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.
Invoices, Estimates: Open in new tab
What’s New? View/Edit Invoices in a New Tab: You can now open any invoice/estimate in a separate browser tab directly from the 3-dot menu. No more losing your place in the invoice list while editing. How to Use? Go to Payments → Invoices & Estimates Click on the 3-dot menu beside any invoice…
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 …
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 …
★ 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…
New Brand Boards
We’re rolling out Brand Boards, a new product that makes adhering to your brand guidelines easy.
New User Interface for Social Planner
Social Planner UI has been upgraded to bring more consistency and a better user experience.
Late Fee Option on Invoices
You can now attach late fees to your invoice.
Add Card On File for your customers
Business users can now add and save credit or debit cards on file directly from a contact’s detail page under Payments.
Documents Activity Tracking
You can easily track a document’s entire history—from sent, edited, viewed, to sign—by clicking “view history” in the options menu.
Request Reviews using QR
We are thrilled to introduce Reviews QR, a robust new feature in our reputation management platform. With Reviews QR, you can effortlessly generate an…