Prospecting Lead Widget

Prospecting Lead Widget

Published on: 14/08/2025

The prospecting tool helps you capture leads and provide them with metrics right away. However, such a powerful tool was limited in many ways, so we’ve made some updates to increase its potential. Let's check it out!

System Updates
Channel Selection in Send Invoice/Estimate Actions

Channel Selection in Send Invoice/Estimate Actions

Published on: 13/08/2025

The channel you send Invoices or Estimates to your customers is equally as important as the timing of them. So, to make the invoice and estimate sending automation process more efficient, we’ve added a channel selector. Let's check it out!

System Updates
Pipeline Specific Insights for General Opportunity Widgets

Pipeline Specific Insights for General Opportunity Widgets

Published on: 13/08/2025

Your dashboard helps you keep track of your business development. However, using that information can be confusing if not properly segmented. So, we’re glad to announce that you can separate insights for Opportunity Widgets into their respective pipeline. Let's give it a look!

System Updates
Rich Text Element in Funnels and Websites

Rich Text Element in Funnels and Websites

Published on: 06/08/2025

Text is key in conveying to customers who you are, what you offer, and how to contact you. However, the words you use are as important as the way they are presented. So, we’ve added a Text element that offers advanced formatting control directly within the editor. Let’s check it out!

System Updates

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