Product News

2025 Product Updates

• Microsoft Outlook Calendar Integration

2024 Product Updates

• New Integration Platform
• Custom Field Placeholders For 1:Many Emails
• Required Custom & System Fields
• SmartCS AI™ Open Beta
• Google Calendar Integration
• 1:Many Email Enhancements

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2023 Product Updates

• Enhanced Engagement App Workflows
• Advanced Reporting
• Region Added to Customer Record and All Existing Reports
• Product Pulse Notifications
• Advanced Email Filtering - 1:Many Emails Access Control
• Collaborative Task Management

2022 Product Updates

• Product Pulse
• 1:Many Emails
• Enhanced Reports and Automation Triggers
• Revenue Dashboard Export and Placeholders
• The Overdue Tab, Pulse Report Filters, In-line Editing
• Custom Field Reordering, Contracts API v2.0, Self-serve Importer

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2021 Product Updates

• Self-Serve File Import Product Release Notes
• Goals