Finta Change Log

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

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  1. AuroraCRMDeal roomsDocumentsTeam workflows

    Pulse relationship actions, smoother deal room editing, and clearer Aurora workflows

    This week introduced Aurora Pulse for relationship follow-up, tightened deal room editing, and made Aurora's document handling clearer inside the builder.

    • Aurora now includes Pulse, a ranked relationship action feed that helps teams work through CRM and network follow-ups with actions like open record, snooze, dismiss, move stage, draft email, research, and add to CRM.
    • Aurora now keeps downloadable document generation out of the deal room builder, so builder requests stay focused on HTML page editing while export workflows continue in the main Aurora chat.
    • Editing deal room terms is more stable because term rows now keep a fixed identity while text is being changed.