Product updates as they ship, and articles on getting more out of every part of the panel.
Product update
A customer's conversations in messaging channels and their comments on social media now show on their file. Any message becomes a task in one click, and a new message opens a follow-up for the person in charge.
Read more 2 min read
Product update
Pick a skin from your account menu and every panel screen takes that look. Under the Windows and macOS skins, pages open as windows with a taskbar or a dock.
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Product update
Estimated, proposal and sale values on the lead sheet; one shared new-lead form with new fields; lead viewers editable from the contacts list; Metro list tiles; file buttons on digital catalogue cards; the account menu at the top of the screen; a page per sales rep; a required follow-up date to move a lead; and the customer chip on tasks.
Read more 1 min read
Product update
The pipeline's quick sheet and the contacts list's new-lead window now share one form and one validation, and take four new fields — notes, landline, WhatsApp number and address — plus a follow-up specialist chosen at the door, who receives the follow-up reminder.
Read more 3 min read
Product update
A task created from a customer file now carries the customer's name onto My work, the Work desk and Metro's list tiles — a chip that opens her file in one click, and her number when she has no name yet.
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Product update
On the Sales reps screen, each person's lead count now opens their own page — the leads in their hands with their pipeline stage, the open tasks assigned to them with project and due date, and a red \"No next follow-up date\" badge beside any lead nobody has promised to call.
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Product update
A bio-link card button can now carry a file instead of a URL — a PDF, an image or a document up to 12 MB — and the customer downloads it straight from the card's public page, with no sign-in and no third-party host in between.
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Product update
Two new Metro tiles — \"My open tasks today\" and \"My open overdue tasks\" — show the work instead of the number: your own open rows with title, project, customer and due date, each finished by the tick right on the board.
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Product update
A lead with no open follow-up date no longer moves to another open column without one. On the pipeline the move asks you for the date there and then; on the customer file the move is refused until a date is set. Won and lost are exempt.
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Product update
Who may see a lead can now be changed from its row on the contacts list — the customer file's own editor, one click nearer. Team-management seats may make the change too, and the form builder no longer pins a default recipient.
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Product update
The estimated value, the proposal amount and the sale value now live on the lead sheet — kept separately for each business, typed in the business's own currency, with every change written to the lead's history and the estimate shown on the pipeline card.
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Product update
Language, theme, panel skin, profile, the suggestion box and sign-out have left the sidebar's foot and now live behind one avatar chip at the top of the screen — in the phone's top bar and beside the logo on desktop — opening with a tap.
Read more 2 min read
Tell us what to build next. Most of what is announced here started as somebody’s suggestion.
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