Guided tutorials, one-tap follow-ups and live lead alerts

Interactive tutorials in the CRM and the mobile app, faster follow-ups with quick notes and smart reminders, a daily briefing with live lead alerts, and new HR tools.

• Interactive tutorials

  New

  Guided tours on the real screens, on the web and in the app, with levels to work through and, on the web, learning paths.

• One-tap follow-ups

  New

  Quick notes set the next reminder at your company's default time, and stage changes prompt the next follow-up.

• Daily briefing and live alerts

  New

  A morning summary, plus a sound and pop-up the moment a new lead arrives.

• Response time and report card

  Enhanced

  How fast each lead is answered and how every agent moves leads, with a grade per agent.

• HR: attendance, leave and hiring

  New

  Check in with location and photo, plan leave on the HR calendar, and manage job posts and applicants.

• Mobile app

  Enhanced

  A follow-up agenda with swipe actions, in-app tutorials and a more reliable connection check.