A reverse-chronological log of features, improvements, and fixes shipped to the platform.
In the app and through the assistant, changing one custom field no longer changes or blocks the others. Money custom fields entered in the app, by import or through the assistant follow their currency's decimal places: whole amounts for currencies such as the yen, three decimals where the currency uses three. Web forms keep storing what the visitor typed. Changes made through the public API follow later.
Deleting a custom field that holds values now takes two steps: after you confirm once, the dialog says how many records have a value in the field and asks you to confirm again. Before, it could report the field as deleted when nothing had been deleted. A deleted field leaves forms, lists and filters, and the values already saved on records are kept but hidden. A deleted field cannot be restored yet, and its name cannot be used for a new field.
A company's Activity tab now includes the notes, calls and other activity logged on the company itself, beside the activity logged on its people, so a company with no people has a timeline too. On person and deal pages, an activity you log appears in the timeline right away, without a reload. In the inbox, Task and Deal in the panel beside an email, and Create Task and Create Deal in the menu of an open email, open a form already filled in from the email, such as its subject and the matched company. Log email in that menu, which failed before, now logs the email on the matched person and company.
The Lifecycle picker on a person's page and in the person preview now lists your workspace's own lifecycle stages in their set order, and a chosen stage shows its name and color at once. On the default stages, Prospect and Churned are no longer offered, and a person who already has one keeps it.
Sorting the People list by Company only reordered the page you were on, so the next page started the alphabet again. Sort by Company is now off until it sorts every page: the Company column header no longer sorts, and the list settings offer Created date and Name. A list or saved view that sorted by Company shows the newest people first.
Alerts on a saved view now follow the view's main filters: stage, owner, type, archive status and multi-select values, so an alert on a view of open deals no longer reports won or lost deals. A view that also filters by a date window, activity, location, value or a custom field still alerts on every record its other filters match until a later release. The first check after this release is silent while each alert takes stock of its view, so a change in that one window is not announced.
With a saved view open on Companies, People or Deals, a column, sort or display change made in the settings panel behind the gear now reads "Applied" instead of "Saved", because it changes what you see without changing the view. The panel names the open view and offers a Save button: save to the view when it is yours, or save as a new view.
Deleting a product used to take everything attached to it along with it: its variants, the stock on hand, the stock movement history and its serial numbers, and it left open orders and shipments holding a line that could no longer ship or be received. A product that has variants, stock on hand, stock movements or serial numbers, or that appears on a quote, invoice, sales order, purchase order or shipment, can no longer be deleted. The delete tells you what is still using the product and asks you to archive it instead, which takes it out of your active catalog while its variants, stock history and documents stay exactly as they were. Variants count because each one is its own SKU in your catalog, and deleting the product would have deleted every one of them.
A cold sequence can now start on a date and time you pick, weeks or months ahead if you like, and nothing is enrolled until that moment arrives. Whether you start now or later, the launch review and the sequence page both state the first send in plain words, in your own time zone: today at 2:15 PM, tomorrow at 9:00 AM because it is after hours, Monday because it is the weekend, or the date you scheduled. Sequences waiting for a window show why they are waiting and when the next send lands, and a sequence that is holding for its start date reads Scheduled with the date and the number of leads attached instead of a misleading zero.
A new sending mailbox builds up its cold volume over three stages, and until it finishes, that stage cap is what governs. The mailbox card, the edit dialog and the save confirmation now say so plainly: the number in effect today, the limit you set, and the date your full limit takes over. The ramp badge also counts the real stages, so a mailbox that has finished shows Full pace instead of a fourth week that never existed.
The AI Customer Support Agent is now a paid add-on you can buy on an Ultra plan: $59.99 a month per agent, or $599.90 a year. Each agent includes 500 conversations a month, counted the first time the agent answers, and you can add extra conversation credits in packs of 1,000 for $80 or 2,000 for $160. Try an agent for 14 days for $1.99, credited to your first month.
The help desk now opens as a split view: the queue on one side, the ticket and its customer context on the other. Set status, priority, and owner from the row itself, merge a duplicate into the ticket it belongs to, and turn a ticket into a linked deal or task when it stops being a support question.
Set first-response and resolution targets per priority and watch the countdown on every row. Route work into named queues that can hand tickets out round robin or by current load, and answer the everyday question with a macro that applies the saved reply and the status change in one step.
Every edit to an article now writes a revision you can read and restore, so a rewrite is never a one-way door. A content health view collects the articles that are past their review date, never updated, rated unhelpful, or never opened, so the library stays worth trusting.
Feedback now runs as a program: pick CSAT, NPS, or CES, choose what triggers it, and let the survey fire the moment a ticket resolves. Responses land on the customer record and roll up into feedback analytics that show the score trend next to the comments behind it.
Put a chat widget on your own site and answer visitors from the same service inbox your team already works. A chat opens a ticket on the right customer record, so the agent sees the company, the open deal, and the history before the first reply, and the conversation keeps its place in the queue.
Your published articles now serve on a hosted, branded help center customers can browse and search without an account. The same library embeds on your own site as a compact widget, so someone can find the answer where they already are instead of opening a ticket.
On Ultra, the AI Customer Support Agent add-on replies to your customers only from your verified articles and hands off to a person when it is unsure. On a ticket, the AI drafts the reply for your approval, and you can let it resolve low-risk work queue by queue as your confidence grows, with every move written to a resolution log you can audit.
A service overview puts ticket volume, first response and resolution times, how the SLA targets are holding, per-agent workload, and customer satisfaction on one screen. It reads through your own permission scope, so a rep sees their work and a lead sees the team.
Removing an individual recipient from a campaign that had not launched yet could quietly fail: the removal looked successful, but that person was still emailed when the campaign went out. Removals now apply reliably, so the audience you see before launch is exactly who receives the send.
Overhauled the pricing page with seat-type breakdowns, token packs, and clearer feature gating so you can find the right plan in seconds. Every plan tier now lists exactly which of the CRM, email, automation, and support tools it includes, so there is no guesswork before you start a trial.
Compact spacing across the entire app for mobile devices. Tables, sidebars, and detail panels now use density-aware layouts that work on any screen size, so reps can update deals and answer support tickets from a phone between meetings.
Fixed custom field validation on public-facing forms, and hardened the boundary that keeps every account's data private to that account. Custom fields defined on companies, people, and deals now validate consistently whether they are edited in the CRM or submitted through an embedded form.
Seven system roles (Super Admin, Admin, Sales Manager, Sales Rep, Marketing, Service, View Only) plus custom roles with granular RBAC. Assign exact permissions per module and action scope, so a Marketing hire never sees quotes and a Support hire never sees the pipeline unless you grant it.
Meet Laureo, your assistant inside the CRM. It drafts email replies in your voice, suggests which leads to prioritize, and summarizes where each deal stands, right on the record you are already viewing. Available on the Business plan and above.
Bulk edits, large CSV exports, and dashboard loads are all dramatically faster, so the app stays responsive even with hundreds of thousands of records. Teams migrating a full customer history from a legacy CRM should notice the difference on the first import.
Steadied sign-in sessions under load, added safeguards against runaway request bursts, and fixed a timing issue that could occasionally run a scheduled workflow twice. The workflow automation engine now de-duplicates a trigger firing within the same second across multiple app instances.
Create, schedule, and send email campaigns to contact groups. Includes an email builder, open/click tracking, A/B subject-line testing, and campaign analytics with event timelines, all inside the same workspace as your pipeline.
Public-facing knowledge base with categories, articles, and search. Customers can self-serve answers before opening a support ticket, and every article links back to the help desk queue for the questions search cannot answer.
Dynamic contact groups now support complex nested filters including custom fields, activity dates, deal stages, and tag membership. Filters re-evaluate automatically, so a segment built for a campaign always reflects who currently matches, not who matched when it was created.
Visual workflow builder with triggers (deal stage change, form submission, date-based), conditions, and actions (send email, create task, update field, assign owner). Runs automatically in the background, so the same follow-up sequence never has to be built by hand twice.
Generate professional quotes and invoices directly from deals. PDF export, line-item editing, tax calculation, and email delivery built in, so a deal moves from verbal agreement to a signed, paid invoice without leaving the record.
CSV import for contacts, companies, and opportunities with field mapping, duplicate detection, and validation. Streaming CSV exports for up to 100K records, built for teams migrating a full history from a spreadsheet or a legacy CRM.
Fixed an issue where Google Calendar events synced with incorrect times for users outside of UTC. All-day events now display correctly across all timezones, which also fixed a downstream bug in booking page availability windows.
Drag-and-drop Kanban pipeline with customizable stages, win probability, weighted forecasting, and pipeline analytics. Multiple pipelines per organization supported, so a sales team and a partnerships team can each run their own stage set.
Emails sent from Laureo now appear in your Gmail Sent folder. Replies from Gmail are automatically logged against the matching CRM contact, so a rep working from their inbox and one working from the CRM see the same thread.
Define sales territories by region, industry, or custom rules. Assign reps to territories and filter pipeline views accordingly, so a rep opening the pipeline sees only the accounts assigned to their patch.
Sharpened duplicate detection during imports. Fewer false matches on short names, and more accurate matching on email addresses, so a CSV import of an existing customer list no longer creates a second copy of every record.
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