AI call summaries and automatic transcripts are officially here in your CRM so your team can focus on closing more enrollments. In addition, we launched single sends so your team can send out emails in bulk as one-off sends and not part of a larger automation sequence. The other big release of the week is an updated daily payment summary email providing an overview of all payments made each day. The team also launched 19 other significant improvements and quality of life fixes.

Releases

• AI call summaries & transcripts — logged calls will now provide AI generated transcripts and summaries so you can quickly see what happened on a call

• Single sends — send out bulk individual emails to leads through the CRM

• Payment daily summary emails — get an overview of all payments made by day to your inbox

Improvements

• Releasing a deposit was made much simpler and clear

• Filter by age on lesson plans

• Now more clear when a single week schedule will override a recurring schedule

• Faster and more clear to add in payment methods for guardians

• Retrying failed payrolls is now more clear

• Student activity log now tracks custom field changes

• Improved wording for settings across the website

• New Revenue Enrollment projections report

• Able to log calls done outside of the CRM

• Billing alerts page makes it easier to fix the issues

• Items & discounts table is now searchable

• CRM Lead filters are now much easier to navigate and are searchable

• CRM lead details now has an adjustable width

• Individual payout tables are now downloadable

Fixes

• CRM meeting slots now start at a more logical time

• Fixed the mark deposited modal search and sort

• Multiple schedules on the resource timeline now show up in one line

• ARR Detailed report now shows student names

• Added filters for attendance reports to select students signed into a classroom