Workspace CRM & Facebook Lead Ads
Each client workspace now has its own CRM with a kanban pipeline, contacts management, custom fields, and automatic lead capture from Facebook Instant Forms.
Changes in this release
Workspace CRM
A full CRM for each client workspace — create pipelines, stages, and leads. Drag-and-drop kanban board, list view, and a contacts tab to manage all leads in one place.
Facebook Instant Forms Lead Sync
Connect Facebook Lead Ads instant forms directly to your workspace CRM. Map form fields to CRM fields, fetch existing leads on connect, and auto-sync new leads every 15 minutes.
Contacts Tab
Permanent contacts store with search, status filtering (active, won, lost, archived), bulk select, and options to archive, reactivate, or permanently delete leads.
Custom Fields
Add workspace-specific custom fields (text, number, date, select) to capture any data unique to your client's pipeline.
Pipeline Management
Create multiple pipelines per workspace, rename or delete them. Deleting a pipeline safely archives all its leads to the Contacts tab.
Drag-and-Drop Fix
Fixed lead and task drag-and-drop across all kanban boards — cards now drop correctly even when a column is full.