Flexible CRM Views

Please note this is a beta and should not be discussed publicly. Thanks!

What is it?

We're enhancing the Index page experience to make it simpler, more intuitive, and more powerful—so you can move faster, focus on what matters, and make better decisions with ease. Check out this loom for a full walk through.

Why does it matter?

The redesigned CRM Index pages put your data front and center, so you can focus on what matters most. Whether you're renaming views on the fly, spotting trends with conditional highlights, or diving deep into column-level insights, everything is built to help you see more, click less, and act with confidence.

How does it work?

All CRM Index pages now offer a more streamlined and insightful experience making it even easier for you to work with your data. Here's what's new:

• A Cleaner, Data-Focused Display: We've decluttered the interface, organizing all elements so you can concentrate on what truly matters – your data.
• Quick, Insightful Reporting: Turn any table into a full report or zoom in on a single column to uncover deeper insights—all without leaving the page.
• Smarter Visuals Signals: Use conditional highlighting to spotlight key data, reveal patterns, and catch issues early—so decisions come faster and easier.
• Enhanced View Management: Take command of your space with intuitive in-tab actions. Now you can rename, clone, and delete views directly, putting you in greater control.

Who gets it?

The redesigned CRM Index page is available to all hubs and tiers. Reporting and Conditional Highlighting are available at Starter+.