Changelog

Stay up to date with the latest changes in our product.

Version 2.7.1

October 26, 2026

  • Saving Follow-ups - Setting or changing a contact's next follow-up date saves again, instead of failing with "Failed to update contact primary details" after 2.7.0
  • Set Follow-up for Many Contacts - Select contacts and use Set Follow-up in the bulk actions bar to give them all the same follow-up date, with each agent reminded at 8:00 that morning
  • Sorting Unassigned Contacts - Sorting the Unassigned Contacts tab by name, stage, next follow-up or date created works, and columns that can't be sorted no longer show sort arrows

Version 2.7.0

October 16, 2026

  • Team Notifications - Get told when a teammate assigns you a contact, adds you as a collaborator, assigns you a deal task, @-mentions you (now on deal notes too), replies to your note, closes a deal you're on, or when the lead flow auto-assigns you a lead
  • Activity on Your Records - Notes, files, contact updates, status and stage changes, tasks, appointments, enquiries and archiving on the contacts and deals you own or collaborate on appear in your notifications, grouped by record
  • Follow and Unfollow - Use the bell on a contact's header to stop or resume notifications for that record; activity notifications say who did what
  • Smarter Email - Direct notifications are emailed only if still unread after ten minutes, and activity on your records arrives as one 8am digest in your local time with an unfollow link
  • Email Is Its Own Switch - Settings > Notifications gains Mentions & assignments and Activity on your records, each with in-app, push and email toggles
  • Fresher Notifications - The unread badge refreshes every 30 seconds and when you return to the tab, and the notifications list loads in pages
  • Reminders That Arrive - Appointment and follow-up reminders are scheduled by the app when you create or change an appointment and delivered every five minutes, fixing reminders that never arrived, fired after the meeting started, duplicated, or kept firing for deleted appointments
  • Follow-ups at 8am - Follow-up reminders arrive at 8:00 in your own timezone instead of midnight, synced calendar appointments get reminders too, and recurring reminders move on to their next occurrence
  • Mass Assign Unassigned Contacts - Owners and Team Leads can assign an agent to many contacts at once from the Unassigned Contacts tab, with one notification for the whole batch
  • Forwarding Confirmation Code - The Gmail or Outlook auto-forwarding confirmation code and link now appear on the Email Forwarding setup page for 14 days, so forwarding can be switched on
  • Deals Sidebar - Board groups that contain boards start expanded, empty groups stay collapsed, and your own toggles still win
  • Deal Task Assignment - Collaborators assigned while creating a deal task are notified straight away
  • Lead Flow Stays Up - A failed owner lookup during auto-assignment no longer stops the property-enquiry pipeline from creating the enquiry
  • Global Search - The clear button stays inside the search box on wider fonts and narrower screens

Version 2.6.3

October 10, 2026

  • External API: Activities and Contact Information - List and write notes and logged calls, texts and emails on a contact, and read, add or remove a contact's emails, phone numbers and messenger handles with their main, WhatsApp, Viber, work and bad-number flags
  • External API: Upsert and Reference Lookups - POST /contacts/upsert matches an existing contact by email or mobile and updates it, or creates one; new lookups for contact statuses, groups, team members, deal categories and pipelines
  • Staging Deploys - The staging deploy workflow builds again on Node 22 with a pinned Vercel CLI

Version 2.6.2

October 7, 2026

  • Production Crash Fix - Fixed the 'process is not defined' error that blanked the app after the 2.6.0 release

Version 2.6.1

October 6, 2026

  • Build Fix - Node 22 is pinned where Vercel reads it, so production builds use the same runtime as development

Version 2.6.0

October 6, 2026

  • PayMongo Billing - PayMongo replaces Xendit as the billing provider; each billing period gets an invoice and a hosted checkout that accepts QR Ph, card, GCash and Maya, with seat add-ons and plan changes prorated (goes live once PayMongo verification completes)
  • Auto-Pay - Owners will be able to turn on auto-pay with a card or Maya when paying an activation or renewal, and switch it off later (built, switched on once PayMongo enables it)
  • Contact Us Page - The Contact Us page was rebuilt with working links, and the office address now appears in the footer, on Contact Us and in the privacy policy and terms
  • Node 22 - The app now builds on Node.js 22

Version 2.5.5

September 28, 2026

  • Deal Custom Fields - Custom fields set up for deals now appear under Other details on desktop and mobile, with a click to fill them in
  • Past Appointments - Appointments can be dated in the past, and no reminder is sent for them
  • Shared Smart Lists - Opening a smart list shared with you now clears its count badge for you too
  • Foreign Addresses - A contact whose only address field is a non-Philippine country now shows that country instead of a dash
  • Enquiry Notes - The enquiry composer opens on Log Interaction, the same as the contact Activity panel

Version 2.5.4

September 24, 2026

  • Formatted Notes and Emails - Bold, lists, links and other formatting from the composer now carry into the saved note and the email the client receives
  • Enquiry Notes Can Log and Email - Enquiry Notes has the same Log Interaction, Add Notes and Send Email tabs as the contact feed, filed under the selected enquiry
  • Deal Links on Tasks - Clicking a deal on the Tasks page opens the deal modal instead of an empty board
  • Shared Member Filter - Calendar and Tasks use the same member filter as the dashboard
  • Marketing Pages - Footer copyright reads 2026 and the Philippines flag is removed from the navbar

Version 2.5.3

September 21, 2026

  • Province and City Pickers - The address pickers in the contact Details modal can be searched, scrolled and clicked again
  • Pricing Page Links - Pricing is linked from the navbar and the footer
  • Enquiries Tab - Opening the Enquiries tab no longer moves the notes feed to a previously selected enquiry
  • Calendar Appointments Panel - The panel starts open at any screen width and no longer collapses when you click elsewhere
  • Gmail Connect - Connecting Gmail from a contact page is reflected in the composer straight away

Version 2.5.2

September 21, 2026

  • Calendar Hover Cards - Event hover cards stay on screen near the edges of the calendar
  • Smart List Rename - The rename dialog shows a single close button
  • Returning Leads - A new Lamudi enquiry from an archived contact un-archives the contact instead of burying the lead

Version 2.5.1

September 17, 2026

  • Home Custom Date Range - Choosing Custom in the Home date dropdown keeps the range calendar open, and choosing it again lets you edit an applied custom range

Version 2.5.0

September 17, 2026

  • Buyer, Seller and Other Boards - Deal boards are grouped into Buyer, Seller and Other Boards, with the List Property flow on seller boards and a Listings Taken dashboard card
  • Duplicate Boards, Pipelines and Stages - Copy the structure of a board, pipeline or stage in Settings; deals are not copied, so totals are never double-counted
  • Redesigned Deal Cards and Details - Deal cards, archived deals and deal details were rebuilt, with closed deals shown as Completed or Lost
  • Add More Panel on Create Contact - Create New Contact focuses on the main details, with tabs for Source, Address, Budget Range, Timeframe, Next Follow-up and Tags, plus an enquiry
  • Philippine Addresses - Addresses are separate fields and default to the Philippines, with Province and City/Municipality dropdowns
  • Bad Number Marking - Mark a phone number as unreachable; it shows struck through in red with a Bad Number badge
  • New Contact List Filters - Filter contacts by Number Status and Address, plus custom date ranges for Next Follow-up, Last Comm. and Date Created; smart lists gain address, country, postal code and number status filters
  • Contact Mass Actions - Assign an agent, add collaborators or log an interaction for many contacts at once
  • Reply to Activities - Reply to any contact or deal activity with a quoted preview that links back to the original
  • Reactions and Pinning - React to notes with emoji, see who reacted, and pin important notes with a Pinned filter
  • Chat-Style Timeline - Notes appear as message bubbles with Messenger-style timestamps, edited in the main composer
  • Rebuilt Editor Toolbar - Undo and redo, underline, alignment, indent, quote and clear formatting, with a More menu for buttons that don't fit
  • Email Upgrades - Multiple recipients, file attachments, and email threads and replies right in the contact's notes
  • Calendar and Tasks Pages - Calendar and Tasks have their own pages in the navbar
  • Mark Meetings as Done - Tick meetings off with a checkbox; appointments split into Active and Completed, and unticked past meetings show as Past Due
  • Meeting Details - Meetings have a type, description and guests, and admins and owners see who booked each one
  • Redesigned Calendar - New calendar header, event cards, hover details and calendar blocks, a configurable week start and an NYL-events-only toggle
  • Lead Form Builder - Build a lead form once and share it as a public link, an embedded form or a Facebook lead form, with theme colours, background images and team templates
  • Profile in Settings - My Profile is a tab in Settings for every role; password changes take effect after you confirm them by email
  • Stage Access - Owners can limit which contact stages a role or member sees in the contacts list
  • Workspace Lock - Lapsed subscriptions switch the workspace to read-only with a banner
  • Individual Workspaces - Release to Pond and the Assigned Agent filter are hidden when you're the only member
  • Small Screens - Contacts, notes, import, deal details, global search, notifications and the dashboard fit 1280x720 screens
  • Recent Activity Pagination - Choose rows per page and page through recent activity; the Follow-ups stat counts each contact once per day
  • Email Lead Alerts - Leads arriving by email forwarding now notify the assigned agent in-app and by push
  • Tighter Access Checks - Enquiry stats, Recent Activity and bulk archive/move actions respect each member's visibility
  • External API - Contacts accept stage, budget, timeframe, next follow-up, assigned agent, groups and details; deals accept closed price and tags

Version 2.3.0

July 31, 2026

  • Contact Import v2 - Column mapping now happens inside the CRM instead of an external service, so imports are quicker and no longer fail when that service is down
  • Export Contacts by Date Added - Contact exports can be filtered by the date a contact was added
  • Reliable Contact Stages - Stages are identified internally rather than by their name, so renaming a stage no longer creates a duplicate
  • Email Lead Notifications - Leads arriving by email now notify the agent the lead is assigned to, not the owner of the forwarding address
  • Calendar Reconnect Prompt - An expired Google Calendar connection now asks you to reconnect instead of showing an empty calendar
  • Google Calendar Connect Fix - Connecting Google Calendar no longer depends on which workspace you last had open
  • Email Review Queue Permissions - Admin-only email tools are now gated on your team role
  • Removed a stale service worker that could serve outdated files after a release

Version 2.2.2

July 23, 2026

  • Facebook Lead Fix - Resolved an error that could stop a Facebook lead from being saved
  • Appointment Reminders Fix - Fixed a mismatch that could abort appointment updates when a reminder was attached

Version 2.2.0

July 23, 2026

  • Two-Way Google Calendar Sync - Connect your Google Calendar to see external events inside the CRM, choose which calendars to show, edit or hide imported events, and have changes written back to Google; events cancelled in Google archive the matching CRM appointment
  • Email Lead Forwarding - Forward property-portal and lead emails into the CRM via your own dedicated forwarding address, with a trusted-senders list and an admin review queue for anything that needs a second look
  • @-Mention Teammates in Notes - Type @ in a contact note to mention a teammate; they get an in-app notification
  • Contact Details Redesign - The contact record now uses a cleaner three-column layout that adapts to your screen size
  • Rebuilt Log Contact Attempt - The log-attempt composer was rebuilt to match the new design, now with Messenger and In-person channels
  • Password for Social Logins - Signed up with Google? You can now add a password to also log in with your email
  • Facebook Lead Reliability - Hardened the Facebook lead pipeline with automatic token recovery, live form detection, and clearer error reporting when a connection needs attention
  • Search Reliability - Contact search now surfaces sync issues instead of failing silently, with a safety net that keeps the search index in step with your contacts
  • Global Search Crash Fixed - Resolved a crash in global search that could occur with unassigned contacts
  • Correct Date Created - A contact's Date Created now displays correctly regardless of your browser's locale
  • Responsive Record Cards - Contact record cards and the deal pipeline status now adapt cleanly between narrow and wide screens
  • Steadier Calendar Sync - More resilient Google Calendar sync with automatic retries, resume cursors for large calendars, and a clean atomic disconnect

Version 2.1.0

June 11, 2026

  • Closed Deals Flow - Completed and lost deal flows with dedicated closed-deal fields, plus a new Closed filter to view closed deals separately
  • Owner-Only Deal Assignment - Deal assignment is now restricted to owners, with an agent filter dropdown on team boards for owners and admins
  • Remove Deal Collaborators - Remove collaborators directly from the deal modal and the add-collaborator dialog
  • Creator Can Archive Own Deal - The agent who created a deal can now archive it themselves
  • Team-Wide Custom Data - Custom data fields are now shared across the whole team (owner-owned); only an Owner or Team Lead can delete them
  • Collaborator Access Levels - READ collaborators are strictly view-only; edits are blocked with a clear permission message
  • Leadership Visibility - Owners and admins now see full contact names and details across the table and smart lists
  • Read-Only Archive - Archived contacts and deals are now fully read-only
  • Billing Subscription Management - Cancel at period end, reactivate, and change plan with confirmation and success states; fixed seat upgrades and cancel handling
  • Board-Scoped Deal Counts - Pipeline tab counts and header totals now filter by the selected board and exclude archived pipelines and stages
  • Kanban Move Permissions - Assigned agents can now move kanban cards, with the activity-log error on move fixed
  • Smart List Access Scoping - Smart lists now scope contacts by access level, not just your own assignments
  • Dashboard Member Filter - The dashboard now uses the same agent filter dropdown as the deals page
  • Owner Workspace Badge - The team list in the navbar now shows your owner workspace with a badge
  • Onboarding Tour Fixes - Repaired the Add Contact step so it's reliably clickable, and re-onboarded accounts stuck before the contacts tutorial
  • Calendar Block Redesign - Updated calendar block UI with the Align color scheme and a done state; today's appointment dot now shows in year view
  • Appointment Defaults - Contact and deal appointments now default to today (past hours disabled) instead of tomorrow
  • Chat-Style Notes Editors - Contact and deal notes editors are now fixed to the bottom with a chat-style layout and empty state
  • Contact Details Polish - Slimmed down the tab bar to match the V2 design and added info tooltips to the sidebar funnel stage headers
  • Contacts Table Loading - Added skeleton rows and fetch dimming while the contacts table loads
  • Scrollable Member Lists - Assign Agent and Collaborators popovers now scroll and accept typing inside dialogs
  • Duplicate Contact Dedup - Email-scraped contacts are de-duplicated via case-insensitive email matching; portal enquiries no longer get placeholder emails
  • Facebook Leads - Always fetch live forms so new forms are detected, and surface expired-token errors in the settings UI
  • Settings Polish - Notification toggles use the primary color, My Teams matches V2 design, Pending Invitations stays selected after inviting, and settings default to the Boards tab while loading
  • Permission Denials - Permission denials now return a clear 403 message instead of a server error

Version 2.0.4

May 26, 2026

  • Collaborators Column - New column in contacts table showing collaborator names and access levels on hover
  • Claim Column - Agents can claim unassigned (pond) contacts directly from the table via a Claim button
  • Sidebar Section Headers - Smart lists and stages filters in the sidebar now have clear section headers
  • No Stage Icon Update - Updated icon from prohibited sign to radio button for a less negative visual cue
  • Collaborator Hover Card - Shows details on hover instead of click, with current user prioritized first
  • Pond View Fix - Fixed contact status dropdowns infinitely re-fetching status data
  • Claim Refresh Fix - Claiming a contact now immediately refreshes the unassigned contacts list
  • Contact Details Separators - Added separator lines between dropdown menu items in the header
  • Status Popover Spacing - Reduced excessive padding for a cleaner, properly fitted popover
  • Collapsible Smart List Sections - Collections and Smart Lists sections in the manage modal are now collapsible, with auto-expand during drag-and-drop

Version 2.0.3

May 25, 2026

  • Team-Wide Duplicate Detection - When adding a contact, warns if the phone or email already exists under another agent in the team
  • Lead Flow Auto-Assign for Integrations - Auto-assignment now applies to integration-sourced contacts (Facebook leads, Gmail, property enquiries)
  • Dashboard Date Presets - Updated to Yesterday / Last 7 / 30 / 90 Days for more useful ranges
  • Dashboard Greeting Timezone - Now uses PH timezone (Asia/Manila) for correct time-of-day greeting
  • Dashboard Stats Refresh - Stats automatically refresh when a new contact is created
  • Dashboard Collection Drop Zone - Improved drop zone behavior for collections
  • Contact Status Popover - Reduced excessive padding and spacing for a cleaner, properly fitted popover
  • Archived Deal Count Fix - Pipeline deal counts now correctly respect the archived toggle state
  • Deal Count Cache - Archive/unarchive operations now immediately update pipeline tab counts
  • Editor Placeholder Alignment - Placeholder text properly aligned with cursor position
  • Editor Text Size - Increased typed text size in quick note and mass note modals for better readability
  • Settings Sidebar Header - Now stays fixed at top while tabs scroll
  • Custom Fields Deals Icon - Now uses the correct icon matching the navbar
  • Settings Rename - 'How Team Works' corrected to 'How a Team Works'
  • Avatar Instant Update - Team avatar updates immediately after upload in settings and navbar
  • Billing Tab Crash Fix - Prevented page crash when billing data is unavailable
  • Quick Guide Fix - Resolved last step going out-of-frame on smaller screens
  • Onboarding Tour Fix - Fixed step 6 content clipping on certain viewport sizes
  • Quick Guide Newlines - Fixed newline rendering in quick guide content
  • Appointment Label Fix - Added missing question mark to 'When will this happen?' labels
  • Other Details Collapse - Section now collapses when empty, opens when populated
  • Ownership Transfer Confirmation - Added confirmation dialog when transferring team ownership

Version 2.0.2

May 18, 2026

  • Dashboard Independent Scrolling - Recent Activity table and Calendar sidebar now scroll independently, keeping headers and stats pinned
  • Sortable Dashboard Columns - Last Activity, Last Communication, and Stage columns are now sortable in the Recent Activity table
  • No Stage Status - Contacts without a stage are now labeled 'No Stage'; deleting a stage moves its contacts to 'No Stage' automatically
  • Scoped Duplicate Email Check - Duplicate email warnings now only check against your own contacts, not the entire team
  • Contact Popover Fix - Contact name popover inside deal details modal is now clickable
  • Close Deal Optimization - Closing a deal without changing pipeline/stage no longer triggers an unnecessary move
  • Collaborator List Fix - Deal's assigned agent is excluded from the collaborator selection list
  • File Upload Auto-Expand - Uploading files to a contact with no existing files now auto-expands the Files section
  • UI Polish - Fixed notification badge overflow at 99+, contact count badge overflow, and permission overrides modal scrolling
  • Tablet Detection - Tablets are no longer incorrectly redirected to the mobile contacts page

Version 2.0.0

May 12, 2026

  • Team Management (BETA) - Create and manage multiple teams with role-based access control, invitations, and team-level statuses
  • New Home Page - Dashboard with stats, lead source charts, revenue tracking, built-in calendar with day/week/month/year views, and tasks overview
  • Updated Design - Refreshed UI across every section of the app with a cleaner, modern look
  • Onboarding Tutorial - Interactive step-by-step tour for new users with a dedicated 'How Team Works' guide
  • Deal Closing - Mark deals as Won or Lost with congratulations screen, lost deal reasons, optional deal transfer, and reopen capability
  • Smart List Collections - Save and organize filtered contact views with drag-and-drop collections
  • Advanced Contact Filters - Filter by stage, source, tags, budget, dates, custom fields, and more with filter persistence
  • Activity Logs - Complete activity timelines on contacts and deals, plus a recent activity feed on the dashboard
  • Renamed Terms - 'Offers' are now 'Deals', organized into Boards with Pipelines and Stages
  • Collaboration - Collaborator avatars on contacts and role-aware stage counters

Version 1.8.0

January 18, 2026

  • Push Notifications - Real-time browser notifications for new leads and follow-up reminders powered by Firebase Cloud Messaging
  • Contact Notes Email Sending - Send emails directly from contact notes with template support and variable substitution
  • Email Templates Management - Create, edit, and delete reusable email templates with personalization variables
  • Smart List Default Sorting - Smart Lists now default to 'Date Created' sorting for more intuitive organization
  • Automated Email Notifications - Follow-up reminders and new Facebook leads now trigger automatic email notifications
  • Enhanced Notification System - Comprehensive notification tracking with push delivery timestamps

Version 1.7.11

January 4, 2026

  • Fixed relative date filters in Smart Lists - Date range filters (Last Note Added, Created) now calculate relative to current time instead of when the filter was set
  • Dynamic time-based filtering - 'Less than 2 hours' now always means 2 hours from now, not from when the Smart List was created

Version 1.7.4

December 19, 2025

  • Fixed mobile profile logout - Resolved issue where logout button in mobile profile sheet was not working
  • Fixed date filter badges on mobile - Filter badges now correctly display when editing smart lists
  • Fixed unit display in date filters - Time units (hours, days, weeks, months) now properly show in filter summaries
  • Renamed 'Last Activity' to 'Last Note Added' - Updated smart list filter label for better clarity

Version 1.7.3

December 19, 2025

  • Fixed Facebook OAuth failures on .ph domain - Resolved critical authentication issue where Facebook login failed for users on the .ph domain
  • Completed cross-domain OAuth implementation - Both Google and Facebook OAuth now work seamlessly across all domains
  • Enhanced Facebook auth flow consistency - Eliminated hardcoded callback URLs causing cross-domain failures

Version 1.7.2

December 18, 2025

  • Fixed Google and Facebook OAuth failures across domains - Resolved critical authentication issues across .ph and .com domains
  • Eliminated 'This page isn't working' errors - Users now receive clear, actionable error messages
  • Implemented domain-aware OAuth flows - Authentication maintains consistency within the same domain

Version 1.7.1

December 15, 2025

  • Fixed Google sign-in failures for existing users - Resolved issue preventing existing email users from logging in with Google
  • Improved OAuth error handling - Users now see clear, helpful error messages instead of broken pages
  • Enhanced OAuth account linking - Existing users can successfully link Google accounts without conflicts

Version 1.7.0

December 9, 2025

  • Smart Search Experience - Revamped search history with intelligent query persistence and auto-save across contacts, offers, and files
  • One-Click Search Navigation - Tap a recent search to jump back to the matching contact, offer, or file
  • Enhanced Enquiry Tooltips - New tooltip design that surfaces the latest enquiry notes at a glance
  • Streamlined Columns - New Tags display with overflow indicators
  • Quick Stage Management - New 'Manage Stages' button for faster access to stage configuration
  • Smart Lists Renaming - Better organization with custom naming support
  • Redesigned Contact Info Tab - Tooltips on every section header with smarter section hierarchy
  • Associated Properties - Clearer terminology replacing 'Linked Properties'
  • New Tasks Section - Dedicated tasks area with batch-add capability
  • Context-Aware Activity Labels - 'Activity' for contacts, 'Enquiry Notes' for enquiries, 'Offer Notes' for offers
  • Enquiry Notes Persistence - Notes persist when converting to offers with clear visual dividers
  • @Mention Support - Added to editors for better collaboration in offers
  • New Stages Configuration - Admin Settings for greater control over stages
  • Automated Task Notifications - Real-time updates on Contact Tasks

Version 1.6.0

December 7, 2025

  • Contact-to-Offer File Management - Files uploaded to a contact can now be used across all linked offers
  • Global Search History - Your recent searches are now saved and shown in the search bar
  • Enquiry Notes Auto-Transfer - Converting enquiries to offers now automatically carries over all notes
  • Smart List Improvements - See how many new contacts were added since your last visit
  • Contact Details Redesign - Cleaner and more intuitive layout for contact info modal
  • Enhanced Budget Filtering - More accurate Budget Range Smart List filter with stricter logic
  • Improved Follow-up Reminders - Get notifications when follow-up dates arrive with automatic field clearing
  • Better Enquiry Navigation - Click enquiries from contacts table to open directly in Enquiries tab
  • Mobile Budget Selector Fix - Improved scrolling behavior with proper scrollbar
  • Offer Pipelines & Stages - Edits now update instantly and archived deals can be deleted