3Sigma CRM – Web App Update 🚀
Date: 07/09/2025
3Sigma CRM – Web App Update 🚀
🚀 Changelog – Version 2.18.74
04/03/26
Release Notes
v2.18.74 — 2026-03-04
New
Conversations Drawer — view all WhatsApp conversations for a lead directly from the lead detail panel
Improved
Dashboard filters are easier to find and use
When you pick a chatbot filter in WhatsApp inbox, you can now see which bot is selected at a glance
Add a note or task to a lead faster — shortcuts now show directly in the leads list
More columns available to show/hide in your leads table
Fixed
WhatsApp inbox bot filter no longer lists inactive / draft bots
Lead action icon disabled states now render correctly
v2.18.73 — 2026-03-03
New
Lead Update via Excel — upload an
.xlsxfile in Settings to bulk-update existing leads by ID; shows updated / not-found / failed countsLead Update Settings page — new settings section with drag-and-drop upload, template download, and per-row result reporting
isSudoAdmin flag on team members — admin users can now be promoted to sudo-admin directly from the Team Member form
Improved
Role access model refined:
super_adminalways gets full admin;adminonly gets admin ifisSudoAdminis setTeam Member form now exposes
isSudoAdminandbyOrganizationtoggles with tooltip hintsMap input component cleaned up and stabilised (unique ID generation, removed stale refs)
inputs.cssstyling pass for consistency across form inputs
Fixed
Task form crash on edit when
assignedTois empty — guarded with optional chainingTask complete toggle now correctly locks after completion (one-way state, disabled when done)
CSV utility edge-case handling improved
v2.18.72 — prior
Fixed
Product-related fixes
v2.18.71 — prior
Fixed
Conversation filter bot API wired up correctly
Filter dropdown state bug resolved
🚀 Changelog – Version 2.18.73
03/03/26
Release Notes — v2.18.72
New Features
Lead Bulk Update via Excel — new settings panel to download a template, fill it, and upload to update leads in bulk
Task Day Explorer — new day-by-day task view in Follow-ups with an interactive tour
Bot API filter in WhatsApp inbox — conversation filter now includes a bot API option
Sales Targets & Goals — goal wizard, goal cards, per-user goal tracking, and a detail modal added to the Sales Targets dashboard
Improvements
Design System
All icons migrated from
react-iconstolucide-react(brand icons kept as-is)Every button color now uses
var(--color-primary)— no more hardcoded hex valuesGilroy font usage standardized to CSS variables throughout the app
All hardcoded hex colors in CSS/SCSS replaced with design tokens
Toaster notifications consolidated to a single global instance
Modals & Components
All confirmation dialogs migrated from reactstrap to Ant Design
DynamicConfirmationModaland legacyconfirmationModalremoved — replaced byGenericConfirmationModalFilePreviewModal,copyLeadToList,moveLeadToListmigrated toPopupComponent
General
Product filter and bulk import UI improved
Role-based access checks refactored into a reusable hook
CSV import utilities cleaned up
Leads import settings panel updated
Bug Fixes
Confirmation modal — fixed
aria-hiddenfocus conflict causing a console warning loop on closeConfirmation modal — fixed 484ms forced reflow warning; callback now runs after modal animation
WhatsApp inbox — search button was broken, now works correctly
Conversation filter — bot API filter was sending wrong API call
Filter dropdown — filter bug in leads/automation causing incorrect results
Follow-ups — bulk "edit status" action was a no-op; now correctly calls the update API
Settings page — duplicate entries appearing on save, now fixed
Team member form — form broken on certain private routes, now fixed
Lead details — crash on null
assignedToarray resolvedTask form — crash on
.find().displayNamewhen no matching user, guarded with optional chainingAutomation — trigger section and rule drawer errors fixed
Google Maps input — reinitialization loop and marker state sync issues fixed
Lead list — display bug affecting certain list views fixed
🚀 Changelog – Version 2.18.70
26/02/26
3Sigma CRM — Release Notes
v2.18.70 — Lead Import & Migration
Branch:
2.18.30· Released: 2026-02-26
New Feature: Lead Import with Related Data
Settings → Lead Import
Admins can now bulk-import leads from any source — including exports from other CRMs (HubSpot, Salesforce, Zoho, etc.) or offline spreadsheets — complete with their full history: notes, tasks, and activities. Nothing gets left behind during a migration.
What's included
CRM Migration
Import leads exported from HubSpot, Salesforce, Zoho, or any CRM that supports Excel export
Offline Data
Import leads collected via field sales teams, events, or manual spreadsheets
Notes
Conversation notes and internal comments travel with each lead
Tasks & Follow-ups
Pending tasks and scheduled follow-ups are preserved on import
Activity Log
Calls, emails, and meetings — the full activity trail is retained
How it works
Download the template — an Excel file with four pre-formatted sheets:
Leads,Notes,Tasks,ActivitiesFill it in — paste or export your data into the correct sheets following the column headers
Upload — drag-and-drop or browse to select the
.xlsxfile and click Import NowReview results — a summary card shows exactly how many records were inserted, skipped as duplicates, or failed
Import result stats returned
Leads Inserted
Notes Inserted
Tasks Inserted
Activities Inserted
Duplicates in File (rows duplicated within the uploaded Excel)
Duplicates in CRM (leads that already exist in the system)
Failed Leads
Access
Available to Super Admins only under Settings → Lead Import.
🚀 Changelog – Version 2.18.69
26/02/26
🎯 Sales Targets
You can now set, track, and manage performance targets for your entire team — all in one place.
What's new
Set targets for your team Assign monthly goals to one or multiple team members at once. Choose from 6 metrics: Sales Amount, Calls, Quotations, Orders, Invoices, and Leads Created. Use the bulk assign wizard to set the same target across your whole team in seconds.
Track progress in real time The Sales Targets dashboard shows every team member's progress against their goals — with color-coded indicators so you know at a glance who's on track (green), needs attention (amber), or is behind (red).
Organisation-level overview See rolled-up totals across your entire organisation at the top of the dashboard, alongside each member's individual performance in a sortable table.
Drill into the numbers Hover over any metric cell to see the exact target, amount achieved, and amount remaining. Click "View Leads" on the Sales Amount column to see the individual deals that contributed to a member's target.
Month-by-month history Use the month picker to review targets and performance for any of the past 12 months.
Edit targets anytime Admins can update individual member targets at any time using the edit icon on each row.
🚀 Changelog – Version 2.18.46
24/02/26
📅 Browse Tasks Day by Day — Guided Tour
If you haven't tried ** Task Day Wise Explorer** yet, now's the time! Switch to Day View from the Tasks page and a quick guided tour will show you around — how to scroll through days, what the coloured badges mean, how to jump to any date range, and more.
Look for the glowing "New" badge on the Day View button.
🔃 Column Sorting Now Works on All Your Tasks
Clicking the Due Time header in any task tab (Today, Upcoming, Overdue, Done) now sorts your full list — whether you have 10 tasks or 10,000. Previously, sorting only rearranged the tasks visible on screen.
🐛 Fixes
Day View showed the wrong day's tasks when switching back to it after visiting another day. Fixed.
Task counts and badges in Day View (overdue, done, etc.) now update the moment you complete or delete a task — no refresh needed.
🚀 Changelog – Version 2.18.41
23/02/26
✨ What's New
Listen to Call Recordings: If your phone system (e.g. Bonvoice) records calls, you can now play the recording directly inside the lead's activity — no need to open a separate link. The call status, direction, and duration are shown alongside the player.
Navigate Between Leads with Arrows: Use Prev / Next arrows inside a lead to move to the previous or next lead without going back to the list. Works across pages too.
Filter & Sort Your Activity Feed: Quickly find what you need in a lead's activity by filtering by type — Calls, Tasks, Lead Updates, or Engagement. You can also switch between newest-first and oldest-first.
Pin Conversations in WhatsApp Inbox: Pin important conversations to keep them at the top of your inbox.
See Who's Assigned in WhatsApp Inbox: The conversation header now shows everyone assigned to a chat with their initials.
WhatsApp Bot Preview – Templates Now Visible: When building a bot flow that sends a WhatsApp template, the full template (header, body, footer, and buttons) now renders correctly in the preview.
Faster Business Account Switching: Switching between business accounts is now more reliable — your data refreshes cleanly every time.
New Admin Controls in Organisation Settings: Admins can now turn on/off: system mail, duplicate lead check per list, call log visibility restrictions, lead edit lock, and all-lists visibility. You can also set a custom lead sequence prefix.
🛠 Fixes & Improvements
Switching between Activities, Tasks, Notes, and Info tabs inside a lead now works correctly every time.
The Today / Upcoming / Overdue / Completed tabs in Follow-ups now switch reliably.
The "Add New Leads" dropdown closes properly after making a selection or clicking outside.
Editing an activity no longer causes a time error when saving.
The Add / Edit List popup no longer jumps in size when switching between tabs.
Lead source names now display correctly across all integrations.
The email content editor loads faster when composing emails.
Overall speed improvements across the Leads section — less flickering and faster responses when filtering, switching leads, and loading activities.
🚀 Changelog – Version 2.18.27
12/02/26
This release brings key improvements to the bot system, sidebar navigation, and overall stability.
🤖 Bot System Improvements
Visual Flow Builder: Redesigned bot builder with drag-and-drop node editor for creating complex conversation flows.
Template Nodes: Send WhatsApp templates directly from your bot flows.
Improved Preview: Live WhatsApp-style preview while building your bot.
🎨 UI & Navigation Updates
New Sidebar: Cleaner, more intuitive sidebar navigation for faster access to all modules.
Header Redesign: Refreshed header layout with improved responsiveness.
🛠 Bug Fixes & Stability
Fixed edge connection issues in bot flow builder.
Improved auto-save reliability during bot editing.
General performance optimizations across the platform.
🚀 Changelog – Version 2.18.21
This release takes your CRM to the next level with a complete Bot System overhaul, smarter dashboards, improved lead management, and upgraded product catalog features.
🤖 Complete Bot System Overhaul
Full Bot Builder: Create interactive questionnaires with multiple question types (text, email, phone, location, buttons, lists).
Bot Management: Drag-and-drop “Add Question” interface for easier flow setup.
Bot Preview: Live testing of bot flows before deployment.
Bot Metrics: Track performance and engagement with detailed analytics.
Auto-Reply Bots: Automatically respond to WhatsApp messages, even when you’re offline.
📊 Dashboard Enhancements
Call Logs Integration: View complete call tracking with audio playback.
Performance Reports: Deeper user performance tracking and team analytics.
Custom Field Charts: Visualize custom data with new chart types.
Activity Timeline: Smarter filtering and a cleaner activity feed.
Real-Time Updates: Refresh dashboards anytime for live insights.
👥 Lead Management Improvements
Enhanced Lead Grid: Faster rendering with clearer source icons and indicators.
Bulk Operations: Streamlined bulk actions and lead assignments.
Advanced Filtering: New status bar indicators for better filtering control.
Lead Details Panel: Better-organized information layout.
Duplicate Management: Detect and merge duplicate leads with ease.
📦 Product Catalog Upgrades
Product Form Redesign: Easier product creation with improved image handling.
Bulk Product Import: Import multiple products with advanced field mapping.
Category Management: Organize and categorize products more efficiently.
Multi-Currency Support: Pricing with built-in tax calculations.
Product Picker: Smarter product selection across the platform.
🛠 Technical Improvements
MPIN Authentication: Secure 4-digit PIN login system.
Google Integration: Better Sheets & Drive picker functionality.
Template Personalization: More powerful message template customization.
Performance Optimizations: Faster load times across all modules.
Error Handling: Clearer feedback and improved error recovery.
2.18.6
🚀 Your CRM Just Got Better: Faster, Smarter, and More Convenient
We’ve packed this release with new features, performance boosts, and quality-of-life improvements. Here’s what’s new:
🔁 Clone Automation Rules
Quickly duplicate your existing automation rules—save time and keep your setups consistent.
🛠 Automation & Performance Fixes
Automations are now more reliable, dashboards and lead lists load faster, and your screen state is preserved. Plus, dashboards have a Refresh button for real-time updates.
📲 Web Notifications
Get instant alerts directly in the web app—never miss a lead update again.
🤖 WhatsApp Auto-Reply Bots
Your bots can now respond automatically to WhatsApp messages, keeping leads engaged even when you’re offline.
🔍 Global Search
Search your entire lead database at once—find any lead instantly.
💰 Manual Sale Values
Manually set sale values for better control and accurate pipeline tracking.
📊 New Dashboard Reports
More insights with new reports and improved visual charts.
💬 WhatsApp Inbox Enhancements
A cleaner, faster inbox for smoother lead conversations.
📂 Upload & Share Multiple Files
Upload and send multiple files at once—save time when sharing content with leads.
✅ Task Screen Improvements
Faster task management with new quick actions and a more intuitive layout.
🌟 Major Features Recently Added
1. Bot / Chatbot System ✅ Active
Fully functional bots for automated engagement
Interactive questionnaires for lead capture
Easy “Add Question” interface
Smooth navigation with back-to-top option
Manage multiple bots with a single view
2. MPIN Authentication ✅ Active
Log in securely using a 4-digit PIN instead of a password
MPIN setup guide for new users
Post-login MPIN configuration option
Multiple PIN login flows for convenience
3. Google Integration Enhancements ✅ Active
Google Picker for seamless file selection
Google Sheets picker for quick data import
Better Google Drive file access & uploads
Improved integration with Google Workspace
4. App Version Updates ✅ Active
Updated to v2.18.6 (latest stable)
Performance boosts & faster load times
Bug fixes and stability improvements
Small UI tweaks for a smoother experience
v2.16.0
This release makes your CRM faster, smarter, and even more convenient. Here’s what’s new:
🔁 Clone Automation Rules Easily duplicate existing automation rules to save time and maintain consistency.
🛠 Automation & Performance Fixes Various fixes to make automations more reliable and dashboards/leads faster by preserving their state. Plus, dashboards now have a refresh option for real-time insights.
📲 Web Notifications Get notified instantly on the web app—never miss important updates again.
🤖 WhatsApp Auto-Reply Bots Your bots can now reply automatically to WhatsApp messages—engage leads even when you’re offline.
🔍 Global Search Search across your entire lead list—find what you need, when you need it.
💰 Manual Sale Values Set sale values manually for better pipeline control and tracking.
📊 New Dashboard Reports More insights at your fingertips with added reports and smarter visualizations.
💬 WhatsApp Inbox Enhancements Improved inbox design and performance for smoother conversations.
📂 Upload & Share Multiple Files Upload multiple files in one go and share content with leads effortlessly.
✅ Task Screen Improvements Quick actions for tasks make managing your day faster and more intuitive.
2.15.8
🚀 What's New in 3sigma v2.15.8
This update is all about speed, precision, and control. From smarter automations to upgraded imports—here’s what’s new:
📥 Smarter Imports
Google Sheet Integration (All-New!) Connect Google Sheets directly for instant lead sync—no downloads needed.
CSV Bulk Import Wizard A fresh, streamlined import experience for faster and more accurate data uploads.
🕒 Time-Based Task Automations
Schedule messages before or after key events like site visits, follow-ups, or meetings. Great for reminders, nudges, or updates—automated and on-time.
✉️ Better Email & WhatsApp Campaigns
HTML Template Support (Improved): Your custom designs now render beautifully with enhanced formatting support.
WhatsApp Template Tracking: See how your WhatsApp templates are performing—opens, responses, and more.
Unsubscribe Links (Auto): Built-in for every email campaign, keeping you compliant and hassle-free.
🧩 Lead Grid, Simplified
Column Management (Improved): Show, hide, and reorder columns easily.
Inline Label Editing: Edit lead labels directly from the grid—no need to open each lead.
URL & Multiple Email Fields: Add clickable links and store multiple email addresses per lead.
🛠 Bug Fixes & Performance
General performance improvements across the board.
Minor bug fixes to keep everything smooth and stable.
Update now and experience a faster, more powerful 3sigma.
Need help? Check out our updated Help Center or contact support right from the app.
2.15.4
🚀 New Features
🧩 Lead Management Made Simpler
Quick Actions from Lead List – Assign leads and change their status without opening each one.
Smarter Filters Everywhere
All-New Filter Experience – Redesigned for speed and clarity. Easier to use, faster to apply.
Applied Filter Bar – Instantly see which filters are active. Remove or tweak them in one tap.
Custom Field Filtering – Filter leads by your own custom fields like location, lead type, or priority.
Call-Based Filters – Find leads based on the number or duration of calls—great for identifying high-engagement leads.
Cleaner Activity Display – "Last Activity" now shows up in a much clearer and organized way.
Better Column Control – Show, hide, or rearrange columns in the lead grid the way you want.
💬 WhatsApp Upgrades
Improved Chat View – Faster, smoother WhatsApp chats with leads.
Media Support – Preview and download images, videos, and other files sent via WhatsApp API.
Bulk WhatsApp Sharing – Select multiple leads and send a WhatsApp template in one go.
📧 Email Campaigns Just Got Better
HTML Template Import – Bring your own HTML designs directly into 3sigma.
Live Previews – See how your emails will look before sending.
Auto Unsubscribe Links – Compliance made easy—unsubscribe links are now automatically included.
Campaign Controls – Pause, cancel, or reschedule email campaigns anytime.
🧾 Sales & Quoting
Convert Quotes Instantly – Turn quotes into invoices or orders in one click.
Add Products to Leads – Track interests, share a catalog, and generate quotes/invoices easily—all from one place.
🛠️ Bug Fixes
General performance improvements and minor fixes to keep things running smoothly.
2.2.14
This update brings you two powerful additions to help you manage leads smarter and gain deeper insights into your sales flow.
📞 Google Contacts – 2-Way Sync ✅ Seamlessly sync your 3Sigma leads with your Google Contacts—and vice versa. ✅ Keep your contacts updated automatically across both platforms. ✅ Say goodbye to manual contact updates!
📊 New Lead Reporting & Visual Insights ✅ Generate quick reports directly from the Leads Grid. ✅ Filter and visualize leads by Created Date, Status, and Label. ✅ View data in easy-to-understand graphs and spot trends faster. ✅ Got location data in your leads? You can now visualize them on a map too! ✅ We’re also working to extend support for more custom fields, giving you even more control and insights into your sales data.
Smarter sync, clearer insights, and faster decisions—3Sigma keeps getting better!
3Sigma CRM - Version 2.15.2 🚀
19/04/25
From smarter campaign control to enhanced lead management—this update gives you more power to organize, automate, and convert with ease!
📧 ZeptoMail Integration ✅ Launch email campaigns directly via ZeptoMail. ✅ Set daily send limits for better control. ✅ Easily spread campaigns across multiple days.
📊 Facebook Campaign & Lead Form Visibility ✅ See Facebook Campaign and Lead Gen Form names directly in the Lead Grid. ✅ Get better context and faster lead qualification at a glance.
🧠 Advanced Automation Conditions ✅ New condition blocks to define custom triggers with precision. ✅ Now available in both Automations and Lead Lists for powerful auto-organization.
🎯 Retargeting from Campaign Grid ✅ Instantly filter and retarget leads for follow-up campaigns. ✅ Smarter re-engagement without leaving the campaign view.
🛍 Product Management Overhaul ✅ Add and manage products from the web app. ✅ Bulk-add functionality for quick catalog building.
🔧 Bug Fixes & Performance Tweaks ✅ Smoother experience with key bug fixes and speed improvements.
Take control, automate smarter, and drive conversions like never before! 🚀
3Sigma CRM - Version 2.14.0 🚀
27/03/25
Smarter automation, enhanced grid controls, and a brand-new lead form experience—this update makes managing leads, orders, and automation smoother than ever!
📋 Direct Editing from the Grid ✅ Update statuses and labels directly from the grid—no extra steps needed. ✅ Faster lead management with inline editing.
⚡ Advanced Automation Enhancements ✅ New trigger conditions for Lead List Automations for more precise control. ✅ Expanded Automation Triggers with improved flexibility. ✅ Added Order, Quote, and Invoice Events for seamless workflow automation.
📝 New & Improved Lead Form ✅ Optimized UI for a smoother lead entry experience. ✅ Faster, more intuitive interactions for quick data input.
🔧 Bug Fixes & Performance Boosts ✅ Further speed and stability improvements across the app. ✅ Addressed multiple bugs for a hassle-free experience.
Take control of your sales and automation like never before! 🚀
3Sigma CRM - Version 2.13.0 🚀
17/03/25
A brand-new content experience, smoother workflows, and a revamped UI—this update takes content creation, searching, and importing to the next level!
📄 Revamped Content Experience ✅ Faster, smoother content creation and searching. ✅ Fully reworked UI for a more intuitive experience.
💬 Better WhatsApp & Template Selection ✅ Improved UI for selecting templates seamlessly. ✅ Faster and more efficient WhatsApp interactions.
📊 Google Sheets Import Upgrade ✅ Enhanced import process for better accuracy and ease.
🔧 Bug Fixes & Performance Boosts ✅ Squashed multiple bugs for a smoother experience. ✅ Overall app speed and stability improvements.
Enjoy the latest improvements and manage your sales effortlessly! 🚀
3Sigma CRM - Version 2.12.0 🚀
12/03/25
Smarter workflows, better insights, and a more seamless experience—this update enhances how you manage leads, quotes, tasks, and conversations.
📥 Lead Sharing Made Easy ✅ Share leads from the web to the mobile app instantly. ✅ Open lead details directly in the app for quick access.
📄 Quote & Invoice Management from Web ✅ Create, manage, and share quotes and invoices directly from the web.
🔹 Conversations & Automations ✅ A dedicated Automations Tab for better control over automated workflows.
🎙 Task & Activity Upgrades ✅ Play recorded audio notes in tasks directly from the web. ✅ Improved UI for activity tracking.
This update makes 3Sigma CRM more intuitive and efficient—enjoy the new experience! 🚀
Web Version 2.9.0
Smarter insights, better automation, and a more refined experience—this update makes 3Sigma CRM even more powerful and seamless.
🚀 ENHANCED DASHBOARD REPORTS ✅ New and improved visuals for better data representation. ✅ Clearer insights to track performance at a glance.
🤖 AUTOMATION METRICS UPGRADE 🔹 Track automation efficiency with new metrics:
Total runs
Leads handled
Actions performed
📅 TASK MANAGEMENT REDEFINED ⚡ Smoother Task Creation & Updates – A refined form for faster and more intuitive task management. 🎯 Better Time Selection – Set task times effortlessly with an improved selector. 🎙️ Audio Notes on Web – Listen to recorded notes directly from your browser.
📌 ACTIVITY UI IMPROVEMENTS ✨ Cleaner, more user-friendly design for better navigation.
🐞 BUG FIXES & PERFORMANCE BOOSTS ✔️ Smoother, faster, and more reliable experience across the board.
Enjoy a smarter, more efficient CRM experience with 3Sigma! 🚀
2.8.0
Faster, smoother, and more efficient—this update brings powerful enhancements to speed up your workflow and improve usability.
🚀 FASTER LEAD MANAGEMENT ✅ Instant Grid Loading – Leads now load faster in the grid view for seamless browsing. ✅ Quick Lead Details – Open lead details instantly without delays. ✅ Optimized Layout – A refined design makes lead management easier than ever.
🔍 ENHANCED SEARCH & NAVIGATION 🔹 Integrated Search Experience – Find leads, tasks, and campaigns with an improved search function. 🔹 Fixed Bottom Navigation – Navigate smoothly with a refined bottom menu for quick access.
📅 TASK MANAGEMENT UPGRADES ⚡ New Task Creation Experience – A redesigned task screen makes adding and managing tasks effortless.
📧 EMAIL PERSONALIZATION ✨ Dynamic Placeholders – Personalize emails with images and customized content for better engagement.
This update is all about speed and efficiency—enjoy a smoother experience with 3Sigma CRM! 🚀
🔹VERSION 2.7.0 🔹
🎯 BULK DUE DATES
Update task due dates effortlessly:
One-Click Updates: Change due dates for multiple tasks in one go.
Auto-Rescheduling: Automatically adjusts tasks to the current time for seamless planning.
📊 AUTOMATED REPORTS
Stay updated with your team’s progress:
Daily Sales Reports: Get email updates with key sales data delivered right to your inbox.
Easy Opt-In: Set it up quickly and start receiving reports right away.
⚡ PERFORMANCE IMPROVEMENTS
Bug Fixes: Improved app stability for smoother performance.
Faster Load Times: Spend less time waiting and more time working.
📌 LIST MANAGEMENT
Organize your leads better for faster access:
Pin Lead Lists: Quickly find and access your most-used lists.
Delete Lists: Remove old or unused lists to keep your workspace clean.
🎨 INTERFACE IMPROVEMENTS
Enjoy a refreshed look and smoother experience:
New Sidebar Design: Easy-to-use layout for faster navigation.
Advanced Filters: Find tasks by team, due date, or priority.
Interactive Lead Tour: A step-by-step guide to get started quickly.
📈 Campaign Updates
✔ Added Reply Rate in the Campaign View Details for better performance insights.
2.6.0
New Task Grid 🗂️
Experience a refreshed Task Grid with a better design, making task management more intuitive and visually appealing.
Bulk Actions for Tasks ⚡
Save time and effort with new bulk action capabilities:
Change Due Date: Update due dates for multiple tasks at once, ensuring timely follow-ups.
Mark as Completed: Quickly mark multiple tasks as done in one go.
Assign Tasks in Bulk: Delegate tasks to team members effortlessly by assigning them in bulk.
Delete in Bulk: Remove multiple tasks simultaneously to keep your workspace organized.
These enhancements are designed to give you greater control and efficiency in task management
Using Bulk Selection with Action Menu
Select multiple tasks at once using checkboxes.
An auto-appearing action menu allows actions such as:
Changing due dates.
Reassigning tasks to team members.
Marking tasks as completed.
Deleting unnecessary tasks.
To deselect, uncheck the tasks or click "Reset".
Enhanced Task Filters
Added advanced filtering options:
By Teams to view tasks assigned to specific groups.
By Team Member for tasks owned by individuals.
Due Date Filter for tasks today, upcoming, or overdue.
Task Assign Filter to sort by assigned or unassigned tasks.
Task Type Filter to focus on follow-ups, renewals, or service requests.
Streamlined Task Sorting
Organize tasks by due date, type, or priority with new sorting options.
UI/UX Enhancements
Redesigned Task Management Layout
Improved interface to display more tasks at once without overwhelming the user.
Auto-appearing menus streamline task actions.
Simplified Reset and Apply Buttons
Easily reset filters or apply them with clear buttons in the filter panel.
Hover Tooltips for Actions
Added tooltips to guide users on what each action does.
Performance Improvements
Faster loading times for the Task List View.
Optimized backend processing for bulk task updates.
Real-World Scenarios
Here’s how these features can help in your daily operations:
Scenario 1: Clearing Overdue Follow-Ups
Use the Task Filter to find all overdue follow-ups.
Bulk-select them and update their due dates or reassign them to team members.
Scenario 2: Monitoring Team Workloads
Filter tasks by Team Member to see what each person is working on.
Reassign tasks to balance workloads if needed.
Scenario 3: Preparing for Renewals
Use the Task Type Filter to view upcoming renewals.
Update due dates, assign tasks, or mark completed renewals using bulk actions.
Version 2.5.0
We’re excited to announce the release of Web Version 2.5.0, packed with new features, enhancements, and fixes to make your experience smoother and more efficient. Here’s everything you need to know
Enhanced Quick Filters: Access status, labels, and team member filters directly from the leads screen
Improved Campaign Management: View lead details directly from campaign screens
Streamlined Exports: Export leads directly from both leads and campaign screens
System Improvements: Various bug fixes and performance enhancements
Version 2.4.0
We’re excited to announce the release of Web Version 2.4.0, packed with new features, enhancements, and fixes to make your experience smoother and more efficient. Here’s everything you need to know:
Multi-Business Switching 🏢
Effortlessly switch between multiple businesses directly from the app. This feature ensures you can manage multiple ventures seamlessly without logging in and out, making business management more intuitive than ever.
Enhanced Lead Management 🔍
Improved Search Experience: Quickly find the leads you’re looking for with our revamped search functionality, offering faster and more accurate results.
Improved Loading Speeds: Enjoy a faster, more responsive interface while navigating through leads and lists.
New Lead List Automation: Define custom conditions to automatically organize your leads into specific lists. Save time and keep your CRM structured effortlessly.
Special Quick Filters for Leads: Access frequently used filters instantly, making lead segmentation and tracking a breeze.
Duplicate Manager: Identify, merge, or delete duplicate leads easily with the new Duplicate Manager. Keep your database clean and efficient.
Improved Bulk Actions: Perform actions on multiple leads at once with enhanced efficiency.
Campaign Management Upgrades 📊
New Campaign Management Features: Take control of your campaigns with new tools to improve targeting and delivery.
Enhanced Metrics for Campaign Delivery: Gain deeper insights into your campaign performance with additional delivery metrics.
Error Reasons for Failed Campaigns: Understand why a campaign failed with detailed error messages, enabling you to troubleshoot and optimize faster.
Export Campaign Leads: Easily export leads associated with specific campaigns for better analysis and follow-up.
Search and Filter by Individual Status or Message Type: Fine-tune your campaigns by filtering messages based on status or type, giving you granular control over campaign management.
Improved File Handling and Exports 📂
Select to Export Leads: A new feature allows you to select specific leads for export, offering greater flexibility in data management.
Drag and Drop for CSV Uploads: Simplify importing leads by dragging and dropping your CSV files directly into the app.
Bug Fixes and Other Improvements 🛠️
Email Template Bug Fix: Fixed an issue that prevented email templates from functioning as expected, ensuring smoother email campaigns.
Sign-Ups from Desktop App: New users can now sign up directly from the desktop app for greater accessibility.
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