Offline Capabilities - Mobile

With offline capabilities, even when cell service is spotty and wi-fi is unavailable, you can still create records. This means you'll be organized no matter where you are.

  • Create up to 100 records on a single offline mode session
  • Associate offline records with existing companies and people
  • Once you're back online, your new records will automatically save to the cloud

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Note: You must enable this feature via the Settings screen inside the app.

Improvements to Filtering - Web

Sorting Companies and People with Filters has never been easier.

On Companies and People list view, quickly apply filters on the same screen as the list itself.

Filtering allows you to stay organized and focus on certain companies based on:

  • Any field such as Name, City or another custom field
  • Radius (distance from your current location)
  • Groups

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To Filter by Field:

  • Hover over the desired field located at the top of the table (e.g. Name, City, Postal Code) to reveal the Filter Symbol.
  • Click the symbol to specify your desired constraints
  • Click "Apply" to apply the filter

You can also filter by Radius and Group using the tool on the left-hand side of the screen.

This update to filtering is the first of many improvements we are making to filtering and viewing records in the web application.

New Company Record View (Preview)

We're also introducing a new view for Company Records so you can see more information in one place.

Please note, this new view is in preview mode only. Access by navigating to a Company Record and clicking "Try New Record View" in the top-right of your screen.

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  • In the center of your screen: Easily view recent activities and notes involving the selected companies. Plus, sort by time frame and activity type.
  • On the left side: View important information like pin color, owner and location.
  • On the right side: View associated people, deals, related companies, groups, routes and files.

This new company record layout provides better insight for you to understand the context of a company at a glance.

Try it out today!

Introducing the New Web Dashboard

Easily surface your team's sales data with the new Field Dashboard.

Be welcomed to the web application with a display of all your reps' and team activities from one centralized and organized view.

This is helpful for you to see a quick snapshot of the day from the home page, either for yourselves or the entire team:

  • View upcoming activities
  • See recently added companies
  • Explore charts displaying activities by rep and type
  • Watch deals and sales funnels
  • View most recent locations of the entire team

Our dashboard makes it easier than ever to understand your top performing reps and the activities that get them ahead.

Plus — see your reps' locations!

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UI/UX Improvements - Mobile

We've introduced a few small UI/UX improvements to make your mobile application experience more intuitive.

You'll notice several changes to buttons across the app, as well as helpful icons to better user understanding.

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New Record View - Mobile

Tired of scrolling to access the most important details of a record? So are we.

With the new mobile view mode of Companies, Records and Deals, you'll see fewer empty fields. Plus, you'll see the most important information first.

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  • Top of Screen: View important information and complete tasks in a tap.
  • Activities Tab: View and manage your upcoming activities, notes and files.
  • Relationships Tab: View and manage associated records like Parent Companies.
  • Details Tab: View all custom fields and make edits to the record.

This compact and organized view will allow for a higher level of understanding of your customers, especially by highlighting how different record types relate and connect.

Edit / View Mode - Mobile

Never accidentally make changes to a record again. Within a mobile record, tap into the new "Details" tab to edit the Company, Person, Deal or Activity and follow these steps:

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  • First, navigate to the new "Details" tab
  • Tap "Edit"
  • Edit fields, like name and phone number, as normal
  • Remember to tap "Save" in the top right corner

This simple change will ensure your data is clean by avoiding any undesired edits.

UI / UX Improvements - Web App

We've introduced several small UI/UX improvements to make the web application more intuitive for users. Some changes include:

  • Upgraded button for lead generation and is now easier to find
  • Introduced a new in-app modal for information on integrations
  • Improved flow for calendar syncing
  • Improved table functionality in record view
  • New Navigation Menu colors

New Subscription Portal - Web App

In the spirit of data hygiene, we're offering a cleaner process to manage your subscription.

Quickly view your current payment plan, number of licenses and next payment date. Plus, easily add licenses to your team without contacting our sales team directly.

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You can find subscription information by clicking on your user portrait and selecting "Manage Subscription" from the drop-down menu.

New List Functionality

Say goodbye to clutter! We've launched improvements to "List View" on both mobile and web. Even when not looking at a map, we want your Companies, People, Deals and Activities to be easy to access and more actionable.


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On web, your lists will be more structured, easy to sort, and customizable to provide even more insights into your customers. On mobile, you'll see a simplified experience to make actions (like calls, emails and routes) more readily available.