Finta Change Log

Updates for Aurora, CRM, deal rooms, documents, onboarding, billing, automations, team workflows and more.

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  1. AutomationsCRMAuroraDocuments

    Smoother sequences and CRM handoffs

    Automation and CRM workflows now make it easier to move from a conversation or daily task into the next fundraising action.

    • Aurora can consolidate add-app actions into the chat experience.
    • Email template saving, sequence prompts, and automation grouping received reliability and usability fixes.
    • Today supports adding the right contacts into CRM, while document uploads give clearer size and type feedback.