Release notes

Inventory and routing were the highlights.

• Custom field groups
• Document-type support for PDFs in Quick Add Unit
• Multi-value select in routing
• Only-phone lead strategy
• Lead import for the manager role
• WhatsApp widget and mobile notifications
• Retry support for reporting jobs
• Progress on Deal management and multiple-approver workflows

Conversations in sales view and lead versioning.

• Conversations brought into the sales view
• Site visits inside native WhatsApp
• Lead versioning
• Referral leads (DRA)
• Bulk re-engagement activity
• Timezone improvements
• WhatsApp widget and mobile notifications
• Round-robin assignment moved to Redis for reliability
• Bulk WhatsApp actions now handle 10,000+ leads

Marketing and bulk operations got attention.

• Meta Conversions API support
• Discount on additional inventory
• Liquid templates in ERB documents
• Improved bulk import
• WhatsApp widget, EXP integration, Gmail/Outlook integration
• Role-wise AI access
• TAT (turnaround time) field and calculation for leads
• Overhauled lead deletion with clearer role-based controls

AI email composer and a unified cost-sheet UI.

• AI email composer
• Consistent cost-sheet and payment-schedule UI
• Clock-in/out-based lead assignment
• Expanded ConvoZen integration
• User-lookup custom fields and multi-lookup field types
• Bulk click-to-call for the manager role
• Audio and sticker message support in native WhatsApp

Focused on calling and reporting flexibility.

• Overnight-shift call availability
• AI call analysis billed by call duration
• Talktime on call invoices
• Native WhatsApp file bulk
• User-lookup and entity-lookup custom fields
• reCAPTCHA v2 in webforms
• Custom-report date-range limits
• Start of Deal management

Integrations expanded widely.

• Wix and WordPress integration
• Native WhatsApp and bulk WhatsApp messaging
• AI call analysis
• Bulk dialer for admins
• New calling integrations: Airson and Mcube v2
• Default custom dashboard
• 'Dropped-by' custom report
• Liquid templates in ERB
• Role-based editing access for leads

Email integration and document tooling.

• Gmail/Outlook integration
• Email support for sales document templates
• Ad-hoc demand letters
• Activity auditing on booking details
• Custom fields in additional inventory
• Secondary-sales assignment via round robin in workflow
• Custom report on WhatsApp
• BizMagnet WhatsApp integration
• Multi-currency support

A strong month for reporting and post-sales.

• Cost-sheet and payment-schedule improvements
• Stage-change report
• Custom dashboard print and export
• Automated exports
• Send-receipt-via-email
• Lead merging for clients with duplicate leads enabled
• File-type custom fields
• Fixes to date fields in custom reports

Brokerage and reporting led the month.

• Brokerage invoice enhancements
• Custom fields on brokerage invoices
• Sales and post-sales document templates
• Custom reports across more entities
• Source/sub-source export
• Goal reports on the dashboard
• Additional inventory in custom reports
• Lead merging