Company blog

With this new tool, after some set up, any emails to and from contacts that already exist in the CRM will log automatically.

We know that data entry is not anyone’s favorite part of using a CRM. While importing makes this process go faster, we’re heard from a lot of customers who are looking for a form tool to automatically enter information into the CRM. Now you can create a form in the CRM and have your clients, potential customers, or anyone else fill it out. Simply send them the link to the form and have them fill out the necessary fields.

Happy New Year! Take a look at our reflections on 2024.

Easily transfer a file from one contact or company to another.

Try out a brand new type of custom field - radio lists!

Check out how our new forms feature can help you save time as an IT consultant!

Check out how our new forms feature can help you save time as a student recruiter!

Check out how our new forms feature can help you save time as a marketing specialist!

Check out how our new forms feature can help you save time at your non-profit job!

Check out how our new forms feature can help you save time as someone who works in manufacturing!

Check out how our new forms feature can help you save time as a sales person!

Check out how our new forms feature can help you save time as a consultant!

Check out how our new forms feature can help save time for career centers!

Check out how our new forms feature can help you save time as a coach!

Check out how our new forms feature can help you save time as a financial planner!

Check out how our new forms feature can help you save time as an insurance agent!

Check out how our new forms feature can help you save time as a recruiter!

Check out how our new forms feature can help you save time as a travel agent!

Check out how our new forms feature can help you save time as a realtor!

Our developers have created a new feature to save you time when you add new contacts to your company records.

Stay organized and help important information stand out with our new note formatting options.

Check out ten brand new bulk actions to use on your pipeline reports!

We’re excited to announce a feature that has been a major request among customers over the years. New bulk actions!

Learn about a few of the changes with the new design that we hope make the new CRM design easier to use.

With this new feature, you can select any field(s) you want to show up on your pipeline badges