Discover Our Journey
ALL-IN-ONE Business Solutions Changelog
Stay updated with the latest changes and improvements in our CRM, designed to enhance your business efficiency.
Our Evolution Timeline
Explore the key milestones and updates that have shaped our CRM over the time.
★ 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,...
Recurring Invoices: Editing now enabled
What’s New? Enhanced Editing Capabilities for Recurring Invoices Modify Frequency: Adjust the billing cycle (e.g., weekly, monthly, annually)...
Square in Calendar Payments
What's New? We're excited to announce the addition of Square as a payment integration in Calendars! Alongside existing options like Stripe,...
New Update: QuickBooks Integration Enhancement in Reputation Management
We’ve heard your feedback and are excited to roll out a highly requested enhancement—Opt-Out of Automatic Review Requests in QuickBooks Integration!...
Chat Widget – Business Office Hours
Chat Widget is expanding its user experience with mind-blowing support with business office hours in live chat. How does it work? Go to Sites > Chat...
Exciting Update: WorkFlow Triggers for Streamlined Review Management Automation
We’re excited to introduce a powerful enhancement to your review management strategy, Workflow Triggers for Facebook and Google Reviews! This...
Rescheduled Tag in Appointments
We’ve introduced a tag that allows users to identify rescheduled appointments quickly. A “Rescheduled” tag will appear in both the appointment list view and the appointment modal whenever an appointment is rescheduled.
Private File Upload Support in Media Storage
You can now securely upload and manage private files alongside your public ones. What’s New? Private Files: Upload files as private to ensure...
Create or Schedule Subscriptions and Invoices within the Contact Details Page
Businesses can now add subscriptions directly from Payments > Subscriptions > Add Subscription.
Personal Calendar for Seamless 1:1 Bookings
What's New? Users wanting to create one-on-one bookings often hesitated to use the Round Robin option, as it seemed suited for multiple users. As a...
★ New Feature – Estimates! Now LIVE!
We are thrilled to announce the launch of our new Estimates feature! This addition allows you to create and share estimates with clients in a quick way, adding extra control in how manage an estimate.
★ New Feature: Countdown Timer
We’re excited to announce the highly anticipated Countdown Timer feature! that can be used in funnels, websites, stores, and emails.
Additional Attributes to Online Listing Details
We’re excited to announce a major improvement to our Online Listings integration: the addition of the Additional Attributes section in Listing Details!