Add Calls, Texts, and Invoices tabs to company records in CRM
A company's record now shows its phone calls, text messages, and invoices in one place alongside its contacts and deals, so you no longer need to dig through…
New feature · Growth ·
A company's record now shows its phone calls, text messages, and invoices in one place alongside its contacts and deals, so you no longer need to dig through separate screens.
September 2026 · Releases & improvements
Marketing campaigns can now draw on shared AI credits when email credits run · Forecast breakdowns by stage, rep and month now match the headline totals