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Pipelines & Unified Inbox 📥

Discover powerful new updates built for clearer tracking and centralized communications

iClosed just rolled out a major feature release to centralize all communications with your leads and internal team members, alongside a brand-new Global Data Pipeline - a Kanban view for easier funnel management.


Unified Inbox

The iClosed Unified Inbox provides a single, centralized workspace that aggregates your communication channels into one timeline, allowing teams to read, manage, and respond to conversations without constantly switching tools.

Here's the breakdown of whats in there:


Universal Channel Connections

Users on any plan tier can connect channels, including Microsoft Outlook, Gmail, Facebook Messenger, Instagram DMs, Linq (iMessage), Sendblue (iMessage/SMS), WhatsApp Business and WhatsApp Personal.


Inbound Syncing

Inbound messages from every single connected channel automatically stream into your inbox in real time regardless of your subscription level, ensuring your historical data remains structurally complete.


Call Recording Timeline

Integrations with Zoom, Fathom, and Microsoft Teams log communication assets automatically.

Authorized paid Zoom accounts will seamlessly pull completed cloud call recordings directly into the contact's activity history as soon as a meeting concludes.

The Email Exemption Rule

Conversations handled across Gmail and Outlook are completely free. Inbound and outbound emails do not consume your monthly chat limits, and remain excluded from active conversation counts across all plans.


Message Presets (Templates)

Build pre-written message templates within the workspace to instantly answer frequently asked questions, insert scheduling links, or follow up with leads without repetitive typing.


Workflow Builder & Automation

Available exclusively on the Growth and Business tiers, users can build rule-based automation paths that trigger outbound messages instantly based on contact behavior.

Learn More about Unified Inbox here.


Pipelines (Kanban View)

Track and manage your entire sales funnel in a clean, Kanban board.

Pipelines turn your raw contact data into a visual workspace, allowing you to drag and drop leads through milestones in real time.

Customize your view by collapsing columns, hiding specific fields, and grouping or sorting by Contact Stage or Scheduling Status instantly.


Granular API Scopes & Access Control

Admins can now secure workspace integrations by restricting API keys and OAuth 2.1 tokens to specific permissions.

Instead of granting blanket data access, you can choose exact read or write permissions for 12 distinct modules (like Contacts, Deals, and Events).

Legacy keys remain fully compatible, while unauthorized actions automatically return a clean 403 Forbidden error.

Learn More about iClosed Public API here.


Growth Subscription Plan

iClosed now runs on a three-tier billing structure - We have updated our subscription tiers to give scaling teams more flexibility:

  • The New Growth Plan:

    • Positioned between Startup and Business, the new Growth tier sits at $59/seat/mo.

    • This tier unlocks essential mid-level features designed for teams scaling their lead tracking and pipeline volumes.

  • Startup Plan Updates:

    • Our Startup tier ($24/seat/mo) has been upgraded to provide more value out of the box

    • users on this plan can now add and manage Deals directly within their workspace.

  • Business Plan:

    • Built for high-volume operations

    • the Business tier ($120/seat/mo) continues to offer full-scale capacity, with and maximum pipeline and inbox limits.

Learn More about new pricing breakdown here.

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