Your CRM Concierge just got a power-up
Multi-object sync, AI Context and Magic Mode for CRM Concierge, group-based recording access and email opt-outs.
💪 CRM Concierge: power-up
The new CRM Concierge is smarter, faster and ready to automate your CRM.
- Ops teams get accurate data automatically pushed into the CRM.
- Sales reps focus on conversations; the CRM updates itself after every call.
- Revenue leaders get reliable forecasting data without chasing manual updates.
What's new
- Multi-object sync – Keep opportunities, contacts, accounts and custom fields aligned without manual entry.
- AI Context – Tell the Concierge how your CRM is structured and which fields matter most.
- Magic Mode – Let AI decide which fields to fill out, instantly, with zero setup.
- Next up: custom objects for HubSpot and Salesforce.
Use cases to start with: auto-fill every MEDDIC field after calls, capture accurate lead source data, and standardize opportunity stages.
🎉 Group-based meeting access
Restrict and manage who can access meeting recordings at the group level:
- Limit recording visibility to specific groups
- Adjust permissions at any time
- Keep sensitive meetings confidential
📬 Unsubscribe from meeting summary & feedback emails
Opt out of post-meeting summary and feedback emails in your notification settings – and turn them back on any time.