Always getting better.

You can now search for any word or phrase across your Conversations inbox, and within a single conversation. Until now, finding a specific message meant scrolling through the thread manually or guessing which contact had said it…

We've expanded the filtering capabilities in Conversations with six new filters, giving users more control over how they organize and manage their inbox.

Start workflows automatically when a new association connects CRM records. Use the associated object and relationship label to decide when follow-up should begin.

Automate SMS reminders and follow-ups from the workflows managing your records. Send SMS to Contacts associated with a Custom Object record or Company, with recipients selected by relationship label.

See the Custom Object and Company records linked to each Contact directly in Smart Lists, and use those relationships to build segments. Group Contacts by selected pets or Companies, combine association criteria with other Contact filters…

Know who does what at each Company. Use labels such as Employee, Billing contact, or Decision maker to describe a Contact’s role, keep responsibilities current, and reach the relevant people.

Keep one Contact connected to every Company they work with. Primary Company is a system label that can't be edited, so create a new association label between Contacts and Companies and use it to link consultants, shared finance contacts…

Company Domain Name field: One domain per Company, unique by default, so the same business is not created twice. Automatic association: Contacts are linked to the Company that holds their email domain.

Calculated Fields let you create custom fields that fill themselves in. Instead of updating numbers, dates or text by hand, you set up a formula once . The field then calculates its value automatically from your other contact data.

Managing documents on the contact detail page just got easier! We're introducing folders to help you organize, manage, and recover your contact documents effortlessly.