Changelog

September 2026

September brings two new modules, Jobs for work carried out at a customer's site and a share register for the boardroom, alongside reporting deadlines that repeat on their own and create the task that answers them, a Marketplace where a module can be tried free before it is bought, and accounting connections that carry far more of what your ledger already knows. Jobs grows through the month with a schedule of everyone's work by day and week, its own custom fields and a permission that keeps prices away from roles that should not see them. Email becomes a proper part of the CRM in both Gmail and Outlook, with the people, companies and deals behind a message on screen and templates that fill themselves in, and contracts can draw on any field from any record and be reviewed and completed in one place before they go out. Support cases can be merged into a single conversation, given a due date, exported and worked from a full table view with the same columns, sorting and bulk actions as any other list. Reporting reaches what you sold, revenue split between colleagues and the money a campaign earned, and churn follows the day each subscription ends. Customer records gain five years of company accounts, named health profiles, a plain reading of who is still in touch and a timeline where anything important can be pinned to the top. The whole product is faster too: lists, dashboards, calendars and record pages open quickly, a page draws straight away instead of waiting on figures it does not need to show you yet, and your edits appear the moment you make them. You can sign in with a code sent to your email, settle a decision with a team chat poll, and send your sales figures to Plecto every few minutes. Reports can be read as a plain table and sent to Slack on a schedule, planned and logged hours sit in one place with billable rounding, and documents tell you when the recipient printed them or read them right through. Later in the month, filters reach the people on a record and the counts behind it, table reports total everything they match and act on ticked rows, automations run as journeys and rehearse with the same checks as a real send, and projects, hours and absence flow to and from PowerOffice. September also opens DealJourney up to the systems around it. A partner integration can ask what changed since it last looked, across every kind of record, fetch exactly those records in a single request, work in its own reference numbers rather than ours, and be told when an invoice, subscription, product, order or note moves. Accounting connections sit on one shared foundation, so a customer, contact, supplier or product keeps its identity in both places, credit notes are recognised for what they are, and a record removed in your ledger is reported to you rather than removed for you. Companies and contacts can be merged with both cards laid out side by side, enriched against the official company register, and flagged as a likely duplicate before a second copy is ever created. A deal can carry several quotes at once, price the same project for competing companies, and follow whatever its quote totals. Search reaches products, orders, tasks, service jobs, pages and help articles, corrects a spelling that matches nothing, and puts the closest name first. Automations run within a minute of what triggers them, send under your own name and domain, and can be rehearsed against a contract that was really signed. Activities and record pages show and edit fields borrowed from the customer, contact, deal or subscription behind them, arranged once by an administrator and shared with the whole workspace. The Android app carries push notifications and signs in with Microsoft or Google without leaving the app. Background work and incoming accounting traffic each run on their own capacity, so lists, logins and record pages stay quick while the integrations get on with their work.