Product updates as they ship, and articles on getting more out of every part of the panel.
Product update
Set commission rules per rep, per team or for everyone. Each month's commission is worked out from paid invoices, lands on the payslip once a manager approves it, and a leaderboard for the sales office refreshes every minute.
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Product update
The Change log now records creates, edits, deletions, exports and bulk changes, and brings a deleted task back. Unusual exports are reported to the owner, each seat can be held to an export limit, and sales agents can be shown masked numbers. A leaver's work moves to one colleague in one action.
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Product update
The cash radar now takes the least money you want to hold, and a week under it is short or tight. The customer file, new invoices and new estimates show a payment-risk chip: bounced cheques, late installments and overdue payments.
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Product update
Photograph a business card or hand over an Instagram profile, a Divar ad or a Bale account; the name, number and handle are read and, once you have checked them, the lead is saved. The browser extension has a Save to NabuCRM button on Instagram and Divar, and the phone app takes a pasted link.
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Product update
The Call hour screen shows who to call next, why, and three lines about them. One tap to dial, two to write the call down, then the next customer.
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Product update
Every morning your business is compared with its own last eight weeks. When new leads, income, reply times, a colleague's calls and tasks, or overdue follow-ups are clearly off, the Work desk shows an alert, and What should I do? shows the next step.
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Product update
Write in one sentence what should happen when a lead is won, a form is submitted, an invoice is paid or a cheque bounces. The AI drafts the rule, tests it on a real record and saves it switched off for you to read and switch on.
Read more 3 min read
Product update
Decide which documents need whose yes before they go out — an estimate or proposal over an amount, a discount over a percentage, an expense under a heading, a purchase order or a credit note. Approvers answer in order, on the panel or with /approve_doc_N on Telegram.
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Product update
A new tab shows how many conversations the AI that answers your customers closed without a person this week, why it handed the rest to your team, which questions it had no answer for, and where a customer seemed unhappy. Answer an unanswered question once and it goes into the knowledge base.
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Product update
Make a custom field the AI fills from conversations, forms, notes and the customer's company website — "Product of interest", "Buying temperature". The reason for each answer is shown beside it, and once you change a value yourself the AI leaves it alone.
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Product update
Four AI employees that each do their own job without being asked — a first reply to every new lead, chasing customers who went quiet, invoice and cheque reminders, and tidying customer files. Nothing is sent without your approval unless you allow it.
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Product update
A new Cash radar tab in Books shows the next thirteen weeks from today's money, with your cheques, bills on credit, salaries and expected customer payments. The first short or tight week is named before it arrives, on the work desk and in a morning Telegram message.
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