What's New

Brand New Emails Preview Screen, Voyager AI Relationship Charts — Buying Center, and other Various Improvements… (v6.3.0)

Coevera 6.3.0 introduces a brand new Emails Preview Screen — a dedicated Inbox screen that brings full email management directly into the CRM, with multiple email accounts, mailbox views for Inbox, Scheduled, Sent, and All Mail, three layout options, and a linked-records side panel that ties every conversation back to its Accounts, Contacts, Leads, and Opportunities. This release also extends Voyager AI Relationship Charts to the Buying Center on Opportunity records: the AI Relationship Charts Agent now analyzes contacts, activities, and email communication to propose a complete Buying Center — the people involved in a deal, their sales roles, and the lines of influence between them — with every change clearly tagged in Preview mode before it is applied. Among the Various Improvements, we have added User Lookup Fields in Automatizer Filling Options, Country Field as a Managed Common List, New Document from Template directly on records, Tags on Quotes and Custom Entities, Add New Quote from the Opportunity Sidebar, Quotes as a Chart Record Type on Opportunity Overview, and an Emails Preview Screen Voyager AI Prefill that auto-populates new Account and Contact records with publicly available data. We are also continuously improving our application and adding other small enhancements and fixes throughout the whole application.