Feature
Import Contacts from CSV Files
Upload CSV files to quickly import contacts into your CRM with smart column mapping.
Read more →Changelog
Product Updates & Releases
Feature
Lead Email Processing with leadmetadata.org Support
Automatically parse and process inbound lead emails to create Person records, track property views, and capture inquiries.
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Improvement
Cleaner Appointment Types List View
The Appointment Types settings page now has a cleaner look with the info banner collapsed by default.
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Feature
File Uploads in Form Builder
Collect images and documents directly through your embedded forms.
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Bug Fix
Fix Company Record Field Saving
Fixed an issue where changes to Assign To, Source, and Collaborators on company records were not saving correctly.
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Bug Fix
Fix Form Publishing Duplicate Mapping Errors
Fixed an issue where deleted form fields could cause false 'duplicate mapping' errors when publishing forms.
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Bug Fix
Fix SMS Composer Popover Behavior
Emoji picker and template selector popovers now dismiss properly when clicking outside or opening another popover.
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Improvement
Improved Dropdown Consistency
Replaced native select elements with custom dropdown components for a more consistent look and feel.
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Bug Fix
Improved Pond Contact Navigation
Clicking a contact from a pond now maintains proper context - navigation counters, arrow keys, and the back button all work correctly within your pond.
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Improvement
Add date field normalization and custom field value warnings
Partner API now automatically normalizes date custom fields to ISO 8601 format and returns helpful warnings when dates are converted.
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