Change Log
Track new features, improvements, and fixes as ClosingDealz evolves.
June, 2026
Lead Gen AI Chatbot
Finalized the Lead Gen AI Chatbot with full prompt building, embedding, analytics, credits, file search, and major Form UI improvements.
Added
AI chatbot for websites with embed and preview modes
Guided chatbot setup with a simplified prompt builder
Automatic lead capture through chatbot conversations
Upload PDFs, FAQs, and documents to train your chatbot
Playground environment for testing chatbot responses before going live
Markdown support for richer chatbot responses
Lead enrichment with visitor information and location data
Calendar availability settings with custom work schedules
Automatic blocking of public holidays and unavailable dates
In-chat meeting booking with an interactive calendar
In-chat meeting rescheduling
Automatic Google Calendar event creation
Automatic Google Meet link generation
More form customization options and design controls
Support for custom lead capture fields
Spam protection for forms
Direct meeting booking from forms
Two-way Google Calendar synchronization
Discord notifications for new leads and events
Updated
Redesigned form settings page for easier configuration
Improved phone number formatting on forms
Expanded analytics dashboards for AI usage and performance
Fixed
Improved stability of real-time updates
August, 2025
Unified Leads & Smarter Insights
One of our biggest updates yet. Leads and contacts are now unified into a single flexible Lead profile, with standardized overviews, smarter importing, and an insights-first Sale Log for faster 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
Multi-value fields for phones, emails, addresses, and socials
Sale Log insights with stage-duration Deal Journey and motivational insights
Pretty-print detail panels for Lead, Deal, Task, and Meeting
Updated
Lead Overview redesigned to support both people and companies
Deal, Task, and Meeting overviews refreshed for readability
Sale Log aligned with Insights, Overview, and Change Log tabs
Lead importer rebuilt for the unified model
Smart formatting for phone numbers, addresses, and inputs
Dark mode toggle moved to profile menu
Global UI polish for spacing, hierarchy, and typography
Free plan limit updated to 200 total Leads (combined)
Fixed
UI inconsistencies across entity overviews
Stability issues when transitioning between dialogs
Dashboard template creation bug
June, 2025
Google Integrations & Collaboration
Focused on integrations and collaboration. This update connected ClosingDealz with Google services and improved usability across calendars, tasks, onboarding, and widgets.
Added
Google Calendar integration
Google Tasks integration
Google Meet integration
Google RISC security support
Timezone support
Archived activities
Guided tour system
Workspace usage tracking
Updated
Updated Basic plan limits across leads, contacts, deals, and activities
Dashboard widgets now distinguish personal vs team data
Calendar now defaults to the current week
Quick add buttons added to calendar, meetings, and tasks widgets
Clearer distinction between tasks and meetings
Deal overview supports direct task and meeting creation
Task list widget shows overdue tasks
Improved onboarding flow with clearer questions and visuals
Fixed
User permission errors
Side navigation tooltip issues
Authentication error messaging
Dark mode styling for upgrade dialog
March, 2025
Usability & Platform Foundations
Behind-the-scenes improvements paired with usability upgrades. This release prepared the platform for future features while polishing core workflows.
Added
Duplicate and archive forms
In-app help center popup
Updated
App visuals and UI consistency
Plan upgrade popup
Dashboard task list visualization for deadlines
Fixed
Dashboard template cancel bug
Removed quick add button on home page
February, 2025
Core CRM & Analytics Launch
A major milestone release introducing core CRM capabilities, analytics, collaboration, and customization.
Added
Contacts
Lead labels
Close confidence slider for deals
Deal history tracking
Deal list view
Forms for lead generation
General analytics with charts and metrics
Pipeline analytics between stages
Team analytics
Form analytics
Lead and contact archiving
Customizable dashboard with widgets
Real-time team collaboration with permissions
Updated
Advanced lead importer
Improved filtering options
Sale log with richer deal details
April, 2024
ClosingDealz MVP Launch
The beginning of ClosingDealz. MVP launch laying the foundation for an all-in-one sales platform.
Added
Deployed ClosingDealz MVP