A completely redesigned CRM, and two new connectors
The CRM is rebuilt from the ground up: a complete company record with an AI relationship summary, an activity timeline that brings together calls, meetings, notes and emails, a column pipeline and quick actions. The AI assistant now searches the web and answers about your clients. On the automation side, Jev by TypeSafe AI brings instant, typed decisions and DataForSEO all of its SEO data. Files gains upload links, sharing with specific people by email and a trash.
- FeatureConnectors: new Jev connector by TypeSafe AI for instant decisions in automations — pick an option, rate on a scale or estimate the probability of a yes, with the confidence of each answer.
- FeatureConnectors: new DataForSEO connector that opens its entire API to automations — live search results, keyword volumes and ideas, backlinks, technical site audits, business reviews and visibility in AI answers.
- FeatureCRM: a brand-new CRM rebuilt from the ground up, with a paginated company list, search by name, website, phone, email or NEQ, filters, column sorting, a stage breakdown and overdue follow-ups at a glance.
- FeatureCRM: a complete company record — editable stage, next action and follow-up date, legal and acquisition (UTM) details, contacts with a primary contact, social networks and ad accounts.
- FeatureCRM: an activity timeline that brings together pinnable notes, calls, meetings with minutes, portal questions, budget changes and emails exchanged with the company.
- FeatureCRM: quick actions on every record — call with a timer and call notes, write an email, schedule a discovery meeting with invitations or open a Meet room.