Over the last several weeks we have made changes to how Company records are maintained. We now have one Company record for a Company. This has eliminated seeing variations of the same the Company name, i.e., “Bank of America” and “B of A”.

At TRĒ, we’re committed to making your CRM experience faster, smarter and more effective. That’s why we’re excited to share a recent enhancement designed to give you greater flexibility with managing your Colleagues.

We’ve introduced two new User Roles that will give additional flexibility when adding users to TRĒ. The Power User and Colleague roles are available now.

At TRĒ, we’re commi0ed to making your CRM experience faster, smarter and more effective. That’s why we’re excited to share recent updates designed to simplify list uploads and improve client contact data. These enhancements will streamline the way you manage and update contact information, ensuring you can engage with clients more efficiently and with greater accuracy

We first launched Contact Alerts in August 2025. We recently received a request to add a delegate option, like List Manager. We’re excited to share that the delegate option is now available.

At TRĒ, we’re committed to making your CRM experience faster, smarter and more effective. That’s why we’re excited to share a recent enhancement designed to keep your contacts and lists between TRĒ and TRĒMail in sync. Lists and Contacts now sync seamlessly between TRĒ and TRĒMail!