We’re thrilled to share some highlights from our latest product release which will be available end of June 2025. Jump to a product feature to see what’s new. You can access the full release notes to learn about more updates included in this release.
Quality of Life Improvements
These changes deliver more powerful tools, reducing operational friction and supporting higher productivity across routine workflows.
Form Improvements
Custom Roles and Exports
Outlook Add-in
Under the Hood Updates
Most end users may not use these updates daily but will still likely benefit from the positive effects they provide.
Concep Integration
Quality of Life Improvements
Form Improvements
Our newly upgraded forms offer powerful customization and notification options, transforming how your firm interacts with both external clients and internal stakeholders.
Custom Styling: Customize individual forms while maintaining brand consistency across all forms. Styling options for each form opens up a world of options, enabling you to customize typography, background colors, form field layouts, multi-language forms, footer placement, introduce multiline checklists, etc.
Notifications on Form Submissions: Notify your stakeholders when forms are submitted with options to send notifications via email, mobile, or web app, and include the content of each form for transparency and easy access.
Form Pre-Fill: Custom contact fields can now be pre-filled in addition to basic contact fields, which unlocks more convenient options such as pre-filling subscription management forms.
For more details and examples, see the guide on Nexl Form Styling.
Custom Roles and Exports
Custom roles and permissions put you in the driver’s seat, giving you more control over your firm’s data.
Custom Roles for Exporting: Set permissions for which user role can export data, increasing data security and compliance.
Granular Permissions: Admins can set permissions for exporting contacts, companies, opportunities, and activities for all user roles, providing unprecedented control.
Dedicated API Endpoint: A dedicated API endpoint enables admins to report on exports.
For more details and examples see the Guide on Custom Roles.
Outlook Add-in
Improved Outlook experience by introducing the ability to use AI features.
AI Stay in Touch and AI Contact Summary: Generate AI Stay in Touch Emails and AI Contact Summary using the Outlook add-in.
Under the Hood Updates
Concep Integration
We've made significant enhancements to the Concep integration to make it a more seamless experience.
Multiple Concep Accounts: Different users can now connect their own Concep accounts using their credentials, ensuring better security.
Advanced Mapping Interface: You can now activate the advanced field mapping while syncing lists from Nexl to Concep, saving significant manual effort.
Monitor and Sync Lists on Demand: Monitor the sync status from Concep to nexl and sync lists on demand for a faster experience.
For more details, refer to this Integration Guide on Concep & Nexl.