What's new

Changelog

A running list of what we've shipped, newest first. No marketing fluff — just the work.

July 2026

  • Maggie AI assistant

    Voice + chat assistant with wake-word, per-user greeting, and tool-calling into your workspace.

  • Sequences now auto-send

    Email steps send automatically through your connected mailbox instead of creating a task for a rep.

  • B2B prospecting search

    Google Places business search with one-click convert-to-lead, dedup, and org scoping.

  • TCPA compliance built in

    DNC list enforcement, 8AM–9PM local calling-hours guard, and automatic STOP-keyword opt-out for SMS.

  • CAN-SPAM enforcement on newsletters

    Physical address required before send, and List-Unsubscribe / RFC 8058 headers added automatically.

  • Deal wins post to the team feed

    Moving a deal to Won drops a recognition post; paid Sales orders auto-create a Won deal.

June 2026

  • Drag-and-drop website builder

    40+ blocks, AI generation, and industry starter templates.

  • Custom newsletter builder

    Block-based drag-and-drop editor for branded newsletters.

  • Social Command Center

    Connect Facebook Pages and Instagram Business, view feeds, and schedule posts — with Maggie's help.

  • Two-way SMS across the CRM

    Send and receive text messages directly inside Deals, Leads/Contacts, and Service Routes.

  • Twilio subaccounts

    Each workspace gets an isolated Twilio subaccount for numbers and billing.

  • Customer Portal + PII vault

    Encrypted storage for cards, SSN, and ID documents with owner-only access, plus a customer-facing portal.

  • Service Routes upgrades

    Pending offers to on-duty techs, per-stop earnings breakdown, ratings and feedback history.

  • Embedded Stripe checkout

    Rent phone numbers and top up minute credits without leaving the app.

  • Two-way email inbox

    IMAP polling plus a Mail Setup panel for connecting mailboxes.

May 2026

  • Marketing Command Center

    A CMO-style dashboard for campaigns, social, and newsletters.

  • Master reset + demo data

    New workspaces get seeded demo data; admins can reset everything with one click.

  • Pagination across record surfaces

    Leads, contacts, and agent boards now page at 15 rows for faster loads.

  • Turnstile CAPTCHA on public forms

    Public lead-capture forms are protected against bot submissions.

  • Security hardening pass

    RLS policies and grants tightened across 20+ tables; sensitive secrets encrypted with AES-256-GCM.