Latest Releases
Recent feature updates and improvements
Team Transparency: Field Performance Package
Field View for replaying rep activity, Efficiency Widgets connecting field execution to business outcomes, and Routing 2.0 with anchor stops, temporary stops, and redesigned route creation.
See release notes
Email Upgrades
AI-powered email drafts, scheduled sending with a full outbox view, and email volume reporting, giving reps more control and managers clearer visibility.
See release notes
Business Card Scanner & External Resource Syncing
Snap a business card to create a CRM record instantly. Sync resources from Google Drive, Dropbox, and SharePoint directly into account records for every visit.
See release notes
Geographic Color Mapping
Color-code territories and accounts on the map by any field: revenue tier, visit frequency, rep assignment, or custom segments. Spot gaps and opportunities at a glance.
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Email Resources & Tracking
Attach resources directly to emails, track opens and clicks per recipient, and see which content drives engagement, all from the field.
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Territory Business Rules
Define exactly which records show up for which reps based on division, account size, product line, or any custom field. Plus territory restriction controls and unmatched records detection.
See release notes
Kanban Deals Board (Mobile)
View, sort, and drag-and-drop deals across stages right from your phone. Role-specific home widgets give reps, managers, and owners the view they need.
See release notes