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Mobile and desktop notifications

Get CloseUp alerts on your phone or computer, even when CloseUp is closed. No app store download needed.

CloseUp sends notifications through your browser's built-in push service, so there is no app to install. Each user turns notifications on for each device and chooses what to hear about.

Device requirements

DeviceRequirement
Android: Chrome, Edge, Samsung Internet, FirefoxWorks in a normal browser tab. Adding CloseUp to the Home Screen is optional.
iPhone / iPadiOS / iPadOS 16.4 or later. Add CloseUp to the Home Screen, open it from there, and then turn on notifications. A Safari tab cannot receive notifications.
Desktop: Chrome, Edge, Firefox, Safari 16+Works in a browser tab.

Prepare an iPhone or iPad

  1. Open CloseUp in Safari
    Use a device with iOS / iPadOS 16.4 or later.
  2. Add it to the Home Screen
    Tap the Share button and choose Add to Home Screen.
  3. Open it from the icon
    Open CloseUp from the new Home Screen icon and sign in.
  4. Continue to turn on notifications
    Follow the steps in the next section.
On a device with iOS older than 16.4, the settings card asks you to update the device. Notifications work only after the update.

Turn on notifications

  1. Open your personal settings
    Click your name or picture at the bottom of the side menu to open Personal settings.
  2. Go to Preferences
    Choose the Preferences tab and scroll to the Mobile notifications card.
  3. Turn them on
    Tap Enable mobile notifications and allow the browser prompt. The status changes to On for this device and the device appears under Connected devices.
  4. Repeat on each device
    Notifications are turned on per device and browser. You can connect several devices to one user.
If you blocked notifications for the site before, you see Notifications are blocked in this browser. Open the site settings (the lock icon next to the address), allow notifications for CloseUp, then reload the page.

Choose what you hear about

On the same card, under What to notify me about, pick the categories you want:

  • New and returning leads: a new lead arrives or an existing lead comes back.
  • A lead was assigned to me: someone else assigns a lead to you. Moving several leads at once sends one notification.
  • Incoming lead messages (WhatsApp, Instagram, email): a burst of messages from one lead becomes one notification.
  • Call and meeting reminders: when a follow-up reminder is due, and 15 minutes before a meeting.
  • Lead deletion requests and decisions: requests waiting for your approval, and decisions on requests you sent.

You only get notifications about leads you are allowed to see. CloseUp checks this again at the moment it sends.

Lock-screen privacy

  • By default the lock screen shows a generic message only, with no lead details.
  • To see the lead's name, turn on Show the lead's name on the lock screen.
  • Phone numbers, email addresses and message text never appear in a notification.

Test your notifications

  1. Send a test
    Tap Send test notification. It goes to every device you connected.
  2. Check that it arrives
    It should appear within a minute. If it doesn't, check the device's notification settings and Do Not Disturb.
  3. Tap it
    Tapping a notification opens CloseUp in the right place. If your session expired, you sign in first and then land on the target.

Turn off or remove a device

  • Turn off on this device stops notifications on the current device. CloseUp does not turn them back on by itself.
  • Under Connected devices, click Remove to remove a device.
  • Signing out stops notifications on that device.
  • Each user can connect up to 10 devices. Adding more removes the oldest.

Good to know

  • Plain tasks without a time of day do not send notifications. Only follow-up reminders and meetings do.
  • On iPhone, Focus and Low Power mode can delay notifications. This is device behavior.