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Raichel.aiPipelines are a crucial tool in your CRM, making customer organization efficient and follow-ups consistent. However, it needed a small revamp to increase efficiency and maintain a consistent experience across views. Let's check the changes!
Raichel.aiFathom automatically transcribes and summarizes. Since this information is critical to customer relationships, we’ve added a connection to it in workflows to help you easily include this data in the CRM. Let's learn how!
Raichel.aiCustom fields are an essential tool to gather specific customer information that goes beyond standard data points. To help you make the most out of this tool, we’ve made some improvements to how the fields are organized, created, and managed. Let's check the changes!
Raichel.aiThe Notes tab allows you to record additional information for each contact, making it easy to note details and follow through. We’ve updated them to boost their power and make them more structured, searchable, and actionable. Let's check the changes!
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