We’ve introduced a powerful new feature that allows you to better manage your customer and invoice data through advanced filtering and export capabilities. Easily narrow down records using customizable filters such as date range, payment status, customer type, and more. Once filtered, you can quickly export the refined data set in your preferred format (e.g., CSV or Excel) for reporting, analysis, or sharing. This enhancement streamlines your workflow, giving you greater control and flexibility in managing your financial data.

Workflows

Outreach Windows

We’ve introduced new outreach windows that give you greater flexibility and control over when automated outreach is sent on your behalf. Instead of setting a single time, you can now define time ranges—ensuring messages are delivered within optimal hours for engagement. This increases the chances of your outreach being seen and acted on, while keeping communication natural and timely. Perfect for reaching customers across different time zones or scheduling outreach around peak hours.

Matched Customers

We now display the total number of customers which that your workflows will target.

Emailing

Sleekified Inbox

We’ve redesigned the inbox with a sleek, modern interface that makes it faster and easier to stay on top of your messages. The new layout offers improved readability, intuitive navigation, and new search functionality!

Reliability

We’ve enhanced our email infrastructure to ensure your messages reach inboxes more consistently and reliably. With upgraded deliverability protocols, better bounce handling, and improved sender reputation management.

Proofreading

We've enable AI proofreading to all email templates which proofreads the generated email and executes text similarity validation to detect and correct email proofread/hallucination(s). To enable this, toggle Auto Correct in your email template.