and contacts

  • Customizable dashboard with support for widgets

  • Real-time team collaboration with permissions

Updated

  • Leads importer for advanced importing

  • Filtering with more options for better customization

  • Sale log with additional details for closed deals

April 2024

April 2024 marks the start of it all. We deploy the MVP of ClosingDealz, laying the foundation for everything that comes next. It’s the first step toward building an all-in-one sales platform for agencies and sales teams.

Added

  • Deployed MVP

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