AAutomate CRM
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UI Updatev2.3.0

CRM Dashboard

A cleaner home screen built around today's follow-ups.

CRM Dashboard screenshot

What's New

The dashboard now opens on what needs you today: overdue tasks, hot leads and meetings. Widgets can be rearranged and saved per team.

How It Works

  1. Open CRM Dashboard

    Find CRM Dashboard in your workspace settings.

    Step 1: Open CRM Dashboard

  2. Turn it on

    Flip the switch. It applies to your workspace straight away.

    Step 2: Turn it on

  3. Review the results

    Everything it touches is listed in your activity feed.

    Step 3: Review the results

Key Benefits

Faster

Save time on manual work

More focus

Spend your effort on what matters most

More control

Every change is logged and reversible

Screenshots

Screenshot of CRM Dashboard
CRM Dashboard at a glance
CRM Dashboard settings screen
Settings for CRM Dashboard

Related Features

AI Lead ScoringLead Automation

Release information

Released
September 25, 2026
Version
v2.3.0
Type
Patch
Availability
All users
Team
Core product

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