A reverse-chronological log of features, improvements, and fixes shipped to the platform.
Overhauled the pricing page with seat-type breakdowns, token packs, and clearer feature gating so you can find the right plan in seconds. Every plan tier now lists exactly which of the CRM, email, automation, and support tools it includes, so there is no guesswork before you start a trial.
Compact spacing across the entire app for mobile devices. Tables, sidebars, and detail panels now use density-aware layouts that work on any screen size, so reps can update deals and answer support tickets from a phone between meetings.
Fixed custom field validation on public-facing forms, and hardened the boundary that keeps every account's data private to that account. Custom fields defined on companies, people, and deals now validate consistently whether they are edited in the CRM or submitted through an embedded form.
Seven system roles (Super Admin, Admin, Sales Manager, Sales Rep, Marketing, Service, View Only) plus custom roles with granular RBAC. Assign exact permissions per module and action scope, so a Marketing hire never sees quotes and a Support hire never sees the pipeline unless you grant it.
Meet Laureo, your assistant inside the CRM. It drafts email replies in your voice, suggests which leads to prioritize, and summarizes where each deal stands, right on the record you are already viewing. Available on the Business plan and above.
Bulk edits, large CSV exports, and dashboard loads are all dramatically faster, so the app stays responsive even with hundreds of thousands of records. Teams migrating a full customer history from a legacy CRM should notice the difference on the first import.
Steadied sign-in sessions under load, added safeguards against runaway request bursts, and fixed a timing issue that could occasionally run a scheduled workflow twice. The workflow automation engine now de-duplicates a trigger firing within the same second across multiple app instances.
Create, schedule, and send email campaigns to contact groups. Includes an email builder, open/click tracking, A/B subject-line testing, and campaign analytics with event timelines, all inside the same workspace as your pipeline.
Public-facing knowledge base with categories, articles, and search. Customers can self-serve answers before opening a support ticket, and every article links back to the help desk queue for the questions search cannot answer.
Dynamic contact groups now support complex nested filters including custom fields, activity dates, deal stages, and tag membership. Filters re-evaluate automatically, so a segment built for a campaign always reflects who currently matches, not who matched when it was created.
Visual workflow builder with triggers (deal stage change, form submission, date-based), conditions, and actions (send email, create task, update field, assign owner). Runs automatically in the background, so the same follow-up sequence never has to be built by hand twice.
Generate professional quotes and invoices directly from deals. PDF export, line-item editing, tax calculation, and email delivery built in, so a deal moves from verbal agreement to a signed, paid invoice without leaving the record.
CSV import for contacts, companies, and opportunities with field mapping, duplicate detection, and validation. Streaming CSV exports for up to 100K records, built for teams migrating a full history from a spreadsheet or a legacy CRM.
Fixed an issue where Google Calendar events synced with incorrect times for users outside of UTC. All-day events now display correctly across all timezones, which also fixed a downstream bug in booking page availability windows.
Drag-and-drop Kanban pipeline with customizable stages, win probability, weighted forecasting, and pipeline analytics. Multiple pipelines per organization supported, so a sales team and a partnerships team can each run their own stage set.
Emails sent from Laureo now appear in your Gmail Sent folder. Replies from Gmail are automatically logged against the matching CRM contact, so a rep working from their inbox and one working from the CRM see the same thread.
Define sales territories by region, industry, or custom rules. Assign reps to territories and filter pipeline views accordingly, so a rep opening the pipeline sees only the accounts assigned to their patch.
Sharpened duplicate detection during imports. Fewer false matches on short names, and more accurate matching on email addresses, so a CSV import of an existing customer list no longer creates a second copy of every record.
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