December 17th, 2025
Browse and use pre-built automation templates to quickly set up common workflows. Templates are available in the automations section with preview functionality.
Duplicate existing automations with a single click. All automation steps and configurations are preserved, making it easy to create variations of workflows.
Visual indicators for deals that haven't been updated within their configured rotting period. Rotten deals appear in kanban and mobile views with badges showing days of inactivity.
New form display settings to control logo visibility, title and description display, and progress bar visibility. Configure these options in Form Settings.
New comprehensive report showing field service staff work hours, service breakdowns, and performance metrics. Filter by date range and staff members.
Automation triggers for quotation lifecycle events: created, updated, and deleted.
Automation triggers fired when leads or deals move between stages, with support for stageId and dealPipelineId inputs.
Automatically create leads from webhook triggers to integrate external systems with your CRM.
New automation action to automatically create tasks as part of workflows.
Rich text editor added to automation email bodies, supporting formatting, links, and enhanced content editing.
The iOS mobile app is available again on the App Store, enabling CRM access and management on the go.
Optional setting to enable lead duplication. Duplicate leads with a single click while preserving all data, custom fields, and associations.
Schedule details now use structured data selection for improved performance and better query handling in the schedule details modal.
Optimized integration list with search functionality for improved performance and user experience.
Fixed multiple issues across the platform, including form handling problems, automation trigger issues, lead creation fixes, and several UI improvements.