May Release
Nineteen new features focused on data hygiene, communication tracking, campaign control, reporting depth, and deeper Niche Data integration.
A new field on every record card showing the most recent communication date — across every channel. Direct mail, cold call, text, door knock: whatever you did last, the date is right there.
Triage stale records in seconds. No more digging through the activity timeline to figure out who's gone cold.
When you manually advance a record's status — say, to Follow Up — the system pops up and asks if you want to move the record from its existing campaign to a follow-up campaign. Keep the existing assignment or pick a new campaign from the dropdown.
Outreach stays aligned with where the record actually is in your pipeline — automatically.
Niche Data now skip-traces neighbors of every property and pushes them directly into your CRM. Each neighbor lands in a new dedicated Neighbors tab alongside relatives, with full contact details.
Door-knock the house next door. Call the one across the street. Same workflow as homeowners and relatives — just more reach.
We added real-time USPS status webhooks for every direct mail piece. See exactly when a postcard is scheduled for delivery, in transit, delivered, or returned — right on the record's communication panel.
No more guessing when your mail lands. No more wondering what bounced.
We rebuilt the funnel reports page with a cleaner layout, brighter colors, and a side-by-side comparison of Entity Counts, Status Counts, and Status Percents. Bottleneck and strongest-step callouts surface your key insight at a glance.
No scrolling. No squinting. Just the answer.
Instead of deleting incoming records one at a time, you can now bulk-delete the entire queue in one action. One confirmation, everything's cleaned up.
Great for resetting between data refreshes or clearing post-import noise without spending an afternoon on cleanup.
A new dedicated field on every record showing the most recent door-knock date. Tell at a glance which properties are due for another visit and which were knocked yesterday.
Same idea as Last Communication Date, but specific to field work — so you can plan routes around it.
We rebuilt the System Phones page for cleaner, faster control over every Twilio number in your account. View status, spam scores, and assignments at a glance.
No more bouncing between pages or Twilio's dashboard. Your outreach infrastructure, one screen away.
A long-requested community feature: campaign name is now visible directly in the main list view for every record. Sort, filter, and triage by campaign without clicking into individual records.
Daily pipeline work — dramatically faster.
Notice ID and County are now visible on every record card. Investors working multi-state or multi-source pipelines get instant context.
No more drilling into the details tab to confirm county jurisdiction or notice provenance — it's there the moment you open the record.
When Niche Data updates a record — even one that's been dormant for months — it now sends a webhook to Niche CRM, which automatically pulls the update and creates the record in your pipeline if it doesn't already exist.
No more lost opportunities because a previously expired record came back into play. If Niche Data still cares about it, your CRM hears about it.
Multi-select any records in a list view and click Add to Campaign to enroll them all at once. Pick the campaign, confirm, done.
Scaling outreach without scaling clicks.
Based on direct community feedback, we moved Notes to the main view across every custom object. No more hunting for them in side tabs — your context lives where you work.
Faster reads, faster writes, faster pipeline.
A new custom object called Google Address Validation lets you run any address through Google's validation engine on demand — before the record is ever created. Catch duplicates early, fix typos, lock in standardized formatting.
The cleanest way to keep your CRM organization spotless.
Whenever any new record enters your CRM — from Niche Data, PPC, PPL, JV, or any custom source — the system now runs Google Address Validation automatically.
Duplicates get caught the instant they appear, regardless of where the record came from. Universal duplicate prevention, no manual work required.
We integrated Niche Data's Property Lookup directly into Niche CRM. From inside any record, request a full property lookup — enriched parcel data, owner history, equity estimates, the works — without leaving the CRM.
The full power of Niche Data, one click away.
Inbound call and text notifications now show the contact's name and property address right in the alert — not just "Incoming call." See exactly who's reaching out and which record they belong to without opening the CRM to dig.
Faster context, fewer wasted clicks, sharper responses.
We added cohort logic to the funnel reports. Toggle the Cohort checkbox to track how a defined group of records — everything that landed in a chosen date range, a single campaign, or a single data source — moves through the pipeline over time, instead of a snapshot of whoever happens to be in each stage today.
Cohort views answer the question that snapshot funnels can't: did those 388 prospects from June actually become Closed Deals? It's the industry-standard way to measure real conversion — see Wikipedia's overview of cohort analysis for the deeper math.
A new marketing report surfaces every text that failed to deliver, broken down by the actual Twilio error response: Unknown destination handset, Unreachable destination handset, Attempt to send to unsubscribed recipient, and Landline or unreachable carrier.
Stop guessing why your campaigns underperform. Fix bad numbers, prune unsubscribed contacts, and re-route landline records to direct mail or door knocking — driven by the data, not a hunch.
Ready to See It in Action?
Every feature on this page is live. Every release lands in your CRM automatically — no upgrades, no extra cost. Join the community that ships together.