We’ve taken a major step forward in making your CRM truly dynamic! You can now natively capture Custom Object and Company Object data directly within Forms, Surveys, and Quizzes — no workarounds, no manual linking. This release bridges your CRM and data collection tools for a fully connected experience.

Add fields from Custom Objects and the Company Object directly inside Forms, Surveys, or Quizzes.

Choose how each object connects to a contact — one-to-one, one-to-many, or many-to-many.

System automatically identifies and protects required fields (e.g., Company Name, Car Number Plate) to ensure proper data creation.

Configure associations or update object settings right from the builder — no need to leave the form editor!

Submissions instantly update both contact records and linked object records, keeping your CRM data clean and in sync.

🏢 Company Object Fields: Add Company fields (like Name, Email, Address) directly in your forms to collect business-level data.

⚙️ Custom Object Fields: Use object-specific fields (e.g., Car Model, Pet Breed, Property Location) to capture industry-specific data.

🔗 Association Controls: Define or edit associations like Car Owner within the builder using the “Edit Association” option.

🧩 Dynamic Linking: Submissions automatically associate related contacts and object records — for example, linking a contact to a Car object as its owner.

🛡️ Primary Field Safeguard: If a primary field is removed, the system prompts you to keep or clear object fields to prevent data breaks.

Previously, users couldn’t transfer IVR calls or transfer a call more than once. For example, if a contact pressed the wrong IVR key or if a call had already been transferred once, there was no way to redirect it to the right person.

We’ve added full support for IVR transfers and multiple call transfers, making call routing more flexible.

This enhancement gives teams greater flexibility when managing live calls. If a contact ends up with the wrong department or a call needs to be passed again, agents can now redirect it seamlessly, without ending or restarting the call.

Reduce after-hours outreach and improve answer rates with warnings based on the contact’s local time. The dialer shows the contact’s current time and prompts before placing a call outside professional hours (before 8am or after 9pm).

Quiet-hours prompt on outbound calls from the web dialer

Contact’s current local time shown in the dialer when it differs from the user’s time

We store each contact’s timezone using this priority:

timezone provided on import/creation

inferred from phone number area code (new)

account (location) timezone

If a call/SMS is attempted outside 8am–9pm in the contact’s timezone, the user sees a warning with options (e.g., Cancel / Call anyway).

Applies to native Phone System and Twilio-integrated accounts.

We’ve simplified voicemail by introducing a single Voicemail tab on the web dialer with searchable lists, playable audio, transcriptions, and one-click follow-ups.

Voicemail with two tabs:

For me: voicemails that were calling you.

All: every voicemail in the sub-account (admin/permission-based).

Search (from any tab):

Search by phone number.

Rich voicemail cards:

Contact name (when known) and phone number.

Source (workflow, dialed number, and/or assigned user—when available).

Timestamp, duration, playback, and transcription.

Quick actions: Call back, Send SMS, Open contact profile.

Open the Dialer in your account from the top right and click on Voicemail.

Start on For me to see messages that were calling you.

Click a voicemail to play audio and read the transcription.

Use Call or SMS to respond instantly, or open the contact for more context.

Use the search bar to find by number.

Meet the Advanced Builder for Workflows - a fully visual, freeform way to build automations.

You can now drag, drop, and design workflows across an open canvas. Create multiple trigger paths, independent branches, and complex logic - all in one view.

It’s everything you love about workflows but faster, clearer and more intuitive than ever.

Every workflow now has two views: Standard Builder and Advanced Builder. Advanced Builder replaces the linear list with a visual canvas so you can place, connect, and rearrange logic exactly how you want.

Open canvas + drag-and-drop. Place triggers/actions anywhere, connect them visually, multi-select and move groups, and copy/paste across workflows.

Open the Triggers / Actions panel.

Configure from the panel or drag items directly onto the canvas.

Connect nodes by dragging from the connector handle (or the + icon) to stitch your workflow.

You can now enable or disable any action or condition inside a workflow — without deleting it.

Ability to pause an action in a workflow has always been a most requested feature and now it is Live.

Now pause or re-enable any action without deleting it.

Perfect for testing or adjusting logic without losing your setup.

Annotate and organize logic for easy collaboration.

Add quick notes or colour labels to keep your canvas organized.

Use them for reminders, grouping steps, or explaining logic to teammates.

Notes now support text, colours, links and images for better clarity.

Power through design and edits faster than ever.

We have a bunch of Keyboard Shortcuts that now works in the Workflow Canvas.

Build faster with shortcuts for navigation, view, edit, and connection controls.

One click to automatically organize your entire canvas.

Dont want to organize everything, just select the ones that you want too.

This will keep complex workflows neat and easy to read.

Click the keyboard icon (top-left) anytime to see the full list.

Always wanted that contact flowing in from one of your triggers should not start with the first action.

We heard you, no need to add an if/else and use that to split the contact into different branches based on the triggers.

Add a trigger and select which action the contact should flow too

Multiple workflows in a single canvas? Yes you can do that with the Advanced Builder.

Build independent paths side by side for in the same canvas by simply adding Delinked Triggers.

Connect a trigger to a delinked branch to create a parallel workflow.

Workflow Switcher: You can now navigate between workflows instantly without leaving the builder. This is accessible on the sidebar.

See your 10 most-recent workflows or search by name.

Clicking a workflow opens it in a new tab so your current canvas stays open.

Every interaction is now faster and smoother, from pan and zoom to node connection.

The new auto-hiding minimap makes navigation effortless on large canvases.

We have an all new view for the stats and the action level comments

Parallel paths, single enrollment: Even with parallel branches, a workflow processes one contact enrollment at a time; the same contact won’t enter the workflow concurrently.

Switching views: Advanced Builder does not replace Standard Builder—you can toggle between them on the same workflow.

If a workflow uses delinked nodes, Go-To connections, or disabled nodes, you’ll need to remove those Advanced-only features before switching back to Standard Builder.

Open any workflow and switch to Advanced Builder view on the top left toggle.

Drag and drop triggers, actions, or go-to paths onto the canvas.

Use color coding and notes to organize and test logic visually.

Workflows are at the heart of everything our users build.

The Advanced Builder was designed to make building easier, faster, and more flexible for everyone.

Now you can:

Build visually instead of scrolling through long lists.

See your logic clearly, no matter how complex it gets.

Test, adjust, and improve faster without breaking flow.

It’s a simpler, smarter and more creative way to build automations

At launch, the Advanced Builder is available through the Labs Beta.

The dropdown to switch to an Advanced Builder will only be available to the Agency Admin as of now. The sub locations can use the builder only if it is switched by the Agency Admin.

To enable it:

Go to Settings → Labs, search for “Advanced Builder,” and enable the toggle.

We’ve enhanced Reviews AI to make it smarter, more secure, and more flexible.

GBP Notifications – Once a Google Business Profile (GBP) is connected, users now receive a confirmation that Reviews AI is active, with the ability to adjust or disable it as needed.

Granular Permissions – Agencies stay in control but can now allow locations to create and manage their own Reviews AI Agents.

Clearer onboarding with GBP notifications = less confusion.

Greater flexibility for agencies while empowering locations.

Stronger security and compliance coverage.

Introduced SmartLists 2.0, a completely re-engineered framework powering Filters, Sorting, and Field Management across CRM modules.

Implemented state persistence for column layouts, filters, and sorting — everything now remembers your setup.

Optimized query handling and pagination for large datasets, resulting in up to 40% faster load times.

Brand-new modern list view built for readability, performance, and consistency with the rest of the CRM.

Refined typography, spacing, and controls for a cleaner and more responsive experience.

Added inline Manage Fields drawer for quick access and drag-and-drop customization.

Improved column resizing, alignment, and real-time update previews.

Introduced visual feedback for unsaved changes and save states.

Added nested AND/OR logic for highly customizable SmartLists.

Introduced multi-field filters for any combination of standard or custom fields.

Implemented filter grouping to simplify complex logic chains.

Added Quick Search bar on SmartList dropdown to jump across lists in seconds.

Enhanced sorting options and consistent UI for ascending/descending order.

Introduced Share & Permissions control panel — assign Edit rights per teammate.

Streamlined list-sharing workflow for agencies and multi-user teams.

Major backend optimization for list loading and data refresh.

Reduced API calls by batching field metadata retrieval.

Implemented debounced filter queries to avoid unnecessary reloads.

Enhanced error handling and inline toast notifications for smoother feedback.

Overall reliability and load speed improvements across the Contacts module.

Unified list behavior across Contacts, Opportunities, Companies, Tasks and Custom Objects.

Introduced consistent component design for use across CRM modules (filter logic builder, Manage Fields drawer, Share & Permissions UI).

Fixed column order not persisting between sessions.

Fixed issues with filter resets after navigation.

Improved handling for users switching between sub-accounts.

Removed inconsistent “All Contacts” default behavior — now customizable.

This launch marks a complete modernization of the CRM contact management experience — making it faster, smarter, and delightfully customizable for every user and team.

We’re excited to announce that Notes and Task Descriptions now support Rich Text Editing!

This update allows you to format your notes and tasks with bold, italics, underline, lists, and links—making your documentation clearer, more structured, and easier to consume across the platform.

📌 Clarity: Keep your notes structured and easy to read.

🤝 Collaboration: Ensure your team can quickly scan and understand context.

⏱ Efficiency: No need to switch to external tools for formatting—do it directly in-app.

🔗 Context: Add links to supporting docs or resources right inside your tasks.

Overview:

Custom Objects widget creation are now live in Dashboards! This new feature empowers users to create object-specific widgets to customize and associate data to get better insights. If your business needs to manage relationships or processes that go beyond the standard CRM objects, you can create custom objects using custom fields.

With the custom objects metrics, it allows users to track count, sum and average.

Step 1: Create Custom Object

Go to account > Settings > Objects

Click on "Add Custom Object"

Step 2: Add Details about Custom Object

Mention the singular name of the object e.g. Pet

A plural name of the object should be added e.g. Pets

Internal Name of the object and the primary field is created by default - it can be edited by clicking on the "</>" icon and updating the internal name.

Add a name for the primary display field name - e.g. Pet Name, Pet Identification Number

Add an icon to easily identify the custom object

Also - add a description to the object to help anyone understand what the object signifies.

Click on "Create Custom Object"

😇 How to add Custom Object Widgets inside Dashboard?

Open your Dashboard

Click Edit and select Add Widget

Scroll to the Custom Objects and choose the widget you need

Customize filters, switch chart types, and apply themes

Click Save to update your dashboard

What’s New?

We’re excited to announce the launch of Printify Integration for Ecommerce Stores! With Printify, merchants can now design, sell, and ship from the largest print-on-demand catalog in the industry (1000+ customizable products) — all without managing inventory or upfront costs. This integration empowers you to connect your Ecommerce store to Printify’s global network of 85+ print providers, unlocking better pricing, faster fulfillment, and flexible branding options.

Key Features:

Seamless Product Import & Sync

Import products from your Printify store directly into your chosen Ecommerce store location.

Product updates in Printify are automatically reflected in your store.

Supports variants, pricing, and media sync.

Automated Order Sync

Customer orders placed in your Ecommerce store are automatically created in your connected Printify account.

Taxes and shipping are included, with per-location support for multi-store setups.

Fulfillment Updates in Real Time

Printify automatically syncs order fulfillment status back to your store.

Supports partial and complete fulfillment tracking with shipping details.

Multi-Location Support

A single Printify account can connect to multiple store locations.

Orders and fulfillment are tracked separately per location.

How to Use It?

Go to Sub-account App Marketplace → Search Printify in your Ecommerce Store Builder.

Enter your API token from Printify to connect.

Choose an existing Printify store or create a new one.

Import products and publish them directly into your store.

Start selling — orders will sync automatically to Printify for fulfillment. Enable the automatic fulfilment in Printify.

Important Notes:

Product Publishing: Imported products are published by default.

Product Retention: Uninstalling the app will not delete products already imported into your store.

Delivery Restrictions: Availability depends on the customer’s shipping address and chosen print provider. If Printify cannot fulfill an order, it will not be created.

Manual Product Design: All product design must be done in Printify