Release notes

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

Mcube V2, bulk WhatsApp, and field mapping.

• Mcube V2 tight integration
• Bulk WhatsApp
• WhatsApp for post-sales
• New field-mapping capability (UI, API, and skeleton)
• Custom reports on more entities
• Target-vs-achieved goals
• Post-sales documents via workflow
• Hybrid payment schedule

Goal tracking and native WhatsApp media.

• Target-vs-achieved goal tracking
• Export verification via OTP
• Native WhatsApp with incoming media messages
• Custom reports on more entities
• Infinite-scroll conversation listing with realtime updates
• Postpaid clients can add balance

Native WhatsApp conversations and desking.

• Target-vs-achieved tracking
• Desking
• Clone-unit (clone Quick Add)
• Improvements to unit selection
• Native WhatsApp conversations — full UI, listing, and template sending
• Automated call exports
• Lead and phone lookup APIs
• IMPS as a receipt payment mode

Reporting and inventory enhancements.

• Project-unit custom report fixes
• Custom reporting data constraints
• Clone lead
• WhatsApp templates listing
• Continued native WhatsApp work
• Global top navbar
• Bulk reassignment via file
• Custom date/time in workflows
• Image/PDF upload in Quick Add Unit

Brokerage invoicing matured.

• Brokerage invoice export, reports, and enhancements
• Desking
• Custom reporting data constraints
• Text-template creation
• Node 18 upgrade
• Broad broker-experience improvements across lead forms and activity views

A landmark month for analytics.

• New ROI report
• TAT report
• Custom dashboard
• Create and connect native WhatsApp
• TeleCMI calling vendor integration
• Chat360 WhatsApp integration
• Facebook Marketplace support
• Support-entity handling