📣 December updates to supercharge your productivity
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February 2025 Release Notes
Here at Salesmate, we’re always working to make your CRM experience faster, smarter, and more efficient. This February, we’re thrilled to roll out a set of new updates designed to help you automate more and work smarter, not harder.
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Transform your sales with smart flows: Let automation take the wheel
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This Christmas, we’re giving you the gift of productivity. Bringing five important updates this December that’ll help you get things done, effortlessly!
1. Edit data directly from your List Views
You can now edit Contact, Company, Activity, and Deal records directly from the list view. Simply click on the pencil icon displayed next to values and update the data.
Learn more
2. Your favorite “Activity Widget” is available for Dashboard 2.0
We have brought your favorite activity widget to show activities due in the past, today, or in the future. Click on the “Add Widget” button and choose the newly available widget “My Activity” on your required Dashboard.
Learn more
3. Native Activity reminders
Get notified of your scheduled Activities on time. Choose your preferred duration and channel from notification settings and never miss any activity again.
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4. Improvised Text Inbox
We have improved the Text Inbox screen to view the text messages grouped by customer’s contact number in the following way:
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5. Identify your lead sources in a better way
Now onwards, you can capture UTM fields using Webforms and Meeting Scheduler to track the effectiveness of online marketing campaigns across traffic sources and publishing media.
Learn more
That’s all folks! 👋 We’ll get back to you with more productive updates soon.
Kashyap Trivedi
Kashyap TrivediKashyap Trivedi is working with an awesome marketing team at Salesmate CRM. He is deeply interested in learning digital marketing trends and try them out! When he’s not working, you’ll find him reading a good book or meditating.