Keep each company location connected to its work
Add named sites with contact details and optional billing addresses, choose a site for appointments and documents, and page through each site's open deals.
Enhancement · Platform ·
Add named sites with contact details and optional billing addresses, choose a site for appointments and documents, and page through each site's open deals. Company imports can add different addresses as sites instead of discarding them as duplicates.
October 2026 · Releases & improvements
Email History now lists your changes since you opened the email · AI Team tests now show how many selected records actually ran, passed, or
Platform
- The Simple top bar stands up straight
- Deal pipelines that fit your industry
- Screen readers now announce what each whiteboard control is
- Deal timelines now show only documents that belong to the deal
- Asana imports now look like the original project
- Support Tickets now recovers on its own when the platform briefly refuses a
