Our Evolution Timeline
Explore the key milestones and updates that have shaped our CRM over the time.
“Manage Smart List” and “Restore” have a new home in the menu
Overview The 'Manage Smart List' and 'Restore' options have been moved! As part of the full launch of the revamped Contact List View and SmartLists experience, we’ve streamlined the header options to reduce clutter and improve discoverability. Starting Jan 29, 2025, the Manage Smart Lists and...
“Manage Smart List” and “Restore” have a new home in the menu
Overview The 'Manage Smart List' and 'Restore' options have been moved! As part of the full launch of the revamped Contact List View and SmartLists...
New Layout for Submission PDFs: Attachments and Quiz Results Page Included
Overview We’ve improved how form, survey, and quiz submissions are viewed, downloaded, and shared. This update introduces cleaner PDF layouts, more...
★New Feature: Video Testimonials!
We’re introducing a brand new way to collect authentic video reviews from your customers. You’ll find it inside Reputation → Video Testimonials. 🎥...
Icons For Buttons in the Contact Form Builder
What's New You can now add icons to form buttons! The latest update brings a fresh, intuitive way to enhance your buttons with a wide selection of...
Invoices: Editable “Payment Schedule” Notifications
What's new? You can now fully customize, enable, or disable the “Payment Schedule Received” notification in Payments → Invoices & Estimates →...
Documents & Contracts: Content Library for ease of Document Creation
What’s new? Content Library inside the Documents & Contracts editor and template editor. Save your own reusable pieces - from a single block...
Payments Tab in Appointment Modal
We are excited to announce that we have added a new Payments Tab inside the Appointment Modal. This provides a comprehensive view of all...
Multiple Review Links in Emails
We’ve enhanced the Reputation Management email builder to support multiple review platform links in a single Email. This means your customers can...
SMS Review Requests – Create & Use Custom Templates for Recurring Messages
You requested more personalization, and it's now available! Users can create, edit, and assign custom SMS templates for their recurring review...
Enhanced Button Styling Experience
We’ve revamped the button editing panel to deliver a cleaner interface and introduced powerful new customization features, including a full theme gallery to elevate your form design.
Modern Order Bumps Now in Forms & Surveys
Drive more revenue with high-converting add-ons—now directly within your forms and surveys.
Wait Time in Recurring Timer
Added support for custom wait time between recurring timer cycles.
★ Social Planner: Best Time to Post Feature
We are excited to introduce the “Best Post Time” feature in the Social Planner! This new feature will help you optimize your posting schedule by suggesting the best times to post
Email Statistics Dashboard Updates
What we did We made statistics for the new default landing page in Email Marketing. Introduced a dummy data view so new users can explore without...
CRM Contacts And Client Portal
Overview We’ve added a new feature to the Document Management System in the Contacts section, enabling seamless integration with the Client Portal....
Estimates: Now support Payment Schedules/Deposits/Installments
What’s New? Create installment plans on your Estimates, splitting the total into multiple payments. This will help you collect deposits directly on...
Add Guests – Enhancements
We’ve introduced new improvements to the 'Add Guests' experience, giving you more control over how guests are handled during appointment bookings....
Appointment Modal – Now in a Side Drawer
We’re excited to introduce a new way to view and manage appointments with the Appointment Side Drawer—a sleek, scalable design that brings a more...
★ New Feature: Call Scripts
You can increase the consistency and productivity of your calling agents by providing them with an easy-to-follow Call Script right within the web...
Improving the First-Time Experience in Calendars
We’re excited to roll out a series of updates that aim to make the Calendars module more intuitive and user-friendly—especially for first-time users.
★ New Feature: Multiple Review Platform Integration
We’ve just launched a game-changing update to streamline your review management! Now, you can easily integrate and pull reviews from various...
Deposits and Payment Plans on Documents & Contracts!
What's new? Users can now add payment schedules to their product lists within Documents and Contracts. This schedule can be added dynamically based...
★ New Feature: Documents and Contracts Template Library now available
What’s New? We have introduced a Template Library in the Docs and Contracts sections of the platform. Users can now access a collection of pre-made...
Background Color for Text Elements
Introducing Enhanced Customization for Your Text Elements in Email Builder What’s New: You can now add background colors to text-based elements...
★ New Feature: View and delete cards on file – Manage cards option
What's New? This feature will allow businesses to manage their existing cards that are either added using the card on file feature or any card that...
Docs & Contracts: Reorganize document pages
What's new? Users can now drag & drop and reorganize pages within a Contract View snippets of pages in the mini page view in the left panel How...
★ Companies Module – Major Release
We’ve introduced several new functionalities to the company's features, enhancing its usability and flexibility. These updates are designed to give...
Estimates: Auto-Invoicing post acceptance
What's new? Users can now enable sending invoices post-acceptance in estimates Additionally, users can allow direct payments where receivers will be...
Introducing Dynamic Countdown Timer!
What’s New: Introducing a Contact-Specific Countdown Timer that personalizes the timer for each contact based on events like email sent or opened....
Automate Tagging Based on Campaign Interactions
Adding tags based on interactions with email campaigns was difficult, limiting personalization and effective targeting. What did we do?...
Invoices: Now supports Bank only transfers
What's New? Enhanced Payment Method Configuration Global and Local Settings: Configure preferred payment methods globally for all invoices or...
Attachments in Estimates & Invoices
What’s New? Users can now attach up to 10 files to an estimate that will accompany the email. The total file size limit is 20MB per estimate....
Estimates: Custom Values and Partial Quantity Support
What's Changed? Custom Values in Estimates Business users can now leverage custom values when sending estimates to their customers in the terms and...
Preview and CC now enabled in emails of Documents & Contracts
What's New Email Template Preview: Easily preview and customize your email templates before sending. CC on Document Emails Add CC recipients when...
Email Builder – Rounding of Layouts
Overview: We’ve introduced a new feature to enhance the look and feel of your emails by allowing you to round the corners of elements in your...
New triggers for Payment Links and Paypal for recurring invoices
What's Changed? Order Submitted Trigger for Payment Links Order Submitted Trigger is now enabled for payment links. When a customer completes a...
Enhanced Contacts Import Experience
Release Highlights Faster and More Efficient Imports: Experience smoother performance and reduced processing times. Improved User...
Documents and Contracts: Recurring Payments Support after signed document
What's new? Recurring payments are now supported in 2in1 Documents, where senders can collect payment right after a document is signed. Earlier,...
Add business hours to Invoice reminders
Previously, all invoice reminders were being sent at 12 AM, causing inconvenience for both businesses and customers. What's New? Business Hours...
Calendar: Add Notes Per Appointment
What's New? We’ve introduced a new feature that allows users to add and track notes for individual appointments. These notes can be viewed, edited,...