Release Highlights – 1st Sep 2025 | Conversive

New Integration: Conversive + Creatio — Convert Website Traffic Into CRM Intelligence

You can now connect the Conversive web chat widget directly with Creatio CRM to capture leads and support customers in real time.

Turn anonymous visitors into qualified records:

Form fills from your website convert directly into new contacts in Creatio, so every lead is captured and ready for enrichment.
Simplify agent workflows:

Agents view and reply directly from Creatio’s side panel; only mapped contacts appear to keep data clean.
Engage in real time:

Every web chat instantly links to the right customer record, so conversations stay connected and context is never lost.
Built for your processes:

Activity logs, timelines, and case linkages update automatically while respecting existing Creatio permissions.
Share files securely:

Attachments are synced and stored with the associated contact and session.

Capture more leads, keep CRM data organized, and empower agents to act in the moment.

Check out this step-by-step video guide to help you get started quickly.

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Scale Team Responsiveness: Shared Inbox now included with Contact Center & Professional licenses

What’s new:

You asked, we listened. The Shared Inbox is now available to customers on Contact Center and Professional plans.
Why it matters:

This highly requested feature brings unified messaging to more teams, enabling multiple agents to view, reply, and manage customer threads together—so customers get faster, more seamless responses.

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Keep Records Complete & Contactable: View, Add & Edit Phone Numbers in User Details

What’s new:

Admins can now view and manage phone numbers directly in the User Details list.

Why it matters:

Accurate phone records keep teams connected and ensure reliable authentication. Whether it’s agents needing to reach teammates quickly or admins cleaning up user data, having phone numbers in one place reduces friction and improves internal communication.

How it works:

A new Phone Number column appears alongside Name, Email, Role, and Status. Admins can add or edit with format validation, see “Not Provided” when missing, and get confirmation messages upon saving.
Access control:

Admins only.

Check out this step-by-step video guide to help you get started quickly.

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(Zoho) Eliminate Name Mix-ups: Full Names from Custom Modules now visible in Converse Desk

What’s new:

Converse Desk for Zoho CRM now displays full names from your custom modules, not just first names.
Why it matters:

Faster identification and fewer errors when multiple contacts share a first name, leading to clearer context and smarter conversations.
Where you’ll see it:

Conversation lists, message threads, and everywhere names appear—consistent with Leads and Contacts.
Setup:

No configuration required; applies to all supported custom modules.

Check out this step-by-step video guide to help you get started quickly.

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(Zoho) Plan Small-Group Outreach with Precision: Schedule SMS for 1–10 recipients from “Send SMS”

What’s new:

From the Send SMS button in Zoho CRM, you can now schedule messages for 1 to 10 recipients—without switching to bulk send.

Why it matters:

Ideal for timely reminders and follow-ups to small segments; enjoy the same scheduling flexibility you use for larger campaigns.

Where it lives:

Available on both single-message and bulk-send actions for a seamless workflow inside Zoho CRM.

Check out this step-by-step video guide to help you get started quickly.