CLOSEM Roadmap

We love CLOSEM…

…and we are continually working to make it better, faster, more responsive, more flexible and more affordable. We need you to give us input to help make it work better for you. Let us know what you need, want and think! See how fast we can implement your suggestions – send them here.

V1 Updates

  • Substantially improved speed
  • Send MMS messages – animated gifs, images, more
  • Improved email text editor, more colors, text sizes, more
  • Adding a contact, if phone number or email is already in the system, display a link to that existing contact
  • Search contacts by company name
  • Improved the pipeline view – filter contacts by tag, date, list, etc.
  • SMS added for UK, Australia
  • Send postal mail – first-class personalized letters and postcards (US)
  • Access to 1,000 of images and designs
  • Access to free QR code generator
  • Export contacts by contact list
  • International Postal Mail
  • Additional custom user-defined personalization tags
  • One-click resend message (or sequence) to all unopened contacts.
  • Message preview in contact view
  • SMS added for New Zealand
  • Prospect data integration – search millions of business and consumer data files, get address, emails and phone numbers
  • Customer Cloner – find more prospects exactly like your best customer
  • List Cleaner – upload your contact list, get corrected and updated contact records back


  • Completely new, updated database engine – faster, more flexible, expanded search features
  • All functions available via API to make almost any integration possible

Improved contact details and search

  • Unlimited, searchable custom personalization merge-tags
  • Improved search – search by any data in the contact record (location, age, company, for example)
  • Improved message targeting without needing to add tags
  • Ability to add multiple contacts within the same company, along with contact relationships so you can easily find related contacts.
  • Contacts can have multiple phone numbers and emails.
  • Ability to send message sequence to details within contact record (like address, DOB) without having to tag them
  • Ability to update multiple contact details via import (not just manually one at a time)

Improved Pipeline View

  • Vastly improved and more functional Pipeline view, also view by tag or list, additional sort features
  • Ability to change process stage labels in Pipeline view, add or delete stages

Improved List Management

  • Ability to mark contacts as bounced / undeliverable to clean up lists
  • Automatically detect potential spam accounts, or catch-all email address, give contact a risk factor
  • One click remove list and all contacts within list

Improved Campaign Builder and Reports Management

  • Improved campaign builder – ability to modify message templates during build
  • Export sequence reports to csv file
  • Full email integration with replies inboxed directly in platform
  • Ability to add / delete tags to multiple records at once
  • Built-in email signature block
  • Browse hard drive for images to include in messages
  • Add cc and bcc feature to email messages
  • Ability to attach images to customer record (photos, etc)
  • Ability to attach files to customer record (ie proposals, contracts, etc)

Agency Plan

    • Ability to add sub-accounts under a single login
    • Manage multiple accounts
    • Add additional phone numbers / email addresses to any account
    • Add SMS for additional countries
    • Add WhatApp
    • Add Messenger



  • iOS and Android