June 5: A new brand & website
A new brand & website
We have a new color palette, new logo, and an updated marketing page. T website is still pretty barebones right now, but be on the lookout for more updates in the next few weeks.
Client user statuses
On the Portal CRM, you can now see statuses for your clients. The statuses include:
- Active: Client User is setup and has logged in at least once
- Invited: Client User has received an invite but hasn't logged in
- Pending Verification: Client User has started to create an account but hasn't completed email verification
- Not Invited: Client User has not received an invite yet
Improvements and fixes
- You can now search on CRM/Users and CRM/Companies tables.
- Success and error toast messages have been updated to be more helpful across the product.
- You can now invite client users directly from the CRM/Users table by clicking on the invite icon.
- Redesigned email notifications.
- Redesigned all page layouts to work better on large screens.
Your clients deserve better.
Try for free for 14 days, no credit card required.
Create remarkable client experiences