• Custom order actions made available for selection in Shop-Script integration settings.
• Default locale selection for new contacts to be created via set up sources—forms, email boxes, messengers.
• Option to specify the responsible user when adding a new deal.
• Specifying a customer's email address made optional when creating a deal.
• Fixed tax calculation error in invoices.

• Integration with IP telephony services:
  • outgoing calls to customers from within CRM,
  • call redirection,
  • new plugins: Mango Office, Yandex Telephony, Gravitel, Sipuni, Zadarma, Zebra Telecom.
• New source type “Messengers”. Adding sources of this new type requires installation of plugins.
• Plugins for adding “Messengers” type sources: Telegram, VK.
• Creation of new deals from incoming messages in source settings made optional.
• Support for IMAP protocol to connect email sources. Installation of a free plugin is required.
• Optional time limit for deals to be allowed to remain in a funnel stage. If a deal remains in a time-limited stage above specified limit then a notification set up for this event is sent.
• New events for sending notifications: new deal creation, moving of a deal to another funnel, winning of a deal, loss of a deal, reopening of a deal, remaining of a deal above specified time limit in a funnel stage.
• Blocking of incoming messages from selected contacts. Banning of a contact in CRM results in full ignoring of his messages sent via any types of sources.
• Filtering of deals by various characteristics: unread messages, overdue reminders, etc.
• Adding tags to deals.

• Adjustable two-way synchronization of funnel stages with order states in Shop-Script.
• Synchronization of currency exchange rates with those set up in Shop-Script.
• Extended email message management functions: new “Messages” screen, adding of extra recipients when replying to a message, message forwarding, marking of unread messages, popup notification on new incoming mail.
• New report for paid invoices.
• New report for won deals in all funnels.
• Viewing of a list of deals from all funnels, only in table view mode.
• Setup of custom fields for deal-adding and editing pages.
• Receipt of deal requests via web forms from existing customers.

Shop-Script integration

• Execution of order actions “Mark as completed” and ‘Delete” automatically closes a related deal with the corresponding status.
• Automatic filling of invoices with ordered products if the invoice deal was created from a Shop-Script order.
• Live search of products from online store catalog when editing invoice items.
• Option to link a Shop-Script order with a existing deal in CRM.

Notifications

Option to change the sender and the recipient selection in the notification settings or to enter custom sender and recipient email addresses.

Invoices

• Option to edit default invoice templates and to add custom templates.
• New invoice field to enter invoice expiration date. After the specified date, an invoice is automatically archived and is no longer accessible to a client.

Reminders

• Personally configurable email notifications on tasks scheduled only for today or for today and tomorrow.
• Personally configurable email notifications on tasks with approaching deadline.
• Displaying of the creation date and time for each reminder.

Contacts

• Option to assign a responsible user for a selected contact.
• Option to set up automatic assignment of the current user as responsible for new contacts added by that user.
• Option to execute group actions on contacts in large photos view mode like in table view mode.

Deals

• Option to execute group actions on deals in canban view mode like in table view mode.
• Option to set up personal signature for messages sent to a client on deal-viewing page.

Phone calls

Option to play registered phone calls directly in browser without having to download audio files to user’s computer.