Fixed an issue that allowed multiple dispatches to be created for the same order, improving dispatch accuracy and management.

Fixed an issue where partially paid invoices were incorrectly displayed as Paid, while the Add Payment option was missing.

Introducing a structured Card/Grid View for projects, making it easier to view, manage, and access key project information. Quickly switch between Grid, List, Archive, and Calendar views while viewing project details, progress, budgets, tasks, milestones, members, status, and business-specific information for Solar, Construction, and Manufacturing accounts.

Import your Work Breakdown Structure (WBS) directly from Excel to set up projects faster. Bring in projects, milestones, and tasks while maintaining budgets, departments, dependencies, task relationships, and the overall project structure.

Create reusable project templates to speed up project setup and keep workflows consistent. Save predefined projects with milestones, tasks, budgets, dependencies, and project structures, then reuse them whenever you start a similar project.

Manage the same product across multiple warehouses with warehouse-wise opening stock and inventory tracking, while maintaining a single, centralized product catalog for streamlined inventory management.

Enhanced dispatch management by limiting assignment permissions to the Accounts Department while enabling automatic status synchronization with the Sales Department for seamless collaboration.

Comprehensive Push Notification integration documentation is now available. Implemented Android push notification handling across foreground, background, and terminated app states, and generated a dedicated Android build for end-to-end testing and validation.

Manage multiple organizations with organization switching, shared employee access, organization-wise time tracking, and multi-organization leave management for greater operational flexibility.

Fixed an issue that prevented users from editing the Opening Stock field while updating products, ensuring smoother inventory management.

Create reusable project templates with predefined milestones, tasks, and workflows to accelerate project setup.

Access, upload, and manage files directly from Google Drive and Microsoft OneDrive within CRMLeaf.

Capture internal visit notes with latitude, longitude, location history, and image uploads for complete field activity tracking.

Send contracts and proposals for e-signature directly from CRMLeaf. Track signing status in real time and close deals faster without leaving your CRM.

Track total travel distance covered by employees each month for reimbursement, reporting, and productivity analysis.

Restrict attendance check-ins to approved office, project, or client locations using geo-fencing technology.

Support biometric fingerprint attendance to ensure secure and reliable employee time tracking across locations.

Connect Gmail and Outlook with CrmLeaf to automatically log every client email to the correct Lead, Contact, Deal, Client, or Ticket. Eliminate manual email tracking, improve team collaboration, and keep every customer conversation organized in one place.

Enable employees to clock in and out using facial recognition for faster, touchless attendance tracking with improved accuracy and fraud prevention.

Convert reimbursable expenses into billable client charges directly from expense records.

Streamline return requests, approvals, inspections, and inventory adjustments through a dedicated goods return process.

Collect customer feedback, ratings, and service reviews directly within CRMLeaf to improve customer experience.

Improve account security by limiting each user account to a single authorized device login.

Automatically sync invoices, payments, customers, and line items from CRMLeaf to QuickBooks Online. Eliminate manual bookkeeping, reduce accounting errors, and speed up month-end reconciliation with secure one-way synchronization.

Automatically calculate travel distance, mileage allowances, and employee reimbursements based on approved travel records.

Manage construction projects, client communication, and site activities from one platform. Track leads, contractors, project tasks, and important documents while keeping every stage of the construction workflow organized.

Store and manage employee skills, certifications, and expertise in a centralized system. Easily identify the right people for specific tasks and ensure better team planning for projects.

Use AI-powered assistance to quickly analyze data, generate insights, and get instant answers within the system. This helps teams work faster and make more informed decisions.

Create a structured onboarding experience for new customers by organizing tasks, documents, and communication in one workspace. Ensure every client receives a smooth and professional onboarding process.

Automatically schedule meetings and demos by connecting with Calendly. Sync appointments, reduce manual scheduling, and streamline meeting coordination with prospects and clients.

Communicate with customers instantly through WhatsApp. Send updates, follow-ups, and support messages while keeping conversations organized within customer records.

Coordinate customer orders, production activities, and sales processes in one place. Improve collaboration between sales and manufacturing teams while maintaining clear visibility into every order.

Capture, track, and manage all solar leads in one centralized system with clear status, source tracking, and follow-up reminders to ensure no opportunity is missed.

Maintain complete site profiles including roof details, electrical info, approvals, and location data to ensure faster planning and error-free execution.

Upload and organize site photos, videos, drawings, and notes in one place to create standardized, professional survey records for every installation.

Automatically calculate system size, power generation, savings, and ROI to generate data-backed recommendations and customer-ready assessment reports.

Create branded, accurate solar estimates in minutes using data directly from surveys and assessments with automatic calculations and PDF export.

Generate project-wise Bill of Quantities and cross-project Bill of Materials to ensure accurate procurement, better inventory planning, and zero site delays.

Track every installation across defined stages with live status, timelines, and team assignments to keep projects on schedule and customers informed.

Define payment schedules, track due and received payments, send automated reminders, and get a clear view of your cash flow at any time.

Plan recurring maintenance, assign technicians, record service history, and maintain warranty-proof documentation for every installed system.

Track sales, project profitability, revenue, conversion rates, and growth trends with management-ready dashboards and exportable reports.

Create and manage production jobs with due dates and stage-wise progress tracking. Get complete visibility from raw materials to finished goods and keep production schedules under control.

Define product structures with components and quantities and automatically drive material planning. Reduce stock errors, improve accuracy, and avoid last-minute procurement.

Request, reserve, and record actual material usage directly against jobs. Maintain real-time inventory accuracy and improve cost control across production.

Track jobs across stages like cutting, assembly, and finishing with live progress updates. Identify bottlenecks early and prevent schedule slippages.

See what’s planned, spot resource conflicts, and track delays before they impact delivery commitments.

Build inspections directly into production workflows and record results at every stage to reduce rework and returns.

Close production jobs and automatically update finished goods inventory for real-time stock visibility.

Track planned vs actual material usage, monitor waste, and analyze variances to improve margin control and operational efficiency.

Manage all machinery and equipment in one place with serial numbers, locations, warranty details, and purchase history.

Schedule recurring maintenance and create repair work orders to reduce breakdowns and improve equipment uptime.

Maintain complete service logs including parts used, vendors, and repair costs to lower total cost of ownership.

Track out-of-service periods and monitor asset uptime to improve reliability and maintenance planning.

Receive automatic notifications for maintenance schedules, calibrations, and warranty expiries so nothing is missed.

Attach manuals, invoices, certificates, and photos directly to asset records for easy audits and service execution.

A fresh, intuitive payroll dashboard offering real-time insights on payouts, trends, and compliance. Built to help HR and finance teams stay informed, accurate, and efficient.

Easily add and manage materials, services, labor teams, and pricing for precise production planning. A streamlined BOQ workflow that reduces errors, improves cost control, and boosts operational efficiency.

Track machinery, equipment, and project assets with simple add, edit, and delete options. Enhance accountability and ensure optimal asset utilization across every project.

Create detailed vendor quotes and reuse them to generate multiple purchase orders effortlessly. Speed up procurement, maintain pricing accuracy, and eliminate repetitive data entry.

Compare multiple vendor quotes and turn the best one into a purchase order instantly. A seamless, click-efficient flow that accelerates procurement and improves vendor decisions.

We’ve introduced two new free tools to simplify daily business operations — the Payslip Generator and Invoice Generator. Easily generate professional documents in seconds, with no signup needed.

CrmLeaf now offers a dedicated Payroll module designed specifically for tax consultants. Manage multiple clients, automate compliance, and streamline month-end payroll processing with ease.

We removed the deprecated Data Deletion page and cleaned up related slug routing to avoid broken links and unused navigation elements.

Random hero images were refreshed to improve visual appeal and consistency, ensuring a more engaging browsing experience across key landing pages.

The Story Timeline component was refactored to improve readability and structure, making future updates and maintenance more efficient for the development team.

We rolled out updated CRM dashboard versions with improved filters, clearer stats, and a smoother navigation experience for faster decision-making.

Multiple fixes were applied to improve Deals pipeline reliability, data sync behavior, UI alignment, and conflict handling during updates.

A refreshed Deals UI is now live with improved layout, better visual hierarchy, and easier stage navigation for users managing opportunities.

Free Tool API version 6 has been deployed with improved performance, stability enhancements, and better error-handling for external integrations.

Improved sidebar visibility, spacing, and background layering to provide a cleaner experience, especially in help center sections and multipage navigation views.

Help center and academy pages now sort categories dynamically using CPTCustomDate to ensure the most relevant and latest content appears first.

Academy search functionality was enhanced with new typing support and faster query response to help users find learning resources easily.

Users can now directly download ECR reports in one click, improving payroll export workflows and simplifying documentation needs.

Payroll now supports Excel-based viewing for clearer formatting and improved readability during payroll data audits and reviews.

HR teams can now import attendance files directly, saving manual processing time and improving onboarding efficiency.

The pricing table layout was updated with clear headings and spacing adjustments to improve readability and user decision confidence.

Payroll-offer and similar inactive routes were excluded from slug logic to avoid unwanted indexing and improve navigation clarity.

Minor refinements across layout spacing, mobile alignment, and tab navigation were applied to standardize the UI across pages.

A new payroll feature now calculates PF based on age eligibility rules, ensuring improved compliance and automated deductions.

Signup flow improvements include timeout fixes, validation updates, and smoother activation experience for new users onboarding HRMS or payroll.

A dedicated HRMS dashboard is now live, displaying attendance, payroll timelines, leave summary, and employee status insights.

Payroll report formatting and calculations have been refined to ensure accuracy, faster loading, and cleaner report exports.

The Navbar was upgraded with dynamic rendering, improved responsiveness, and better mobile navigation, ensuring smoother browsing across all screen sizes.

A new dynamic pricing tag component was introduced to display pricing and plan benefits more clearly based on user interaction.

We added a dedicated Mobile App section and new homepage components to highlight mobile-first features and user benefits.

Multi-organisation support is now available, enabling users to manage multiple branches or entities under one login with separated datasets.

Multiple payroll-related updates were released to improve live calculations, reporting, and component-level fixes.

We improved post-submission validation rules, error prevention logic, and workflow handling for better stability across modules.

Payroll module received UI and logic improvements to streamline processing, improve field clarity, and speed up workflow execution.