Release Notes › Oct 1, 2026
Client call recordings on the client record
Onboarding, check-in and monthly calls attach to the right client automatically, with a written recap.
NewClient call recordings
- A new Library prompt, Add client call recordings, attaches your Zoom and Google Meet client calls to the right client.
- Every call lands in the client's notes with a recap, so you keep a running record of everything you've discussed.
- That record matters. If a client ever disputes what was agreed, the recording settles it.
Learn how: Adding call recordings and notes to a lead →
Questions about a release?
Send us the details and a real person will get back to you within one business day.