You can now use company details stored in your CRM across emails, workflows, contracts, conversations, and AI-assisted replies. That means the business information you already collect, like company name, industry, account type, or custom fields, can be pulled into everyday communication automatically and used wherever it helps your team work faster and communicate more clearly.

📌 Why This Matters

For small business owners, this makes it easier to keep communication accurate and personal without manually rewriting the same details again and again. Instead of copying company information into emails, documents, or automated messages, your CRM can pull in the right details for you. This helps reduce mistakes, saves time, and creates a better customer experience with communication that feels informed and relevant.

✨ What’s New

• Company fields in custom values: You can select both standard company fields and custom company fields when adding personalized details to messages, documents, and automations.
• Available in key CRM tools: Company details can be used in workflows, email builder, email campaigns, conversations, documents, contracts, bulk actions, and AI context.
• Linked to the right record automatically: When the system sends or generates something, it pulls company information based on the company connected to that contact.
• More useful automation: You can build follow-ups, send documents, and personalize communication using real business data already stored in your CRM.

🛠️ How to Use It

1. Step 1: Open any supported area in your CRM, such as a conversation, email, workflow action, contract, or document.
2. Step 2: Click the custom value picker in the editor or message toolbar.
3. Step 3: Choose the company section from the available field groups.
4. Step 4: Select the company field you want to insert, including standard fields or your custom fields.
5. Step 5: Save and test the message or automation to confirm the correct company information appears.

💡 Pro Tip

Use company fields in proposals, follow-up emails, and renewal reminders so your communication feels more personal and complete while helping your team close deals faster.