Platform updates

When mapping file columns to CRM fields during contact import, you can now use a search bar in the dropdown list. Start typing a field name to filter the list, quickly find the right field, even in large datasets, and minimize the risk of import errors.

You can now use AI to create and edit text in deal, contact, and task cards, as well as in the "Inbox" section. Enter your prompt, set the preferred tone, and choose an action, such as simplifying, summarizing, shortening the text, among others. Save frequently used prompts in a shared library to standardize communication and boost your team’s productivity.

In the “Deals” section, you can now merge up to five duplicate deals with the same currency manually. To do this, select your duplicates, a primary deal, and the fields you want to keep. Merges run in the background and are recorded in the “Duplicate merge history” tab. This lets you keep your pipeline clean and sales data complete and well-structured.

Now you can quickly select your pipeline from a dropdown menu in the new “Deals” section, the “Closed deals” tab, or your pipeline settings. You can also easily switch between boards in the “Tasks” section and your board settings. Your deal and task statuses are now also displayed as dropdown menus in their respective sections. These updates enhance your CRM navigation, making it clearer, faster, and more convenient than ever.

In the “Products” section, you can now export your CRM product catalog as XLSX, CSV, and XLS files to analyze the data, build reports, or use it in third-party tools. In your CRM settings under “Section visibility,” you can specify which users are allowed to export product data to ensure sensitive information remains secure.

You can now view the full list of products for every payment in “CRM” > “Payments” > “Products” and in the “Payments” tab of your deal cards. This will help you track purchases, monitor payments, and reduce errors when processing orders.

In your account settings → “User roles,” you can now select who can view, create, update, or delete mailboxes and emails. Your teammates will see only the mailboxes they have access to, and emails from other mailboxes won’t appear in their contacts or deals. This will help you streamline your team’s workflow while keeping sensitive data safe.

In your CRM pipeline settings, you can now specify which fields must be filled in at certain stages. When a deal reaches the selected stage without the required data, the CRM system will ask to complete the mandatory fields before saving (unless several deals are moved at once). This makes your workflow more flexible and your data more accurate.

You can now set up tax rates in “eCommerce” → “Product settings” and define in every product card whether the tax is included in the price. The system automatically applies taxes during checkout, shows them on your website, and transfers them to deals and payment records after purchase. This will help you maintain accurate pricing and simplify your accounting.

Now when you merge contacts manually, hidden tab fields stay invisible to managers who don’t have access to them. The system automatically pulls values from the primary contact, ensuring smoother merging and more advanced data protection.

In the “Duplicate merge history” tab, you can now click your contact ID to see all the records that were merged into one. This allows you to double-check the merge results and ensure no data was lost in the process.

In the “eCommerce” tab, you can now create promo codes manually or generate them automatically, set discounts as a percentage or fixed amount, and limit their validity period or number of uses. Once you do that, go to your website’s shopping cart or payment form settings and select which promo codes can be applied. You can track your promo codes in the “Payments” tab and in deal and contact cards.

Every user you invite to the CRM system can now have their own inbox. This helps you route conversations across your team seamlessly. If you remove users or downgrade your pricing plan, the system will prompt you to choose the inboxes you’d like to keep.

You can now create a "Custom payment record" in the "Payments" tab of deal and contact cards. This helps you keep track of payments made through methods that are not integrated with SendPulse. Once recorded, you can either accept or reject these payments and go over them later, either in the same tab or in “eCommerce” → “Payments.”

You can now manually merge multiple contacts into one contact card in your CRM system without running a full duplicate check. To do this, select two or more contacts, click “Merge,” choose the primary contact, and decide which data to transfer, including companies, files, deals, payments, and more.

You can now export selected CRM tasks as XLS, XLSX, or CSV files for easy downloads and sharing. This makes it simple to generate reports, balance team workload, and maintain a clear, organized task history.

The “Last update” filter helps you quickly locate all deals in your pipeline that were modified within a selected timeframe — today, yesterday, the last 7 days, or a custom date range.

CRM settings now include a “Section visibility” tab where you can grant your team members access to certain section features. For instance, you can allow them to manage duplicates in “Contacts” or export data in “Payments.” Once configured, a list of users with access to the feature will appear next to it.

Now you can invite new team members for 6 or 12 months without recalculating your plan cost due to changes in your team size. New user membership will be valid until the end of your subscription. If you remove users or renew your subscription, the system will automatically calculate a refund or payment adjustment.

You can now enable the “Automated payments” option in your pipeline settings, choose deal stages where automation should stop, and prevent certain events from changing their stages.

We enhanced product filtering in the “Products” section. You can now select a category, an attribute set within it, and a specific attribute along with its value. This multi-layered approach allows you to quickly and accurately locate products, even within large catalogs.

You can now manage tab visibility in your deal, contact, and task settings. Specifically, you can hide tabs or give access to certain team members based on their roles and responsibilities. Every tab has an icon or user list next to its name, indicating who has access.

Filter products by name, SKU, price, quantity, or total value in a deal to quickly find the right deals or contacts in the CRM system.

When inviting users to your team, you can now grant them access to telephony, including your call center and call history in contacts and deals. On top of that, you can allow users to receive calls and define call access levels for new and existing roles — either to all contacts or only to their own.

In the “Payments” tab, you can now generate a report file with key payment details, includingamount, status, description, and date created, along with your contact’s first name, last name, email address, and phone number. Report generation runs in the background — once your file is ready, you’ll receive a notification in the upper right corner of your account.

Your payment list now shows related deals and assigned team members. What’s more, you can filter payments by assigned team members for quicker, more organized tracking.

Contacts created through email or telephony integrations are now automatically tagged with their source in the CRM system. This will allow you to effectively segment your audience and prioritize high-performing customer acquisition channels.

Respond to individual comments within organized threads with a dedicated chat interface. You can edit or delete comments, see how many replies a thread includes in your deal history, and use basic text formatting.

In the new “Product settings” tab, you can now add integration fields and use them to pass data to payment systems and other platforms. These fields apply to all your products and are not visible to customers on your product cards.

We’ve added tab management options to your deal, contact, and task settings. You can now create new tabs, enable, disable, edit, rearrange, or delete them. On top of that, you can link your tabs to custom fields to streamline data processing.