Tweaked things you’ll never see but will definitely feel. Even web apps need an occasional spa day.

New Feature:
1. Advanced Search and Filter

• Access the power of searching and filtering your clients in your pipeline based of of tags, sources, status and so much more.

• Filter down your email marketing list so that you get your campaign to the right individuals

• You can now filter your events as well to ensure nothing falls through the cracks.

System Maintenance:

• Squashed some more bugs 💥

Message inbox feature

• This will allow for users to receive visual notifications that the user has a new message in any of their conversations

• The user will be able to see exactly which conversation is active and receiving new messages

• The user will be able to toggle the conversation as read or unread

Internal Chat Feature

• This will allow users and team members to communicate with one another directly in the CRM.

• Create new conversations, add team members, and get ready to collaborate all within your CRM

Squashed some bugs 💥

• Marketing feature is live!

  • You can filter your customers and send marketing campaigns

  • You will be able to track the activity on these emails such as delivery, opening, and click on links within the emails

• Now can add a title to your live chat conversations

• You can download live chat conversations into a pdf

• You can view the live SMS conversation in a conversation history

• You can now assign members of your team to clients for notifications such as when contracts are signed, invoices are paid, or messages are received

• General system maintenance and bug fixes