Release notes and system updates

The Inbox now shows who you're talking to, right next to their email, so you can answer without opening another tab. The Inbox comes with Sequencer, which is in early access.

Contact sidebar

• Their email, phone, local time and LinkedIn, with a Call button. Do not email and do not call are shown, and Call respects them.

• The sequence and step they're on, and their last four activities.

• Their company and what your CRM says: stage, owner and any open deal.

• Not in your records yet? Add them to People in one click.

• Show or hide it with I. Salesfinity remembers your choice for each person.

Folders as tabs

Needs reply, Waiting on them and Sent sit in a row above your replies. Everything else is under More. Keys 1 to 9 work as before.

Bug fixes

• Replying to an email thread works again, and those replies now show up in Needs reply.

• Archive, mark as read or unread, and snooze now stick on every reply.

• Scrolling no longer skips or repeats replies.

• Each conversation has one owner, so a teammate's replies stay with them.

• Mark as now updates the person's sequence.

• Discarded and sent drafts clear right away.

Person and account pages now show every call your team made, and what happened on it, next to emails and the rest of the history.

On a person's page

• Every phone number, with how many calls and conversations it got, and which one works best. Teams on the single dialer can click a number to call it.

• When they were last contacted, and where they are in a sequence: Step 2 of 5, with the next step.

• Their HubSpot owner, lifecycle stage and deals.

• Ask Ari about the person or the account.

Timeline

• Every call now shows, including calls from CSV lists, the Chrome extension and inbound calls.

• A call says what happened, such as Talked 2:41 · Call back later. Play it in place, with Ari's summary, the transcript and the score.

• Email opens and clicks fold into the email.

• New filters: Meetings, CRM sync and From. Account pages can show everyone at the company.

• Emails sent from a person's page are recorded on their timeline.

Also new

• Account notes now save, edit, pin and delete.

• HubSpot calls, emails, meetings and notes can show on the timeline too. This is in early access: ask your CSM to turn it on.

Adding people to a sequence now works with every tool your team has connected, and a CSV brings across everything in it. Sequencer is in early access.

Add people from your tools

• Every tool your team has connected now shows up under Add people: your CRM, your sequencing tools and your list tools.

• Lists show their size, and each choice says who it will add.

• People keep every phone number and their company website when they're added.

Upload a CSV

• Columns from common CRM and data exports are matched for you.

• Several phone numbers per person, each one checked.

• LinkedIn links, time zones and websites are read correctly.

• Every other column can go to one of your fields, a new field, or be left out.

• The preview shows the first five people as Salesfinity understood them, and says why any row is left out.

Details from your CRM

When you add a contact by hand, or press refresh on their CRM card, Salesfinity fills in their phone numbers, title, company and mapped fields from HubSpot or Salesforce. It only does this when the CRM record clearly matches the same person, by email or LinkedIn.

A round of fixes and one improvement across Ari, the dialer and follow-ups.

Improvements

• Ari is now available on Gold licenses, not only Enterprise.

Bug fixes

• Nurture AI follow-up tasks now go to the rep who made the call.

• Ari's close button stays on screen in the compact window and the sidebar.

• Rename chat in Ari works again, and chat names can have spaces.

• Caller ID auto-rotation now recognizes all your numbers from the same country.

• Call tasks imported from your sequencing tool no longer show up twice.

• Cancelling an enrichment in List Builder now always finishes.

• A manual Sequencer email now starts with its template's subject, not the step's name.

Sequencer emails can now carry files and much richer personalization, and every step opens on its own page. Sequencer is in early access.

Attachments

• Attach up to 3 files (10 MB) to a template, a step or the Send email dialog.

• A reply carries them as attachments. A first email sends them as download links at the end, and the editor tells you so.

• The timeline shows which files went out with each email.

Variables

• 29 variables instead of 4: the person, their company, you, your custom fields and lines written by Ari.

• Add one with the quick buttons, by typing / or {{, or from All variables, which shows how many people in the sequence have each one.

• Fallbacks: {{first_name|there}} sends "Hi there," when the name is missing.

• When a variable is empty, choose Wait for me (the email becomes a task) or Send it anyway.

• A typo can't be saved. Salesfinity asks "Did you mean First name?"

• Check before saving previews the email as three real people from the sequence.

A page for every step

Each step now opens on its own page, with the email on the left and a live preview on the right. Variables also work in call notes, to-do notes and task titles.

Owners and admins can now register their company in Settings › Business Profile, so your numbers sign calls as your business.

How it works

• Enter the company's legal name, tax ID, US address and a contact person.

• Saving checks your details. Nothing is reviewed until you submit.

• Our carrier's compliance team reviews the company, usually within 24 to 48 hours.

• Once approved, your numbers sign calls with A-level SHAKEN/STIR attestation as your business.

• If anything is flagged, the field it points to is marked, so you know what to fix.

Coaching usually happens after the call, when the moment has passed. Live Assist coaches during it. When a prospect raises an objection, asks a question or shows a buying signal, the rep sees one short line to say next, with a follow-up ready behind it.

What reps see

• One short line and a Then follow-up, right on the dialer, during the call.

• Where each line came from. Your team's plays and battle cards come first, then your call framework, then general guidance.

• Nothing invented. Live Assist never makes up customers or numbers.

• A recap after the call with talk ratio, nudges, what came up and your must-do checks.

Set it up your way

• Owners and admins open Settings › Coaching › Live Assist to set the call flow, the outcomes that count (such as Meeting booked, Qualified or Referral) and the tips reps get.

• Add the Live Assist card to the contact screen with Add Card, or set it for the whole team in Card Layout.

• It works on recorded calls and starts when a person answers. Each rep can switch it off in dialer preferences.

How to get it

Live Assist is included in every Enterprise license. Ask your CSM to turn it on for your team.

Bug fixes and a few improvements for Sequencer, which is in early access.

Bug fixes

• Move to another sequence now takes the person out of the sequence they were in.

• Rules now run on every dialer call, and again when a call's result is corrected.

• Calls and tasks now show up as soon as they are due.

• People who are skipped now show a reason.

• People enriched in List Builder now keep their email and phone when added to a sequence.

Improvements

• New rule conditions: Called before and Last call result.

• New trigger: They finish all steps.

• Any rule can now be limited to the sequences you pick.

Ari's work used to be spread across Activity, Routines and responsibilities, with approvals in more than one place. Now there is one page, Ari's jobs, and one list of what needs you.

How it works

• Tell Ari what to do in your own words, like "Every weekday at 8, chase my overdue follow-ups".

• Pick how a job starts: On a schedule, or When something happens in your calls, Gmail, Google Calendar, Slack or CRM. Another app can start a job too, through a webhook.

• Ari does the job once with you, so you see exactly what it would send. Then you approve and start it.

• Choose how much Ari does alone on each job: Manual, Auto approval or Skip all permissions.

• Anything Ari needs from you lands in Needs you, and you can answer right in the list.

• Every job has its own page with recent runs, and a Why didn't it fire? box for when it stayed quiet.

Where to find it

Open Ari's jobs in the sidebar. The routines you already had are there as jobs, and old links take you to the right place.

The Ari settings page had grown long and wordy. We rebuilt it with about a third of the text, one save bar, and a clear answer to the question admins ask most: what will Ari do without asking me?

What's new

• One choice for permissions: Manual, Auto approval or Skip all permissions. Open Customize to set each kind of action yourself.

• Paid lookup limits. Set how many credits Ari may spend a day, for the team and for each job. Both start at 0, so Ari asks before every paid lookup until you raise them.

• Deletes always ask. In a chat, Ari always asks before a paid lookup.

• In Slack, choose Listen only or Can reply for each channel.

• Choose what Ari may read, when it checks in with you, and which AI model it uses for each kind of task.

• See what Ari has learned about your team, and make it forget.

How to use it

Go to Settings › Ari. Owners and admins can change these settings. Everyone else can see them.

Breakdown showed plenty of numbers, but getting from a number to the calls behind it took too many clicks. The new page is one path down: the team, then a rep, list or sequence, then the calls.

What's new

• A funnel across the top, from Dials to Connected, Conversations and Meetings, each compared with the period before.

• Tabs for Reps, Lists, Sequences and Salesfloor. Every row is shown against the team and against the best row.

• Click a rep, a list, a sequence or any number to open those calls in Call history, already filtered.

• Open a row to split it by a second thing, such as one rep by list.

• Click any column header to sort. The page opens with the most dials on top.

• Dials per day now counts weekdays only, so a weekend no longer pulls the average down.

Where to find it

Open Analytics and choose Breakdown. Search and Download are still there.

Until now, a prospect only existed inside a list. If you wanted the full story on a person or a company, you pieced it together from call history and your CRM. People and Accounts give every record a home.

What's included

• Two new pages in the sidebar, People and Accounts, with search, filters, saved views and the columns you choose.

• A page for each person, with a timeline and their fields. Each account page shows its people, timeline, notes and fields in one place.

• Act without leaving the page: call, send an email, assign an owner, add people to a dial list or merge duplicates.

• Peek at a record from the list without losing your place, or open it in your CRM.

• Your own fields, plus CRM sync settings to decide how records stay in step with your CRM.

Where to find it

Look for People and Accounts under Records in the sidebar. This had been a limited rollout, and it is now on for every team on an Enterprise plan.

The old icon rail had grown to more than a dozen unlabeled icons, and on smaller screens the bottom ones fell off the page. We replaced it with a labeled sidebar that groups pages by the job you are doing, so you can see where everything lives and get there in one keystroke.

What's new

• Grouped, labeled navigation with live counts on pages like Nurture AI and Routines. Collapse any group you don't need.

• Press ⌘K to search pages, people, accounts, saved views, settings and actions from anywhere.

• Pin the pages you open most and drag pins to reorder them.

• Press G and then a letter to jump to a page. Press ? to see every shortcut.

• Drag the edge to resize, or press [ to collapse the sidebar to a slim rail.

• Ask Ari now opens with ⌘J.

Make it yours

Open Customize sidebar from your account menu or from ⌘K to hide or reorder groups. Your pins and layout are saved to your profile, so they follow you to any browser.

Bug fixes and improvements for the follow-up tasks Nurture AI creates after a call.

Bug fixes

• Voicemails, no-answers and answering machines no longer create follow-up tasks.

• Tasks no longer include names, numbers or details that were not said on the call.

• Same-day callbacks are no longer dropped.

• A task you removed no longer blocks new follow-ups for that contact.

Improvements

• Due dates follow the timing the prospect gave, on a weekday morning in their time zone.

• Tasks now carry a priority.

Most teams dial from more than one place: a CSV one day, a CRM view the next, a List Builder list after that. Call History can now narrow down to the calls that came from a specific source, so reviewing a campaign or a list import no longer means scrolling past everything else.

How to use it

• Open Analytics and go to Call History.

• Add the new Source filter and pick one or more sources, such as CSV, a connected CRM or sales engagement tool, List Builder or Sequencer.

• Combine it with the filters you already use, like rep, date range, list, duration and recordings.

Managers can use it to coach on one campaign at a time, and RevOps can check how calls from each source are going before buying or importing more data.

Until now, a CSV list always belonged to whoever uploaded it. That made it awkward for managers and RevOps to prepare lists for a new rep or rebalance territory: someone had to log in as the rep, or the rep had to do the upload themselves.

How it works

• Start a CSV upload as usual from the dialer.

• If you are a team owner or admin, a Who is this list for? box opens first. You are preselected, and you can search for any active teammate.

• Pick a teammate and continue with the normal import steps. The list lands in their dialer lists, ready for their next session.

• The confirmation tells you how many contacts were imported and whose lists they went to.

Your team's Do Not Call list and existing dispositions still apply to the import, exactly as they do for your own uploads.

The AI Companion has a new name and a new engine. Ari is now the one assistant across Salesfinity, so there is no agent to pick before you ask. Just type what you need.

What's new

• Ari shows its plan as a checklist and keeps its notes and tables in a workspace you can open, so you can see what it did and why.

• Attach files to a chat: spreadsheets, PDFs, Word documents, text and images up to 25 MB. Spreadsheets can become tables Ari works from.

• Share a document or list Ari built with a link. Links are limited to your team's members by default.

• The Activity page shows what Ari has been working on, and Settings › Ari lets you clear what it has learned.

How to use it

Open Ari from the sidebar or press ⌘J, then ask in plain words, like "build me a list of VP Sales at Series B fintech companies" or "summarize my calls with this account".

Your dialer no longer lives in one tab. Salesfinity Anywhere is our new Chrome extension. Call any number, find a mobile number and work your LinkedIn inbox from whatever page you are on, without switching back to the app.

What you can do

• Click a phone number on any website, or highlight it and right-click Call with Salesfinity. The call goes out from your Salesfinity numbers, with your do-not-call list still applied.

• Open a contact in Salesforce or HubSpot and call them in one click, right from the record. Teams with Sequencer can also email them or add them to a sequence.

• Missing a mobile number? SmartEnrich looks one up from the side panel, using your existing enrichment credits.

• Turn LinkedIn messages into an inbox you can clear, with labels, snooze, reminders, snippets and scheduled messages.

How to set it up

Install Salesfinity Anywhere from the Chrome Web Store, pin it to your toolbar and log in with your Salesfinity account. Setup takes about a minute.

Managers kept asking for a way to make sure every rep records calls, stays within a parallel-call limit or dials only during work hours. Reps kept losing their setup when they switched browsers. This update fixes both.

For admins

• Settings › People now has a column for each dialer rule, including call recording, AI dialing, max parallel calls, SmartFlow, SmartRotate, multi-number dialing, country matching, dialing during work hours and automatic AI summaries.

• Leave a rule to the rep, or set a fixed value for one person. Use the column heading to set a rule for everyone at once.

• The new Settings › Dialer Settings tab holds your team's AI prompts and team call script.

For reps

Your dialer preferences, call script, saved filter presets and selected list are now stored on your account, so they are the same on every computer. Where your admin has set a rule, the dialer shows it instead of letting it be changed.

Three features that used to need a larger plan are now part of Gold, so smaller teams get the same floor energy and coaching tools as bigger ones.

What Gold now includes

• Salesfloor: a live virtual sales floor where managers can listen in on calls as they happen, or turn on Auto Listen to hear calls as they connect.

• AI Training: practice calls with AI buyer personas, plus call scoring and coaching. Default personas are set up for your team the first time you open it, so reps can start practicing right away.

• UK phone numbers: choose GB when buying numbers, alongside US and Canada.

How to get it

If your team is on Gold, these are already turned on. Find Salesfloor and AI Training in the sidebar, and pick the UK option the next time you buy a number.

Getting started with Salesfinity no longer has to wait for a call. Teams can buy Gold directly from the Plans page and start dialing the same day.

How it works

• Open Plans, choose how many seats you need (up to 5), and pick monthly or annual billing.

• Add SmartEnrich if you want mobile number enrichment. It adds 200 enrichment credits per seat each month.

• Pay through secure checkout. Your team's seats and access turn on as soon as payment goes through.

• Change seats, switch plans or update your card any time from the billing portal.

Gold teams can also add teammates on multiple seats and work together in one workspace. Need 6 or more seats, or Enterprise features? Talk to our team from the same page.

If a payment fails, the app tells you when access will end so you can fix it in time.

Last disposition only tells you what happened on the most recent dial. If a prospect booked a meeting in January and missed your call in March, the list says No Answer and the meeting disappears from view.

What's new

The All time disposition column shows the last outcome where someone actually answered. If nobody has ever picked up, it falls back to the last attempt.

• Filter by All time disposition = No Answer to find contacts who have never been reached across their whole call history.

• Spot contacts who once had a real conversation before you dial them cold again.

• Last disposition still works exactly as before.

How to turn it on

In the dialer, open the Columns menu and switch on All time disposition. It is also available in the filter menu.

In August we let teams share one integration setup with everyone. Now the same sharing works for four more integrations: Salesloft, Outreach, Pipedrive and ActiveCampaign.

How it works

• Set up the field and outcome mappings once and share them with the team.

• Every rep's calls and outcomes then sync the same way, so your reporting stays clean and nobody has to rebuild the setup.

• Each rep still connects their own account, so activity is logged under the right person.

• Teammates see a clear note when a mapping is shared with them.

How to use it

Go to Settings › Connections, open the integration, and turn on team sharing for its mappings.

Reps spend their day in a CRM view or a spreadsheet, and copying a number into the dialer breaks the flow. Now a link can open Salesfinity's single dialer with the person already filled in.

How it works

• Add the person's details to your dialer page address as parameters: phone_number plus any of first_name, last_name, title, company, email, linkedin and notes.

• Add auto_dial=1 to start the call automatically after a three second countdown, with a Cancel button.

• Build one link per record with your CRM's merge fields, or with a HYPERLINK formula in a sheet.

If the contact already exists in Salesfinity, the dialer matches it so the call lands in the right history.

Sequencer lets you run multi-step outreach without leaving Salesfinity. Calls, emails and tasks live in one place, and call steps flow straight into the dialer.

What's included

• Sequences that mix automatic emails, manual emails, call steps and tasks.

• Call steps that land in the dialer, so your power dialing sessions and sequences stay in sync.

• An Inbox for replies, where you can label each reply, answer it or call the person back.

• My tasks, a single queue for everything due today.

• Connect your own sending mailboxes and watch their health.

How to get access

Sequencer is in early access. If you'd like to try it with your team, reach out to your account manager or our support team.

Ari now has its own seat in Slack. Mention it in a thread or send it a DM, and it answers with the same access to your Salesfinity data it has in the app.

Give Ari a responsibility

A responsibility is an outcome Ari owns on a schedule. For example: every morning, review my overdue follow-ups, draft a nudge for each and queue them for my approval.

• Create, pause or remove responsibilities on the Ari page.

• Choose when it runs, and have it DM you in Slack with results.

• Decide what Ari may do on its own and what needs your approval first.

How to set it up

Go to Settings › Ari and add Ari to your Slack workspace. Then mention @Ari in any channel it is in, or DM it directly.

Most lists get dialed more than once. These updates make the second and third pass easier.

Filters for repeat passes

• Not reached yet keeps only contacts whose last call reached nobody, like no answer, voicemail, gatekeeper or bad number.

• Days since last dial keeps contacts your team hasn't called in a set number of days. Brand new contacts always pass, so a fresh list comes straight through.

Lemlist activity in the dialer

Add the Lemlist Activity card to your contact screen to see opens, clicks, replies, LinkedIn touches and the campaign step before you dial.

Celebrate the meeting

Logging Answered - Meeting Set now plays a short confetti burst, because the moment a rep's day pays off should feel like it.

Every team sells differently, but call scoring used one fixed method for everyone. Now you can score calls the way your team actually coaches.

What you can do

• Start from a ready-made method, or describe your own in plain words.

• Decide how much each part of the call counts. Show exact percentages only if you want them.

• Add your own checks, like "confirmed the budget owner".

• Choose whether to score every call automatically or only calls where a person answered.

• Pick a recent call and see how it scores with your method next to its original score. Nothing is saved until you say so.

How to set it up

Go to Settings › Coaching and open Call scoring. Your method applies to calls scored after you save it.

Before a call, reps used to flip to the CRM to see what happened last. Now that context sits next to the dialer.

New cards

• Contact Activity and Account Activity show calls, emails, meetings, notes and tasks from HubSpot or Salesforce in one timeline, with links back to each record.

• Org Chart shows everyone at the account with title, seniority, owner, times contacted and last activity. Search and filter by seniority, role or status, and click a person to see their history.

• From the Org Chart you can call someone now, put them next in your queue, add them to a list or email them.

How to add them

On the dialer's contact screen, enter edit mode and choose Add Card. Custom field cards now have an edit button too, so adding one more CRM field no longer means rebuilding the card.

Connect rates change through the day. Before, changing how many lines you dialed meant ending the session and starting again. Now you can adjust on the fly.

How it works

• A Lines selector sits in the call queue toolbar while your session is running.

• Pick a new number and it applies from the next dialing round.

• Calls already ringing or connected are never interrupted.

• Team limits still apply, and your analytics keep the line count each call was actually dialed with.

When to use it

Drop to fewer lines when you reach a list of senior buyers you don't want to keep waiting, and go back up when you hit a stretch of voicemails.

Two small changes that help reps sound prepared on every call.

Say the whole name right

Name pronunciation on the contact screen now covers the full name, not just the first name. Surnames are usually the harder half, and the part reps are most likely to skip. Click play on the contact header to hear it.

Referrals in one search

When a prospect says "you should talk to Sam in finance", the referral panel is now a single search box that looks only inside the prospect's company. No more filling in eight fields mid-call, and no more results from the wrong company.

• Open the referral panel during a call.

• Type the name or role you heard.

• Pick the right person and keep the conversation moving.

Feedback like "great call, but watch the pricing part" is hard to act on when you have to hunt for the pricing part. Comments can now point at the exact moment.

How it works

• Open a call in Call History and go to the Transcript tab.

• Hover a line and click the comment button to leave a note on that moment.

• Reps reply in a thread on the same moment, so the conversation stays with the part of the call it is about.

• Commented moments show as marks on the audio bar. Click one to jump straight to it.

• The Comments tab separates comments on the transcript from comments on the whole call.

It makes call reviews faster for managers and coaching easier to follow for reps.

Telling the Companion which list or sequence you mean used to take a sentence. Now it takes a keystroke.

Type @ to reference a specific list, sequence, call log, tool, or skill directly in your message — and the Companion can act on it, not just read it. An @-mention means the same thing in a chat as it does inside a saved routine.

Also shipped

• Edit fields on an existing custom contact card inline

Every report should ask for a date range the same way. Now they do.

A single date-range picker — with quick presets like last 7 or 30 days — now works the same across the Activity Report and List Performance, so switching between reports no longer means re-learning the controls.

Cold calling is a rhythm, and rhythm needs a soundtrack.

You can now play Spotify directly inside the dialer, so reps keep their energy up between calls without leaving the app. It pauses out of your way when a live conversation starts.

Also shipped

• CSV contact imports raised from 1,500 to 4,000 contacts per file

The best reason to call someone is often something that just changed about them.

The contact card now surfaces live signals — like a recent job change or an open-to-work status — right where your reps dial, so they can lead with what’s relevant instead of digging for it in another tab.

Some tools only need one connection for the whole team to benefit. Now they can share one.

An admin can connect an integration once and share it across the team, so reps don’t each have to set up their own — the connection is managed in one place, and everyone works from it. Available first for Apollo, Amplemarket, and HubSpot.

The best time to call an account is right after something changed.

You can now target by funding rounds, headcount growth, job changes, executive moves, and hiring signals — so your list is built around the moments that make a prospect ready to talk, not just a static firmographic match.

Working a list one row at a time is slow. Now you don’t have to.

Select any set of rows and act on all of them at once — push them to your CRM, add them to a list or the dialer, enrich them, or remove them. The whole set moves together.

Once the Companion becomes part of the day, the conversations pile up.

You can now favorite the chats you return to, group them into folders, rename them, and open any conversation fullscreen when you want room to work.

A list of accounts tells you who exists. It doesn’t tell you who to call first.

Every account and contact now carries a 0–100 score built from your team’s engagement, CRM signals, fit, and market activity — and every score shows the reasoning behind it, so a rep can see exactly why an account ranked where it did.

Set what good looks like

Scores are measured against a profile your team defines first — the criteria that matter to you — so the ranking reflects your definition of a good account, not a generic one.

Attio teams had no path into a parallel dialer. Now any Attio list is a call list.

Import the list, dial it, and the activity flows back to Attio as it happens — dispositions, notes, and recordings against the right record.

How to use

Connect Attio once at the team level. Admins map Attio users to Salesfinity reps in the integration's user-mapping tab, so calls are attributed to the person who made them.

The step feed showed what the Companion was doing. This shows why.

A live panel streams the reasoning as it forms, alongside a plan checklist that fills in as steps complete. You can follow the approach while it's still changeable, instead of auditing it afterwards.

People arrive at a table with spreadsheet muscle memory. The column header now does what they expect it to: sort, filter, pin to the left, hide entirely.

Also shipped

• Live per-column progress while enrichment runs

• Compact currency formatting for funding and revenue columns

• Clickable CRM, LinkedIn, and website links in cells

Testing a Salesforce configuration against production data is a bad idea that teams do anyway, because it was the only option.

Sandbox is now a distinct connection. Validate your field mapping, task configuration, and write-back behavior somewhere safe, then move to production when it's right.

Agents that work silently for ninety seconds feel broken, even when they're working perfectly.

The Companion now streams its steps as it goes. You can see what it's doing, and stop it early if it's heading somewhere you didn't intend.

An overlay forces a choice between the thing you asked for and the thing you were doing. A split doesn't.

The canvas now opens as a panel next to your work, so you can keep the list and the conversation on screen at the same time.

Building a list meant a form with filters. Describing what you want is faster, and the Companion can now do the whole job in conversation.

Results don't arrive as a wall of chat text. They render as a real table on the canvas — sortable, clickable, and exportable to the dialer.

A row in a table tells you a name and a title. Deciding whether to call needs more than that.

Clicking a row opens a drawer with the full profile — work history, education, company detail, and company logos — then closes and puts you back exactly where you were.

Some qualifying questions have no field anywhere — whether a company just opened a second location, whether they're hiring for a role that implies your product.

Toggle Research the web on a column and the answer gets found and cited per row. It's opt-in per column, so you decide where the extra depth is worth it.

Also shipped

• Saved column views — apply your team's column setup to any new search

• Export to the dialer without waiting on phone enrichment

Lists used to come with whatever fields they came with. If you needed to know something else, you went and found it manually, one prospect at a time.

Now you describe the column you want and it gets filled for the whole list. The list becomes a working dataset you shape, rather than a fixed export you regenerate.

Also shipped

• Dynamic columns render in CSV export

• Custom column values export to the dialer as custom fields

Every prospecting list starts decaying immediately. People change jobs, companies change shape, and the list you built in March is quietly wrong by May.

Living lists refresh on their own, so what you dial reflects the world as it is now rather than as it was when you hit search.

Managers tend to check the same three slices every morning and rebuild them by hand every time. Save them once instead.

A CRM card showing an owner id and a pipeline id is a card nobody reads. Owners now resolve to names, and deal stages and pipelines resolve to their labels.

Shared calls are how teams show a great objection handle to someone who wasn't there. The public view now behaves like the internal one — click any turn to jump the recording to that moment.

A dialing session used to end the way it started — abruptly, with nothing to show for the last two hours except a longer call log.

Sessions now close with a recap: what the rep achieved, and a Run It Back prompt to go again while the rhythm is still there.

Coaching works when you hear the call, not when you read about it afterwards.

Auto Listen Mode puts you into a teammate's connect as it goes live, so good calls get heard while they're happening and a struggling rep gets help in the moment rather than in next week's review.

Also shipped

• Video pops out into a floating window while you keep working

A sales floor is a loud room. Noise cancellation is now on by default for every Salesfloor call, so a prospect hears the rep instead of the floor.

You can't judge whether to call someone without knowing what's already been sent to them.

Gmail email activity now appears in the contact's unified timeline alongside calls and notes, with full message bodies on recent threads so you can read the actual exchange rather than a subject line.

Lemlist now behaves like the other sequencers in the dialer. Pick a sequence action after a call, end a lead in sequence, and have the disposition, notes, and recording written back to the completed task.

Also shipped

• Import due call tasks from the contact list modal

• Job title, icebreaker, and company domain come through on import

Transcripts are only useful if you can find the part you're looking for.

Search a transcript, step through matches with next and previous, and click any timestamp to jump the recording to that second. Notes support markdown.

A rep learns something true on a call — a corrected title, a direct line, a new decision maker. If updating that means opening the CRM in another tab, it doesn't get updated.

Contact fields are now editable in place, and the edit writes back to the connected system. No double entry, no drift between the dialer and the CRM.

Your custom fields carry the context that decides who to call first. They were invisible in the dialer table.

Now they're columns. Filter on them, search them, and drag the table into whatever order suits how you work.

The old contact record put everything behind tabs, which meant clicking between them mid-call to answer a question you should already be able to see.

The record is now a split-pane workspace. Details, activity, and call history sit in parallel columns — the whole picture of a prospect, visible at once.

This was the largest interface change of the year, and everything shipped through April builds on it.

Default AI output sounds like default AI output. Teams that sell in a specific voice need the drafts and summaries to match it.

A settings tab now controls that at the team level, so every rep's output follows the same guidance instead of each person prompting their way there.

Also shipped

• Remove a member from your team directly in People settings

Every Salesforce org models call tasks differently, which is why generic task import never quite works.

Admins now configure which task fields their org actually uses. Reps then pull their due call tasks into a dialing session that respects that configuration.

How to use

Set your task field mapping once in admin settings. From then on, reps import from the contact list modal like any other source.

Thirty seconds before a call is the worst time to go reading a CRM record. Ask the question instead and get the answer in a sentence.

A good call is worth very little if the follow-up email takes twenty minutes to write.

AI Drafts writes the follow-up from what actually happened on the call. Regenerate it, edit it, send it — all from the sidebar, without breaking your dialing rhythm.

If a rep dials a task in Salesfinity, the task should close in the sequencer. It does now — for both Outreach and Salesloft, without a second pass through the other tool.

Calls placed outside an imported list used to be a dead end — logged in Salesfinity, invisible in your CRM.

Manual calls, calls from CSV lists, and follow-ups now route through the same logging path as everything else. One system of record, not two.

Salesloft cadences now import as call lists, including the individual steps. Reps dial the calls due today without rebuilding the cadence by hand.

Also shipped

• Salesforce imports raised to 2,000 records per pull

The moment you know a follow-up is needed is the moment you're logging the call. Now you can create it right there, with the date and time you want, and move on.

The gap between calls is where notes go to die. Reps either write them and lose momentum, or keep dialing and lose the detail.

Calls now carry an automatic summary of what was discussed. Edit it if you want, or leave it — either way the record exists.

Not all lists are worth calling, and most teams find that out three weeks too late.

The List Performance tab scores lists against what they actually returned, so you can retire a bad list early instead of grinding through it.

Dial counts tell you how hard a team is working. Connect rates tell you whether the work is landing.

The new analytics area breaks connect rate down across your team so you can see where conversations are actually happening — and where dials are disappearing into voicemail.

Until now Salesfinity was strictly outbound. If a prospect called back, that conversation happened somewhere else — and never made it into your history.

Inbound calls now ring inside the app. A banner surfaces the call wherever you are, and an incoming call panel gives you the context on who's calling before you pick up.

Why it matters

Callbacks are the warmest conversations you get. They now land in the same place as everything else, logged and attributed like any other call.

Reps aren't always at their desk when a prospect calls back. Call forwarding sends those calls to a number you choose, so a callback doesn't go to voicemail because someone stepped away.

How to use

Turn forwarding on in your settings and set the destination number. It applies to your line only, so each rep controls their own.