🚀 Big News: Unlock New CRM Features with Our Beta Program!

We’re thrilled to announce exciting new features for your CRM system—and the best part? You can try them right now for FREE! 🎉

It’s super simple:

1️⃣ Go to: Settings → Labs

2️⃣ Explore the latest features in Beta.

3️⃣ Pick what you want to add to your system—no extra cost!

✨ Why Use the Beta Program?

- Get Early Access: Test powerful tools before their official launch.

- Choose What Works for You: Add only what fits your workflow.

- Be in the Know: See live launch dates so you’re always ahead.

Don’t wait! Be among the first to experience these features or keep an eye on the live dates if you prefer to wait. Either way, the future of your CRM is in your hands—customize it your way!

Jump into Settings/Labs now and start experimenting! 🎯

Communities Feature - New Features

Timezone Update for Calendar Appointments

View Calendar Appointments in Your Timezone

Effortlessly check your calendar appointments in your default user timezone for a more convenient experience. All appointments and confirmation emails are now displayed according to your selected user timezone, unlike the previous business timezone view.

Note: To continue using the business timezone view, simply select it as your user timezone. When adjusting your user timezone, ensure that your availability settings are updated accordingly.

Outlook Two Way Sync

Synchronize your Outlook emails with CRM through 2-way sync feature.

• All Incoming emails from your existing contacts to your Outlook email are automatically imported into CRM.

• Easily add new contacts into CRM by utilizing Auto BCC when sending emails from Outlook.

• All emails sent from your Outlook mailbox to contacts will also be visible in CRM.

Opportunity List View

Opportunity List View

The new List View transforms how you can interact with your opportunities by providing a detailed, streamlined, and customizable view. Here’s what you can do with it:

• Opportunities in a Listed View: View your opportunities in a streamlined, list format.

• Sorting Across Fields: Easily sort opportunities by multiple fields.

• Customizable Fields: Choose which fields to display in your list view.

• Export Functionality: Export selected fields from your opportunities.

• Full Feature Parity: Access all board view features in list view, including advanced filters and search functionality.

Additional Contacts

Link Multiple Contacts to the Same Opportunity!

A new field called "Additional Contacts" will be added to all opportunity modals. This allows you to associate multiple contacts with a single opportunity easily. The primary contact details will continue to be used for all referencing purposes.

Bulk Tags New Architecture

Bulk Add and Remove Tags

Updated Adding and Removing tags

What's Included?

1. Add and Remove Tags: Updated UX for managing the bulk actions for additional and removal of tags

2. Option to Remove All Tags: Additional setting under Remove bulk action

3. Updated UX for the tags addition and removal

Bulk Tags Restore

Restore Tags For New Architecture

Restoring tags
There is an additional option for restoration of removed tags, going forward.
Any tag which is removed - for both the cases of selected or all tags - can now be restored

Disclaimer: Restoring these tags will trigger the workflows which are invoked by the corresponding tag additions.

Calendly Event Importer

Calendly Event Importer

You can now connect Calendly to directly import your events. This integration helps you fetch your calendly events and utilize the system’s full suite of tools—contacts, conversations, automations, marketing, and more.

Bulk Edit Opportunities

Bulk Edit Opportunities

We are excited to introduce the new Bulk Edit Opportunities feature, designed to streamline your workflow by allowing you to update multiple opportunities simultaneously.

This feature is currently available only in the List View of Opportunities, which can be enabled through Labs.

• Bulk Selection: Users can now select multiple opportunities at once, either individually or by selecting all.

• Multi-Field Updates: Update various fields, including standard fields like Pipeline Name, Stage, or Owner, as well as custom fields, across multiple opportunities in just a few steps.

• Pipeline Management: Seamlessly move opportunities between pipelines without worrying about copying or losing information.

• Bulk Action Monitoring: Track the progress of your bulk edits on the Bulk Actions page, where you can view success rates and any errors that may occur.

New color picker for Funnels and Websites

Revamped Funnels/Websites color picker with new design and features

• Unified Color Palette: We’ve consolidated multiple color options into a single, unified palette. Now, you can customize text colors without needing to switch between settings for bold, headline, underline, or italics — one color picker to rule them all

• Default and Custom Colors: The new palette is divided into two sections: Default Colors and Custom Colors. This clear separation allows for easy differentiation between predefined and personalized colors, giving you more control over your design.

• Inline Text Coloring: You can now color selected text directly using the color palette in the inline toolbar, without having to apply the color to the entire block of text.

• Custom Color Management: The new color picker UI lets you add, edit, and delete custom colors with ease. Tailor your palette to match your brand’s unique style effortlessly.

• Dropper support: Use dropper to fine tune the colors in your website and funnel.

• Brand color support.

Hide Third-Party Appointment Details

Hide Third-Party Appointment Details

Enable this user-level setting to keep your third-party calendar events private. When activated, only the user can see the details of these synced events, while they remain hidden from others.

Invoice Editor V2

Invoice Editor V2

Introducing our brand-new Invoice Editor, designed to streamline your invoicing process and enhance your productivity! This intuitive tool offers a user-friendly interface, allowing you to create, customize, and manage invoices with ease.

Conversations: Select a Phone Number to Send SMS Messages

Conversations: Select a Phone Number to Send SMS Messages

Key Features: 

Select the sending number:

• While sending SMS, you can now select the number you want to send the message from.

• The “From” number dropdown will list all available numbers, making it easy to switch between them as needed.

• Tags indicating the default number and the last used number are shown next to each option. Below each number, the friendly name and the assigned user are displayed.

• By default, the last used number for the contact is automatically selected. If there is no previous conversation, default number will be selected.

Select recipient's number:

• If the contact has multiple numbers, you can choose which number you want to send the message to.

• Click on the dropdown next to the To field and select the appropriate recipient number for the message.

• If there is no previous conversation, primary contact number will be selected by default.

Access:

• Admins can access all the numbers configured in the account.

• Users can access: default number configured for the account, last used number to message the contact, number assigned to the specific user and unassigned numbers.

Snippets Upgrade: Folders and Search

Snippets Upgrade: Folders and Search

Organize your snippets into folders, search snippets and experience the upgraded editor.

Key Features:

Enhanced Organization with Folders:

• Effortlessly organize your snippets into folders , allowing for quicker access and better management.

• Move your existing snippets into folders with just a few clicks. Select the snippet/snippets, use the "Move to Folder" option to move them into relevant folders.

Search and Filter Capabilities:

• Instantly locate snippets using search by snippet or folder name. You can also filter snippets by type: Email or Text.

Conversations Composer Enhancements:

• Snippets are now more accessible with an improved layout for faster selection and use.

• Folder view has been added to the Conversations Composer, making snippet location quicker and easier.

• Foldering is completely optional! If no folders are created, snippets will continue to appear in a single list as they do now.

Client Portal: New Dashboard

Client Portal: New Feature

We’ve rolled out new features to boost your Client Portal experience:Contract/ Document Signing:

• Send contracts/documents to sign to your contacts

• Contacts will be able to view it under their Client Portal Dashboard

• Sign Documents Online: Sign directly in the portal.

• Download Final Documents: Access signed documents easily

Dashboard Enhancements:

• Welcome Section: Personalized greeting with your name and profile picture.

• Quick Actions: One-click access to courses, invoices, messages, and community groups.

• App Switcher: Switch between child apps from top bar switcher

Enjoy a streamlined document process and a more insightful dashboard!

Bulk SMS From Number

From Phone Number

This is bulk sms feature.

Need a Hand? We’ve Got You Covered!

If you have any questions or need a walkthrough, don’t hesitate! You can:

📞 Call Nigel directly for quick assistance.

📅 Schedule a call at a time that works best for you—we’ll make sure you’re set up for success!

We’re here to help you get the most out of these new features. Let’s make your CRM work smarter for your business! 🚀