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  1. ClientSuccess Help Center
  2. Product News

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
See all 7 articles

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
See all 7 articles

2021 Product Updates

  • Self-Serve File Import Product Release Notes
  • Goals
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