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Smarter tracking and better visibility in your CRM dashboard.

Platform Updates
Mar 27, 2025

CRM v5.11.8

We’ve rolled out new features to make your CRM dashboard more insightful and efficient. You’ll now see totals for Opportunities and Orders at the top right, which adds context when managing relationships—including a notes field and company record on creation. The Opportunities tab also now displays Target Conversion Date and Date Created columns to give you better visibility into your pipeline.

In the Company and Contacts sections, a new custom field pane gives you quick access to key info—enable Show In Custom Field Quick View in your field settings. You can also now include custom fields directly in table views. On top of that, the Localization page now displays both instance time and UTC, and we’ve added support for the latest Google Places API. These updates are rounded out by subtle UI improvements to keep everything smooth and easy to use.

Visit our change log documentation to view more details.

Key Features and Benefits

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