Soft Delete

Soft delete feature added: Deleted records are now hidden from view but recoverable from the "Deleted record" option in any object options menu. No more drama!

Notes and Tasks standard objects

Like any regular object, add some custom fields to your tasks and companies or create some custom views to better organize your content.

Created By

Quickly identify who created a given record and what was the origin of the creation, whether it was through a CSV import, an API, or manual input.

Webhooks filter

Filter the content a webhook is returning so it only pings your URL when a specific action occurs, such as on creating a company.

Enhanced Kanban Board

• Edit Kanban Stages: You can now edit Kanban stages directly from the app, not just from the settings. This makes it easier to manage and customize your workflow on the fly.
• "No Value" Column: Cards that are not assigned to a specific value will now appear in a "No Value" column. This column can be shown or hidden as needed, ensuring no cards are overlooked.

Revamped Navigation Bar

Navigate more quickly with our revamped record page navbar:

• Navigate directly from one record page to another.
• View the total number of records within a view.
• Easily return to the corresponding index view with a new "Close" button.

Bulk Deletion

You can now delete up to 10,000 records at once. (For when you want to Marie Kondo your database! 🧹)

Enhanced One-to-Many Relations Editing

You can now edit one-to-many relations directly from the "many side". This means you can assign people to a company directly from the company list view, instead of having to navigate to each individual person's profile to assign them a company.

Advanced Email and Calendar Settings

We've introduced advanced settings for email and calendar management:

• Auto-Create Contact Options: Choose when an email interaction should automatically create a contact. Options include:

  • People I've sent emails to and received emails from
  • People I've sent emails to
  • Don't auto create contact

• Email Exclusions: Ability to exclude non-professional emails (e.g., Gmail, Outlook) and team emails (e.g., support@, team@) from being synced to the CRM.

• Calendar Events: Auto-contact creation settings are now available for calendar events as well.

Enhanced Timeline

The timeline on every record page has been significantly improved. It now provides detailed updates for:

• Record creations
• Field updates
• Received emails
• Created calendar events

Improved Onboarding Experience

Our onboarding process has been streamlined to let you import your calendar and emails seamlessly. You can now also configure your privacy settings directly during onboarding, allowing you to choose between sharing content with your team or keeping it hidden.

Email and calendar Blocklist

To enhance privacy, you can now add specific email addresses to a blocklist within the "Accounts" settings. This feature prevents sensitive content from being synced to the CRM when corresponding with certain individuals. This can be particularly useful when managing sensitive deals.