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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6 updates

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.

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.

Organize Customer Information with Notes
RecordsEnhancement
15 Jul, 2026

Organize Customer Information with Notes

Keep every customer interaction organized in one place. We’re excited to introduce Contact Related Notes View—a centralized space to create, view, and manage notes associated with your contacts.

Find & Merge Duplicate Contacts with Ease
RecordsEnhancement
15 Jul, 2026

Find & Merge Duplicate Contacts with Ease

Keep your CRM clean by merging duplicate contact records. This feature helps you identify duplicate customer records and merge them into a single, complete contact.

Organize Your Dashboard with Labels
DashboardsEnhancement
15 Jul, 2026

Organize Your Dashboard with Labels

Organize your dashboard the way you work. We’re excited to introduce Dashboard Labels & Sections—a new way to group, organize, and navigate your dashboard with customizable labels.

Filter Your Entire Dashboard at Once
DashboardsEnhancement
15 Jul, 2026

Filter Your Entire Dashboard at Once

Analyze your dashboard faster with one filter that updates everything at once. Instead of selecting a date range on each page individually, filter your data once and view results across your dashboard.

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