New leads now come with an instant AI read
the alert email and the company record show whether the lead looks genuine, whether it is a company or an individual, and roughly how big it is, so your team…
Enhancement · Platform ·
the alert email and the company record show whether the lead looks genuine, whether it is a company or an individual, and roughly how big it is, so your team knows what they are looking at before they even call. AI can also fill in empty fields like industry or size, which reps can edit or remove if they are wrong, and the whole thing can be switched off in CRM notification settings (it is on by default). Each assessment uses AI credits, and every check is verified against your team before it runs.
September 2026 · Releases & improvements
When a sending limit pauses a send, your emails are no longer silently stalled · Internal team members no longer appear in your workspace
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
