Every one of the 82 updates shipped on the Sales & CRM side, newest first.
The VAT rate now belongs to each line rather than the whole document. A mixed-rate quote — a 20% product and a 10% service on the same page — converts to an invoice correctly, and the VAT breakdown states the truth. You can also discount individual lines, and the effect on the total shows immediately.
The quote itself knows whether you entered prices with or without VAT. In inclusive mode, the number you type is what the customer pays, and the net base and VAT are derived backwards from it. Previously a gross price could be read as the net base and inflate the quote by 20%; the screen and the stored record can no longer disagree either.
Lines such as shipping, installation or assembly can be marked as a surcharge. When you apply a discount to the whole document, those lines are left out of it — a line item that costs you money no longer melts away with a customer discount. The marking is visible on screen too, so nobody has to guess which lines were discounted.
Withholding and VAT exemption codes are selected on the quote screen, and the box states the amount that will actually be collected. The code survives conversion to an invoice and is stored on the template itself, so for standard work you don't re-enter it on every quote. Exports now carry "Withholding code" and "Amount to collect" columns as well.
Define quantity tiers for a product: 1–9, 10–49, 50+. When you change the quantity on a quote, the unit price moves to the right tier by itself and the line editor names which tier was applied. If you want to override the price you do so explicitly, and a locked price is not silently overwritten when the tier changes. The server has the final word on unit price.
For long, image-heavy quotes the download button no longer freezes the page: the job starts in the background, the screen polls its progress and the file arrives in one piece when it is ready. On installations without a background worker the old synchronous path is used, so downloading never disappears. The generated PDF is cached durably, keyed on a fingerprint of the data the document actually reads — an unrelated edit no longer forces a regeneration.
What happens to the quote email you sent is now tracked: the send log, opens and link clicks are all recorded. The detail view shows open and click counters, so "did they even look at it?" stops being guesswork.
Add carbon-copy and blind-copy addresses in the send dialog; the addresses are validated before anything goes out. All three transports (SMTP, Gmail, Outlook) deliver the copies, and the send log records who received them. When sending through Gmail the blind copy is not written into the headers — BCC stays genuinely blind.
Quote emails sent from a template had no link for the customer to open the quote. Templates now support a {{quote.url}} variable, and the built-in templates carry a button that opens the quote.
See everything about a quote without leaving the list: notes, timeline, email sends and the history of the shared link, all in one drawer. A quote link arriving from a contract now opens the right quote already expanded.
You no longer have to guess which variables a template supports: the panel lists the server's real catalogue. You can duplicate a template to experiment on a copy, and delete the ones you no longer use.
A PDF template has to be previewed and approved before it is published; an unapproved template never reaches a customer. Moves between draft, published and archived are recorded, so if a broken template does go out, it is clear when and by whom it was published.
Before you send a quote the screen lists what is missing in one place: no validity date, empty payment terms, a line without a price, no customer email. You can acknowledge the warnings and send anyway — the list is there so you don't forget, not to block you.
If a quote has a locked exchange rate and the current rate has moved away from it noticeably, a warning appears on the quote. That way a quote prepared weeks ago is not accepted at a rate that now loses you money.
The system checks whether the catalogue records behind your quote lines still exist and whether their prices have changed, and tells you. A line bound to a deleted or archived product no longer sits there quietly at an old price.
On a shared online quote, how long the customer spends in each section is measured. The "Interest map" in the detail drawer shows time spent per section and how many times the page was opened. You no longer call someone who lingered over the price table the same way you call someone who glanced at the cover and left.
A customer no longer has to accept or reject the whole quote: they can accept the lines they want. When a partial acceptance arrives, your team sees what was accepted, what was left out and what the next step is, as a follow-up workflow — the remaining lines don't get forgotten.
When you offer several options in one quote, the customer can tell what is being compared with what: the options sit side by side, the differences stand out and each one's contents are spelled out. For packaged quotes, the decision page walks through what each package covers and how the choice changes the total.
Your recurring quotes now sit on a calendar: you can see in advance which quote goes to which customer on which day. The summary at the top separates paused, failing and upcoming schedules, so a schedule that quietly stopped running doesn't go unnoticed.
When you import quote lines from an Excel file, the file is not written straight in: it is validated row by row first, and problem rows are listed with the reason. The rows you accept go through; the ones that need fixing stay with you.
A quote that reaches you as a PDF or a photo can be read into the system. The extracted lines are not saved directly — they land in a review queue where you approve or correct each one. A misread figure cannot slip quietly into your quote.
You can have AI prepare a quote or contract draft — but the generated text is not written straight into the document. The draft sits in its own workspace where you see what is proposed and pull in only what you accept. Who generated a draft and when is recorded.
Accepting a quote is not the end of the work: a call task for payment is proposed automatically. When a customer writes a message from the online quote, the response time is tracked too, and a message approaching its deadline is surfaced.
Quote emails that could not be delivered collect in a recovery queue: what failed, why, and what has been retried, on one screen. Scheduled sends have their own timeline too — when the send was planned, when it went out and what happened, in order.
Whoever receives the signing link can now do more than sign: they can decline and state why. The reason sits in the contract's drawer, and "declined" appears in every filter and status chip. Both signature and decline notify the team — nobody has to keep checking the link by hand.
Where a signature came from is now on the record: did the customer sign in their own browser, or did someone inside your organisation record it, and from which browser. The context you need to defend a signature in a dispute sits with the document.
The other party can ask about something before signing: the signing page has an "Ask a question" button. The question lands on the contract's record as a thread, and your team answers it from the detail drawer. The exchange doesn't scatter across email — it stays with the contract.
Every edit to a contract's text leaves a version behind. The detail drawer shows which words went out, which came in, who changed them and when. Personal-data cleanup applies to this history as well.
You can fill a contract's terms from a document template in one click, and the template understands contract variables. The fill is undoable, so trying a template you are not sure about costs nothing.
You decide which signature tier each document type requires. On a document that needs a wet signature, the public page shows no signing canvas; where an electronic signature is enough, acceptance and signing are verified with an emailed code. A signed document cannot be deleted for its statutory retention period, and its integrity can be verified against an archive digest.
Upcoming renewals gather in a single event centre. You can see which renewal of a contract you are on, compare it side by side with earlier versions and walk up and down the chain. When a reminder counter resets, the screen says why.
You can work through auto-renewing contracts with incomplete coverage as a batch rather than one at a time. The renewal playbook lays out who is contacted, when and with what, so each renewal isn't improvised from scratch.
The dated commitments a contract creates — deliveries, reports, payments, notifications — have their own section in the detail drawer. You can attach a reminder task to each one, so no clause is forgotten once the contract is signed.
You can run a risk review over a contract the other side sent you. The review lists the clauses worth attention and why — it does not replace reading the document, it tells you where to look first.
You can search archived contracts by meaning rather than exact wording: a question like "how many days' termination notice" finds clauses phrased differently too. The search only covers contracts you are allowed to see.
Collect the terms and clauses you use often in a library, with draft, approved and archived stages. In quote terms and contract conditions, "Add from library" pulls in an approved block, and each block's usage across documents is counted. Version history shows a word-level diff.
Work your company list in an expanded map workspace, where nearby records also show who owns them. For a record whose address doesn't resolve, you can drop a pin by hand — the pin is stored as that record's own location and no address is sent to a third-party service. Map payloads are bounded, so crowded areas no longer freeze the screen.
In customer, lead, company and task lists you can click a cell's value and filter straight to it. Header filters stay within that list's scope, sorting does not expose fields you aren't allowed to see, and facet counts reflect the real result set. Column widths are now remembered.
Fields filled by AI are not written in blind: every applied value has a receipt — what was proposed, what was accepted, and when. The history of accepted changes is kept, and personal-data redaction applies to that history too. Before enrichment runs you are told how many credits it will cost, and low-confidence results go to a separate quality queue for review.
Generate an external signing link from the contract menu and send it to the other party. They open the contract without logging in, review the PDF before signing, draw their signature with a finger or mouse, and submit it with their name. The link is valid for seven days, issuing a new one invalidates the old one, and you can revoke it at any time. The signature is stored as a signed PDF with a timestamp.
A contract can now be emailed to the counterparty with its PDF attached, moving it to “Sent”; a double click does not send a second email, and a missing address or wrong status is explained instead of failing silently. After creation, the title, value, dates, contract number, renewal period and owner can all be changed from one edit dialog. Deleted contracts go to the trash and can be restored. The list gained customer, lead, owner, status, auto-renewal and end-date filters.
When a contract is renewed, the new period is marked with a “Renewal of the previous period” badge — both for manual renewals and when auto-renewal turns the term itself. A contract also can no longer be saved without a counterparty (customer, lead, opportunity or quote), so it appears on the customer record, in lists and in analytics, and the PDF never prints “Party: -”.
Schedules gained a “One-off” option with an exact run time and time zone. Every schedule row now offers skip-next-run, cancel and retry-after-failure; past runs (status, date, error message) can be expanded, and the last error sits under the row as a red warning. Previously there was no way to tell from the interface whether a schedule had run at all.
The bulk action bar gained “Select every quote in this filter”: instead of only the visible page you can act on everything the current filter returns, and if the filter is too broad the screen states how many quotes it matched and asks you to narrow it. Quote attachments are now cards showing file name, type and size, with preview and download. You can start a new draft from any version in the history, name a primary and a backup approver when sending for approval, and revoke or reissue the public quote link.
Company detail gained three capabilities: an approved AI summary, AI-filled fields and pool enrichment. For AI fields you see a preview first and approve the apply step yourself. Enrichment fills only EMPTY fields — nothing you typed is overwritten — and can be refreshed with “Refresh in pool”.
The long company page was split into tabs, and the card layout can be applied organization-wide. There is a new map tab (your consent is requested before an address is geocoded), an account plan card showing the stakeholder and decision network, editable bank accounts, search across linked contacts, and calls in the activity timeline. Team and region ownership boundaries and a consent-bound daily WhatsApp digest arrived in the same round.
Rocketly mobile now lists your Opportunity Radar agents, and agents that have not run for two full periods are pulled to the top and badged even if they still say "Active" — so you can tell in the field whether an agent is really working. A new Nearby screen asks for location permission and offers four radius options, the same quick filters as desktop, and cards with a distance badge.
Businesses whose address could not be resolved precisely and landed on a city centre no longer claim to be "0 m away". The Nearby list and the map now use the same signal: the distance is replaced with "approx. location", the map pin is drawn with a dashed outline, and the reason is given in the popup. Hundreds of businesses used to appear piled on a single point.
Contracts can now be selected in bulk to cancel, delete or export to CSV/Excel — this existed for quotes but not for contracts, so closing fifty expired ones meant opening each in turn. Expired contracts now genuinely move to "expired"; a contract that ended in 2019 used to still count as active and feed the revenue report. Contracts marked "auto-renew" actually renew, and the signed PDF is archived immutably.
A contact can now be linked to more than one company with a stated role — decision maker, finance, technical. In the company hierarchy, the combined revenue and pipeline value of parents and subsidiaries is visible at a glance, and circular links are detected. The company card gained billing title, tax office, IBAN (with format validation) and e-invoicing details.
The company card now shows opportunity KPIs directly — active, won and lost value, with a warning when currencies are mixed. An "untouched" badge states how many days it has been since the last contact, against a threshold you set. Company records now keep a log of who changed what and when. Duplicate detection weighs name similarity together with identifier matches and offers bulk dismissal; CSV import now updates existing companies (records with a matching name used to be skipped silently) and previews exactly what the real run will do. Custom views are stored on the server, so they survive when you sign in from another device.
When the contracts screen is empty it now offers two paths instead of a single “New Contract” button: start by picking an accepted quote, or create the contract manually. Picking a quote lets the contract inherit its details, and nothing is created until you confirm. On contract analytics, the filter button now carries a badge showing how many filters are active.
The customer list surfaces the next action by priority, response risk on leads turns into a clickable piece of work, and companies that need intervention gather in their own focus area. You can look at the list and answer “who should I touch right now”.
Save your own quick views on the customer and lead lists and switch between them in one click. If you like a view your team shared, you can copy it to yourself and customise it without touching the original.
The calendar flow was simplified, you can start a follow-up straight from an appointment's detail, and reminders now have a quick-start setup. On import, a preflight screen shows what will happen before the file is processed, and calendar export and empty-metric states are clearer too.
Notes are part of global search, with the visibility rule written into the query itself, so a note you are not allowed to see never appears in the results. Tab badge counts show the real number of matches, and picking a tab narrows the search to that area only. A matching index took search from 445 ms down to 0.06 ms.
The contract PDF was produced in Turkish only and printed status fields as raw codes. It now follows the customer's language and shows statuses as readable labels. Documents for existing customers who never picked a language are left unchanged.
Kick off outreach automatically when a signal you track fires (opt-in, off by default). With a ProspectMap heatmap view, prospect notes and tags, a “My Templates” outreach library, and a churn alert when a tracked prospect closes.
The quote PDF — the one document your customer actually reads — is no longer Turkish-only; it's generated in the recipient's language. Your quotes reach international customers in the right language.
Company management is now much more than a record list. Manage corporate relationships, customer health, risk and day-to-day operations in one workspace, and see where to focus even across a large portfolio.
Keep an eye on saved target companies without repeated searches. Rocketly alerts you when high-intent, closure or digital-change signals appear, so you can plan a more relevant first outreach at the right time.
Segments are far more powerful for both Contacts and Leads. Set criteria and matching records join automatically while non-matching ones leave — the list stays current even if no one touches it. Time-based rules (“not contacted in the last 30 days”) are re-evaluated on a schedule. See a live preview of how many records match as you build.
Assign every lead in a segment to a rep in one move, or set a follow-up reminder for all of them at once. Pick the segment and apply the action — no opening hundreds of records one by one.
Multiply each open opportunity’s value by its stage’s win probability to get a realistic revenue estimate. A grounded answer to “how much will we close this quarter?” — using your pipeline’s own math.
Quotes priced below cost or below your set profit margin can now route to approval automatically (optional). A loss-making quote gets a second look before it goes out.
Turn a segment into a dynamic list: customers who match the criteria join automatically, and those who stop matching leave. Joins and leaves now trigger automations — “create a task when a customer enters At Risk” or “notify me when someone leaves Loyal”. You can also add someone manually as an explicit exception. Time-based rules (like “no contact for 30 days”) are re-evaluated on a schedule, so the list stays accurate even when nobody touches the record.
Fixed an error when creating corporate (company) customers and stopped companies from showing up without a name.
You can now assign an opportunity to several people and to a team at the same time.
The broad 'manufacturing/industry' pool was split into sub-sectors and mis-assignments (e.g. a company slipping into healthcare from a single 'Medical' mention) were fixed — so filtering by sector is more accurate.
The quick view now has a pipeline / lifecycle stage bar, one-tap contact (call/WhatsApp/SMS/email), a key-facts summary and activity-first tabs. Convert a lead to a customer in a single step.
Get your team’s leaderboard as a weekly email digest. Turn it on or off in one tap from organization settings (opt-in).
Send quotes for approval; managers approve or reject in one tap (status badge + a separate quotes.approve permission). View the customer’s e-signature, track each quote’s version history, and analyze across multiple currencies. All of it works on mobile too.
A revenue forecast and velocity widget for your pipeline. Plus bulk stage/assign/delete, a currency selector and pipeline CSV export.
In team chat or on the Users page, click someone's avatar to open a profile card with their role, online status, last seen, email, phone, job title and time zone.
See how many people match while you build a segment (with a warning on zero matches and a sample member list). Add advanced filters: recency, open deal/stage/value, overdue task, upcoming appointment. Bulk-assign an owner, bulk-tag or export to CSV/Excel right from the segment card. Clone a segment in one click and rename it inline.
The score card now shows "Reason for last change" badges: see at a glance which category (engagement, behavioral, demographic...) moved the score and by how much. Time decay — which kicks in after long inactivity — is now clearly labeled too.
Create teams under Users & Roles; assign leads, customers, opportunities, tasks, appointments and conversations to a team — one by one or in bulk. Team filters across all lists and 25+ reports, with colorful team pickers in the pipeline and inbox. Round-robin distribution shares new records fairly among members; members get notified on team assignments and every action is audit-logged. You can even trigger automations "when a lead is assigned to a team".
Deals now show a win-probability badge, a "rotting" alert for deals inactive too long, and a health score. Use the Win/Loss Analysis panel to see at which stage and why you win or lose.
Select businesses from the pool and save, add to Leads, send email, or enroll them into an automation sequence (drip cadence) in bulk. Your selections are preserved across multiple pages.
The "products/services offered" info on business cards has been overhauled: menu/cookie/navigation noise removed, real product names captured more completely, business-type translations and country flag/full name added. If a page is down (404), the root site is tried to recover more businesses.
The "I sell this, who should I sell to?" search has grown in coverage: a multilingual product/service dictionary, B2B manufacturer categories and self-learning brand–category matching from the pool connect many more businesses to the right need — without spending AI credits.
Narrow business records by province, district, category, digital maturity, and fit signals. Review possible matches before creating a Lead; visible data and results depend on source freshness, your access, and the filters you choose.
No updates match these filters.
82 results
Sports & Wellness
Personal Care
Real Estate
Automotive
E-Commerce & Retail
Food & Beverage
Tourism & Events
Finance & Insurance
Professional Services
Technology
Media & Advertising
Home Services
Discover the CRM built for your industry.