A big step forward for your CRM
This release brings a unified activity timeline, a smarter way to build lists and segments, more power to
manage full-company records, and a reimagined — plus speed and reliability improvements across the board.
lead-to-deal workflow, new mobile-first capabilities, smarter AI assistant features, plus faster page loads
and page transitions.
One Activity Timeline for Every Record
Every interaction now lives in one unified timeline. See every contact, company, or pipeline record
live emails, call notes, tasks, and campaign activity together — or filter it all in a native
Activity view.
- Filter instantly by activity type and date range
- View full context for deals — all call notes will sync plus timeline notes and timeline search
- Choose list or timeline layout options as you preference
Smarter Lists & Segments
Building segments is faster than ever. Filter with expanded logic rules, target more visually through
groups — and know your total audience before you save.
- Combine conditions with AND / OR logic
- Use relative dates like “in the last 30 days” or activity conditions like “has or has not
opened” - Watch target count update in real time as you build
- Save custom segment templates to share with your team
- Let AI Suggest recommend segment and filter rules to try
More Powerful Tasks
Task management has been redesigned to support your core workflows.
- Set priority levels and tags to keep important items top of mind
- Add subtasks directly inside a task — with flexible follow-up options, so nothing slips through
the crack - Reassign tasks, date ranges and actions in bulk for ultimate efficiency
Full Company Records
Gain complete access to the ultimate company-wide view across contacts — including notes,
interactions, opportunities, and activity across the timeline.
- Parent/company relationships built right into the view
- One-click adding contacts to existing company data automatically
Custom Fields, Your Way
More control over how your team looks at layout and custom fields in bulk.
- Choose custom text layout for physical record
- Reorder field section formatting across the app
- Bulk-update fields directly inside searches or segment lists all at once
Better Email & Campaigns
More accurate reporting, better audience targeting, and tighter control over what goes out.
- Measure email opens, clicks, and conversion details easily
- Target your dynamic audience base prior to a campaign launch
- New email preview and test option before sending content
- Unsubscribe email preview to ensure compliance standards are met
Meet Nexi, Your AI Assistant
Nexi is smarter, faster than before, and now integrated beyond the app.
- Get instantly generated custom product recommendations during chat sessions
- Find contacts and update detailed stats by voice
- Summarize long note threads instantly with smart notifications
- Embed a Smart AI assistant web chat widget embedded on your site
On the Go
The mobile app gets standard quality updates for mobile desktop.
- Smarter process and layout straight into desktop views from your phone
- Quick creation for contacts and follow-ups on mobile
- Read, reply, and forward recent emails — with full thread access
Faster & More Dependable
Under-the-hood engine improvements for everyday, key performance indicators across the app.
- Core account list pages load noticeably faster
- Instant open times for records across modern browser engines
- Hardened sync foundation for delivery and email notifications
- Quicker “remember me” that keeps you signed in