Spiro Release [April 2025]


🎉 Watch the April Release Webinar!


You can watch the webinar here.

🚀 Create with AI on Mobile - Available Next Week

Creating meeting notes just got way easier.

We’ve introduced Create with AI in the Spiro mobile app so you can log notes and activities on the go—no typing required. Open the app, select the AI menu, speak the name of the person or company you met with, and dictate your notes. Spiro will do the rest—automatically finding the right contact, assigning the activity type, and logging everything in the right place.

You can edit anything before saving. Logging activities from your phone just became a breeze.

📄 Quotes 2.0 – Smarter Product Selection, Mass Actions & More

If your quotes include 10+ items, get ready to celebrate.

We’ve completely revamped the quoting experience, making it faster, easier, and more powerful—without changing the steps you already know.

➕ New Product Selection Experience

When you click Add Products, you’ll now see a searchable, filterable list of products from your Product Book. Add as many as you want by simply entering a quantity.

This new layout should look familiar if you’ve used Campaigns.

🧾 New Quotes Summary Section

We’ve moved the Summary to its own area, preparing the page for new roll-up fields and auto calculations coming soon.

🛠️ Quote Products Tab Improvements

  • Search: Quickly find specific items on long quotes (especially helpful with 40+ line items).
  • Mass Actions: Multi-select quote items to update quantities, prices, or remove them entirely in just a click.
  • Move Items: Easily re-order your quote line items with the Actions menu.

🧠 A Better Assistant Rule Page

Managing Assistant Rules just got a big upgrade.

🔍 Search & Filter

Quickly find what you need using filters for name, entity, status, and more.

📁 Folders

Organize your rules by department, team, or use case with brand-new folder support. Add rules to folders directly when creating them—or edit the folder later from the rule’s detail page.

✉️ Google Workspace Integration (Admin-Level)

For Gmail users, we’ve added a server-level integration! That means no more disconnections when passwords change. Admins can now connect accounts at the organizational level, simplifying email management for everyone.

💼 Reminders in the Opportunity Drawer

You asked—we delivered.

Reminders are now available as a tab in the Opportunity drawer. Run sales meetings right from the Opportunity list view and make updates on the fly.

📬 Notetaker Email Summaries

If you're using the Spiro Notetaker with email notifications on, you'll now receive a summary email after each call. These include:

  • Call participants
  • AI-generated summary
  • Next steps
  • A direct link to the meeting in Spiro