Product updates

Managers can build a reporting tree and restrict lead and deal visibility by hierarchy, with drag-and-drop placement and manager controls in team settings.

Team admins can edit the reports layout, add charts, drag and resize cards, then save or reset to the default view.

Admins can add, edit, and remove custom fields for leads, deals, contacts, and organizations from CRM settings.

Select multiple leads or deals at once, apply bulk actions, and move selected deals to another pipeline stage together.

Drafts are shared with teammates on the same record, and the email composer can expand to full screen without losing your draft.

Use a pre-dial countdown and call controls between numbers, with session progression that responds to recorded call outcomes.

View and manage linked contact and organization information from record side panels without losing your place.

Connect a Cal.com account with OAuth, import bookings into the CRM calendar as events, and optionally create a lead or deal when a booking is accepted.

Connect a Slack workspace from onboarding or settings and route CRM activity updates to subscribed channels.

Click-to-call, SMS workflows, and call recordings logged to the record timeline, plus phone number search, purchase, and inventory management.

Register a business brand, messaging use case, and phone numbers for compliant US application-to-person SMS, with a guided intake, payment, and status flow.

Queue leads, run start, pause, resume, and end dialing sessions, record dispositions with notes, and schedule follow-ups from desktop or mobile.

Organize related client accounts under one account with separate pipelines, statuses, invites, and billing scope.

Connect Apollo to enrich prospect data and sync verified contacts and leads into the pipeline without manual CSV work.