Enhanced invoice editing allows updating invoice dates and due dates, correcting billing errors, aligning invoices with real-world timelines, cleaning up historical data during reconciliation, and maintaining accurate financial records.

We’ve redesigned invoice statuses to give you clearer visibility into every stage of the billing lifecycle. Invoices now move through a structured workflow: Pending → Posted → Sent → Paid / Voided / Forgiven In addition, each invoice displays a secondary status for added context: Future — Scheduled but not yet active Active — Currently open and payable Past Due — Payment deadline has passed This new structure helps you optimize billing oversight, reduce confusion, and quickly identify what needs attention—without digging into individual invoices. It’s a clearer, more intuitive way to manage invoicing at scale.

Elevate your sales visibility with comprehensive lead tracking that shows total active leads, lost opportunities, and real-time status updates—empowering your team to make data-driven decisions faster. View detailed graphs and apply custom filters to spot trends at a glance. Dive into companies and primary contacts to see all associated contacts, leads, and statuses in one unified view. Every note captured on leads is stored and accessible, strengthening documentation and ensuring seamless handoffs between team members.

Streamline your sales pipeline by creating, managing, and tracking leads directly within your calendar—reducing manual work and ensuring no opportunity slips through the cracks. Assign leads to specific sales reps to keep your team organized, enhance visibility across your pipeline, and accelerate follow-ups. Everything lives in one place, so you can move from lead capture to conversion faster.