CRM Redesign: Conversations + Contact Detail Page

💬 A Unified, Modern CRM Experience

We’ve launched a major redesign across two of your most-used CareFunnels CRM workspaces — Conversations and Contact Detail Page.

This release redefines everyday productivity with cleaner layouts, faster performance, and unified context — helping teams respond faster, collaborate smarter, and manage relationships effortlessly.

The redesign brings a consistent look, feel, and performance across communication and contact management. From inboxes to detail pages, every panel and interaction is built on our new design system — delivering clarity, speed, and focus in every click.

🧭 What’s New

🗂 Smarter Navigation & Layouts

• Clean, collapsible panels across both modules let you focus on what matters most.

• Unified right-side panels now house Activities, Notes, Tasks, Documents, Payments, and more — all accessible without switching tabs.

• Remembered preferences ensure your panels, filters, and tabs stay just the way you left them.

💌 Upgraded Conversations

• Full-Screen Email Composer: Draft or review longer emails comfortably.

• Inline Reply Mode: Respond right under the active message while keeping full context.

• Advanced Filtering: Combine multiple tags and conditions using AND/OR logic for precision.

• Keyboard Shortcuts: Perform frequent actions faster — no mouse needed.

👤 Reinvented Contact Detail Page

• All Associations in One View: Companies, Opportunities, and Custom Objects now appear together with inline create/edit options.

• ⚙️ Admin-Configurable Auto-Save: Automatically save every change as soon as you leave a field — no manual “Save” clicks.

  • Enable or disable via Settings → Contacts → Details Tab.

• Quality-of-Life Enhancements:

  • Search within fields/folders
    Dedicated DND & Actions tabs

  • Persistent tab memory between contacts

  • Keyboard shortcuts (→ / ←) to switch contacts

⚡ Performance Gains

Both modules have been rebuilt for speed and efficiency:

• ~60% faster response times

• ~35% quicker navigation

• ~18% lower memory usage across devices

• Stable, flicker-free layouts throughout

Together, these improvements create a fluid, high-performance CRM experience that scales beautifully across teams and devices.

💡 Why It Matters

This redesign isn’t just cosmetic — it transforms how teams work every day:

• Faster replies and reduced context switching

• Automatic, error-free data saving

• Simplified navigation with 60% fewer clicks

• Consistent UI across CRM modules for smoother onboarding and collaboration

🚀 Getting Started

• Conversations: Open Conversations → Inbox to explore the new layout, filters, and shortcuts.

• Contacts: Open any contact record to experience the new unified layout and enable Auto-Save directly from the sticky save bar.