Product updates as they ship, and articles on getting more out of every part of the panel.
Product update
The Books screen builds profit and loss, a balance sheet, cash and bank balances, money owed both ways and a VAT report from the invoices, payments and expenses you already record, with no journal entries by hand.
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Product update
Each business sets its own hours and closed days, hands appointments to colleagues, takes a deposit at booking, sends an SMS reminder hours before, and shows bookings in Google, Apple or Outlook calendar.
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Product update
A campaign's industries, cities and keywords are now entered as tags, searches look for your customers' trades rather than your own, and one campaign's targeting can be copied into another.
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Product update
A customer's conversations in messaging channels and their comments on social media now show on their file. Any message becomes a task in one click, and a new message opens a follow-up for the person in charge.
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Product update
Pick a skin from your account menu and every panel screen takes that look. Under the Windows and macOS skins, pages open as windows with a taskbar or a dock.
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Product update
On the Sales reps screen, each person's lead count now opens their own page — the leads in their hands with their pipeline stage, the open tasks assigned to them with project and due date, and a red \"No next follow-up date\" badge beside any lead nobody has promised to call.
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Product update
A lead with no open follow-up date no longer moves to another open column without one. On the pipeline the move asks you for the date there and then; on the customer file the move is refused until a date is set. Won and lost are exempt.
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Product update
A task created from a customer file now carries the customer's name onto My work, the Work desk and Metro's list tiles — a chip that opens her file in one click, and her number when she has no name yet.
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Product update
The estimated value, the proposal amount and the sale value now live on the lead sheet — kept separately for each business, typed in the business's own currency, with every change written to the lead's history and the estimate shown on the pipeline card.
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Product update
Who may see a lead can now be changed from its row on the contacts list — the customer file's own editor, one click nearer. Team-management seats may make the change too, and the form builder no longer pins a default recipient.
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Product update
Two new Metro tiles — \"My open tasks today\" and \"My open overdue tasks\" — show the work instead of the number: your own open rows with title, project, customer and due date, each finished by the tick right on the board.
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Product update
Language, theme, panel skin, profile, the suggestion box and sign-out have left the sidebar's foot and now live behind one avatar chip at the top of the screen — in the phone's top bar and beside the logo on desktop — opening with a tap.
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Tell us what to build next. Most of what is announced here started as somebody’s suggestion.
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