What's New
March 2026
Section titled “March 2026”GDPR Data Export
Section titled “GDPR Data Export”Download all your organization’s data as a ZIP of CSV files from Settings > Data Export. Covers all 40+ data tables with sensitive fields excluded.
CSV Export for Deals & Bookings
Section titled “CSV Export for Deals & Bookings”Export your deals and bookings as CSV files directly from their list pages.
Help Center
Section titled “Help Center”You’re looking at it! A full help center with 40+ pages covering every feature.
Onboarding Wizard
Section titled “Onboarding Wizard”New sign-ups are guided through a 6-step wizard: company profile, invoice defaults, first contact, and first deal. Skippable at any step.
Internationalization
Section titled “Internationalization”The entire backoffice UI supports multiple languages. English is available now, more languages coming soon.
February 2026
Section titled “February 2026”Client Portal
Section titled “Client Portal”Give clients secure, read-only access to their invoices via magic link emails. Customizable branding.
Two-Factor Authentication
Section titled “Two-Factor Authentication”Protect accounts with TOTP-based 2FA. Works with Google Authenticator, Authy, 1Password, and any TOTP app.
Webhooks
Section titled “Webhooks”Send real-time notifications to external services when events happen in your CRM. HMAC-signed payloads.
Billing & Plans
Section titled “Billing & Plans”Stripe-powered subscription management with free, Pro, and Enterprise tiers.
Activity Reminders
Section titled “Activity Reminders”Set time-based reminders with snooze, complete, and dismiss actions. Email nudges when reminders fire.
Row-Level Security
Section titled “Row-Level Security”Database-level tenant isolation on all tables for enhanced data security.
January 2026
Section titled “January 2026”Email Sequences
Section titled “Email Sequences”Automated drip campaigns with multi-step email flows and auto-unenroll on reply.
Automation Rules
Section titled “Automation Rules”If-this-then-that rules for automating tasks, emails, and notifications.
Contact Scoring
Section titled “Contact Scoring”Automatic lead scoring based on configurable rules and contact properties.
Lead Capture Forms
Section titled “Lead Capture Forms”Embeddable web forms that create contacts directly in your CRM with spam protection.
Meeting Scheduler
Section titled “Meeting Scheduler”Shareable booking pages with availability management and buffer times.
Quotes & Proposals
Section titled “Quotes & Proposals”Create formal quotes with line items, send to clients, and convert to invoices on acceptance.
Product Catalog
Section titled “Product Catalog”Store your products and services for quick reuse in invoices and quotes.
December 2025
Section titled “December 2025”Core CRM
Section titled “Core CRM”Contacts, deals, tasks, bookings, invoices, recurring invoices, tags, custom fields, activities, dashboard, reports, analytics, audit log, notifications, team management, and settings.