Product Updates

Custom Objects: Create business-specific data entities beyond standard CRM modules. Define relationships between custom objects and core records (Contacts, Deals, Projects). Use them in workflows, automations, and reports.

Automation Templates: Pre-built automation recipes for common workflows — lead assignment, follow-up reminders, invoice triggers, and project status updates. Customise or use as-is.

Project Roles & Permissions: Assign team members specific roles within projects (Owner, Contributor, Viewer) with granular permission controls.

Echo threads now available on Projects, Invoices, and Automations. Keep contextual discussions attached to the records they relate to.

Kanban boards now support drag-and-drop across project stages with real-time sync.

Faster page loads across Projects and Invoices modules.

Improved data consistency when linking records across modules.

Fixed automation triggers occasionally skipping conditions.

Resolved sync delays between project tasks and linked invoices.