Product Updates & Releases
Tag many companies at once, filter the Companies view by one or more tags, and add a Company column to your People lists so you can see who works where at a glance.
Read more →Several Smart List filters — Days Since Last Contact, the Time to First… filters, Days Since Last Activity/Event, Full Name Is Empty, and Source/Assigned To exclusions — now return the contacts you'd expect instead of silently dropping or over-including people.
Read more →Email template "uses" counts now increment for sends from the composer, the inbox, automations, and newsletter campaigns — not just AI-assistant sends — so template performance numbers are accurate.
Read more →On contacts with many custom fields, the Custom Fields panel no longer spills over and overlaps the sections below it.
Read more →The dashboard Total Leads tile counted 0 for some teams even though contacts existed and per-stage counts were correct. It now counts every active lead.
Read more →Changing a contact's stage no longer clears the Assigned To field.
Read more →Tasks now support multiple attendees, just like appointments. Add team members to a task and each one sees it on their calendar and gets the standard due and past-due reminders.
Read more →Search for your Google business and we'll save its Place ID, so your Review page's “Leave a review” button sends clients straight to the write-a-review screen.
Read more →Once you've connected your Google business, your Connect Review page automatically shows your latest Google reviews — and you can switch them on for your Home Value, Open House, and Single Property pages too. Clearly marked as coming from Google.
Read more →Visitors to your Connect landing pages can now register passwordlessly with a one-time sign-in link by email or text. Registrants land in your CRM as deduped contacts, tagged and sourced as Connect registrants.
Read more →
