Everything we shipped, newest first. Filter by the part of the product you use.
verify dates Entries are real recent work. Dates show when the work was finished; confirm release dates before publishing.
Step-by-step guides for your first week, a page for every major feature with real screenshots, and a separate developer site for the API, webhooks and MCP. Each feature page says what it does, what it does not do yet, and who can use it.
Open the help center ↗Give each AI agent its own first and last name, and set the company name and one-line description they use when they introduce themselves in emails. A live preview shows the exact greeting before you save. Agents still carry an "AI agent" badge inside the CRM.
Whether a workspace can use the AI Team is now set by its plan, and each agent's account is created the first time it is needed instead of all at once. Agents that are not set up yet are clearly marked and cannot run.
AI Team guide ↗A clearer pricing page that lists what each plan includes, and a new homepage that shows the whole path from first call to paid invoice.
Hide sensitive fields from roles that should not see them. Works for both standard and custom fields. Hidden values are masked when the record is read, not just greyed out on screen.
Roles and permissions guide ↗Create, update and deactivate Pitch2Sale users from your identity provider, so access follows your directory instead of a spreadsheet.
People whose accounts are managed by single sign-on can no longer sign in or reset a password with a password. They sign in through your identity provider, as intended.
When you delete a user, you now choose what happens to their records: transfer them to a teammate, or move them to trash where they can be recovered. Pitch2Sale counts what is affected before you confirm.
Connect an MCP client to your CRM with a scoped token. It can look up leads, deals and activity, and add leads, notes and tasks through create-only write tools.
API keys guide ↗Copilot picks the tools it needs for a question more efficiently, so everyday questions about your pipeline come back sooner.
Four AI agents with narrow jobs and their own permissions:
Drafts that need a decision wait in the AI Team inbox. Nothing in that queue sends until someone approves it.
An accepted proposal now carries the deal forward into a contract, a project and an invoice, so nothing is retyped between steps.
Facebook, Instagram and Google Ads lead form entries arrive as leads without a third-party tool. Messages are verified, test submissions are recognised, and repeats are ignored.
Create a URL that turns every POST into a lead. Map incoming fields, choose a de-duplication rule, and optionally require signed requests.
Webhooks guide ↗Reply to every new lead within seconds by email, SMS or both, from any source. Filter by source, and unsubscribed or opted-out contacts are skipped.
Read the speed-to-lead playbook →Build voice agents that call leads one at a time or in paced campaigns, with a calling window, consent checks and automatic pause if too many calls are abandoned. Supervisors can listen to a live call or step in.
AI voice agent guide ↗Connect Google or Microsoft calendars, share a booking page, and route bookings across your team round-robin, by weight or by skill.
Sending a contract now emails it to the client. Before this fix the contract was marked sent without the email going out.
Every update above is available to try on a free workspace, subject to your plan.