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