No more guessing why you're stuck. Access Denied messages, unavailable downloads and expired shared links for invoices, proposals, contracts and estimates now explain what happened, and the Workspace Not Found page offers Find Your Login URL or Sign Up only when those options can actually help.

A sent-back timesheet now tells you exactly what to fix. See the reason, who returned it and what to update before you resubmit, and the link in the rejection email opens with the same details. Rejected timesheets are labelled Sent Back, so you can spot them at a glance.

Search for a start page, see which app it belongs to, and spot pages that are no longer active. You're prompted if you try to save without picking one, and a new "Show all organizations" option manages start pages across every organization at once.

Click any day for a popup showing that day's time totals, and the month view now shows monthly totals alongside a project-wise doughnut chart. Calendar weeks now start on the day your company has configured for attendance.

The Weekly Timesheet now looks and works consistently with the rest of Time Logs, with logged hours pre-filled from your actual working time, breaks already excluded.

Projects can now be billed as Fixed Price, Time and Material, or Recurring - set it when creating or editing a project, filter and add a Billing Type column to the Projects list, and it's retained when you duplicate a project or save it as a template. Invoice actions and recurring invoices now follow the billing type you chose.

Budgets can now reset weekly, monthly, or quarterly from a date you choose, with dashboard spending and warning alerts based on the current period, resetting automatically at midnight in your company's timezone.

Weekly offs are no longer counted against available capacity, and inactive employees no longer show up in the resource list.

Resource Planning now opens on the week your attendance settings define, instead of always jumping to the 1st of the month.

Approved time logs that were missing from the Timelog Calendar now appear correctly.

A project template now stays in the organization it was created in after switching organizations, and inactive employees can no longer be assigned to a template's tasks or members.

Companies in timezones west of UTC no longer get recurring invoices generated a day early.

Leaving Billing Type or Billing Frequency empty where required now shows a clear message instead of failing silently.

Saved views on Projects now display the correct number of matching records.

Weekly Timesheets and Pending Approval now share the same layout and filter bar as the other Time Logs screens, with Timesheet / Weekly Timesheets / Calendar tabs, previous/next week navigation, and a My Timesheet | Pending Approval switch that shows the pending count on both pages.

On any list page with more than three saved views, the one you're currently on no longer gets hidden behind the three-dot menu - it stays visible in the tab row.

Find and filter projects and tasks, view subtasks, comments and logged time, create and edit tasks and projects in plain language, change statuses, log time, and manage subtasks - all through the CRMLeaf AI Assistant, which now also makes clear whether an action just looks something up or actually changes your data.

Paying a vendor bill through the assistant now follows the same process as the web app, and vendor bill PDFs sent by email now render properly without needing to be logged in.

Timer badges on the task list now update automatically without a refresh, paused timers stay frozen at the right value until resumed, timers stay accurate when you switch browser tabs, and running timers now show up in more places - Waiting for Approval, Task Report, Archived Project Tasks, Project Roadmap, and deal task tabs, which also show a count when more than one timer is running.

Admins can now return a task from Waiting for Approval with a reason, which is saved as a comment and moves the task back to Incomplete. When a task leaves Waiting for Approval any other way, the assignee automatically regains the ability to comment, add notes and files, and use the timer again.

The long loading spinner on the Login and Signup pages is gone - both pages now load only what they actually need.

The Pending Due card and the other invoice summary cards now reflect the same date and client filters and totals as the invoice list below them.

Imported tasks, projects and deals now correctly attach to the organization you had selected, and show up properly in that workspace instead of going missing.

The downloadable task import sample file now uses your company's actual projects and deals where available, with dates generated from your company's current date instead of a fixed placeholder file.

Adding or editing a task from the Task Calendar or the Task Board no longer redirects you to the task list or detail page - you land back on the same calendar or board you were working from.

Add a time log straight from a task's Time Logs tab, the same simple way you already add a note or a sub-task. Each new entry shows whether it's Approved or still Pending.

The notification bell now loads faster on accounts with a lot of unread notifications. It shows your latest six, "Show all" loads more as you scroll instead of all at once, and "Mark read" clears everything in a single action instead of timing out.

Reminder emails for tasks due at a specific time (not just midnight) now go out on the correct day, and always arrive within your company's working hours.

The Projects filter bar now works the same way Tasks does, across Card, List, Archive and Calendar views: filter by Status, Progress, Client, Category, Member, Department and Pinned, pick more than one option at a time, and use "All" to quickly reset a filter.

A new Completed switch lets you show or hide completed projects at a glance, kept in sync with the Status filter - which can now also be set from the side Filters panel.

Saving, updating or applying a saved view now shows a confirmation message, and the Views button shows a green dot while your saved view still matches what's on screen, or an orange dot once you've changed a filter since applying it. The saved views list now only scrolls up and down, not sideways.

The Deals board now reopens on the pipeline you were last viewing, and a shared or bookmarked link pointing at a specific pipeline now opens that exact pipeline instead of being overridden by whichever one you looked at last.

Import events straight onto your calendar from a spreadsheet, using a downloadable sample template to get the format right. Each attendee must already be a person in your company.

Download your calendar as an Excel file from the More menu, based on whatever date range and filters you currently have applied.

The currency selector now clearly highlights whichever currency you've picked, staying obvious even after reopening the currency menu or applying a saved view.

After you save a support ticket, the form reopens ready for the next one, so you're not sent back to the list just to start over again.

You no longer need to pick a Group when creating a ticket. Set it once from Ticket Settings, and every new ticket uses that group automatically.

Clear filters is now available on every listing screen - Tasks, Deals, Projects, Clients, Invoices, Expenses and Quotes - so resetting your view back to default is always one click away.

The selected pipeline stage on Deals now stays clearly highlighted, Clear All no longer changes your pipeline or hides visible columns, and the Projects date range filter keeps its full width instead of collapsing to a bare icon.

Get a unified view of your business across 12+ modules, including Resources, Timesheet, Projects, Sales, Products, Finance, and more. See your whole business, not just one report.

Saved Task views now correctly restore your "Show completed" and Status choices, and exporting tasks lets you choose between selected rows or the full filtered list instead of always exporting everything.

Client and deal detail pages now keep their tabs on one row, folding extra tabs into "More" on narrower screens, for a consistent, uncluttered layout across every record type.

Deleting a task status that still has tasks now asks which status to move them to, instead of moving them silently - available from Task Settings, the task board, and every project and CRM task view.

Deleting one or more support tickets now updates the list and totals instantly without reloading the page, and new-ticket notifications go out after the ticket is saved so creating one is never held up.

Connect Calendly directly from Integrations - bookings land automatically on the pipeline and stage you choose, and leads created this way are tagged Calendly for easy tracking.

Set your own start page after login from Profile Settings - save several pages from your menu, mark one active per company and workspace, and land where you work instead of on a fixed dashboard.

The sidebar now highlights the page you are on even when it normally sits inside More or a fly-out menu, so you never lose your place - and sub-tasks can now be assigned to anyone on the project, not just the parent task's assignees.

Task due-date reminders now arrive during the working day in your company's own timezone, skip closed shift days, and are never repeated for the same task on the same day.

Choose which Timesheet columns are visible, with your preference remembered for next time - and each organization can now add a custom task status using the same name as one already used in another workspace.

Search now works reliably on Messages, Warehouse Inventory, File Manager and several calendars, waits half a second after you stop typing before reloading results, and clearing a search box instantly brings back the full list.

The Task Report now offers Start Date, Hours Logged and Priority columns, each toggled from a Columns menu and included in Excel export.

Every module section in the More panel can now be pinned as a whole, collapsible group directly on your sidebar rail - a module you use every day is one click away instead of behind More.

Reorder task statuses by dragging them in Task Status settings - the new order is reflected everywhere statuses appear, including shared statuses used across the whole account.

The Add/Edit Meeting form now opens and saves correctly for every account, resolving a server error that had affected tenants without meeting integrations enabled.

The Meeting Scheduler now includes Calendar and Agenda views alongside the standard table, with one switcher to move between all three, and every view now honours your current tabs and filters.

Link your own Google Calendar from My Settings so meetings you host land on your own calendar, and connect Zoom to automatically show the join link right on your meetings list.

A Calendly booking now opens a lead and a deal automatically, on the pipeline and stage you configure for that event type, with nothing to rekey by hand.

Recurring task copies now stay linked to the same client, and you can choose which day of the month or year a monthly or yearly repeat lands on.

Time logs and weekly timesheets can no longer be saved with a start, end, or working date in the future, and date pickers stop at today in your company's own timezone.

A time log whose end time is earlier than its start time is now rejected with a clear message instead of being saved with an hours total that looks normal.

Build your own automation rules with no developer needed. Pick a record type - leads, deals, clients, tasks, tickets, proposals, invoices or projects - set the conditions, and choose what happens: notify someone, update a field, assign a user, create a task, call an external endpoint, or send an email.

Start from sixty ready-made automation templates instead of a blank builder, test a rule against your own records before turning it on, and track every run in a new Activity tab showing what matched, what happened, and why.

The task Description box now grows as you type, up to about ten lines, in both the full Add Task form and the quick popup form.

Assigning a deal agent to several deals at once now actually saves, and the confirmation clearly shows how many deals were updated versus skipped.

Listing screens across the app now use a lighter, pill-based design for filters, view switches and bulk actions, with Add and More consistently placed for a cleaner, more consistent experience.

Roles & Permissions now shows which permissions depend on each other - Update and Delete can't be set wider than View, and Add requires View to be enabled - making misconfigurations visible instead of silently doing nothing.

Setting a project's progress to Finished (or Complete, Completed, Closed, Done) from the Edit form now saves correctly, along with every other change made on that form in the same edit.

The Gantt Chart now offers a redesigned interface, Day/Week/Month views, Today navigation, overdue task indicators, improved timeline visibility, and visual task dependencies including FS, SS, FF, and SF.

Service Management now features a structured two-level menu to improve module organization, simplify navigation, and provide a more scalable user experience.

Recurring invoices now automatically include eligible pending expenses and billable timesheet entries associated with the respective client when the invoice is generated.

Manage support tickets more efficiently with multi-select status filtering, options to hide resolved or closed tickets, and ticket archiving with a dedicated archived view.

Calendar Preview now provides improved visibility of repeating tasks for Admin and Custom Role users, in addition to task assignees, making it easier to track recurring work and schedules.

CRMLeaf Community Edition is now open source, giving businesses and developers the freedom to self-host, customize, and extend CRMLeaf with full access to the source code.

Sign up or log in to CRMLeaf using your Microsoft account for a faster, simpler, and more secure authentication experience.

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 .

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.

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.

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.

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.

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 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.

Teams can now import attendance files directly, reducing manual processing and making onboarding more efficient.

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

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

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.