Most CRM updates land as a long list of features nobody asked for. Not this one. Over the last 90 days, we shipped dozens of improvements — and if you step back, they all point at the same thing: making the everyday workflows your team actually lives in faster, lighter, and harder to screw up.
This is your tour of what changed and why it matters for how you work.
Highlights at a glance: email that works the way you actually email, marketing sends that don’t drop, a contact record that stops lying to you, tasks that chase people down instead of the other way around, a mobile app that’s finally a real second seat — and reports you can trust in front of a customer.
01 — Email & Conversations
Your inbox is the connective tissue of your whole sales process, so we rebuilt how sending, previewing, and tracking email works — Cc/Bcc controls, editable templates, dynamic “From” sending, and encrypted click tracking.
- Send with the recipients you actually mean — editable To, Cc/Bcc — not the ones the system guessed.
- Preview every send before it goes, so merge tags and signatures are right the first time.
- Edit templates in place with hyperlink insertion — no more rebuilding them for every send.
- Know who opened and clicked with encrypted tracking links you can trust.
Read the full email workflow story →
02 — Marketing Automation That Keeps Its Promises
Nothing kills a campaign like a send that never fires. We hardened the guts of the automation engine so triggered and scheduled sends actually complete — and gave you pause, resume, and per-tenant controls when a high-volume client demands them.
- Sends that survive restarts and don’t silently drop your best segments.
- Stop, pause, resume — real controls over campaigns already in flight.
- Audience built with AND/OR logic and a live total count before you launch.
- Fair scheduling so one heavy account can’t starve everyone else’s sends.
Read the full marketing automation story →
03 — A Contact Record That Stops Lying to You
Sales runs on contact data, and bad data silently taxes every rep on the team. We fixed imports that were dropping phone numbers and mis-mapping companies, standardized 52 universal fields, and killed the duplicate-contact slips that came in the back door.
- Imports that come in clean — phones intact, companies matched the right way.
- Universal fields every contact gets, so nothing important goes missing.
- Better duplicate handling, both at import time and through everyday workflows.
- Fresh info re-fetched automatically when a key detail like email changes.
Read the full data quality story →
04 — Tasks That Chase People Down (Instead of Vice Versa)
Follow-up is where deals are won, so tasks got a serious upgrade: multi-contact and multi-assignee tasks, subtasks with follow-up options, per-account dispositions, and reminders that actually surface the right work.
- Assign one task to several people and several contacts — then reassign in bulk.
- Subtasks and flexible follow-up so nothing slips through the cracks.
- Dispositions tailored to your account and task type — including out on mobile.
- A Tasks tab right on the contact record, with the full context beside it.
Read the full tasks & follow-up story →
05 — Sell From Anywhere
The mobile app was relaunched as a true second seat: read and reply to recent email, manage tasks with saved sort preferences, log calls and text from your phone number, and let Nexi listen in and act while you’re on the move.
- Recent email, full thread reading, reply and forward — from your phone.
- Mobile tasks with your saved defaults — Today view, sort, and dispositions.
- SMS that targets the mobile number and falls back sanely, plus call logging.
- Nexi on mobile — hands-free contact lookups and actions while you drive.
Read the full sell-from-anywhere story →
06 — Reports You Can Sit In Front Of A Customer With
Dashboards and reports got real: scoped metrics per campaign run, stage, trigger, and goal, cleaner chart data, and usage limits that prompt for an upgrade instead of quietly blocking your team.
- Dashboard metrics that show task-type names instead of cryptic IDs.
- Campaign analytics scoped the way you think about the business — by run, origin, trigger, stage, goal.
- Reports with more data series and cleaner output.
- Usage limits with a clear upgrade path — no silent dead-ends.
Read the full reporting story →
One More Thing
All of this ships on a foundation we hardened at the same time — faster page loads, redux-level stability for list pages, and a sync layer that stops email and notifications from glitching. That’s the unglamorous work, but it’s the reason everything above feels fast instead of fiddly.
Want to see any of these workflows in action? Book a demo or start a free trial — the new SalesNexus is ready when you are.