We Went Deep on CRM This Week
Public Beta customers didn’t ask for more tabs. They asked for records that hold up when a rep is actually trying to close.
Launch week was about getting Salestrics online. This week was about making Momentum feel like a CRM your team wants to live in — not a database they tolerate until something better shows up.
The feedback was consistent. Teams needed mailing addresses on contacts, not workarounds in a notes field. They needed leads to convert without cluttering active lists. They needed opportunities with forecast fields that match how they run pipeline reviews. And more than one org told us their process doesn’t fit a rigid schema — which is how custom fields ended up on today’s release train.
Records that connect, not copy-paste
A CRM falls apart when every object is an island. Today’s release tightens linking across the funnel: pick a contact on opportunities, leads, and cases; see related opportunities and leads on the contact record itself. Accounts on opportunities are a real dropdown of org accounts, and lead conversion can match an existing account by company name when one’s already there.
Small thing, big difference: reps stop retyping company names and hoping spellings line up. Managers stop reconciling spreadsheets because the system of record actually agrees with itself.
Leads that graduate cleanly
Converting a lead now archives it as Converted. Active views stay focused on open pipeline; a dedicated converted view keeps the audit trail. Lead score updates from the inputs reps already maintain — budget, source, status, timeline, contact linkage — so the number reflects qualification work instead of becoming another field someone has to babysit.
We also expanded lead fields teams kept asking for: follow-up dates, decision-maker flags, competitor notes, company size, and more. The goal wasn’t checkbox parity with legacy CRMs. It was giving reps enough context on one screen to decide whether a lead deserves a meeting.
Deals and quotes with room to breathe
Opportunities picked up the deal metadata early-stage teams actually argue about in forecast calls — type, priority, probability, contract terms, next step, competitor, and the rest. Quotes got editable line items with totals that recalculate on save, which sounds obvious until you’ve watched someone rebuild a quote in Sheets because the CRM wouldn’t flex.
Your process, your fields
Custom fields are the headline we’re most excited about. Add text, numbers, dates, booleans, or selects to any live CRM record. Save a setup in My custom fields and reuse it on the record you have open — useful when one team captures the same qualification checklist on every enterprise deal, but doesn’t want to force that shape on every record in the org.
Free Forever workspaces get a taste and an upgrade path. Paid plans get the full library. We’d rather be upfront about limits than surprise you mid-deal.
What’s next
This release is the fundamentals layer — the stuff that has to be right before AI summaries and automations feel trustworthy. If a contact’s address is wrong or a lead never left the active list, nothing downstream matters.
For the full feature list, read the June 17 changelog in our System Status Center. If something’s missing for how your team sells, tell us through support — Public Beta is where the roadmap gets honest.