Platform updates

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.

You can now use the “Assign tag to contact” option in the CRM system to add tags to multiple contacts in one go. Filter deals using specific criteria and assign tags to all related contacts simultaneously.

You can now set your preferred currency in CRM settings manually. The system will automatically apply this currency to future transactions, which helps simplify finance operations.

Synchronize your inboxes with our CRM system to manage your emails effortlessly. Create deals, tasks, and contacts in the CRM system after receiving and sending emails, and assign team members to them without wasting time switching between services.

Create and manage digital products (webinar recordings, eBooks, and more) right in the CRM system. Include previews to allow customers to view product demo versions and add digital product files so that end services provide clients with files or download links.

You can now use our Public API to handle your product data and view linked products directly in your deal list. If a deal has associated products, they’ll be displayed in a dedicated column.

You can now easily create and manage documents right in your CRM system. Go to the "Documents" tab in any deal, contact, or task to generate documents using templates in formats such as DOC, DOCX, XLS, XLSX, CSV, or TXT. Once your document is ready, it can be emailed, previewed, downloaded, unlinked, or deleted.

When you add a new product, its attributes will be automatically applied based on your selected category. Then, you can add attribute values and fill out specific fields manually. All attributes are editable.

Use the “Deal stage update” trigger of the “Action” element to mark your deal as “Successful” or “Unsuccessful” and then archive it. You can view deal data at every stage in your deal history and use this information in your flows.

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).

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