Services updates

From now on, export files will be created automatically in the background. You can download these files in the export menu and re-download your latest files if needed.

When you finish working on a task, you can mark it or multiple other tasks as completed. Your tasks will be moved to the “Completed” section, and you can reopen them anytime.

The "History" tab of any CRM contact card now shows your email history and every campaign's sending status.

Click the “Hide empty fields” option in your deal, contact, or task to keep only available data and required fields visible. This personal setting will not apply to other team members’ accounts.

Using our new tab, you can now group all contacts associated with one organization and store detailed information about companies, including their addresses, business hours, contacts, and more.

You no longer need to export your contact database to create a mailing list for your campaigns. From now on, you only need to set up filters, and the system will automatically transfer all email addresses to our email service.

You can now connect your Gmail inbox to SendPulse’s CRM to manage your emails, automatically create deals and contacts, process customer requests, etc.

We’ve introduced a convenient payment management center to our CRM system that makes it easy to track client finances, manage deals, and analyze statistics.

Export deals from your CRM system as XLSX or CSV files in the “Kanban” display mode. This option allows you to save data points to import them or create reports and spreadsheets.

Assign a team member to every checklist item in your CRM system. This option allows you to assign different employees to specific tasks within one checklist.

In our flow status and dashboard settings, there are new “Deal closing timeframe” and “Task completion timeframe” options available. You can use them to automatically set a completion or closing date for all new deals and tasks that have reached this stage.

You can now send automated flows when adding a new contact to your CRM or assigning a tag.

You can now create payment links right in your CRM system and share them with your customers. There are detailed statistics available for each transaction: payment method, payment amount, currency, description, status, date, and time.

Get rid of the duplicated contact data by searching for duplicates by name, surname, phone number, or email.

A preview will now appear automatically when adding a link to an image, and the full image will be displayed after publishing. Working with photos of documents, screenshots, etc. has become much more convenient!

Use this integration to add scheduled events from your calendar to a CRM deals and task tracker and the other way around.

You can add images, videos, audio recordings, and text documents in different formats.

Make and analyze your calls using the CRM system, monitor your call duration and time, and listen to your call recordings. You can also create deals during incoming and outgoing calls.

Now you can view your deals in a calendar and select a specific period of time (month, week, and day).

Collect leads via a subscription form and transfer them to your CRM to create new contacts and deals.

You can now filter your CRM contacts by variables you’ve created yourself.

You can view and filter information about completed deals and bring these deals back to work.

There is now a data dashboard that provides full visibility into your pipelines, deals, and assigned team members.

We’ve added the possibility to add multiple contacts to one deal.

Now you can import a list of contacts with fields to your CRM to add new contacts or change information in existing contacts.

Now you can integrate your system with CRM from SendPulse using our API.

To make your work with deals easier, you can specify what fields to hide or show in your list.

Now you can show and hide variables in the contact list.

You can export all your CRM contacts and their information manually or automatically to mailing lists.

Add a payment button and you can continue working with the client after payment because the contact will be automatically added to the CRM funnel.

Add comments manually to the deal card or the contact card.

If a contact has several chatbots, you can choose a relevant chatbot for communication.

Now you can specify instant messengers and filter contacts in the contact card.

The integration helps you set up a target action of the chatbot message and fixate it like the finished deal and the contact in your CRM.

You can filter contacts by adding a period, owner, contact detail, source, messenger type and name, tag, etc.