CRM-NG

What's new in CRM-NG

Every CRM-NG release, newest first. Current release: 4.9.10. Security improvements are marked 🛡 Security.

4.9.0 – 4.9.103–5 November 2026 — onboarding journeys, @mentions, timesheets and a log you can trust

Onboarding

  • Onboarding 5.0 runs every kind of journey from one place: a new client, an IT assessment, a new employee, a contractor. It comes with 23 ready-made templates and 266 questions, each with a line explaining what it's asking.
  • Finishing a step moves the journey on. People are told when it's their turn, when something is sent back to them, and when a step is overdue; each step says plainly who it's assigned to and whether they've seen it.
  • Clients answer their steps in the client portal. Agreements can be signed online or uploaded as a signed copy.
  • Approval steps: a step can need sign-off before the journey continues, and reopening an approved step needs a fresh approval.
  • A finished step can count as compliance evidence, and is taken back if the step is sent back.
  • With the AI Assistant switched on, onboarding can check answers for gaps, summarise uploaded files and draft questions.
  • Employee journeys file their documents in HR (or the Vault when HR is off).
  • On the phone: see your steps, start a journey, work a step and add photos straight from the camera.
  • Cases from earlier versions of Onboarding are brought across once, automatically.

Working together

  • @mention any teammate wherever you write. They're told in the bell, the Inbox, by email and in their own chat channel. Names show as chips; click one for a small org-chart card linking to their profile.

Activity you can trust

  • Notes, calls, emails and meetings you log can be edited by their author until midnight, and every edit is kept and visible. After that, add a follow-up instead.
  • Logged activity can no longer be deleted.

HR and time

  • Timesheets and pay: everyone has My timecards, and their manager approves them. Nobody can approve their own timecard. A Time clock only role is for staff who only clock in and out.
  • Shifts with coverage and late alerts, and Clock On with proper breaks.
  • HR has its own Employee role.
  • Workforce Capacity (new module): scheduling and workload across your team. Private calendar events show as "Busy", and HR details need HR access.

Phone (mobile app)

  • Every phone number is a call link, and calls you make are logged. Staff calls are never logged against a client.
  • Text replies use one compact bar that grows as you type; the client page is re-spaced with texts at the bottom.
  • The notes box keeps call, email and meeting behind a ☰ menu.
  • @mentions find people from a phone keyboard, in the app's own colours.

Tickets, surveys and workflows

  • Tickets: filters first, then sort by up to three things; keep your own default view.
  • Surveys: send a survey from a workflow; the lost-deal survey asks with your own lost reasons.
  • Ready-made Growth & retention workflows, and libraries (workflows, industry projects, price lists) can add a whole area at once, with groups you can fold away.

More

  • Company Documents is rebuilt on the Document Manager, with a Delete button that removes the stored files too.
  • Compliance: choose an owner, delete drafts, and see what uses each framework.
  • Demo data fills every module with three pages of examples and never sends notifications.
  • Client lifecycle: documents to sign as one searchable list.
  • A Cloud workspace's own clients sign in through the client portal and stay there. CRM-NG Cloud
  • Cloud workspaces show only CRM-NG's own roles. CRM-NG Cloud

Security

  • 🛡 SecurityLicence keys are now checked against CRM-NG's own certificate chain.
  • 🛡 SecurityApprovals change safely when two people act at once; pay and level changes need the right to make them.

Fixes

  • Client lifecycle: opening a client, and every button on its page, no longer gives an error.
  • "… ago" times were six hours out on tickets, leads and site agents.
  • Back and Save return you to the same place on the page.
  • Audits page through every entry past page 80.
  • The Email Test loader no longer shows when nothing is running.

Process Discovery (new module, beta)

  • Process Discovery looks at how work actually moves through your CRM — tickets, tasks, sales, client forms, approvals and your own workflows — and finds the work your team repeats by hand or where things wait. Each finding shows the evidence (how often, over what period, about how many hours a month) and a ready-made workflow you can review. Adopting saves that workflow switched off so you can check it and switch it on; afterwards you can see how often it ran and roughly how much time it saved. Works for any kind of business; it needs about 60 days of history. Included in CRM-NG Cloud; sold separately for your own WordPress.

4.8.0November 2026 — plan the day, run the visit, and a CRM in your pocket

Today and your day

  • Your day always shows the hours of the day. Drag a task from Any time today onto an hour to schedule it (a ghost shows exactly where it lands, as long as its estimate), drag it to another time, or back to take the time off.
  • A capacity line shows what's planned against an 8-hour day, how much driving it needs, and what isn't placed yet.
  • Hours (in Your day's header) sets the hours you see, so evenings and early starts can be scheduled.
  • Team day (managers): a row per person — or per HR department — on the same hours. Drag a task onto a person and a time to give it to them then; they're told.
  • Drive times: with Settings → Drive times switched on (OpenStreetMap, or Google Maps with your key), Your day adds the drive before each job at another address — from the office, between jobs, and back to the office — and warns when a gap is too short. Save and test shows straight away whether your map key works.
  • The headline figures carry small charts you can choose (Customise, top right): tickets at risk, what's owed and the weighted pipeline as 8-week trends, your time this week.

Tasks

  • A task can have a time of day, and says who it's for (a client, company, lead, deal or vendor) and where it's done — at the office, or on site at their address (📍 / 🏢 on the task and on Today).
  • Timed tasks sit at their time in the Calendar; dragging one onto a time sets it.

Field visits and job reports

  • A visit's page has Before photos, After photos and Files side by side, each with its own buttons, and + Add a location for things too big to upload (a bodycam folder, a NAS share, a cloud link) — staff only.
  • Comments like everywhere else: an Activity log and a staff-only note box, and notes for the client that appear in their portal, where they can reply.
  • Check in / check out records the phone's location (if allowed); the visit shows site details, who to ask for and the gate code from the Vault, and related help articles.
  • The job report carries your signature as Work completed by, above the customer's signature box.
  • On a company page, the visit card shows the visit, its report's next step (Send report to … to sign) and the photos in framed Before / After boxes.

Companies and clients

  • A company's Overview leads with the Company card, then what needs doing now (today's visit, a compliance assessment under way), with Client health — what makes up the score, strong and weak areas — at the top on the right.
  • Part of / Subsidiaries link to those companies, and a Company structure chart shows the family.
  • Client Health lists what to do next for each weak factor.
  • Remove a person from a company (their record stays); Delete forever in Recently deleted.
  • Deals have an Address for the site of the work; deals and vendors give their address to scheduling.
  • Your team on a company: put yourself or any staff member on a company with a role (Owner, account manager…) from People → + Add person → Someone on your team. They count among the company's people everywhere, with a Your team tag, and their HR profile lists the companies they're on — without becoming a client of it.
  • A project's Billing tab links the client right there when none is set.

Calendar

  • An event form like Google's: Event, Task or Appointment; More options opens a wide window with the time zone, repeat, guests (your team, clients or any email — clients and email guests get an invitation), a meeting link (Jitsi with one click; Zoom, Google Meet or Teams once connected), where, related records and an attachment. Search results show who or what each one is.
  • Rows tall enough to read (Row height: Compact, Comfortable, Roomy), every item names its owner, and All / None on each section of the side bar.

You

  • My profile: your photo (shown wherever the system shows your picture), first and last name, mobile, your own time zone, a time format (8:00 am, 08:00 or 0800), and your signature — draw it, type it or upload it.
  • Everything shows times in your own time zone and format.
  • No HR profile yet? HR managers can Create my HR profile in one click; HR lists staff without one.
  • Fill from a résumé on an HR profile: upload it, see exactly what would be added — work, education, volunteering, awards, skills and contact details — tick or correct each item, then Add to profile. Nothing is saved before that, and nothing already on the profile is overwritten. HR profiles have an Awards section.

Calls and emails log themselves

  • Click a phone number or email address anywhere — on a computer or in the app — and the call or email is logged on that record. When you come back you're asked how it went: minutes (the time you were away), outcome, notes, the deal or agreement it was about, a follow-up task, or then start a new deal. Anything not finished waits under Phone & Text → To finish. Each person can switch it off.

Selling and agreements

  • Agreements are the signed deal, inside Accounting: lines from your catalogue, a service plan, signed in the client's portal; changed after sending, amended into a new version once signed. Start and Renews fill in the end date.
  • Lost reasons: the board asks why when a deal is lost, with a report.
  • Sign documents for the business (estimates, compliance reports, agreements) with your saved signature.
  • Hourly services, plan prices and included monthly hours, used in that order.
  • Starter product & service libraries for ten industries at setup.

New modules (each off until switched on in Settings → Modules)

  • Client lifecycle — one checklist per onboarding or offboarding, with the documents every new client signs.
  • Purchasing — purchase orders from draft to received.
  • Report Builder — build a report in four steps with a live preview, or start from ten ready-made ones.
  • AI Assistant — chats with history, briefings on a client, with your own Anthropic key.
  • Monitoring — alerts from Uptime Kuma, Grafana, Alertmanager, UptimeRobot, Datadog, Zabbix, PRTG, Checkmk, Nagios or any JSON tool open tickets; setup guides for each.
  • Phone & Text (Twilio) and Accounting Sync (QuickBooks Online, Xero), set up under Settings → Connections.
  • Website agents — a small plugin for your other WordPress sites: your forms there, and (with consent) visitor tracking in Lead Intelligence.

Surveys, compliance and more

  • A survey library: 95 ready-made surveys in ten areas, scored, with results grouped safely and follow-ups.
  • Compliance: eight more checklists, gaps of any severity, gaps turned into a project.
  • HR: a recruitment funnel and résumé reading; teams from HR in people fields.
  • Vault: 24 more record types. Workflows: ten more ready-made.
  • Documents — a business document set: 46 ready-made documents in seven groups (client agreements, sales and billing, security and compliance, onboarding and operations forms, client policies, staff and HR, software and website terms), with your business name, address, phone, email and state filled in and the signature boxes placed. Add one, a group, or all of them from Document Library. They're starting points — have your attorney review them.
  • A survey opens to an Overview you can read; editing is under Edit.
  • Intranet and Team Spaces rewritten; Audits record every change; Emails shows what really happened to each email (sent, failed and why, or held back).
  • The mobile web app at /app/: every section on your phone, and most of each record —
    • people, companies, deals, invoices (with payments and View PDF), estimates, tasks, assets, tickets (with respond-by / resolve-by), agreements, prospects and vendors show what Live shows, with their activity;
    • Edit in the top bar of people, companies, deals, tasks, leads, prospects, vendors, assets, projects, HR profiles, invoices and estimates (and their lines, while a draft), agreements and a company's service plan;
    • HR: open anyone's profile, see who's off today, approve or decline time off;
    • the Document Library: send a template to a client and follow it until it's signed;
    • field visits: Directions in your maps app, where you checked in (in feet and miles) and the company's Vault;
    • Sales shows Deals | Leads | Prospects; log a note, call, email or meeting on any record.
    • Everything in the Inbox opens inside the app — field-visit job records, agreements, leave requests, HR files, client health, documents and Lead Intelligence visitors (new Visitor screen: score, visits, source and the pages they looked at).
    • Job records on the phone: the report buttons are full-width and tidy, and the notes and photos sit in cards like the rest of the app.
  • Settings → Plans: the plans table fits its card, with Edit · Delete under each plan's name.
  • Onboarding in the mobile app: sit with a client and go through an onboarding service on your phone — one question per card, what they already gave you filled in, Save & next always in reach — add their servers, cloud accounts and other systems, then review and apply it all into their account (company details, contacts, Vault records and an answers document).
  • Compliance in the mobile app: run a whole assessment from your phone or tablet — start it, answer each section (tap Yes / Partially / No / N/A and it saves; add notes and evidence straight from the camera), work the gaps (severity, tickets, a remediation project, fixed or accepted risk), then read, sign and mark the report sent. A company's assessments also show on its page in the app.
  • The menu: every item has its own icon and the order follows the day — Today, Tasks, Calendar and Inbox on top; Phone & Text with Customers; Sell in the order deals move (Prospects, Leads, Deals, Estimates); Marketing (Campaigns, Lead Intelligence, Form Builder); Vendors beside Purchasing; Team (HR, Intranet, Team Spaces); Surveys with Reports in Insights; Admin; and My profile, Help and Settings at the bottom. Client Onboarding is now Onboarding forms.

Fixes

  • Connecting a monitoring tool always failed — the company is now picked from a search.
  • Changing Your day's hours after dragging a task no longer leads to an empty page.
  • Creating a document from a template now says so (it was made, but the page looked like it only refreshed), and the button can't make two by being pressed twice.
  • Phone numbers on client pages are links you can tap or click to call.
  • Project progress updates as you move cards; the Surveys and Agreements forms are spaced properly.

4.7.028 October 2026 — a new look for CRM-NG Live

The look

  • Modern is CRM-NG Live's new look: an ink-dark menu with line icons, quiet neutral pages, the Geist typeface, and red kept for what needs you now. Light and dark as before (Appearance at the bottom of the menu).
  • Look → Classic in the Appearance panel switches you alone back to the look before this release.
  • Every page's title row holds its main buttons and Help; record pages (clients, companies, leads, prospects, deals, vendors, projects, employees) share one header with a breadcrumb, a monogram or photo, and ⋯ More.

Your day

  • Today was redesigned around a timeline of your day, with the Running timer beside Coming up. The previous Today page has been retired.
  • My Dashboard → Customize → Heat colours tints cards green, yellow or red by how much in them is overdue.

Records

  • Related is rebuilt: linked records grouped by how they relate, × to unlink, and + Link searching every kind of record at once.
  • On a client or company's Emails tab, click a subject to read the email, with when it was opened and clicked.
  • Who can open this vault shows the people who can, and a search box to add someone, instead of a checkbox for every staff member.

Fixes

  • My Dashboard no longer shows pages of empty space below the cards.
  • Spacing on client and company cards, Surveys' filters, and visit photos.

4.4.6825 October 2026 — one place for every fact, faster lists and a safer CRM

Lists, menus and speed

  • Lists come in pages. Every list — clients, companies, leads, tickets, invoices, estimates, time, assets and the rest — shows 25 rows a page; Per page offers 50, 100 or 250 and CRM-NG remembers your choice. The page links read ‹ 1 2 … 99 100 ›, and the current page is a box you can type a page number into.
  • Lists with thousands of records load in a fraction of the time. The clients, leads, companies and tickets lists, the dashboard, global search, menu badges and campaign audiences were rebuilt for sites with tens of thousands of records.
  • Customers first in the menu. A Customers group — Clients, Companies, Projects — sits right under Dashboard (and Today / Inbox in Live); Sell, Serve, Money and Documents follow; the Knowledge Base and the Vault move to a Reference group; Company stays last. The same order in both views.
  • The Live menu keeps its place as you move between pages, and neither it nor the Settings side menu shows a scrollbar. Drop-down menus (PDF ▾, More ▾, New ▾) close when you click elsewhere or press Escape.
  • Pickers that search. Every company, client, lead, deal, vendor, ticket and product box shows a short recent list when you click into it and searches the whole table as you type. + Add new … at the bottom opens that record's full form in a panel over the page; when you save, the box fills itself in and nothing you typed is lost. A new invoice or estimate asks before you leave it with unsaved changes.

Company and client pages

  • The customer in one view. A company page has Transactions (invoices, payments, estimates, deals, tickets, projects and bookings, each with a status filter and "+ New"), Activity (who did what, when), Emails (every email sent to the customer, with opens and clicks where a campaign tracked them, View, and Send again for documents) and Statement (a statement of account for any period — print, PDF, or email with the PDF attached). New ▾ in the header starts an invoice, estimate, deal or project already filled in for the customer; tiles show invoiced, outstanding and overdue, and the Billing card charts invoiced vs paid for six months. A client page has the same in tabs — Overview, Transactions, Tickets, Forms & documents, Notes, Activity — and the Companies list has an Outstanding column.
  • Show the customer list (☰ on a company or client page) puts the A–Z list beside the record, with outstanding balances in red, so you can step from customer to customer.
  • Edit company and Edit client are one focused form: the essentials beside their labels at the top, the rest in tabs (Other details, Address, Contact persons, Tags & notes), Save pinned at the bottom. Clone opens a new company or client prefilled from the original (never a client's name, email or phone).
  • PDF look per customer: Standard, Light or Brand with an accent colour, set on the company or the client, for their invoices and estimates.
  • A Client portal card on the client page (never invited / invited / last sign-in) with Invite to portal; the company page shows its people's portal status.
  • A Research card (Marketing) on a company, on a lead with a business email and on a Lead Intelligence account: what its own website, public DNS and certificate say — platform, mail provider, SPF and DMARC, certificate expiry, careers page — turned into talking points. On demand only.

One place for every fact

  • Company Info is the single source for your business's details. It no longer borrows blank fields from whichever administrator is signed in. New fields: legal name, country (printed with your address), support email (where ticket replies go) and home currency (new invoices, estimates and deals start in it). Every email, PDF, portal page, notification, statement and report now carries your business name, brand colour and logo, and nothing of ours is left on a customer-facing page. is the one "our name" placeholder in templates.
  • One person record. A client's details have one home. What a client enters in the portal's Your Profile is written into their record, and the form shows the record — your corrections included — so the two never disagree. On update, empty fields were filled from portal answers; where both held a value yours was kept. Each lead and client has one owner (Assigned staff) and one source from the source list, and merging two clients keeps every detail, including an unsubscribe.
  • One company record. A company has a permanent id and web address; people are linked to it, not to a typed name. Rename changes only the name — everything linked stays, including its archive state, pins, form settings and vault. Merge carries people, details, tags, notes, tasks, pins, plans, hours settings, vault access, projects, Lead Intelligence accounts and vendor referrals in one step, and the old company's address leads to the kept one. Opening a page or searching never creates a company any more (typos used to become companies).
  • One routine for people who write in. A lead form, the contact form, the Service Wizard and Explorer, online booking, the public ticket form and workflows all record people the same way: someone you already know gets a note on their record instead of a second lead, a client's details are never changed by a form, and matching ignores letter case.
  • One rule for consent. Campaigns, nurture emails, segments and workflow emails ask the same question — not unsubscribed, not marked "not okay to email" — and all honour the do-not-email list. A lead marked "not okay" is skipped now too, and converting a lead that unsubscribed keeps the unsubscribe.
  • One stage setter. Changing a client's stage from the settings card, the edit form, a conversion or a workflow is recorded and runs the "client stage changes" workflow every time; the edit form offers Automatic (…) instead of locking the stage in.

Tickets and the service desk

  • The ticket screen's new header. Watch is the eye icon (eye-off while you watch), More is the three dots (merge a duplicate, switch to the classic layout), one Start timer and one Log time, and Resolve (blue) and Reply (red) side by side. The status and the service target share one pill — "Open · due soon", "Open · overdue" — above the number, date and source, and the sixth fact is Last reply (who and when). The Time tab shows its hours.
  • Ticket replies carry a Reply-To: the connected support mailbox, else Company Info's support email, so "reply to this email" reaches the right inbox.
  • The timer's client is a search box, and log / edit time, new ticket and phone call search clients and tickets instead of listing them all. "Bill time" on an invoice made out to a company offers the unbilled time of the company's people.
  • Service Desk is the one owner of the after-ticket satisfaction survey; with Marketing on, a client who rates a ticket Good can be asked for a review.

Invoices, estimates and billing

  • Invoices redesigned. One header with Edit, Email to client, Record payment, PDF ▾ and More ▾; the figures; the invoice drawn as the document; Payments and Details beside it. Edit and New are one focused form with the lines edited in place and one Save (Save and send / Save as draft). The list opens newest first with a Created column, filters as one control, and outstanding / overdue totals. Estimates use the same layout, with status steps, Convert to invoice and Duplicate.
  • Email an invoice to the client from its page (the card opens itself right after you create one): the billing email first, a Cc, a ready-made message with the amount and due date, the PDF attached and an optional Pay online Stripe link; it can mark the invoice Sent and copy you.
  • Payment reminders (Settings → Billing, off until switched on): a daily run emails each unpaid invoice at the steps you set before and after its due date, PDF attached. Stop all reminders on a company or client, or per invoice; Send a payment reminder now from the invoice.
  • Bills, purchases and expenses: the vendor, product and "billable to" boxes search instead of listing everything; a picked product fills in the unit cost.

The client portal and Client Area

  • Your logo on the dark panels — the portal's Need anything? card, the Client Area bar and both sign-in pages — at its own shape, no longer squeezed into a small white square. Settings → Company Info → Logo has two new choices: Size on client pages (128 / 256 / 512 / 1024 / 2048 px wide; 256 by default) and Client Area bar (24 to 64 px tall; 32 by default). With Pro, the Live sidebar logo you picked for dark backgrounds is used first. The Need anything? card is a step larger and stays below whatever is pinned to the top of the window when the page scrolls.
  • The Client Area bar's CRM ↗ link opens CRM-NG Live when Pro has it switched on, else the classic admin.
  • Invoices, Quotes, Payments and Statements pages in the portal: unpaid / overdue / paid filters, Accept or Decline a quote with a note (the quote's owner is told), every payment received, and the statement of account for any period with a PDF. A Your account card on the portal home shows the balance due, overdue, next due and last payment, and a welcome card introduces the pages on a client's first visit. Drafts never show.
  • Signed in, the portal page shows one heading instead of two, and a client who opens a CRM screen's address is sent to the portal.
  • A client's request to change their sign-in email is now a request. It shows on their record ("They asked (in the portal) to change it to …"); staff check with them and change it in Edit details.
  • The public ticket form confirms by email. When the address belongs to a portal account, the sender gets a one-time link (good for 24 hours) and the ticket opens when they click it; an unknown address still reaches the team as a lead, and the form shows the same message either way.

Calendar (new module)

  • CRM-NG Calendar is its own module and works with or without HR (the calendar HR introduced moved here with its data; install it when you update HR). Day, week, month and schedule layouts; click or drag on the grid to add; drag to move or stretch; Undo after a move or delete; a mini month; layers for your calendar, tasks, milestones, time off and people, each with its own colour; keyboard shortcuts; a phone layout. The old week list stays as Simple week view.
  • Repeat an event daily, weekly, monthly, annually or by a custom rule; editing one asks This event / This and following events / All events. Repeats reach your phone link.
  • Team calendars: Leave — everyone, HR (birthdays, anniversaries), Sales (expected closes, estimate validity, follow-ups), Marketing (campaigns), Service desk (ticket deadlines) and Projects (milestones, due dates, tasks), each read from its module's records, plus shared team events for the people allowed to post. Online bookings appear as their own layer, on the customer's timeline, on a dashboard card and on the client's tickets.
  • The dashboard card shows your week plus your department's if you lead one, and the calendar can show any team or department you belong to or lead.

Workflows

  • Workflow library replaces the New workflow page: every ready-made workflow by area — the classic rules' templates, each module's, and 49 new ones (33 recommended) — as a list or cards, with a switch per row that adds it and turns it on, Customize, and a Show filter. Recommended workflows is a pick list (by area, all or none) on the Workflows page and in setup.
  • Folders and sub-folders, drag and drop, rename in place, and switches per workflow, per folder and All workflows; a folder's ✕ can delete it with its workflows; tick boxes delete several at once.
  • Move all classic rules into the Workflow Builder from Settings → Workflow: a report first, then one click; the rules are kept, switched off, and the move can be undone.
  • Nurture sequences: a tracked one-to-one email action with an optional A/B subject and sent · opened · clicked per step, conditions on opens, clicks, website intent and pages read, and runs that stop when the person books, replies by email or unsubscribes. Two Nurture templates ship switched off. New trigger: A client or lead replies by email.
  • Invoice-reminder actions respect Stop all reminders, and every workflow email respects the do-not-email list.

Marketing and Lead Intelligence

  • Accounts: visitors rolled up by company with a buying stage from the pages they read, recent intent, fit with your ideal customer and an A–D grade; Ready to buy and Hot account signals; On the site now; alerts to the inbox, email, chat and push channels (new: ntfy, Telegram, Mattermost / Rocket.Chat, any webhook) and email-to-SMS. Your own team's visits never make an account. The visitor Journey comes a page at a time.
  • Lead routing and speed to lead (Sales; Settings → Automation, off until switched on): rules by source, state, zip, email domain or company words send a new lead to one person, take turns or the least busy, skipping anyone on leave; a first-answer clock that only a person stops, a reminder at the target and an escalation. The Leads list gets an Owner column and a waiting badge.
  • Attribution: leads and paid invoices credited to the visits that brought them (first touch, last touch, linear or time decay) by channel, source or campaign, with ad spend imported from a CSV, cost per lead and return; a UTM link builder with saved links.
  • Website personalisation: a capture campaign can be shown to first or returning visitors, known or unknown people, by intent, buying stage, pages read, company grade or UTM, with a priority when several fit; [crmng_show …] wraps any content the same way.
  • Email health (off until switched on): addresses checked for shape, a working mail domain, throw-away domains, role addresses and likely typos, with a card on the lead and client; a do-not-email list fed by unsubscribes, bounces, complaints and invalid addresses, with CSV export.
  • Surveys: a periodic NPS email, a first-party answer page, and a review request for promoters with the click counted; results on the Surveys tab and a "What they told us" card on the client.
  • Suggested score weights from won vs lost deals (or converted vs cold leads) on the scoring rules; nothing changes until you save.
  • The campaign From name follows your business name. Settings → Automation → AI assist holds an API key and model choice for later; nothing is sent anywhere yet.

Reports, docs and email

  • Reports (Pro) laid out again: a rail on the left lists every report by area (your saved reports first), the overview is one compact card per area, dates sit in one toolbar and apply at once, the table scrolls in its own box with the header and totals in view, and administrators get one Who sees which reports page. On a server that cannot make zip files the year-end template offers a CSV button per report.
  • Public docs on any theme and SEO plugin. Your /docs/ pages look right inside block themes such as Twenty Twenty-Five and inside Astra, GeneratePress, Kadence and Divi, and carry one set of search and share details with Yoast SEO, Rank Math or All in One SEO installed.
  • Email: the domain check can also look for your DKIM key — enter the selector your mail service gave you on the Email Test page; the outgoing-email warning notices an outage on a site that starts on CRM-NG SMTP; the mail plugin's From name follows your business name unless you set it apart.
  • Import wizard: the Preview matches what the import then does in a few more cases, keeps your column choices if the import can't start yet, and lists companies an earlier import brought in separately from ones it only fills in.

Security

  • 🛡 SecurityClient editors accept only client accounts. The client page, its details form, archive, portal invite and related actions open only for managed clients, never for a staff or administrator account.
  • 🛡 SecurityThe public ticket form confirms by email before a ticket is opened in a client's name (above), and a client's ticket Cc keeps only addresses on their own email domain.
  • 🛡 SecurityThe Security module no longer switches off without a licence. Passkeys, two-step sign-in, lockouts and bans keep enforcing when a licence lapses or is removed; only the policy cannot be changed until it is renewed.
  • 🛡 SecurityEditors are no longer CRM administrators by default. A WordPress Editor is CRM staff — view, manage, work tickets — but no longer reaches security policy, the licence or every setting. If an Editor should, give them the CRM Administrator role. Removing the licence now needs a WordPress administrator and is recorded.
  • 🛡 SecurityNo password is ever emailed, shown or set by staff. Converting a lead sends nothing; Invite to portal sends a link to choose a password; the client account panel offers Email the client a link or Show me a one-time link (shown once, to you), both recorded. The administrators' "Set password" in Security is now Show a one-time link, and a sign-in code no longer appears in the email's subject.
  • 🛡 SecuritySecrets are stored encrypted and never shown back: Stripe keys and the webhook signing secret, authenticator-app secrets, mail-service keys and passwords, calendar and mailbox connections, the GitHub token, chat webhook addresses and workflow signing secrets. A saved key shows as "Saved — ends …1234"; a blank field keeps it. One secrets key covers them all and is listed in Keys & secrets — move it to wp-config.php and keep a copy with your backups.
  • 🛡 SecurityThe activity log no longer keeps secrets from emails (password links, sign-in codes); stored copies were cleaned on update.
  • 🛡 SecurityHR documents are private and encrypted. They sat in the Media Library; on update they are moved into private storage and open only through HR, every opening recorded. A file that cannot be moved stays, and the Documents screen says so.
  • 🛡 SecurityA client's typed company no longer decides which company they belong to — and so which plan and tickets they see. What they typed shows on their record ("They say: …") with Use what they said; staff confirm it. Clients without a company are never treated as colleagues of each other.
  • 🛡 SecurityA card payment marks an invoice paid only when it is our own checkout for that invoice, in the right mode, for the right amount.
  • 🛡 SecurityClient documents open for CRM staff by CRM-NG's own permissions; view-only staff can no longer add tasks or links or export CSV; website and LinkedIn fields accept web addresses only.
  • 🛡 SecurityOff until switched on. A new site starts with every module off, the marketing opt-in unticked on Add client, Tasks hidden without a licence (no upsell) and the IP Ledger off (a switch at the top of Settings → IP Ledger; sites already using it stay on). Existing sites keep their switches.

4.4.2523 October 2026 — help & support, reports, calendars and a new ticket screen

  • Help & Support. Settings → Help & Support (administrators) or Help & Support in the menu (everyone), plus a Help menu at the top of every CRM-NG screen. Control Center shows your plan and licence, every CRM-NG plugin with its installed and latest version (checked daily; Check for updates checks now), your open support requests and services you can book. Get help files a request with our team without leaving CRM-NG — prefilled, with a screenshot or log if it helps, site details only when ticked and never client data; replies arrive by email and under My tickets. The menu item and the Appearance button can each be hidden on your profile page.
  • Reports (Pro). Reports under Company is now a library by area with ten ready reports — revenue by month and by client, invoices ageing, tax collected, estimates won and lost, unbilled time, hours by person, tickets opened and solved, new clients and campaign emails — with date presets, bars, CSV and Print / PDF; Save as… into My folders (three deep); Templates with the Year-end package for your accountant (a zip of CSVs); access per area by role, Finance for CRM administrators until opened. The old spreadsheet is Data explorer. Revenue counts each payment on the day it was paid, and people without Finance access don't see revenue figures in the explorer.
  • Import wizard. Six steps — Source, File, Match columns, Preview, Import, Done. Match columns says which it guessed and names the rest under Please check; Preview the import shows exactly what will happen before anything is written; Back keeps your choices. A contact or deal someone edited since an earlier import is never overwritten — only its blanks are filled. Import moves to Settings → Import; old links still work.
  • Calendars (HR). A calendar per person; leads see their team, department and everyone below them and can schedule for them; Show calendars that aren't mine; Sync to my phone and a private phone link; a dashboard card.
  • Org chart. Everyone / My team / My department / Departments only; HR managers change who reports to whom under Edit (no loops, history kept); HR admins can show a read-only chart to everyone with CRM access.
  • Ticket screen. A new default layout: the title and status line, Watch, More, Start timer, Log time, Resolve and Reply, six facts, the conversation first with one Reply / Internal note box, tabs Details / Time / Related / Activity and the context beside it. Use the classic layout switches back, per person.
  • Recovery key in your browser. Create the recovery key on the IP Lookup page: your browser makes it, you download it and prove you saved it, and the one file recovers both the IP Ledger and the Documentation Vault. Re-grant yourself from the recovery file if you lose your personal key; Recover the vault key in this browser under Settings → Vault. Settings → IP Ledger now holds the IP Ledger's set-up; the menu keeps IP Lookup, which sits with Lead Intelligence when Marketing is on.
  • 🛡 SecurityKeys & secrets in the setup wizard: every key CRM-NG makes, where it is, and the lines for wp-config.php; wp crmng keys install adds them for you, with a backup and a load check.
  • Knowledge Base: "Was this article helpful?" on public docs is for signed-in people only — a Sign in link replaces the buttons — and each person votes once.
  • Licence settings describe the key's features in plain words and what it leaves out; Control Center says Version list not published yet instead of "Couldn't check"; the last screens still saying CatalystRM now say CRM-NG.

4.4.1October 2026 — your own email addresses, everywhere

  • No email address of ours is built into CRM-NG any more. Emails go out under your Company Info name; notices (new leads, contact form, onboarding, tickets) go to your Company Info email, or the WordPress admin email when that is blank.
  • One contact email and one sending address. Settings → Company Info has Use this email everywhere and Use this sending address everywhere (both on). While they are ticked, the portal contact, every notice box and the campaign reply-to follow your Company Info email, and the campaign From, the setup wizard's sender and CRM-NG SMTP's From are one address: change it on any of those screens and it changes everywhere. Untick to let a screen keep its own. Only administrators change them.
  • A blank email box shows support@crmng.co as an example; your public pages only ever show your own address.

4.4.0October 2026 — your day, your data, and records that hold everything

Your day in CRM-NG Live

  • Menu search. A search box at the top of the Live menu (Ctrl/⌘+K) replaces the box in each page's top bar. The Search page itself, with Advanced filters and saved searches, is unchanged.
  • Today (new, under Dashboard). A greeting and headline tiles, then Needs you (Mine / Team / Company, including approvals waiting on you), the running timer, Your day, Coming up (the next seven days: tasks, deal next steps and closings, ticket targets, milestones, team leave), Jump back in, Your time this week, Your team today and Around the business.
  • Inbox (new, with an unread badge). Your notifications and client replies on tickets in three columns: the list (All / Unread / Unassigned tabs and a kind-of-message filter), the thread (the opening message and the last three, internal notes marked, reply or add a note in place), and the details: the ticket, the client and company, what is waiting on you or on them, their other tickets, tasks, projects, deals and unpaid invoices. Snooze, archive and mark unread. Menu badges refresh every 30 seconds.
  • My Dashboard (the Classic layout, renamed). Customize lets you drag, hide and add cards, make a card wide or narrow, choose Auto / 2 / 3 / 4 columns and switch Snap to rows on or off. + Add a card searches every card, including the Today cards and cards from the Sales, Assets, Invoices, Accounting, HR, Lead Intelligence, Security and Vault dashboards. List cards have Rows and Pages and page in place.
  • Saved dashboards. Save as… keeps an arrangement under a name and a menu switches between them; administrators can share one with everyone, pick the layout new people start from, and lock staff out of customising (Settings → Dashboard).
  • Edit page on the other dashboards chooses 2, 3 or 4 columns, saved per person.
  • Reports (under Company) is the full spreadsheet of every record, with filters and CSV export.
  • Assets: Dashboard, Inventory and + Add an asset in one row; Inventory has one search box for any text, type chips, a compact table and a side panel with the asset's linked tickets.
  • Module sub-menus in Live (Accounting, HR, Security) are buttons; HR approvals waiting on you show as a red menu badge. Activity entries read as sentences.
  • Demo data: a Today & Inbox pack, dated from the day you load it.

Email

  • The email dashboard widget has its chart back: Total / Sent / Failed for 7, 14 or 30 days and a day-by-day chart of sent and failed emails. With CRM-NG SMTP Email active, one widget shows both its log and the history from before the hand-over.

IP Ledger (Pro, new)

  • 🛡 SecurityVisitors' real IP addresses are kept sealed: the site can lock them but cannot unlock them. Only the people you choose open them, in their own browser, with their own passphrase. See the IP Ledger guide.
  • Three reading levels: Vault admins see everything, Marketing readers see the last 30 days, auditors see the months granted to them until an end date.
  • 🛡 SecuritySealed exports (.iplx), removal requests, a tamper-evident chain with a signed daily digest, a health card, trusted proxies and a This site is behind Cloudflare switch (off by default). Sign-ins, Lead Intelligence visits and consents, lead forms and email clicks are recorded. Copies sold to customers keep entries for 30 days.
  • New setup-wizard step: IP Ledger.

Import (Pro, new)

  • Company → Import brings companies, contacts and deals in from HubSpot, Salesforce or a CSV, TSV or Excel file. There is a preview first, and the import runs in the background. If it stops it can be resumed.
  • Records you already have are matched instead of duplicated, and nothing is emailed or started by an import. Undo this import removes what it created. New setup-wizard step: Bring in your data. See Import.

Record basics

  • Fixed: job title, preferred contact method and referral show and save again. Values saved earlier were hidden, not lost.
  • Fixed: your Company Info (name, logo, address, default notes and terms) reaches invoices, estimates, documents, campaigns, the Live theme and the accounting export again. The client Settings → CRM card saves again.
  • Leads have first and last name, job title, mobile, address with country, website, LinkedIn, preferred contact and source. Converting a lead carries everything over, including tags, custom fields and follow-ups, and only fills the blanks of a client who already exists.
  • Addresses anywhere in the world: Country and a free-text State / region on clients, companies, vendors and employees; ZIP is now ZIP / postal code.
  • Assigned staff on leads and clients is picked from your staff.
  • Prospects: every detail is editable, the owner is picked from your staff, and Convert to lead makes the contact person a lead and fills in the company record.
  • Deals: line items from Products & Services or custom lines (their total becomes the deal's value), People on this deal with roles, a Won because reason, and Create an estimate from these items.
  • Companies: the name can be changed, and deals, estimates, invoices, projects, people and notes follow the rename. Merge now moves all of that too. New fields: parent company, Tax ID / EIN, shipping address and primary contact.
  • Invoices: the bill-to shows the customer's country and tax ID, and is frozen when an invoice leaves Draft, so a later address change never alters an issued invoice. Invoices issued before this release were frozen as they stood when you upgraded.

4.3.020 October 2026 — Documentation Vault 1.1

  • 🛡 SecurityEncryption at rest. Vault documents, their version history and every attachment are now encrypted, not only passwords. Existing records are encrypted on upgrade, each checked before the plain copy is replaced.
  • Owner recovery key. A recovery key made on your own computer can open the vault key if the site's copy is ever lost.
  • 🛡 SecurityKey rotation. The vault key can be replaced; every secret is re-encrypted and the old key keeps working until the run finishes.
  • 🛡 SecurityStrict company scoping (on by default). Staff open only the vaults of companies they are assigned to; Vault administrators see everything. The company's Vault tab shows who can open it, Settings → Vault has a grid of who can open which vault, and changes are audited. The expiry digest goes to Vault administrators only.

4.2.1 – 4.2.420 October 2026 — quick fixes

  • 🛡 Security4.2.1: Vault administrators have a Delete button on a password's and an item's page (permanent, confirmed, audited). Archive stays for everyone who can edit.
  • 4.2.2: CRM-NG SMTP Email's Email Test works again.
  • 🛡 Security4.2.3: a one-click sign-in where the send permission was unticked on Google's or Microsoft's consent screen is refused at once with a clear message.
  • 4.2.4: a one-click sign-in sets From Email to the signed-in account, the address mail really goes out from.

4.2.020 October 2026 — one-click email and shorter onboarding

  • One-click email setup (with Pro). Gmail and Microsoft 365 connect with Sign in with Google or Sign in with Microsoft, on the mailer screen and in the setup wizard's Email delivery step, with no app registration of your own. Email Test is back on the main settings tab bar.
  • CRM-NG SMTP Email: settings pinned in wp-config.php now also cover alerts. Delivery reports from SendGrid, Mailgun, Postmark and Brevo match the exact email in the log. The log's CSV export follows the screen's filters, and Log blocked emails is a real switch.
  • Client onboarding. The IT Environment Assessment is down to 20 essential questions; the other 40 moved into the Help Desk, Infrastructure & Cloud, Security and Managed Websites forms. Settings → Client onboarding switches each form on or off and picks the set every new client gets.
  • Knowledge Base: public "was this helpful?" votes are rate-limited per address and protected from bots, a refused vote says so, the image lightbox works from the keyboard, and docs search pages are kept out of search engines.
  • 🛡 SecurityDocumentation Vault: a Vault administrator is a WordPress administrator or someone given the Vault admin right. Attachments other than images are treated like secrets (password check, every download audited). Show on the edit form reveals the stored password.
  • Documentation: the Overview, Feature tour and Getting Started guide rebuilt for CRM-NG 4.1.

4.1.019 October 2026 — documentation, security and email

  • Knowledge Base: public docs. Each article is Staff only, for Clients or Public. Public articles sit in collections and are published on your website under /docs/ with search, a table of contents, related articles, "Was this article helpful?" and an optional reviewer line. The article board filters by audience; shortcodes place docs on any page.
  • 🛡 SecurityDocumentation Vault (new module). Per-client IT documentation: typed items you design, passwords encrypted and revealed only after confirming your password (every reveal audited), runbooks with version history, relations between everything, and an expiry digest. The encryption key lives in the database by default; wp crmng vault-key moves it into wp-config.php for hosted setups.
  • 🛡 SecuritySecurity. Backup codes can be downloaded as a text file; anyone with only one sign-in method is prompted to add a second.
  • CRM-NG SMTP Email. Email delivery as its own plugin, with Amazon SES, Microsoft 365 and Zoho Mail as full mail services, an import from WP Mail SMTP, and a hand-over switch that only works after a successful test email. It stays inactive until you switch it on.
  • Fixes from production use. Phone numbers stored as digits and shown as (502) 528-1234; every CRM section listed in the WordPress menu; "Save company info" works again; the companies picker searches again; list searches stay on their screen; onboarding answers can be edited in place; "Onboarding Forms" is now "Client Onboarding"; the setup wizard's Modules step really switches modules.
  • Documentation. The Overview, Feature tour and Getting Started guide were rebuilt for 4.1 from Markdown sources.

4.0.016 October 2026 — CRM-NG: one product, many plugins

CatalystRM is now CRM-NG, and it comes as plugins you switch on as you need them.

  • Free, Pro and fifteen modules. The free core keeps clients, companies, leads, tasks, the Classic dashboard and the setup wizard. CRM-NG Pro adds CRM-NG Live, colour schemes, dashboard layouts, the Explorer and demo data, and every module needs it. Sales, Service Desk, Accounting, Marketing, Portals and the rest are their own plugins.
  • Switch modules on and off safely. Settings → Modules does what the Plugins screen does; a module another one needs can't be switched off, and switching off never deletes data.
  • Setup wizard with a starter set for your kind of business and steps from the modules (email delivery, online booking, rates, invoices, estimates).
  • Unsubscribe links keep working in emails already sent, even if Marketing is switched off, and the "email isn't sending" warning keeps watching.
  • Settings and data carry over. The first start renames the stored settings to CRM-NG's own names once; nothing needs re-entering.

Before CRM-NG: CatalystRM 1.0 – 3.x

The notes below cover the CatalystRM releases before 4.0, as they were written at the time.

About version numbers

CatalystRM now has one version number. The version shown on your WordPress Plugins screen, the version in the plugin file itself, and the version in these documents are the same: 3.40.1.

Earlier, the Plugins screen showed an older, separate numbering (1.0.0 – 2.9.0) while the product itself was being numbered 3.x. Those older numbers are retired. Their release notes are kept at the end of this page under Earlier releases (legacy numbering) so nothing is lost, but they do not correspond to the 3.x numbers.

Release notes are written in full from 3.21.0 onward. Builds before that are summarized, because detailed notes were not kept at the time.

3.40.126 September 2026

Version numbers aligned

  • Fixed: the WordPress Plugins screen showed 2.9.0 while the product was on 3.40.0. Both now show 3.40.1.
  • No features or settings changed.

Customer impact: support requests, documentation and the Plugins screen now all refer to the same version.

3.40.025 September 2026

Automatic light and dark appearance

  • Added: CatalystRM Live can follow your device's light/dark setting automatically, or switch on a schedule you choose (for example dark from 19:00 to 07:00, including overnight windows). You pick one light scheme and one dark scheme.
  • Added: each person can override the site setting from the Appearance button in the sidebar — always light, always dark, match my device, or my own times.

3.39.025 September 2026

Dashboards for Deals, Assets and Invoices

  • Deals: open pipeline, weighted forecast, won this month, win rate, average deal size and days to close, plus a needs-attention list (overdue next steps, past-due close dates, stale deals). Switch between Dashboard, Board and List.
  • Assets: stock and retail value, reorder-soon items, warranty alerts, stock health, and fast movers with an estimate of days of stock left.
  • Invoices: outstanding, overdue, due in 7 days, collected in 30 days, average days to pay, and receivables aging. The invoice list now shows "N days overdue" or "Due in N days", highlights overdue rows in red and due-soon rows in amber, and offers All / Unpaid / Due in 7 days / Overdue filters.

Fixed

  • The timer now opens as a centered dialog instead of overlapping page content, and the Time page's recent-entries table has a readable layout.
  • Tags with more than one word ("Managed Services") no longer render as stretched ovals.
  • Dark color schemes no longer show white panels in toolbars, filter panels, inputs and tiles.
  • Choosing a Classic color scheme no longer scrolls the page out of place.

3.38.024 September 2026

Company profile, billing rates and member discounts

  • Changed: company name, address, phone, email and website are read from your onboarding profile (each field is labeled from onboarding or customised). The address is now structured (address lines, city, state, ZIP).
  • Added: a logo manager — upload a file, choose from the Media Library, or paste an image URL (it is copied into the Media Library so PDFs can use it).
  • Added: billing defaults — default hourly rate, default tax rate, payment terms and time rounding.
  • Added: discounts. Set a percentage on a client, or a member discount on a segment. A discount set on the client wins; otherwise the highest discount among their segments applies (discounts are not stacked). It comes off the hourly rate that applies.

Customer impact: set your default hourly rate under Company info before billing tracked time; until then time is billed at $0.

Color schemes and consent

  • Added: 12 new color schemes with designed sidebars, chosen from a gallery of miniature app previews. The previous 14 remain as Classic, so saved choices still work.
  • Changed: the client and lead checkbox is now "Okay to send marketing email / campaigns" and is ticked by default, including for existing clients who never chose. Previously, simply editing a client could silently record them as opted out.
  • Added (Campaigns → Settings): sender defaults, unsubscribe-link defaults and footer, and an Unsubscribed list with Resubscribe.
  • Added: an administrator-only Emergency notice that reaches everyone in the audience, including people who unsubscribed, carries no unsubscribe link, requires typing SEND to confirm, and is logged.
  • Fixed: the Segments → Tag list now offers every tag in your tag registry.

3.37.024 September 2026

Campaigns rebuilt as a platform

  • Added: a Campaigns dashboard with totals, a latest-campaign card, a recent-campaigns chart and status filters; a campaign page with delivery, open, click and unsubscribe figures, per-link clicks, an activity chart and a recipient list with filters and CSV export; and a Reports page with date ranges, audiences, top links and most-engaged people.
  • Added: a full composing page with a rich editor, call-to-action button builder, merge fields, desktop and mobile preview, test sends, scheduling, and a live recipient count for the chosen audience.
  • Added: a Library of templates and snippets, with import from .txt, .md, .html, .docx, .odt and .rtf (PDF is not supported).
  • Changed: opens, clicks and unsubscribes are now tracked by CatalystRM itself. Unsubscribe links ask for confirmation before acting, so mail scanners cannot unsubscribe people by accident. Sends go out in batches.
  • Fixed: people who unsubscribed or unchecked the marketing box were not always skipped. They are now.
  • Delivery status comes from your mail system's report; mail being accepted does not prove it reached an inbox.

Demo data

  • Added: demo projects, time entries and campaigns, plus a Refresh projects & campaigns button. Only demo records are ever removed.

3.36.024 September 2026

Estimates and PDFs

  • Changed: estimates now have an inline line-item editor, totals with discount and tax, customer notes and terms, valid-until date, duplicate, and email-with-PDF.
  • Changed: the estimate and invoice PDF has a new layout — company logo and details at the top, multi-page item tables with a repeating header, and a signature block only when it fits.

3.35.024 September 2026

Time as its own section

  • Added: a redesigned timer, your last five entries, a full filterable log (by person, client, project, task or status), manual entries, per-entry pages and CSV export.
  • Added: bill tracked time onto estimates (for reference) or invoices (marked billed and locked). Rates come from the client, then the staff member, then the company default.

3.34.024 September 2026

  • Added: Leads have their own section (they also remain in Clients).
  • Changed: Settings is now a grouped sidebar layout, and Access moved from Audits to Settings.
  • Changed: the Deals board link opens CatalystRM Live, and the vendor page shows logging a referral and outsourced work side by side.

3.33.024 September 2026

Assets: NetBox export and optional network fields

  • Added: Export to NetBox builds import files for manufacturers, roles, tenants, sites, locations, racks, platforms, device types, devices and inventory items, with an import-order guide and a readiness report of anything skipped.
  • Added: an optional Advanced section on asset forms (asset tag, hostname, IP and MAC, rack placement, NetBox role, site and tenant), switched on or off in Settings.
  • Note: the export follows NetBox's published import formats but has not yet been verified against a live NetBox. Import a small first batch into a test instance.

3.32.024 September 2026

Task pages

  • Added: a full page for every task with due-date tiles, assignee, estimate, private notes, the linked customer, company, deal or vendor, and other tasks on the same record.
  • Added: an administrator-only audit trail of every task change.

3.31.024 September 2026

  • Changed: dropdowns throughout CatalystRM are now themed, keyboard-accessible menus that follow your color scheme, with a search box on long lists and autocomplete for company and category fields.

3.30.024 September 2026

Demo data

  • Added: Settings → Demo Data imports a fictional small-business dataset across every section, all tagged Demo, and removes exactly what it created. No email is sent.

3.29.024 September 2026

  • Changed: Assets, Estimates, Invoices and Tasks got full two-column forms and detail pages. Invoices calculate a due date from terms such as Net 30, and tasks can be related to a client, company, deal or vendor.

3.28.024 September 2026

Add buttons and full forms for Clients, Companies and Deals

  • Added: + Add client (client or lead), + Add company and full Add/Edit forms and detail pages for Deals, with a pipeline stepper, value and probability tiles, linked estimates and invoices, and an activity log.
  • Changed: companies are now real records, not just a grouping of clients.
  • Removed: the Knowledge Base Quick Setup wizard, which only listed existing pages and did not analyze content.

3.27.024 September 2026

Fixed on phones

  • CatalystRM Live can scroll on phones, and its top bar no longer crowds the page.
  • The Advanced-filters panel fits phone screens.
  • The client-area banner no longer leaves a blank strip or overlaps the admin bar.
  • Signed-document viewing on phones was improved, and portal styles now refresh after updates.

Vendors

  • Changed: vendor records use separate company, first-name and last-name fields and a standard address, in a two-column layout, with a Location column, Category and State filters, and a one-time migration of existing names.

3.26.023 September 2026

  • Changed: Vendors received a fixed category list, a structured referral-source picker, and referrals tagged by service type.

3.25.0 – 3.25.123 September 2026

  • Added: vendor referral and revenue tracking — referral direction, revenue per referral, agreed commission and commission owed, and an outsourced-work ledger, with a revenue summary on each vendor.

3.24.0 – 3.24.123 September 2026

Knowledge Base authoring

  • Added: a rich editor (no HTML needed), drag-and-drop filing of articles into categories, starter templates, a Settings screen, one-way sync of Markdown documents from a Git repository, and a content-quality score.

3.23.023 September 2026

  • Added: an internal Knowledge Base for staff documentation with nested categories, draft and published articles, an automatic table of contents, related articles, helpful/not-helpful feedback, tags and view counts.

3.22.023 September 2026

  • Added: Vendors & Referral Partners as their own record type, with category, contact details, account number, referral terms, tags, notes, change history and CSV export.

3.21.1 – 3.21.323 September 2026

Fixes

  • The timer pre-selects the client you are viewing, and its dropdown no longer opens over the navigation.
  • The Live search bar aligns correctly on client, company, lead and prospect pages.
  • Documents, Library and Forms stay inside CatalystRM Live, and Deals cards open in Live.
  • Client notes have separate client-visible and internal-only areas, and company notes were added.
  • Audit timestamps display correctly, and the Type column is color-coded.

3.21.023 September 2026

Audits

  • 🛡 SecurityAdded: a permanent activity log that cannot be edited or deleted inside the application. My Activity shows any user their own trail; All Activity (administrators, or users granted access) shows views, notes, outgoing email, sign-ins, exports, password resets and permission changes, with IP address, filters, sorting and CSV export.

Also delivered in the 3.20.x – 3.21.0 builds (changes first recorded on 21 September 2026)

Onboarding form access now saves exactly what you choose

  • Fixed: checking every form for a client or company was discarded and silently fell back to the default forms (Discovery & Intake and Client Onboarding). The complete selection is now kept.
  • Fixed: unchecking every form for a company also fell back to the defaults. "None" is now saved as none.
  • Clarified: access is granted on an either/or basis. A person sees a form if it is enabled on their client record or on their company.

Customer impact: forms that were previously set to "all" before this fix were reset to the defaults by the earlier behavior. Re-check the intended forms once on each affected client or company.

Projects is now CG_PMPro

  • Renamed: the Projects sister plugin is now CG_PMPro in the admin menu, the Settings → Modules card, the client, deal and Dashboard cards, notices, and the plugin listing.
  • Changed: the plugin folder and main file are now cg-pmpro/cg-pmpro.php, and its settings are stored as catalytrm_pmpro_enabled and catalytrm_pmpro_autospawn. Existing values were carried over and the plugin stayed active.
  • Unchanged: the license feature key remains projects, and existing project data, database tables and REST addresses are untouched.

CG_PMPro modules included

  • Added: Sub Tasks, Time Tracker, Gantt, Invoice, Stripe payments, Sprint, Custom Fields, Recurring Tasks, BuddyPress and WooCommerce integrations now ship inside CG_PMPro and are available to any site licensed for the projects feature.
  • Privacy: CG_PMPro sends no usage telemetry. Its vendor analytics client is switched off; it contacts external services only when you connect them (for example Google, Stripe, GitHub or Slack).

3.1.2 – 3.20.1September 2026 (summary)

Individual dates and notes were not recorded for these builds, so this is a summary of what arrived, reconstructed from build snapshots.

  • 3.20.0: the CG_PMPro project plugin was connected to CatalystRM so projects link to clients and deals. The self-serve Scheduling/Calendar module that had been built during 3.11–3.19 was removed.
  • 3.12: Saved Searches and Tasks.
  • 3.10: license handling for Pro features.
  • 3.9: Explorer — cross-record search and the full spreadsheet view.
  • 3.8: Segments (saved audiences).
  • 3.5: invoice payments.
  • 3.4: Contacts and Services API endpoints.
  • 3.2: the tag system.
  • 3.1.2 already included Audit, Campaigns, Contact Form, Contacts, Deals, Custom Fields, multi-factor authentication, Notes, Prospects and import, role-based access, Workflow, Assets, Estimates, Invoices, Line Items, private file access, Stripe and Time Entries.

Good to know about the current build

  • Service Explorer remains a pre-release tool for staff and authorized preview visitors; public visitors see a coming-soon message.
  • 🛡 SecurityThe central two-factor setting enables staff reminders. Enrollment is performed by each staff member through their profile.
  • Onboarding uses supplied/configured form definitions, with client/company assignment and submission workflows.
  • Campaigns report opens and clicks through CatalystRM's own tracking. Mail-system acceptance does not prove inbox delivery.
  • Some identity/contact values and host-level private-storage protections require deployment-specific configuration.

Earlier releases (legacy numbering)

Before 3.40.1, the WordPress Plugins screen showed the numbering below (1.0.0 – 2.9.0). These entries describe the same product and are preserved as recorded, but the numbers are retired and do not correspond to the 3.x releases above. Historical dates have not been independently verified against signed release artifacts.

2.9.014 September 2026

A more continuous Live workspace

  • Added attention badges beside Clients, Tickets, Documents, and Prospects to make outstanding work easier to identify.
  • Brought Settings into CatalystRM Live, including custom fields, workflows, merge tools, modules, appearance, and security settings.
  • Expanded direct WordPress navigation to the principal CRM sections.
  • Corrected action/save return paths so supported workflows remain in the interface from which they were initiated.

Customer impact: teams can move from operational work to configuration with fewer interruptions to the Live experience.

2.8.114 September 2026

Clearer records and easier administration

  • Added client-account merging alongside company merging in the renamed Merge Records area.
  • Added an explicit Edit mode to prospect details.
  • Improved the ticket search/filter arrangement and the side-by-side lead submission/edit view.
  • Grouped custom scheme controls and improved the prospect import file picker.
  • Corrected stylesheet loading on Settings screens.

Customer impact: routine record review and administrative work are easier to navigate, and duplicate client identities can be consolidated deliberately.

2.7.014 September 2026

More useful client context

  • Added internal and client-visible notes on client records, with private notes for prospects.
  • Added a persistent contact panel to the client portal.
  • Added a client-level Needs attention summary.
  • Focused the portal dashboard on documents awaiting signature, with a separate full Documents view.
  • Separated client overview work from CRM/account settings and improved in-place contact editing.

Customer impact: staff see outstanding work sooner, while clients receive intentional updates and a clearer route to shared documents.

2.6.114 September 2026

Workspace refinements

  • Stabilized CatalystRM Live's placement in the WordPress menu.
  • Improved pinned-record alignment and contact information presentation on the Dashboard.
  • Refined contact-card alignment and Live's search placement on wide screens.
  • The historical notes also record removal of duplicate landing-page content on the original installation; this was a site-content adjustment rather than a portable plugin feature.

2.5.014 September 2026

More deliberate list management

  • Added Select… controls for bulk actions across Clients, Companies, Prospects, Documents, and Library.
  • Added reversible archive behavior for Clients and Companies.
  • Added permanent deletion for prospect records and Trash-based management for documents/templates.
  • Moved the client detail Save control closer to the top of the workflow.

Customer impact: teams can keep active views useful while distinguishing archival from deletion.

2.4.014 September 2026

Export and keyboard improvements

  • Added handling for spreadsheet-formula prefixes in CSV exports.
  • Added keyboard controls to signature/initials field placement.
  • Improved onboarding review-modal focus behavior and save announcements.

2.3.014 September 2026

File validation, access, and interface improvements

  • Added PDF-content validation during document upload.
  • Improved Live's narrow-screen navigation behavior.
  • Added explicit labels to deal-entry controls.
  • Refined the onboarding sign-in presentation.
  • Updated capability checks in multiple areas to better align with CRM role tiers.

These historical improvements do not constitute a certification or a claim that every security/accessibility issue is resolved. The supplied build and deployment still require operational verification.

2.0.214 September 2026

  • Corrected stylesheet/shell handling for the Live page in WordPress administration.
  • Adopted the CatalystRM Live name for the full-screen experience.

2.0.013 September 2026

  • Added global search across clients, companies, tickets, deals, and prospects.
  • Added support-ticket attachments.
  • Introduced CRM Auditor, Technician, Manager, and Admin role tiers.
  • 🛡 SecurityAdded native authenticator-based two-factor enrollment and backup codes.

1.8.013 September 2026

Expanded support operations

  • Added impact/urgency-based priority suggestions and service-level due times.
  • Added technician/team assignment, activity history, and technician queue filters.
  • Added reporting, optional satisfaction requests on resolution, and reusable reply templates/macros.

1.2.013 September 2026

  • Introduced the Live full-screen workspace and visual deal pipeline.
  • Introduced a separate Prospects area with CSV, TSV, and XLSX import and mapping.
  • Added built-in/custom color schemes and supported CSS/JSON color import.
  • Separated reusable document templates from assigned client documents.

1.1.012 September 2026

  • Consolidated the CRM, Client Portal, Onboarding Forms, Service Wizard, and Service Explorer into one modular plugin.
  • Unified access to the related client workflows under the combined product.
  • Historical notes describe retaining existing data during the original consolidation. Validate migration for each existing installation rather than assuming identical behavior across deployments.

1.0.0earlier development; date not recorded

  • Established the CRM foundation: contacts/leads, companies, deals, custom fields, campaigns, workflow automation, and support-related functionality.
  • Developed the deal API and visual pipeline before the modular consolidation.

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