You can now transfer calls from the mobile app to staff members who don’t have a personal phone number. This feature allows seamless call transfers to ensure smooth communication within
Send multi-party agreements faster with up to 6 signer roles in document templates. Auto-populate workflows, reduce errors, and skip manual re-entry.
Save QR codes to Apple Wallet or Google Wallet for fast, organized offline access—no more searching your gallery to find the right code.
Discover smarter calendar guest management: capture phone numbers, choose the details you collect, and keep attendee timezones accurate
Offer 15, 30, or 60-minute meetings from one calendar. Let bookers choose the best duration while keeping scheduling, availability, and rescheduling simple.
Manage and reply to Threads comments in Social Planner’s unified inbox with real-time sync, rich replies, and faster multi-platform engagement.
Organize tags faster with new categories and custom colors. Group related tags, spot them instantly, and manage contacts more efficiently.
Turn every form, survey, and quiz response into a professional PDF instantly. Auto-generate, store, and access submission documents in your CRM.
Boost completion rates with Save Progress for multi-step forms, surveys, and quizzes—respondents can leave anytime and return later to finish.
See your schedule more clearly than ever—new visual buffer times in Day and Week views make it easy to spot gaps, plan transitions, and stay in control at a glance.
A faster, cleaner Contacts experience is here—swipe actions, smart search, one-tap editing, and a redesigned profile make managing contacts effortless on mobile.
Stay secure and ahead of the deadline: discover how new platform banners guide users to update non-compliant passwords before September 9, 2026.
Stronger security is here: discover how new 12+ character password requirements across all entry points impact users, updates, and compliance starting June 2026.
Take control of your document security with new flexible sharing options, access controls, and tracking—designed to protect client data and build trust.
Discover the latest Contact Detail Page enhancements designed to streamline your workflow and maximize flexibility—featuring resizable panels, customizable tabs, smarter field visibility, and more. Explore how these updates make managing contacts faster, cleaner, and fully tailored to your needs.
Skip the download step and import images straight from a URL in seconds. Preview, validate, and auto-fill image details instantly while keeping your media library organized and hassle-free.
Stay on top of every interaction with smarter appointment sorting. See upcoming meetings at a glance, revisit recent activity instantly, and navigate Contacts and Conversations with a clearer, more intuitive timeline.
Get a complete view of all your opportunities in one place with the new All Pipelines option. Simplify tracking, save time, and stay organized effortlessly.
Easily organize your workflow with drag-and-drop pipeline reordering in Opportunities. Move, prioritize, and save your pipeline layout instantly—no extra steps needed.
Meet Tasks V2: a smarter, faster mobile task manager with recurring tasks, board view, deal linking, and real-time progress tracking—built to keep you and your team moving.
Boost your cold outreach with dynamic email variations using Spintax. Create personalized, non-repetitive messages at scale, improve deliverability, and test messaging effortlessly—all from a single template.
