Track the people who use your product, not just leads

A new stage: User (signed up). Contacts now move through lead, prospect, user, customer, partner and inactive. Use "User" for people who signed up for your product and use it but don't pay yet, so free users and paying customers sit in the same CRM as your leads.

System events on the timeline. Besides calls, emails, meetings and notes, a contact's timeline can now hold events another tool reported, such as a signup, a first payment or a cancellation. Your AI agent or your own integration records them with record_activity.

Smaller things for your agent:

• Add or remove a single tag without resending the whole list
• Find a contact by exact email address

We run LotsTech's own users this way, one LotsCRM workspace per product. Connected agents see the new options after they reconnect.