Get a more relevant initial CRM setup based on the industry selected during onboarding.
Onboarding has been enhanced to provide a more relevant initial setup based on the industry selected for the tenant.
The platform can now use the selected industry information to populate appropriate onboarding data, helping customers get started with a more relevant configuration.
This reduces the amount of initial manual setup required and provides a more tailored starting experience for new tenants.
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Generate AI-powered summaries for Leads and Deals directly from the detail page to quickly understand key information and customer context.
Manage and track Deals visually using a stage-based Kanban board for better sales pipeline visibility and organization.
View key record information and perform common actions directly from listing pages.
Customize entity ID prefixes to match your organization’s naming conventions.