Skip to main content

PRODUCT UPDATES

Changelog

See what we’ve been shipping. Every feature, improvement, and fix.

v1.5.0

AI Workflow Builder & Procurement Module

New Features

  • ●AI Workflow Builder — AI observes your task patterns and suggests workflow templates
  • ●Procurement Module — Purchase orders, supplier management, approval workflows
  • ●3-way matching for purchase orders, delivery receipts, and invoices
  • ●AI-powered spend analytics with savings opportunity identification

Improvements

  • ●Pipeline AI now suggests next actions based on deal age and contact history
  • ●Improved task AI agent response quality with context-aware instructions
  • ●Faster dashboard load times with optimized query caching

Bug Fixes

  • ●Fixed task dependency calculation edge case with circular references
  • ●Resolved email notification delay for new deal assignments
v1.4.0

Operations Module & Team Management

New Features

  • ●Operations Module — Workflow automation, process templates, real-time operational dashboard
  • ●Team & Resource Management — Workload visibility, role-based task assignment
  • ●Audit trail and compliance logging for all workflow actions
  • ●Process template library with 20+ pre-built operational templates

Improvements

  • ●AI agent instructions now support multi-step workflows
  • ●Improved Gantt chart rendering performance for large projects
  • ●Enhanced contact enrichment with LinkedIn profile data

Bug Fixes

  • ●Fixed timesheet export rounding issue for partial hours
  • ●Resolved mobile navigation overlap on smaller screens
v1.3.0

Timesheets, Dependencies & Reporting

New Features

  • ●Timesheets — Time tracking on every task with AI pre-fill
  • ●Dependencies & Gantt — Visual timeline with critical path highlighting
  • ●Project health dashboard with AI-generated status summaries
  • ●Client-ready timesheet report generation

Improvements

  • ●Case overview now shows linked tasks, budget, and timeline at a glance
  • ●AI agents can now access case-level context for better task handling
  • ●Improved quote PDF generation with custom branding

Bug Fixes

  • ●Fixed deal stage transition not triggering AI follow-up
  • ●Resolved search indexing delay for newly created cases
v1.2.0

Sales Module & AI Follow-Up

New Features

  • ●Sales Module — Full CRM with pipeline, contacts, deals, and quoting
  • ●AI-powered follow-up — Every deal gets a dedicated AI agent
  • ●Proposal builder with AI-generated draft copy
  • ●Sales forecasting with AI commentary

Improvements

  • ●Task creation flow streamlined with fewer clicks
  • ●AI agent setup now includes role templates for common use cases

Bug Fixes

  • ●Fixed case status not updating when all tasks completed
v1.0.0

Initial Launch — Projects & Cases

New Features

  • ●Cases & Tasks — Core project management with AI agents on every item
  • ●AI agent system — Custom instructions per task, automated execution
  • ●Workspace setup with team invitations and role management
  • ●Integration framework with initial connectors for Slack and Google Workspace