TikTok integration, AI summary for activities, and more

Growing a business is exciting, but it’s also demanding. With limited time and resources, you need tools that make your day-to-day easier and more efficient. That’s why we’re excited to introduce powerful new CRM features designed with growing businesses in mind.

Whether you're looking to capture more leads, save hours of admin time, or run sharper campaigns, these updates will help you get more done—with less effort.

Let’s take a look at what’s new and how each feature can simplify your workflow.

TikTok integration: Capture leads instantly

TikTok is a fast-moving platform and now, your CRM can keep up. With our new TikTok CRM integration, you can collect leads from TikTok ads instantly, with no manual input required.

Key features:

• Automatically sync TikTok Instant Ad Form submissions to your CRM
• No need to download or upload data manually
• Leads appear in real-time, ready for action

How this helps you

This ensures every form fill becomes a live lead in your system—eliminating delays and letting you follow up when interest is high.

How you can use it – Business use case

You launch a TikTok ad promoting a free consultation. As soon as someone submits the form, their details appear in your CRM. You can trigger an auto-reply email and task assignment to a sales rep using workflow automation.

AI Summaries for activities: Get context in seconds

Reading through long call logs, notes, or emails? Not anymore. Our expanded AI Summarisation feature now covers all activity types, so you get the full picture in less time. As soon as you convert a lead to contact, AssistAI can summarise the activities for you.

 Key features

• Summarise calls, tasks, notes, logs, and emails with one click
• Clear, concise summaries powered by AI
• Get an overview of recent activities quickly. 

How this helps you

Skip the scroll. These summaries help you stay informed, delegate better, and avoid missing critical details, all without manually reviewing every entry.

How you can use it – Business use case

Before a meeting, you can click “Summarise” on a client’s past activities. Instantly, you can see a brief overview of their history, recent concerns, and past touchpoints.

Track conversations: Run smarter campaigns easily

Your CRM is full of valuable insights. Now you can use them to fuel your marketing efforts. This feature lets you send actual client conversations to your connected marketing tools with a click.

Key features:

• Forward any conversation from CRM to third-party marketing tools like Whello
• Analyse to craft better targeted campaigns
• Work seamlessly with your existing integrations

How this helps you

Get more out of every customer interaction. Personalised marketing is easier (and more effective) when it’s based on real conversations—not assumptions.

How you can use it – Business use case

Multiple prospects have been asking about the same product feature. You forward those chat threads to your marketing tool, where your team creates an email campaign addressing that exact need.

One-click record capture: Save leads and contacts without copy-pasting

Your inbox is full of potential—but copying contact details into your CRM wastes time. With this new feature, you can turn any incoming email into a lead or contact instantly.

Key features:

• One-click “Save as Lead” or “Save as Contact” from the email view
• Automatically logs the sender’s info into your CRM
• No more switching tabs or manual data entry

How this helps you

You never miss a lead hiding in your inbox. This simple action saves time, reduces errors, and helps you stay organised.

How you can use it – Business use case

You receive an inquiry about pricing. Instead of forwarding the email and making a note to “add this person later,” you save the sender as a lead with one click, assign a task, and move on. Result: Less admin, more selling.

One-Click template migration: Get your messages templates to CRM in seconds

Setting up your CRM shouldn’t feel like starting from scratch. With this new feature, you can bring in your prewritten templates in a single click.

Key features:

• Use the “Migrate” button to import templates instantly
• Compatible with multiple file formats and tools
• Organised and ready to use inside the CRM

How this helps you

You save hours of setup time and give your team instant access to branded, ready-to-use messages for every stage of the customer journey.

How you can use it – Business use case

You’ve been using Google Docs or spreadsheets for sales and support messages. Now, you import them all at once into the CRM and assign them to different stages or channels. Result: Consistent communication, faster replies, and a smoother team onboarding process.

Ready to experience the difference?

These new features are built for busy teams who want to grow faster and work smarter. From lead capture to marketing automation and daily communication, every update is here to save you time, and deliver more value.

Start using these features today and discover how much time, effort, and energy you’ll save.