Changelog

What changed, and when.

1.0.0

First release.

Leads with a pipeline, board and conversion to customers
Customers, contacts and a customer portal
Estimates, proposals and contracts
Invoices, payments, credit notes and recurring subscriptions
Expenses, with billable expenses on invoices
Projects, milestones, a task board and timesheets
Support tickets, email piping and a public knowledge base
Reports and named dashboards, with charts, CSV and Excel export and printing
Multi-currency, with per-document rates held at the time of issue
Roles with two-dimensional permissions — ability and scope
Custom fields on fifteen entity types
A REST API covering every action in the admin panel and the customer portal, with scoped tokens and a rate limit per token, and signed outgoing webhooks
A customer portal: invoices, estimates and proposals to accept, decline or sign, contracts to sign, project progress and support threads
E-signature on estimates, proposals and contracts, with the signer's name, the date and the address recorded
Reminders for due and overdue invoices, lapsing estimates, ending contracts and tasks coming up
CSV import for customers, their contacts and leads, with column mapping and a preview
An activity log of who changed what, with retention and no secrets recorded
Platform billing for SaaS mode: workspaces subscribe through the super admin's own Stripe account, or are placed on a plan by hand
Online payments through Stripe Checkout or PayPal, with verified webhooks and per-invoice payment links
A global search across fourteen record types, scoped by each module's own permissions
Bulk actions on the lead and customer lists
Saved filters on the lead, customer, invoice, task and ticket lists
Recurring tasks and task dependencies
Refunds against a payment, through the gateway or recorded by hand
An income-and-expenses report, and a customer statement in the admin area and the portal
Shipped in English, Spanish, French, German and Portuguese, with a command to extract the strings for any other language
Attendance and leave, internal messages, a team timeline, announcements, a file manager, a calendar, goals, surveys, and reminders against any record
Marketing: mailing lists with sign-up forms and confirmed opt-in, campaigns by email, SMS (Twilio or any HTTP gateway) and WhatsApp (Meta Cloud API), merge tags with fallbacks, AI-drafted outreach, scheduling, pacing, pause and resume, delivery reports and one-click unsubscribe
An automation builder: triggers, conditions and cross-module actions, with timed rules and a run log
AI assistance — lead scoring, ticket triage, reply drafting and summaries — using your own provider and key
Optional SaaS mode with plans, workspaces, a tenant admin area, workspace suspension and announcements
Per-workspace email through SMTP, Sendmail, PHP mail or a Google / Microsoft 365 mailbox by OAuth, with a queue, an hourly limit and a delivery log
A notification bell with desktop notices, Pusher, Slack and text messages; a scheduler status screen
Google Calendar, Google Drive, Dropbox, reCAPTCHA, GitHub and Bitbucket commit links, and sign-in with Google or Facebook
Workflows run by hand from a record, and a plugin system with a .zip installer
Time zones, date formats, languages per person and per customer, PDFs in the customer's language, and right to left by language
Multiple companies, custom fields on 21 record types, a contract PDF and a drag-and-drop email builder
Module switches, menu setup, IP restriction, role cloning, per-person permissions, and customer-group and department limits
A theme editor, named themes, custom CSS and JavaScript, a customised sign-in page and an installable app
Custom pages, a website menu and footer editor, and privacy tools for consent, exports, corrections and erasure
List export to CSV and Excel, printing, Export PDFs, more import types and Excel import
Login history, stars, remembered sorting and filters, compact lists, automatic backups and an updater
A browser installer