Account Mapping authorization: We've automated the process of disclosing the Account Mapping to a partner. It takes one clicks to request & give access!
Chat feature: Our chat feature makes it extremely easy to communicate with your partners on specific accounts.
Personalized invitations: You can now write a personal note when sending an invite to a partner.
Invitations e-mails & onboarding e-mails have been reshaped to help you onboard your partners faster.
Approval workflow to share Account Mapping: We've automated the process of disclosing the Account Mapping to a partner. It takes one click to request & give access!
Account mapping UI: Account Mappings now have Filtering & Sorting features to make it as easy to use as any spreadsheet.
Account mapping UI: We released an "excel-like" Account Mapping interface.
User onboarding: We've completely reshaped the user onboarding to help new users understand what Sharework does thanks to the "Demo partner".
Data source integration: Upsales is now supported as a Sharework data source. We welcome our first customers using Upsales!
"Partnership Assessment" gives you an overview of the potential of each partnerships.
Data source integration: Zoho CRM is now supported as a Sharework data source. We welcome our first customers using Zoho!
Data source integration: CSV files are now supported as a Sharework data source. It allows companies that do not have a compatible CRM to use Sharework!