The big releases we ship for real-estate teams.

• _Visual performance trends:_ The Analytics tab now shows interactive growth lines, reach and engagement trends, posting rhythm, audience mix, publishing windows, and c...
• _Channel-by-channel comparisons:_ Belong and Matt Personal can be compared without blending their results.
• _Connected-account clarity:_ A network view shows which Instagram, TikTok, and YouTube accounts are connected, fresh, partial, or missing data so gaps are visible befo...
• _Accurate repeat syncs:_ Repeated provider snapshots from the same reporting window are counted once, and missing content-lifespan periods stay missing instead of appe...

• _Email delivery tracking:_ Transactional account emails and CRM conversation emails now identify themselves separately when they are sent.
• _Fast provider callbacks:_ If Resend reports a CRM delivery event before the matching message finishes saving, the callback now retries briefly instead of being strand...

• _Expired open-house dates:_ Listing follow-up messages are generated at launch with the open-house date written into the text ("Open house is Saturday, July 4").
• _Launch check for stale dates:_ Launch readiness now blocks a listing launch when its follow-up copy carries an event date that's already in the past, or says "this we...

• _SMS deliverability tracking:_ Every contact now carries an SMS deliverability status — separate from their opt-out preference — that updates automatically from real d...
• _US-only automated texting:_ Automated texts (sequences, pipeline automations, welcome and booking messages) now only go to validated US mobile numbers, checked with a...
• _Consent vs. deliverability are now separate:_ a landline is not an opt-out, and an opt-out is not a broken phone. STOP requests remain consent (DND); phone-quality pr...

• _SMS opt-outs (STOP):_ When a contact texts STOP (or STOPALL, UNSUBSCRIBE, CANCEL, END, QUIT, REVOKE, OPTOUT), the carrier network already blocks the number and sends...
• _False opt-outs from quoted text:_ Reacting to a message on an iPhone (for example an angry tapback) quotes the original text — including the "Reply STOP to opt out" f...
• _STOP no longer looks like engagement:_ An opt-out used to bump the contact's lead score and ping the assigned agent with a generic "lead replied" notification.
• _HELP replies:_ A contact texting HELP gets exactly one support response — never two — whether Twilio answers it or Espo does.

• _Contacts and related work:_ Owners and administrators retain organization-wide visibility.
• _Pipelines, deals, and tasks:_ Restricted roles see only explicitly granted pipelines; zero grants reveal no pipelines or deals.
• _Analytics and team performance:_ Organization-wide Analytics is limited to owners and administrators. Other CRM roles see only their own Team Performance metrics.
• _Exports:_ Contact and deal exports are owner/admin-only, while task exports follow the signed-in user's task visibility.

• _Pipeline automation safety:_ Only owners and administrators using a normal client-portal session can create or change stage and sequence-completion automations.
• _Deal update safety:_ Deal stage and row versions now prevent an older browser action from overwriting a teammate's newer stage, assignment, or archive update.
• _Automation durability foundation:_ A dormant, service-only ledger now defines immutable trigger batches, prepared jobs, effect checkpoints, retry/review states, and a...

• _CRM notifications:_ The SMS phone number in Notification Preferences is now validated when you save it.

• _Notifications:_ When a text-message notification fails to send (for example, because the destination phone number is invalid), the error log now shows the actual reas...

• _iOS app:_ Advanced the native release candidate to version 1.0.1 build 5 after Apple closed the approved 1.0 pre-release train to new uploads.

• _Notifications:_ Personal delivery preferences and push devices now require the signed-in team member's portal session.
• _Meeting Notes:_ Direct API access now follows the same promise as the page: only owners and admins on plans with Cal.com scheduling can access meeting transcripts and...
• _CRM Inbox:_ Agent and viewer roles no longer see reply, send, call, compose, or other write controls that their API permissions reject.
• _CRM permissions:_ Database-level write protection now covers every organization-scoped CRM table that previously trusted membership alone.

• _Account security:_ Organization API keys are now isolated to portal and CRM access and can no longer authenticate administrator routes.
• _CRM permissions:_ Owners and admins retain full record management, members can create and edit without deleting, viewers remain read-only, and agents can only claim a...
• _Account privacy:_ Signed-in users can no longer browse the administrator roster, and meeting transcripts/notes are accessible only through the owner/admin portal flow...

• _Outbound:_ Espo's own cold outbound email now delivers from a dedicated sending fleet (separate mailboxes on dedicated domains with managed warm-up) instead of the in...
• _Outbound:_ The in-app Dream-100 cold-email launch path is retired and guarded so it can no longer send mail whose replies would bounce.

• _Client portal:_ New Social area (for listing-package and Growth Engine clients): an approval queue where you review the posts Espo prepared — tap Approve or send them...
• _Client portal:_ A read-only social calendar showing what's scheduled and what's been posted, with links to the live posts and headline view counts.
• _Client portal:_ Listings now show a "Social performance" section — what was posted for that property, where, and how it performed.
• _Listings:_ When a listing launches, its social captions automatically become draft posts waiting in your approval queue — and approving the listing's launch package a...

• _Social Studio:_ Existing self-authored comment-reply duplicates are now stamped as handled/self-authored during sync, letting the Inbox read model hide them while pre...

• _Social Studio:_ Added an Analytics action queue that turns source-health gaps into concrete next steps, including account filtering, sync prompts, and copyable fix no...
• _Social Studio:_ Added a recent-vs-earlier performance readout, post learnings, and copyable next-content move prompts so Belong analytics points directly to what to m...
• _Social Studio:_ Analytics recommendations now fall back past punctuation-only post labels to provider post IDs, keeping copied Codex prompts readable.

• _Social Studio:_ Added a manual Sync Inbox action that pulls recent Zernio comment threads into the Inbox, so admins can backfill provider comments instead of waiting...
• _Social Studio:_ Added a local acknowledge action for inbox threads, giving operators a heart-style “handled” state while Instagram comment likes remain unavailable th...
• _Social Studio:_ Inbox status updates and local acknowledgements now clear unread counts, keeping triage totals aligned with the work the operator has already handled.

• _Social Studio:_ Added an approval-gated Send Reply action for Zernio-backed inbox threads, so admins can respond to supported DMs, comments, and reviews from the Inbo...
• _Social Studio:_ Added focused route and provider-client tests for Zernio inbox replies, covering conversation messages plus comment and review reply payloads.
• _Admin dashboard:_ Renamed the old Content Pipeline entry points to Social Studio in the admin navigation, page header, capture flow, and AI cost feature labels.

• _Listing Engine:_ Listing post-create side-effect failures now create standard admin error rows with listing and step context while preserving the non-blocking create...

• _Portal auth:_ checkOrgAdmin() and checkOrgMember() now choose the earliest-joined membership when a user belongs to multiple orgs, matching the deterministic binding...

• _Onboarding / CRM:_ Website + IDX kickoff now seeds the minimal CRM automatically: Listing Leads and Open House QR pipelines, the owner open-house profile, the generic...
• _Tier gating:_ Website + IDX now allows the two system pipelines its package requires, instead of capping the minimal CRM at a single pipeline.

• _Listing System:_ Stripe listing checkout webhooks now move non-archived listings to the Paid stage when the collected amount matches the expected checkout metadata.

• _Research / Dream 100 outbound:_ The admin research-run detail now shows a Verified outbound claims panel before raw teardown notes.

• _Open House / CRM:_ Repeat visitor sign-ins now run first-stage sequence enrollment when the reused active deal is still in the same open-house pipeline intake stage.

• _Dream 100 outbound:_ Video-packet emails and filming briefs now reject common site-specific teardown claims when the model forgets the internal claim marker.
• _Dream 100 outbound:_ Cadence generation now has a deterministic verified-evidence seam for already-verified Places observations.

• _Listing System:_ G7/G8 production data anomalies now have a read-only audit packet with exact affected listing/event IDs, sign-in counts, and an approval-gated cleanu...

• _Listing System:_ Generated listing ops tasks now support default assignees through LISTING_TASK_DEFAULT_ASSIGNEES, plus per-checklist overrides like LISTING_TASK_ASSI...

• _Listing System:_ Admin listing DELETE is now non-destructive: it moves the listing to Archived instead of removing the row.

• _Open House / CRM:_ The portal Open Houses list, calendar, and detail dialog now subscribe to new oh_signins rows for the active organization.

• _Listing System:_ The external listing webhook no longer uses one global environment secret.

• _Listing System:_ Admin listing PATCH now moves early-stage listings to Landing Page when a landing page URL is saved, and to Ads Setup when an ad start date is saved.

• _Inbound teardown / Reverse Pitch:_ The human-approved teardown email queue now counts and sends only verifier-cleared website gaps.
• _Onboarding Copilot:_ Public intake-form drafting context now uses the same verified teardown assertions instead of quoting raw reverse-pitch claims.

• _Dream 100 outbound:_ Teardown packet generation can now use a live Google Places lookup before writing video briefs or follow-up emails.

• _Listing Engine:_ Saving lead-source routing now updates the CRM lead-source config and the listing linkage in one database transaction.

• _Listing Engine:_ When an operator changes a listing lead-source config to a different CRM pipeline, the starting stage is now recalculated for that pipeline instead o...

• _CRM Assistant:_ Assistant searches, contact lists, contact details, contact notes, and communication history now obey the same contact visibility rule as the CRM port...
• _CRM dashboard:_ CRM stats now use the same assigned-or-unassigned contact scope for every non-owner/admin role. Agent tags no longer expand dashboard counts or charts.

• _Listing Engine (ops):_ The admin New Listing dialog now uses a client dropdown instead of a raw organization UUID, lets operators choose Listing Engine or Listing Ess...
• _Listing Engine (safety):_ Existing listings can no longer be moved to a different client organization through the admin detail API.
• _Listing Engine (Meta lead routing):_ Blank starting-stage saves now default to Drip when the selected pipeline has that stage, and launch readiness warns if an Engine...
• _Outbound Engine (safety):_ Added regression coverage that teammates can prepare outbound video packets but cannot launch the live email cadence; release remains found...

• _Listing Engine (video production):_ A new DaVinci Resolve draft worker (scripts/content/workers/davinci-listing-draft.py) turns a listing's Flow-generated room clips...
• _Listing Engine (Meta ads):_ Finished ad videos now stage to durable signed URLs automatically (no more one-off hosting), and the Meta campaign lane (lead form with pi...
• _Listing Engine (lead routing):_ New listings now get their lead routing fully pre-wired at build kickoff — pipeline, assigned agent, notification list (client founder...
• _Listing Engine (follow-ups):_ When a listing has an open house scheduled, the buyer follow-up email now calls it out with the date alongside the existing SMS mention,...

• _Outbound Engine (research):_ Taught the teardown verifier to independently confirm four more real, checkable website gaps — so a personalized cold-outbound teardown c...

• _Outbound Engine:_ A Find contact button on each outbound target.

• _CRM automation:_ A new Log referral stage automation.
• _Quarterly reviews:_ When you mark a QBR reviewed and it carries a real upgrade target, the upgrade pitch now lands in your operator task queue as a prioritized to-do...
• _Revenue dashboard:_ A new Retention & Referrals card on the Revenue page shows Net Revenue Retention (how much of last month's recurring revenue you kept and grew, ex...

• _Mobile app:_ Pop-up dialogs and slide-out panels now keep their close button and content clear of the phone's notch and home-indicator bar, and the chat message box s...

• _Onboarding & website forms:_ Closed a timing gap where a few automated emails could silently fail to send the instant the page responded.

• _CRM contacts:_ You can now mark a batch email to send first.
• _CRM contacts:_ When you have more than one batch email running at the same time, they now share each day's sending limit fairly instead of one finishing entirely befo...

• _Internal content operations:_ Added Social Studio analytics snapshot tables for Zernio post metrics, account metrics, best-time slots, content-decay buckets, and sync...
• _Internal content operations:_ Added /api/admin/ops/social/analytics and /api/admin/ops/social/analytics/sync so Belong analytics can be read from local snapshots and...
• _Internal content operations:_ Linked Zernio post analytics back into content_distributions.metrics when a provider post ID matches, giving Codex and future learning f...

• _Internal content operations:_ Added provider-neutral Social Studio inbox tables for threads, messages, and audit events so Belong DMs, comments, and reviews can be st...
• _Internal content operations:_ Extended the signed Zernio webhook receiver to ingest message., conversation., comment., review., and reaction.* events into the local i...
• _Internal content operations:_ Social Studio response work now has a local approval boundary: Codex/admins can draft and triage replies inside Espo, but provider-side...

• _CRM contacts:_ When you send a batch email to a large list, we now spread it out over multiple days instead of blasting everyone at once — about 50 a day (your accoun...
• _CRM contacts:_ New Bulk queue button on the contacts page (next to Filters) opens a list of your scheduled batch sends — how many emails, over how many days, how many...
• _CRM contacts:_ Every batch-drip email now includes a one-click unsubscribe link and mailing address in the footer, so your bulk sends stay compliant with anti-spam law.
• _CRM email:_ Scheduled and batch emails now send at a steady, deliverability-friendly pace and recover automatically if a send is interrupted, so nothing gets stuck or...

• _CRM contacts:_ When you select several contacts and send them all one email, you can now attach a file — the same attachment goes out to everyone you selected.

• _Client CRM voice:_ Inbound calls answered in the official iOS app now play the private lead/source whisper before the caller is bridged.

• _Native CRM app:_ The iOS review login path now hides Google and Apple OAuth buttons inside the native shell until both providers are configured end to end.

• _Internal AI intel operations:_ The morning briefing's audio stopped generating once the briefing got long enough — OpenAI's text-to-speech caps input at 4,096 charact...
• _Internal AI intel operations:_ Real-time release push notifications are now gated to the major providers — Anthropic, OpenAI, Google (Gemini), and xAI (Grok).

• iOS push notifications now actually deliver.
• _Internal AI intel operations:_ Opening the iOS app now lands you straight on AI Command, where the Today's Briefing hero sits — no navigating.
• _Internal AI intel operations:_ The briefing player now wires the phone's lock-screen controls (title + play/pause/skip) and uses the app's background-audio capability...

• _Client CRM:_ Standalone open house events now reliably save their property address for reuse in the "Link to Listing" dropdown, so repeat open houses do not require r...

• _Internal sales operations:_ Added an admin-native Outbound Targets queue so individual brokers, brokerage/team Dream 100 accounts, and future campaign lanes can be tr...
• _Internal sales operations:_ Added outbound_targets and outbound_target_events with status, lane, campaign, video type, message variant, Day 0/8/16/24 cadence state, r...
• _Internal sales operations:_ Seeded the 20-person 10x10 pilot into the target queue and linked the first 10 completed research runs, making the sourced candidates visi...
• _Internal sales operations:_ Added target analytics for launched count, reply rate, positive reply rate, booked-call rate, bad exits, and performance by lane, campaign...

• _Onboarding intake:_ When we already know your website, the Team step now arrives with your agents pulled straight from your site's team pages — name and role pre-fill...

• _Internal content operations:_ Content Pipeline now has first-class channel assignments for @espoai, @BelongJournal, and @EspoRealty, with channel filters, editable ch...
• _Internal content operations:_ Video Idea capture and Intel-created ideas now enter the standard production-stage flow and receive a proposed channel assignment, so no...
• _Internal content operations:_ AI Outputs can run the Brand Voice Guardian from the drawer, returning score and flagged language before copy moves into distribution.
• _Internal content operations:_ Source Registry now lets operators add RSS feeds, websites, X/YouTube/manual watch sources, ingest RSS or website candidates into a stag...

• _Public website:_ The live /teardown AI-visibility audit funnel is now included in sitemap.xml, keeping the pre-outbound Google Search Console submission aligned with...

• _Client CRM:_ Pipeline filters can now include filterable deal custom fields, so teams can narrow deal boards by configured qualifiers such as interest level, buyer ty...

• _Internal operations:_ npm run demo:idx:verify now performs a read-only Website + IDX demo-org readiness check, separating architecture/data seed health from live-call...

• _Internal operations:_ /ios-release now gives operators a guarded native-release workflow for the Espo iOS app, separating safe readiness checks from signed archive, T...

• _Native iOS app:_ The repo now has a shared Xcode scheme plus guarded Fastlane release lanes for config validation, unsigned release builds, readonly signing sync, Tes...

• _Client portal:_ Dashboard now includes a Delivery status preview, and /dashboard/delivery gives clients a read-only view of active builds, live links, launch progress...
• _Portal API:_ Added an authenticated delivery status endpoint that derives organization scope from the portal session and returns a client-safe summary of delivery run...

• _Public website:_ Brokerage-specific landing pages now include a brokerage research kit with direct paths to teardown, proof, AI marketing education, and the Compass c...
• _Public website:_ Brokerage pages now carry stronger route metadata descriptions and FAQ schema for route previews and future indexing.

• _CRM Inbox:_ Non-admin CRM users now see their own assigned conversations plus unassigned conversations, and unassigned conversation rows can be claimed to self from t...

• _Public website:_ The website assistant can now route real-estate visitors to Espo.ai, non-real-estate company and personal-site visitors to Espo Studio, Belong questi...
• _Public website:_ The website assistant now has safer brokerage, CRM, website-vendor, agency, and ISA comparison guidance, including links to the relevant public compa...

• CRM owners and admins can now remove a teammate's portal access from the Team page.

• The native iOS app now has a local dark error screen if espo.ai cannot load.
• The web app can now block outdated iOS builds only when explicitly configured.
• The App Store review packet is drafted.
• The iOS splash screen now stays up until the remote CRM has painted.

• The native iOS app can now start Google and Apple sign-in from the login screen.
• The TestFlight checklist now includes native OAuth verification.

• Sell a client a bundle of listings per month instead of one-off invoices.
• A live "listings remaining" counter that draws down as listings launch.
• Manage the pack inline

• Voicemails show up as a message you can read and play.
• Call back / Text back, one tap away.
• Calls now read like a phone, not a spreadsheet row.
• The message box opens in the channel they last used.

• Talk to your assistant — just tap the mic and speak.
• The AI assistant is now a full-screen, native-feeling experience on mobile.
• Answers stream in live.
• Tap and hold any message

• "Get them into my pipeline" just works, even when the contact already has a deal.
• Espo Help now knows where your QR code and email signature live.

• Tapping a contact's number in the app no longer dials from your personal phone.

• Scheduling a meeting from a contact now shows your Cal.com meeting types.

• Calls now always show your organization's Espo number as the caller ID.
• Incoming calls reach your phone more reliably when your login spans more than one workspace.

• A text no longer breaks your call on the iPhone app.
• Speaker and earpiece now follow your phone.

• Bigger, easier-to-hit Send buttons.
• The compose bar clears the bottom of the screen.
• Roomier toolbar controls when composing.
• The inbox no longer flashes a bare "Loading…".

• Your intake form now has a built-in assistant.
• "Help me write this" on the hardest fields.
• You stay in control of every word.
• Built-in guardrails: the assistant only ever drafts those six writing fields, never asks for or repeats sensitive details (EIN, license numbers, logins, payment info),...

• The onboarding form now tells you up front when we did your homework.

• Get a free teardown of your site, straight from the homepage.
• A "not sure yet?" path on the pricing page.
• AI assistants can now point people to the teardown.

• Your Listing Launch Room now opens on every listing.
• "View past briefings" now works — browse your briefing history.

• Your Inbox conversation list loads again — even with thousands of contacts.
• Team Performance loads your full team again.
• Inbox unread badges and Call Performance reports hold up at scale.
• Clear "couldn't load — try again" message instead of an endless spinner.

• Your Pipeline, Contacts, and Dashboard now load on high-volume accounts.
• Your Dashboard breakdowns now reflect your whole database.

• Web Build (Individual) invite emails now describe the package.
• The price you see on the payment step always matches what you're charged.

• Clients see the exact price before they submit a listing — and agree to it.
• Per-client listing pricing.
• What we charge always matches what's reported.
• Paying for a listing records the amount collected.

• Your delivery run starts the moment a client submits.
• One-click go-live.
• One config feeds a new client's full setup.

• Attach a teardown to a new client on the call.
• The form arrives mostly done.
• "We found this — looks right?" on more of the form.

• A free "website teardown" you can request in 30 seconds.
• The onboarding pre-fill gets smarter every time someone uses it.

• Pre-filled fields now come with one-tap confirm — and a "want to use it?" prompt for the rest.

• We can now research your business up front and pre-fill your onboarding form for you.

• Open house follow-up emails now show real names.

• DRE license numbers now show on your Team list.
• The "View" profile links now open the right page.
• The Team list now fits any window.
• The Manage password window no longer scrolls sideways.

• Welcome Email panel on the onboarding drawer.
• Recent Send Events log
• The welcome email now renders from one shared source.

• Upload lead lists right from your CRM
• Co-owners come in as real, linked people.
• No duplicates.
• Faster scrubbing.

• "Manage password" button per team-member row.
• /auth/reset-password landing page
• Branded recovery email
• GET /api/portal/crm/team

• /dashboard/crm/team page
• "+ Invite team member" dialog
• Public agent onboarding form at /onboarding/agent/[token]
• Three transactional emails

• Locked features now visible in the sidebar instead of hidden.
• Direct-URL access to locked pages shows the upgrade prompt.
• CRM Chat assistant unlocked for Website+IDX clients with a 10-message daily trial cap.
• Inbox + manual email sending unlocked for Website+IDX.

• Client package lifecycle actions.
• Curated lifecycle history.
• Admin Handoff Builder now reflects post-send client state.

• Website + IDX checkout now matches the public website
• The Website + access step now captures multiple MLS providers.
• IDX Broker signup fields are captured directly in the intake form.
• Admin review now shows the new MLS provider array

• Welcome hero on the intake link the moment a client returns from Stripe.
• Post-payment email with PDFs attached AND linked.
• Three next steps inside the email
• "Your handouts" modal accessible anytime from the form header.

• The onboarding form adapts to your package.
• New credibility step
• "Saved Ns ago" save indicator
• IDX Broker CTA

• Minimal CRM included with Website + IDX ($200/mo, $1,500 setup).
• What's NOT in the minimal CRM (those stay the Espo Pro upgrade)
• The listing add-ons (Listing Essentials $285, Listing Engine $495) are unchanged and remain available on every tier — including Website + IDX.
• Per-org rollout flag.

• Listing Essentials and Listing Engine now ship as the MLS Handoff Pack.
• The Virtual Tour URL is the new differentiator.
• Clearer scope on what we don't do.
• /listing-engine — new "MLS Handoff Pack" section between the Amoruso example and the $285/$495 receipt: three cards (what we deliver / Virtual Tour URL wedge / your ag...

• My Requests page in the portal
• Richer notifications when you submit.
• Completion confirmation emails.
• Generalized client-request system.

• "Summarize & continue" button on the thread-full modal.
• Proactive "thread full" modal.
• The thread-full modal now offers three actions in the recommended order: Cancel · New chat · Summarize & continue (primary).

• AI assistant can answer audit-trail questions about contacts.
• Call Follow-up Mode now distinguishes voicemails from real conversations.
• Call Follow-up Mode respects channel preferences set at mode entry.
• AI assistant can now toggle Do-Not-Disturb on contacts when you ask.

• "How many leads does Trevor have?" now returns only Trevor's contacts — not the whole team's.
• Stage breakdowns by agent are now correct.
• Two agents asked in the same session get non-overlapping results.

• Clicking a deal card on a pipeline now opens the contact page directly
• The contact page now has Prev/Next arrows at the top when you arrived from a pipeline.
• j / k and arrow keys work everywhere the mouse does.
• Prev/Next stays alive across a page reload or a browser share.

• Failed call transcriptions no longer hide the real reason.
• If transcription succeeds but AI analysis fails, you still get the transcript.
• Very short calls (under 10 seconds) skip transcription entirely.
• Rate-limit and server-error responses from Whisper / Claude now retry correctly.

• Every timeline entry now shows who created it.
• Hover tooltip tells you the full story.
• Team-member name map.
• Sequence emails, SMS, and stage-action side effects are attributed as automation.

• Pulling the phone from your face no longer mutes the call.
• Receiving a text during a call no longer drops the call.
• A second incoming call no longer kills the one you're on.
• Speakerphone toggle added to the active-call panel.

• Notes typed into the post-call dialog now persist on the contact and show up in the timeline.

• Walk through a stage without leaving the deal page.
• Filters are respected.

• Meta Ads now has its own section in Analytics.
• Closed-loop ROI, not just ad metrics.
• Per-campaign deal attribution.
• Multi-tenant from day one.

• A contact can now only be in one active (or paused) sequence at a time.
• Applies everywhere a sequence starts

• Every new listing now seeds the same ops checklist, ops task backlog, and open-house events
• The "phantom open house" row is gone.
• Adding an open-house date after a listing was created now auto-creates the event.

• Creating an open house from a Listing now pre-fills the listing's hosted landing page URL

• QR sign-in SMS now sends from the hosting agent's Twilio number
• QR sign-in deals now show up assigned to the hosting agent
• Open houses happening right now show as "Active"

• Newsletter signup now sends a one-time confirmation email
• Newsletter subscriber list no longer publicly readable
• Email-signature logo uploads blocked cross-org reads and deletes
• Unsubscribe page was vulnerable to HTML injection

• Automatic status recap in long sessions
• Doesn't fire in short sessions, doesn't fire while you're running tool-heavy sequences (the recap would muddy the output), and only fires once per user turn — so it st...

• describe_sequence agent tool
• Works for every sequence shape — drip, nurture, onboarding, AI reactivation campaigns — using the steps already stored on the sequence, no extra configuration needed.

• Unified Calendar at CRM → Calendar
• Team member calendar switching
• Overdue task rollover
• Quick task creation from the calendar

Apr 7Pipeline-Move Tool + Templates by Intent

Apr 2Inbound Email Fix — Replies Now Appear in the CRM

Apr 2Sequence Execution Fix — Enrollments Now Reliably Execute

Apr 2AI Assistant — Scheduling, Templates, and Team Resources

Mar 30Call Intelligence P1 — Coaching Command Center & Auto-Enrichment

Mar 30Call Intelligence P0 — Smarter Analysis & Auto-Actions

Mar 26CRM Agent — Sequence Builder

Mar 25Dynamic Listing Sequences + Meta Lead Routing

Mar 24CRM Agent V2 — Production Optimization

Mar 10Open House QR Code Sign-In System

Mar 6CRM Feature Sprint — 80+ Items Across 4 Batches

Mar 5SMS Activation — A2P 10DLC Approved

Feb 28Multi-Tenant Cal.com Scheduling

Feb 27CRM Pipeline & Deal UX Improvements + Sequences & Automations

Feb 27CRM Contact Page UX Improvements

Feb 26Morning Briefing UI + CRM Agent v2.1–2.3

Feb 24Website Transformation — Real Estate Growth Engine

Feb 22CRM Agent v2.0 — System Prompt Optimization + Date Fixes

Feb 21Call Recording Transcription Automation

Feb 18CRM Agent v1.3 — Task Management + Calendar Quick-Complete