CRM
Dashboards you compose
Build a dashboard from the numbers you already follow. Pick the metrics that matter to your team and arrange them the way you read them, so the pipeline opens on what you check first.
Changelog
What we have shipped.
Newest first, grouped by month. For the current operational state of the platform, see the status page.
August 2026
- Contracts
Contract benchmarks
See how one contract sits against the rest of your book. Each agreement now reads against your own portfolio, so a term that is unusual for you stands out from what you normally agree.
- CRM
Report subscriptions
Subscribe to a report and have it arrive on its own. Set the schedule once and the report you watch is delivered on time, without you opening the app to run it.
- Contracts
Data rooms download as one archive
A shared data room now leaves as a single archive. Choose what to include and take it away in one file, with the same access checks applied to every document inside.
- Platform
Keyboard and screen reader pass
Both apps went through a keyboard and screen reader review. Focus order, labels and skip links were tightened so you can move through every surface without reaching for a mouse.
- Platform
Safer CSV exports
Exports now go through one CSV writer that opens cleanly in a spreadsheet and reads back exactly as it was written, so your figures survive the round trip and stay safe to open.
- Contracts
Overdue duties escalate
An overdue obligation no longer passes quietly. When a duty misses its date it is raised, so the right person sees it while there is still time to act.
- CRM
Search everything, take the audit log
Search across your whole workspace from one page. The same page lets you take the audit log with you as an export whenever you need a record of what happened.
- Platform
Install from the browser
Install crmSpace and clmSpace straight from the browser. Both run as installed apps on desktop and mobile, each in its own window with its own icon.
- CRM
Forecast and roll-up
Submit a forecast for your deals and roll the team up into one view, so a manager reads a committed number that is built from the call each rep submits.
- Contracts
Share a data room by link
Share a set of documents by link, with every read checked and logged. Access is granted per link and each open is recorded, so you can see who read what.
- Platform
Notifications in both apps
Read your notifications in either app and choose what reaches you. Turn each kind on or off so the ones you want arrive and the rest stay out of the way.
- Platform
Command palette
Press one key and go anywhere. A command palette opens over any page so you can jump to a record or run an action from the keyboard.
- CRM
Bulk actions
Act on many records at once, under the same rules as one. Update or move a whole selection in a single step, with the permissions that apply to a single record still enforced.