Zeeg Changelog

Learn about updates and improvements to Zeeg.

You can now invite partners to help manage your workspace with full admin access – without counting toward your seat limit. Perfect for agencies, consultants, and support teams.

What's new:

  • Invite up to 3 partners at no extra cost
  • Partners get full admin access to your workspace
  • Partners don't count toward your seat limit
  • Partners cannot access billing or subscription settings
  • Partners cannot host or attend events

Why this matters:

Agencies can now give their account managers full access to client workspaces. Consultants can manage multiple client accounts without additional costs. Support teams can help set up and maintain workspaces without taking up paid seats. You keep full control over billing while enabling seamless collaboration.

Notes are now fully integrated into your CRM. You can add notes to people and companies – and they automatically appear on all connected pages.

What's new

  • Notes can now be added directly to people and company records
  • Notes you create for an appointment automatically appear on the related contact as well
  • All notes are in one central location – whether you create them on the appointment or contact

Why this matters

You no longer need to maintain important conversation notes in multiple places or jump between different pages. Everything about a contact is immediately available – from the first call to the last meeting.

You can now choose and manage multiple workspaces within a single Zeeg account – perfect for agencies, consultants, and anyone working across different clients or teams.

What's new:

  • Create and manage up to 30 different workspaces with one account
  • Switch seamlessly between workspaces via the header dropdown
  • Each workspace has its own CRM data, integrations, and payment plans
  • Transfer workspace ownership to other members
  • Connect different calendars and email accounts per workspace

Why this matters: Agencies can now set up a dedicated workspace for each client – with completely separate data and individual billing. Sales or recruitment consultants work in parallel for multiple clients without mixing customer data. And integration partners can hand over workspaces directly to their clients once the setup is complete.

For existing customers: If you're already using Zeeg, we've automatically created a "Personal Workspace" for you. All your existing data, integrations, and settings are there unchanged.

You can now define your own data structures and processes specific to your business needs – go beyond standard contacts and companies to track what matters most to you.

What's new:

  • Create custom objects that match your business model (projects, products, deals, properties, etc.)
  • Build custom fields with flexible field types (text, number, date, dropdown, checkbox, and more)
  • Define relationships between different objects and data types
  • Automate workflows by connecting custom objects to your appointment booking
  • Scalable limits: 1 object (Business), 5 objects (Scale), 10 objects (Enterprise)

Why this matters: Real estate agents can track properties and viewings, consultants can manage projects and deliverables with automated follow-ups, SaaS companies can monitor deals and implementation stages, education providers organize courses and student progress, healthcare practices document treatment plans – all directly linked to their booking workflows. And this can be done with a more affordable price than other CRMs.

You can now customize your CRM data structure with custom attributes for every object. Add the fields that matter for your business – from lead scores to contract types to custom contact roles.

What's new:

  • Create custom attributes for People, Companies, and custom objects
  • Choose from 12 different attribute types: text, number, phone, date, rating, checkbox, single/multi-select, status, relationship, user, and currency
  • Filter and sort your records by custom attributes
  • Organize attributes via drag & drop

Why this matters: Your CRM adapts to your workflow, not the other way around. Track exactly the information that's important for your business – whether it's lead qualification scores, contract renewal dates, or multiple contact persons per department.

Manage your CRM activities seamlessly with Zeeg's new Pipedrive integration. Automate contact creation and activity management directly from your appointment bookings.

Features

Automatic Contact Creation

Keep your CRM always up-to-date:

  • Automatically create new contacts 
  • Update existing contacts with new appointment information
  • Transfer custom questions and answers 
  • Permanently link all appointment details to the corresponding contact

Activity Management 

‍Document every customer interaction automatically:

  • Automatically create meeting activities for every booked appointment
  • Update activity status when appointments are changed or cancelled
  • Store appointment descriptions, host details, and location information
  • Track complete history of all customer interactions

Smart Contact Assignment

Ensure clear ownership and responsibility:

  • Automatically assign contacts to the appropriate Pipedrive user
  • Prevent duplicate entries through intelligent contact matching
  • Maintain overview of all team activities

Where to find the Pipedrive Integration?

You'll find the integration in your Zeeg settings:

  1. Visit your integrations page on Zeeg
  2. Select Pipedrive from the list of available integrations
  3. Click "Connect Pipedrive" - you'll be redirected to Pipedrive
  4. Authenticate Zeeg in your Pipedrive account
  5. Select "Connect App" to complete the setup

Prerequisites

Before getting started, make sure you meet the following requirements:

  • You are the owner of your organization in Zeeg
  • You have an active Business subscription with Zeeg
  • An active Pipedrive account is available
  • You have administrator rights in Pipedrive

Availability

The Pipedrive integration is now available for all users with a Business subscription, making customer contact management easier than ever.

We value your feedback! ‍

Do you have ideas for additional features or improvements? Let us know! We've set up a feedback form where you can share your wishes and suggestions. Your input is valuable to us and helps us make Zeeg even better.

Teams using Round-Robin appointments for group training sessions and consultations previously faced a challenge: Each appointment was limited to a single participant. Starting today, you can flexibly manage participant capacity while better documenting your meetings. These two new features make your scheduling even more efficient.

Features

Meeting Notes

Put an end to lost conversation details and unstructured note scraps:

  • Create and manage notes directly in the Event Details area
  • Add notes flexibly before, during, or after the meeting
  • Save important discussion points, tasks, and follow-up appointments in one central location
  • Keep track of your entire meeting history

Capacity Management for Round-Robin

Optimize your group events in the Round-Robin system:

  • Set a maximum number of participants for each round-robin appointment
  • Use one appointment for multiple participants, ideal for training sessions and group consultations
  • Distribute bookings automatically to available team members
  • Always maintain an overview of available spots thanks to real-time updates

Where to find the new features?

Meeting Notes

You'll find the notes directly in your appointments:

  1. Open the appointment details in your dashboard
  2. The new "Notes" section appears directly below the appointment information
  3. Record your thoughts and tasks
  4. All notes remain permanently linked to the appointment

Capacity Management

You'll find the settings for group appointments here:

  1. Navigate to the advanced settings of your round-robin booking page
  2. Look for the "Participant Capacity" option
  3. Adjust the maximum number of participants as needed

Availability

The meeting notes are now available to all Zeeg users. Capacity management for Round-Robin appointments is exclusively included in our Business and Enterprise plans.

We're excited to introduce a new security feature that gives you more control over your appointment bookings while also meeting legal requirements: email verification for appointment bookings.

Features

Our new double opt-in function provides an additional layer of security for your appointment bookings:

  • Verification process: Participants receive a confirmation code via email after requesting an appointment
  • Simple handling: The code must be entered to complete the booking
  • Individual settings: Can be activated for each booking page in the advanced settings

Benefits

With email verification, you not only reduce your no-show rate, as only people with verified email addresses can book appointments. You also enjoy greater legal certainty when communicating with your participants, as the function meets the current legal requirements for appointment confirmations and reminders.

Additional benefits:

  • Protection against spam bookings: Prevents unwanted or erroneous bookings
  • Improved GDPR compliance: Through verification of actual contact data
  • Reliable communication: Ensuring participants are reachable at the provided email address

How it works

Setup is simple and straightforward:

  1. In the advanced settings of each booking page, you'll find the new option "Enable email verification."
  1. Once activated, your participants will automatically receive a confirmation code via email.
  2. The booking process is only completed when the code is correctly entered. After successful verification, appointment confirmations and reminders are sent as usual.

Availability

This feature is now available to all users, regardless of plan.

We value your feedback!

Do you have ideas for additional features or improvements? Let us know! We've set up a feedback form where you can share your wishes and suggestions. Your input is valuable to us and helps us make Zeeg even better.

We're excited to introduce two new features that make your appointment management even more flexible: the Round-Robin Handover function and extended duration options for your booking pages.

Features

Round-Robin Handover

  • Easy appointment reassignment: Hosts can now change the assignment of Round-Robin appointments to other team members
  • Access via appointment details: The handover function is available directly in the details of each Round-Robin appointment
  • Select a new host: With just a few clicks, you can designate a new host for the appointment

This feature is particularly helpful when a team member is unexpectedly unavailable, falls ill, when you need another colleague's expertise, or when you want to balance the workload across your team. Your customers will automatically be notified about the host change via email and will receive all updated meeting details.

Extended Appointment Duration Options

  • More choices: The number of possible appointment duration options for booking pages has been increased from 3 to 5
  • Customized client needs: Offer your customers even more options for the duration of your meetings

Availability

  • Round-Robin Handover: This feature is now available to all users with a Business or Enterprise plan
  • Extended Appointment Duration Options: The ability to offer up to 5 different appointment durations is available to all users, including those on the free plan

We value your feedback!

Do you have ideas for additional features or improvements? Let us know! We've set up a feedback form where you can share your wishes and suggestions. Your input is valuable to us and helps us make Zeeg even better.

You know that feeling when you're looking for something in your house and can't remember which drawer you put it in? That's kind of how our settings menu felt before. Settings were scattered across different places, making it a bit of a treasure hunt to find what you needed. Well, we fixed that.

What's New

  • Unified Settings Menu: We've brought all settings together in one place. Whether you're connecting your calendar, tweaking your profile, or managing integrations - everything's now neatly organized and easy to find.
  • Smooth Navigation: We've added a handy sidebar that stays with you while you browse different settings, making it quick to jump between sections.
  • Keyboard Shortcuts: Love keyboard shortcuts? Just hit Command + . (Mac) or Windows + . (PC) to open the sidebar navigation menu from anywhere in the app.

Where to Find It

You can access settings in two ways:

  • Click on your name or organization name at the top of the screen
  • Look for the settings icon in the bottom left of your sidebar

Availability

This update is now live for all Zeeg users, making settings management simpler for everyone.