Processes & Automation
- 🧩 The Template Library got a major upgrade, making it easier to browse, compare, and preview templates with clearer filters, better context, and a smoother path into customization.
- ✨ You can now jump straight from a template into a dedicated editor to tailor stages, steps, and email or SMS content, with both manual editing and chat-guided customization.
- 🔀 Automation rules can now use contact custom fields, so processes can branch more intelligently based on details tied to the person involved, not just the property or unit.
- 📊 Process reporting is more flexible with a new Completed date filter, making it easier to answer questions like how many renewals or move-outs were finished in a given time period.
- 🛡️ We fixed an AppFolio sync issue that could mistakenly re-trigger “Lease Signed” automations for existing tenants, helping prevent confusing duplicate emails and texts.
Workflow Clarity
- 📬 Scheduled email is now more reliable, with clearer behavior after scheduling and better support for emails that include attachments.
- ✉️ We fixed an email formatting issue that could add unintended spacing after messages were sent, so emails now arrive looking the way they were written.
- ✅ Process task actions are less confusing, with misleading checkboxes removed and task duplication made easier when you need to reuse steps inside a workflow.
- 🏷️ Pipelines can now set a default property category for new leads, helping new records start in the right place automatically.
Data Integrity & Reliability
- 📝 Notes are now better protected so only the original author, or an admin, can change them, helping teams keep a more trustworthy record of activity.
- 📱 LeadSimple Phone reliability improved this week too, with fixes for unexpected mobile logouts, connected-user setup, and call transfers reaching the right teammate more consistently.
Coming Soon
- 👀 Inbox is getting a simpler, more familiar navigation experience with a new filter bar that makes it easier to move through conversations and narrow your view, more like a traditional email client.
- 📅 Our new Calendly integration is rolling out to customers, making it easier to keep scheduling activity connected to your CRM workflows.
- ✅ A redesigned Tasks page is on the way, with a cleaner experience for managing and working through tasks.
- 🔄 We’re also continuing to deepen our Rentvine integration with more robust two-way sync, so data stays better aligned between systems.