What’s New on AiEngage CRM?

Stay ahead with AiEngage CRM’s latest AI-powered features to automate customer engagement, streamline workflows, and drive business growth.
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24 updates

Let Your AI Meeting Assistant Record, Transcribe & Summarise Meetings
MeetingsNew Feature Update
23 Sep, 2026

Let Your AI Meeting Assistant Record, Transcribe & Summarise Meetings

What if your meeting notes, recording, and next steps were ready for you after the call? With the AI Note Taker in AiEngage CRM, a meeting assistant can join yo…

Manage Contact Portfolios & Share Images, Videos, and Documents with One Link
ContactsNew Feature Update
23 Sep, 2026

Manage Contact Portfolios & Share Images, Videos, and Documents with One Link

What if your team could organize property photos, project videos, and brochures inside a contact record and share them through a single public page? With Contac…

New Webhook Action in Workflow Automation
WorkflowsNew Feature Update
23 Sep, 2026

New Webhook Action in Workflow Automation

With authenticated Webhooks in AiEngage CRM workflows, you can send record data to external systems when a workflow runs. Add API Key or Basic Auth authenticati…

Create Meetings, Generate Links & Notify Customers Automatically
MeetingsNew Feature Update
24 Aug, 2026

Create Meetings, Generate Links & Notify Customers Automatically

What if your team could create a meeting in AiEngage CRM and have everything else handled automatically?With the new Zoom & Google Meet integration, your team c…

Let Customers Book Meetings on Their Own, Based on Your Availability
CalendarNew Feature Update
24 Aug, 2026

Let Customers Book Meetings on Their Own, Based on Your Availability

How often does scheduling a meeting turn into "Are you free tomorrow?" "What time works for you?" "Can we do 4 PM instead?" That back-and-forth is exactly what the Calendar feature in AiEngage CRM is designed to remove.

Auto-Assign WhatsApp Chats to Your Team
Team InboxNew Feature Update
24 Aug, 2026

Auto-Assign WhatsApp Chats to Your Team

Still manually checking every new WhatsApp conversation and deciding who should handle it? AiEngage CRM now gives you more control over how incoming WhatsApp conversations are assigned.

Enable Call Only to Owner
VoiceEnhancement
24 Aug, 2026

Enable Call Only to Owner

When an existing lead or contact calls, AiEngage CRM can now check the owner assigned to that CRM record and ring that person directly instead of routing the call to just anyone.

Add Targets to Your Reports
ReportsNew Feature Update
24 Aug, 2026

Add Targets to Your Reports

Still checking performance in reports, then opening another spreadsheet just to compare it against targets? With the new Target component in Reports, you can add target-based widgets directly to your dashboard.

Manage Web Form Leads With UTM Tracking
Web FormsEnhancement
24 Aug, 2026

Manage Web Form Leads With UTM Tracking

A form submission tells you who converted. UTM tracking tells you where that lead actually came from. Capture UTM parameters, map lead sources, and label submissions based on the campaign, page, or channel that generated them.

Turn Every Call Into a Clear Next Action
VoiceNew Feature Update
24 Aug, 2026

Turn Every Call Into a Clear Next Action

How often does a customer say "Call me tomorrow", and the follow-up ends up in a notebook, personal reminder, or someone’s memory? Now you can create a follow-up task directly from the call record.

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