Changelog
What's new in Dovio.
Auto-create contacts and companies
After a customer call or a thread with a new lead, youâd normally have to manually add the person and their company so the email and meeting actually attach to something. Dovio now does that step for you, both from email and from calendar invites.
- New email senders become contacts on the spot, with their company matched from the email domain, so the conversation lands on a real record instead of a stranger.
- Meeting attendees are added as contacts the moment the invite syncs, linked to their company by domain. The post-meeting summary already has someone to attach to.
- Your own teammates are excluded automatically, so the contact list stays the people youâre actually selling to.
Aggregates and currency in tables and boards
A list of deals or a kanban of accounts is only half useful without the numbers: total value, count, average. Tables and boards now show those at a glance, with the currency set per field.
- A new column footer sums, counts, or averages whatever you pick. So âtotal pipelineâ sits at the bottom of the column, not in a separate report.
- Kanban column headers show the same aggregates per stage, so you can see whatâs sitting in âNegotiationâ without doing the math.
- Each currency field carries its own symbol setting (SEK, USD, EUR), and the aggregate uses it.
Search and filter records
Finding one row in a long list of contacts, or showing only the deals tied to a specific account, used to mean scrolling or opening a filter dialog. Both now happen straight from the toolbar.
- A name search lives on the toolbar of any record list. Type and the rows narrow as you go, no popover.
- Filter records by a relation field to show only the deals tied to a company, or only contacts attached to a project.
Send email from a record
Replying to a contact or kicking off an email from a deal used to mean switching to Gmail, finding the person, writing, then coming back. The compose now opens from the record, with the recipient already filled in.
- A compose dialog opens from the recordâs emails tab, with the contact already in the To field. No copy-pasting addresses.
- The compose action sits on the recordâs tab row, so itâs one click from the contact youâre looking at.
- Sending uses your connected mailbox, so the email shows up in your sent folder like any other.
Inline field editing and new field types
Updating a field used to mean opening a modal, finding the right input, and saving. For most field types you now click the value and change it where it sits. And there are more types to choose from.
- Click any text, number, boolean, select, or rating value and edit it in place. No modal, no save button.
- A handful of new field types: currency with a per-field symbol, full name, email, phone, link, date, address, and relation.
- The rating field stays interactive on hover. Hover a row, click the stars you want, done.
Passwordless sign-in
Passwords are friction on a fresh device and friction every time you forget them. Dovio now signs you in with a link sent to your email. No password to remember, no reset flow.
- Enter your email, get a magic link in your inbox, click it. Youâre in.
- Existing passwords still work. Switching is optional.
AI meeting notes
Taking notes during a sales call splits your attention, and turning those notes into tasks afterward eats another 20 minutes. AI meeting notes do both for you, straight from the call.
- A summary of the call you can skim in seconds, so you donât have to replay the recording to remember what was said.
- Follow-up tasks with deadlines, picked up from how the meeting was phrased (âby next Fridayâ, âend of the monthâ).
- The right assignee and contacts are filled in for you, so accepting a task is one click instead of setting it up yourself.
Kanban boards
A list view is fine for finding a deal, but itâs a poor way to look at your pipeline. A board shows you exactly where every deal stands and lets you drag them forward. Now any list in Dovio can be worked as a board.
- Switch any list view into a board in one click, so you drag deals through stages instead of clicking into each row.
- Add a new stage straight from the board, so adapting your pipeline doesnât mean a trip into settings.
- Recover boards you archived by mistake, in case someone cleaned up a little too aggressively.
AI email drafts
The follow-up email after a meeting is the one that always gets pushed to âlaterâ and then forgotten. Dovio writes the first draft for you, with the recap and next steps already in the body.
- A draft shows up after every meeting, ready to read in the Emails page or on the contactâs email tab.
- Edit the recipients, subject, and body like a normal email, so you stay in control of what actually goes out.
- Send from your own connected inbox, so it lands in the recipientâs inbox the same way any other email would.
Email in Dovio
When emails live in Gmail and contacts live in your CRM, half your day goes to keeping the two in sync. Email now lives inside Dovio, right where the contacts are.
- A new Emails page that collects all your drafts in one place, so the half-written follow-ups you started yesterday are easy to find and finish.
- Every contact and company has its own email tab, so the conversation history sits right there when you open the record.
- New emails coming in create the contact for you, so people youâve never spoken to are already in the CRM by the time you reply.