The Contact & Deal Management Beta is Here

Our developers have been hard at work on a ground-up rewrite of one of our three core features: the Deals CRM. This update isn’t a tweak, facelift, or optimization. This was a complete rethinking of our CRM solution drawing on what we learned from creating and using the original version, feedback from our users, and a refreshed technology stack.

The new version retains the strengths of the old version and builds on them. We kept the elegant simplicity and intuitive kanban-style pipeline workflow that made our original CRM so useful, and we’ve added additional functionality on top of that to make it even more powerful and easy to use.

Hundreds of subtle refinements have been made to the UI to make managing your opportunities a more fluid, intuitive process. There are thoughtful tweaks that make so much sense you may not even notice them. Our goal was to create a tool that gets out of the way and disappears into the background so you can focus completely on your work. I think we’ve gotten very close to that. I couldn’t be more proud of what we’ve created, and I’m excited to introduce it to you.

This post is a summary and overview of some of the most significant changes. In the weeks that follow, we’ll take a deep dive into specific features and how you can leverage them to grow your business faster.

 

Improved Contact Record:

We call this release the “Contact & Deal Management update” because it includes major improvements to the contact record. Now your contact data is front and center, accessible, and you can quickly add custom fields right from the record itself:

You can also control the order of custom fields so that you can group related fields together and display your most important fields at the top of the contact record:

 

Improved Activity Streams:

The re-imagined Activity Stream is now more central to the Contact & Deal Record. We now include Site & Event Tracking data and Goals, so you’re getting even more insightful behavioral data to inform your approach to closing the deal.

You can comment on these activities and tag co-workers to bring them into the discussion, so the stream becomes another opportunity to collaborate with your team.

 

Fast switching between contacts & deals with tabs:

Your contact & deal data is a click away at any moment via tabs. The page doesn’t reload when you switch so there is zero lag while page assets load. You can instantly tab back and forth between updating a deal and adding contact data without missing a beat.

 

Attach multiple contacts to your deals:

If you’re trying to win deals with larger organizations (and who isn’t?) you’ll often have multiple contacts at a company involved in the sales process. Now you can add a primary contact and as many secondary contacts as you need.

 

Bring the deals you need to see, front and center:

Having a pipeline full of deals is the best kind of problem to have, but it can make it difficult to find a deal when you need it. Now you’re able to filter your deals along a variety of criteria, so only the deals that are relevant to you at that moment appear in your pipeline:

One of the most welcome filters for many salespeople is a filter for certain lead scores so that you can stay focused on your best opportunities.

 

The new Compose Bar:

Rather than having a text box embedded into the top of the page, the Compose Bar is always within reach without scrolling, and it’s there whether you’re viewing a contact or a deal:

 

Create tasks for deal and contacts:

Tasks have been decoupled from the Deals CRM so now you can use them to maintain a to-do list related to contacts as well.

You’ll find that there are additional options for scheduling tasks and the whole process is faster and more intuitive. You can also create alerts so that you never miss a follow-up:

 

Pipeline permissions:

Pipelines are sensitive data. You might not want complete transparency for a number of reasons. Now you can control who can view which deals.


If you’ve tried our CRM in the past and decided it wasn’t the right tool for you, I hope you’ll take this opportunity to give it another look. It would be a fantastic CRM solution by itself, but when you factor in the benefits of having it tightly integrated with your email marketing & marketing automation, it’s especially powerful.

If you’re ready to upgrade your account, you can do that here (scroll to the bottom of the page). If you have feedback on how we can make it even better, or find a bug, please stop by our community forum and let us know.

A trial is worth a thousand words.

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