When you open a feature that isn't included in your plan, you now see a dedicated upgrade page explaining what the feature does, why it matters, and what you can unlock.

AI assistant access is now scoped per area instead of all-or-nothing. Company admins get an "MCP access" tab under security settings with 16 areas (leads, deals, invoices, tasks and more), each set for viewing and editing. Ready-made setups for Sales, Projects, Finance, Purchasing and HR & Hiring give a sensible starting point, with Quick rules (No access, Read-only, Full access) and a Fine-tune by area panel. Super Admins can cap access platform-wide, per plan or per company, and admins see what their plan takes away. Existing AI connections must reconnect so access is granted explicitly.

The automation Canvas now shows "Available field names" as clickable chips under each message box (emails, notifications, task descriptions). Click a name to insert it; the automation fills it with the record's value when it runs. Custom fields you defined for a record type appear in the same list and resolve the same way.

Ask the assistant to "clock me in from home" or "clock me out" and it follows the same rules as the Clock In and Clock Out buttons on the dashboard. Ask "Who is clocked in right now?" or "Show my attendance this week" and get the rows you're allowed to see, filtered by date, person, late, half day or still-open. Clocking by network or location restrictions keeps using the web or mobile app.

Ask the assistant for a lead's notes and get each note's title, text, author and date - following the same visibility rules as the lead itself, so you only see what you'd see opening the lead.

Sign up for Payroll with Google, Microsoft or a work email - Google and Microsoft sign-ups open the company step with your email already filled in. Add the company and compliance numbers, bring employees in from a spreadsheet with their salary data, review the salary group and each person's pay, then start this month's payroll. Any 10-digit mobile number is accepted, and a welcome email carries your login details.

Type or change an item's description when you create or edit a sales order, so each line item carries the context the fulfilment team needs.

Narrow Payment Schedules by search text, dates, status and payment type, then save the filtered view so you can come back to it in one click.

Delete pending stock transfers straight from the row menu, bulk-delete with a summary of what went through and what was skipped, and search by transfer number, warehouse, product or who initiated it.

Lists and dashboards now show branded illustrations with titles and messages tailored to the record type and list state, including new, filtered and cleared lists. Clearing a list also displays an achievement-points chip.

The Package Upgrade page now includes an Unlock page with a Not in your plan badge. Company admins can open Packages with View plans and return to their previous page; employees and clients are guided to contact their administrator.

Deal Detail now displays the five latest notes on the right side, with a View all notes button that opens the Notes tab.

Calendly bookings from existing leads now link to the matching lead record instead of creating a duplicate.

The mobile app now supports team messaging, photo and file sharing, and conversation search.

Proposal PDFs now have an improved item table, paragraph and list formatting, footer spacing, page layout and aligned Quantity and Tax headings.

Proposal item descriptions now match the PDF layout, with each paragraph displayed on a separate line.

Employees Grid View now displays a user-friendly empty state when no employee cards are available.

Tables now align more cleanly within cards, and empty states fill the available space in full-height listings.

List jobs by status, type, category or recruiter; review openings and candidate stages; and create or edit jobs through the AI assistant.

Review job applications, candidate details, skills, notes and offer summaries; add candidates to jobs, move them between stages and add notes. Sensitive personal details, including date of birth and gender, are excluded.

View interview schedules, book interviews with interviewers and reschedule them. Interviewers are notified, and candidates receive emails when requested.

Find offers by status or job, draft offer letters and send them through the AI assistant, with exactly one email per send action.

Look up application statuses, interview stages, skills, job categories and recruiters to populate Recruit fields accurately.

Pull pending deal follow-ups across every accessible deal straight from the AI assistant, filter them by status and date, and open any one for full details. Schedule, reschedule and complete follow-ups through the assistant - reminders and updates land in the deal's Follow Up tab and History automatically.

Configure which email domains CrmLeaf should never send to, so messages aren't lost against known-bad addresses. Blocking stays off until you add at least one domain.

Move multiple selected deals to a different category using bulk actions. Deal agents are matched to the same person in the destination category when possible and cleared when no match exists. The category picker displays only categories available to the user.

Automations can now change task statuses and update proposal and invoice fields. All eight automation templates are also installed during fresh setups.

Create notes, draft emails and set follow-up tasks right from a deal, with the deal's task list kept in one place.

A new Overview dashboard shows the health of your company at a glance, based on live invoices, payments, timesheets and projects.

No more guessing why you're stuck. Access Denied messages, unavailable downloads and expired shared links for invoices, proposals, contracts and estimates now explain what happened, and the Workspace Not Found page offers Find Your Login URL or Sign Up only when those options can actually help.

A sent-back timesheet now tells you exactly what to fix. See the reason, who returned it and what to update before you resubmit, and the link in the rejection email opens with the same details. Rejected timesheets are labelled Sent Back, so you can spot them at a glance.

Projects can now be billed as Fixed Price, Time and Material, or Recurring - set it when creating or editing a project, filter and add a Billing Type column to the Projects list, and it's retained when you duplicate a project or save it as a template. Invoice actions and recurring invoices now follow the billing type you chose.

Budgets can now reset weekly, monthly, or quarterly from a date you choose, with dashboard spending and warning alerts based on the current period, resetting automatically at midnight in your company's timezone.

Find and filter projects and tasks, view subtasks, comments and logged time, create and edit tasks and projects in plain language, change statuses, log time, and manage subtasks - all through the CrmLeaf AI Assistant, which now also makes clear whether an action just looks something up or actually changes your data.

Admins can now return a task from Waiting for Approval with a reason, which is saved as a comment and moves the task back to Incomplete. When a task leaves Waiting for Approval any other way, the assignee automatically regains the ability to comment, add notes and files, and use the timer again.

Add a time log straight from a task's Time Logs tab, the same simple way you already add a note or a sub-task. Each new entry shows whether it's Approved or still Pending.

Import events straight onto your calendar from a spreadsheet, using a downloadable sample template to get the format right. Each attendee must already be a person in your company.

Download your calendar as an Excel file from the More menu, based on whatever date range and filters you currently have applied.

After you save a support ticket, the form reopens ready for the next one, so you're not sent back to the list just to start over again.

You no longer need to pick a Group when creating a ticket. Set it once from Ticket Settings, and every new ticket uses that group automatically.

Clear filters is now available on every listing screen - Tasks, Deals, Projects, Clients, Invoices, Expenses and Quotes - so resetting your view back to default is always one click away.

Get a unified view of your business across 12+ modules, including Resources, Timesheet, Projects, Sales, Products, Finance, and more. See your whole business, not just one report.

Saved Task views now correctly restore your "Show completed" and Status choices, and exporting tasks lets you choose between selected rows or the full filtered list instead of always exporting everything.

Client and deal detail pages now keep their tabs on one row, folding extra tabs into "More" on narrower screens, for a consistent, uncluttered layout across every record type.

Deleting a task status that still has tasks now asks which status to move them to, instead of moving them silently - available from Task Settings, the task board, and every project and CRM task view.

Deleting one or more support tickets now updates the list and totals instantly without reloading the page, and new-ticket notifications go out after the ticket is saved so creating one is never held up.

Connect Calendly directly from Integrations - bookings land automatically on the pipeline and stage you choose, and leads created this way are tagged Calendly for easy tracking.

Set your own start page after login from Profile Settings - save several pages from your menu, mark one active per company and workspace, and land where you work instead of on a fixed dashboard.

Reorder task statuses by dragging them in Task Status settings - the new order is reflected everywhere statuses appear, including shared statuses used across the whole account.

The Meeting Scheduler now includes Calendar and Agenda views alongside the standard table, with one switcher to move between all three, and every view now honours your current tabs and filters.

Link your own Google Calendar from My Settings so meetings you host land on your own calendar, and connect Zoom to automatically show the join link right on your meetings list.

A Calendly booking now opens a lead and a deal automatically, on the pipeline and stage you configure for that event type, with nothing to rekey by hand.

Time logs and weekly timesheets can no longer be saved with a start, end, or working date in the future, and date pickers stop at today in your company's own timezone.

A time log whose end time is earlier than its start time is now rejected with a clear message instead of being saved with an hours total that looks normal.

Build your own automation rules with no developer needed. Pick a record type - leads, deals, clients, tasks, tickets, proposals, invoices or projects - set the conditions, and choose what happens: notify someone, update a field, assign a user, create a task, call an external endpoint, or send an email.

The task Description box now grows as you type, up to about ten lines, in both the full Add Task form and the quick popup form.

Listing screens across the app now use a lighter, pill-based design for filters, view switches and bulk actions, with Add and More consistently placed for a cleaner, more consistent experience.

Roles & Permissions now shows which permissions depend on each other - Update and Delete can't be set wider than View, and Add requires View to be enabled - making misconfigurations visible instead of silently doing nothing.

Setting a project's progress to Finished (or Complete, Completed, Closed, Done) from the Edit form now saves correctly, along with every other change made on that form in the same edit.

The Gantt Chart now offers a redesigned interface, Day/Week/Month views, Today navigation, overdue task indicators, improved timeline visibility, and visual task dependencies including FS, SS, FF, and SF.

Service Management now features a structured two-level menu to improve module organization, simplify navigation, and provide a more scalable user experience.

Recurring invoices now automatically include eligible pending expenses and billable timesheet entries associated with the respective client when the invoice is generated.

Manage support tickets more efficiently with multi-select status filtering, options to hide resolved or closed tickets, and ticket archiving with a dedicated archived view.

Calendar Preview now provides improved visibility of repeating tasks for Admin and Custom Role users, in addition to task assignees, making it easier to track recurring work and schedules.

CrmLeaf Community Edition is now open source, giving businesses and developers the freedom to self-host, customize, and extend CrmLeaf with full access to the source code.

Sign up or log in to CrmLeaf using your Microsoft account for a faster, simpler, and more secure authentication experience.

Introducing a structured Card/Grid View for projects, making it easier to view, manage, and access key project information. Quickly switch between Grid, List, Archive, and Calendar views while viewing project details, progress, budgets, tasks, milestones, members, status, and business-specific information for Solar, Construction, and Manufacturing accounts.

Import your Work Breakdown Structure (WBS) directly from Excel to set up projects faster. Bring in projects, milestones, and tasks while maintaining budgets, departments, dependencies, task relationships, and the overall project structure.

Create reusable project templates to speed up project setup and keep workflows consistent. Save predefined projects with milestones, tasks, budgets, dependencies, and project structures, then reuse them whenever you start a similar project.

Manage multiple organizations with organization switching, shared employee access, organization-wise time tracking .

Create reusable project templates with predefined milestones, tasks, and workflows to accelerate project setup.

Access, upload, and manage files directly from Google Drive and Microsoft OneDrive within CrmLeaf.

Capture internal visit notes with latitude, longitude, location history, and image uploads for complete field activity tracking.

Send contracts and proposals for e-signature directly from CrmLeaf. Track signing status in real time and close deals faster without leaving your CRM.

Track total travel distance covered by employees each month for reimbursement, reporting, and productivity analysis.

Connect Gmail and Outlook with CrmLeaf to automatically log every client email to the correct Lead, Contact, Deal, Client, or Ticket. Eliminate manual email tracking, improve team collaboration, and keep every customer conversation organized in one place.

Convert reimbursable expenses into billable client charges directly from expense records.

Streamline return requests, approvals, inspections, and inventory adjustments through a dedicated goods return process.

Collect customer feedback, ratings, and service reviews directly within CrmLeaf to improve customer experience.

Improve account security by limiting each user account to a single authorized device login.

Automatically sync invoices, payments, customers, and line items from CrmLeaf to QuickBooks Online. Eliminate manual bookkeeping, reduce accounting errors, and speed up month-end reconciliation with secure one-way synchronization.

Automatically calculate travel distance, mileage allowances, and employee reimbursements based on approved travel records.

Manage construction projects, client communication, and site activities from one platform. Track leads, contractors, project tasks, and important documents while keeping every stage of the construction workflow organized.

Use AI-powered assistance to quickly analyze data, generate insights, and get instant answers within the system. This helps teams work faster and make more informed decisions.

Create a structured onboarding experience for new customers by organizing tasks, documents, and communication in one workspace. Ensure every client receives a smooth and professional onboarding process.

Automatically schedule meetings and demos by connecting with Calendly. Sync appointments, reduce manual scheduling, and streamline meeting coordination with prospects and clients.

Communicate with customers instantly through WhatsApp. Send updates, follow-ups, and support messages while keeping conversations organized within customer records.

Coordinate customer orders, production activities, and sales processes in one place. Improve collaboration between sales and manufacturing teams while maintaining clear visibility into every order.

Capture, track, and manage all solar leads in one centralized system with clear status, source tracking, and follow-up reminders to ensure no opportunity is missed.

Maintain complete site profiles including roof details, electrical info, approvals, and location data to ensure faster planning and error-free execution.

Upload and organize site photos, videos, drawings, and notes in one place to create standardized, professional survey records for every installation.

Automatically calculate system size, power generation, savings, and ROI to generate data-backed recommendations and customer-ready assessment reports.

Create branded, accurate solar estimates in minutes using data directly from surveys and assessments with automatic calculations and PDF export.

Generate project-wise Bill of Quantities and cross-project Bill of Materials to ensure accurate procurement, better inventory planning, and zero site delays.

Track every installation across defined stages with live status, timelines, and team assignments to keep projects on schedule and customers informed.

Define payment schedules, track due and received payments, send automated reminders, and get a clear view of your cash flow at any time.

Plan recurring maintenance, assign technicians, record service history, and maintain warranty-proof documentation for every installed system.

Track sales, project profitability, revenue, conversion rates, and growth trends with management-ready dashboards and exportable reports.

Create and manage production jobs with due dates and stage-wise progress tracking. Get complete visibility from raw materials to finished goods and keep production schedules under control.

Define product structures with components and quantities and automatically drive material planning. Reduce stock errors, improve accuracy, and avoid last-minute procurement.

Request, reserve, and record actual material usage directly against jobs. Maintain real-time inventory accuracy and improve cost control across production.

Track jobs across stages like cutting, assembly, and finishing with live progress updates. Identify bottlenecks early and prevent schedule slippages.

See what’s planned, spot resource conflicts, and track delays before they impact delivery commitments.

Build inspections directly into production workflows and record results at every stage to reduce rework and returns.

Close production jobs and automatically update finished goods inventory for real-time stock visibility.

Track planned vs actual material usage, monitor waste, and analyze variances to improve margin control and operational efficiency.

Manage all machinery and equipment in one place with serial numbers, locations, warranty details, and purchase history.

Schedule recurring maintenance and create repair work orders to reduce breakdowns and improve equipment uptime.

Maintain complete service logs including parts used, vendors, and repair costs to lower total cost of ownership.

Track out-of-service periods and monitor asset uptime to improve reliability and maintenance planning.

Receive automatic notifications for maintenance schedules, calibrations, and warranty expiries so nothing is missed.

Attach manuals, invoices, certificates, and photos directly to asset records for easy audits and service execution.

Easily add and manage materials, services, labor teams, and pricing for precise production planning. A streamlined BOQ workflow that reduces errors, improves cost control, and boosts operational efficiency.

Track machinery, equipment, and project assets with simple add, edit, and delete options. Enhance accountability and ensure optimal asset utilization across every project.

Create detailed vendor quotes and reuse them to generate multiple purchase orders effortlessly. Speed up procurement, maintain pricing accuracy, and eliminate repetitive data entry.

Compare multiple vendor quotes and turn the best one into a purchase order instantly. A seamless, click-efficient flow that accelerates procurement and improves vendor decisions.

Improved sidebar visibility, spacing, and background layering to provide a cleaner experience, especially in help center sections and multipage navigation views.

Help center and academy pages now sort categories dynamically using CPTCustomDate to ensure the most relevant and latest content appears first.

Academy search functionality was enhanced with new typing support and faster query response to help users find learning resources easily.

The Story Timeline component was refactored to improve readability and structure, making future updates and maintenance more efficient for the development team.

We rolled out updated CRM dashboard versions with improved filters, clearer stats, and a smoother navigation experience for faster decision-making.

Free Tool API version 6 has been deployed with improved performance, stability enhancements, and better error-handling for external integrations.

Teams can now import attendance files directly, reducing manual processing and making onboarding more efficient.

The pricing table layout was updated with clear headings and spacing adjustments to improve readability and user decision confidence.

Minor refinements across layout spacing, mobile alignment, and tab navigation were applied to standardize the UI across pages.

We added a dedicated Mobile App section and new homepage components to highlight mobile-first features and user benefits.

A new dynamic pricing tag component was introduced to display pricing and plan benefits more clearly based on user interaction.

Multi-organisation support is now available, enabling users to manage multiple branches or entities under one login with separated datasets.