Feature
Tell us what business your team is in
Teams now have an industry, so the CRM can shape itself around the work you actually do.
Read more →Changelog
Product Updates & Releases
Feature
Utility Connect — refer your clients for utility setup, and earn on it
A new Utility Connect tab lets account owners opt in to the Concierge Service, refer contacts one at a time, in bulk, from the inbox or automatically, follow every referral's status on the contact record and a full attribution dashboard, and withdraw the referral revenue it earns.
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Bug Fix
Turning off a dialer seat no longer promises a refund that isn't coming
The Disable Dialer confirmation said the seat would stop being billed — even for seats that were never on your bill in the first place. It now describes what actually happens to your dialer billing.
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Feature
Send PDFs and Videos from the Mobile App
Text a PDF flyer or a video straight from your phone — the mobile composer now matches the web app's attachment support.
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Bug Fix
Semi-transparent colours in your email templates no longer go missing
A soft border or tinted background written with a shortened opacity value — like rgba(0,0,0,.15) — was being dropped from your emails before they sent, so recipients saw no border at all. Those colours now survive to the inbox.
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Bug Fix
Import warns when two columns map to the same field
The Map Columns screen now flags a CSV column whose data would be silently dropped because another column already claimed the same contact field.
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Bug Fix
Invalid Dates Are Rejected in Date Custom Fields
A date custom field now rejects a value it cannot read instead of silently storing it, so a bad entry can no longer break contact search.
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Feature
Monthly included credits now grow with your team
Plans can grant included credits per seat — a base amount plus extra credits for each additional user — so adding teammates raises your monthly allocation.
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Bug Fix
Contact Update and Pond Rotation Fixes
Pond rotations now respect their schedule and stay within your team, and repeated contact updates no longer produce duplicate notifications.
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Bug Fix
Creating a lead source no longer fails on a name held by an archived source
If an archived lead source already used a name, creating that name failed with "Name has already been taken" — for a source you could not see anywhere. It is now restored for you instead.
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