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Our developers and design team have been working hard creating a new and improved version of the CRM. This is our biggest update to the CRM in years and it includes a totally new design along with some fantastic new features.
These changes are a mix of new features and an updated aesthetic. The new CRM design is meant to be cleaner, more polished, more intuitive, and easier to use. But similar enough to the old design that we hope the transition is as seamless as possible for users.
In addition to the aesthetic improvements, there are eight major, functional improvements to the CRM. (Along with many other smaller improvements!) Each new feature has a corresponding blog post. Click the links below to learn more about each new feature.
- New bulk actions
- The ability to delete default fields
- New "Add Button"
- Custom field sections
- Customizable Workspace
- Color-coded dropdown and checkbox options
- Pipeline badge customization
- Improved mobile navigation
These are the major improvements but there are a ton of tiny changes that went into this new design to make it easier to use, more functional, and more aesthetically pleasing. Sign up for our newsletter to learn about more of these updates in the coming weeks!
And, as always, feel free to reach out to us with any questions.
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