SwiftlyCRM
Changelog

What's new

Every product update, new feature, and improvement - documented in detail.

v1.8.1

Refer & Earn - $5 for you, $5 for them

Refer & Earn has been in SwiftlyCRM for months, buried in Settings where almost nobody found it. It now has its own place in the sidebar and a proper help article. Share your link, and when a business signs up through it and upgrades to a paid plan, you both get $5 in account credit off your next bill. Plus seven help articles that now open properly, and a status page that leads with the status.

New
  • Refer & Earn in the sidebar - the programme now has a permanent place in your menu instead of one link buried in Settings. Share your link, and when a business signs up through it and upgrades to a paid plan, you both get $5 in account credit, applied to your next bill automatically with nothing to claim. Anyone in the workspace can share the link, and the credit goes to the workspace
  • A Refer & Earn help article covering how the credit works, when it arrives, and the limits: no referring yourself, one referral per email address, up to 50 a month, and credit reversed if the business you referred is refunded within 60 days
Improved
  • Referral credit is now held for a short period before it is applied. It lands when the business you referred makes their second payment (normally their first renewal) or when 35 days have passed, whichever comes first, and only if they are still on a paid plan. Previously it landed the instant they upgraded
  • The Refer & Earn page shows a referral as 'Qualified' while credit is held, with the date it is due. If the business you referred cancels or moves to the Free plan before then, the referral does not pay out - nothing is deducted from you, the credit is simply never added. The reward tracks the businesses that genuinely stay, which keeps the programme fair to everyone sharing a link
  • The system status page leads with the live status itself rather than a page heading, so you can tell at a glance whether something is wrong
Fixed
  • Seven help articles were listed in the help centre but their pages opened empty - Voice Notes, Market Research, AI Instructions, Mobile App & Notifications, Trash & Restore, Calendar Sync and Two-Factor Authentication. All of them open properly now
  • Cancellations now take effect reliably at the end of the period you have paid for
  • The Voice Notes tutorial described attaching a note to a contact or deal, and polishing text automatically. Neither happens from the Voice Notes page, so the tutorial now describes what the page actually does
v1.8.0

Activity Log, and a tidier, safer workspace

See exactly who did what in your workspace with the new Activity Log - sign-ins, changes, deletions and exports, with a full before-and-after on every edit. Plus a cleaner Voice Notes experience, a menu that remembers how you left it, and an app that keeps itself up to date.

New
  • Activity Log - Settings → Activity Log shows who did what in your workspace: sign-ins, record changes, deletions, permission changes and exports. Expand any entry to see exactly which fields changed and what they changed from and to. Filter by action, search by person or record, and export the whole trail to CSV. Entries cannot be edited or deleted by anyone, including admins
Improved
  • Voice notes now need a title, so a recording is still findable weeks later - and you can rename any note inline from its transcript card
  • The Voice Notes page now groups recordings by date in a compact, scannable list, with a list/grid toggle and a cleaner card layout
  • Identifying a problem from a research note now runs once per note, with a clear 'Problem identified' flag and a link straight to it - no more duplicate problems generated from the same research
  • Menu groups stay how you leave them: open and close the sections you use and it is remembered on your next visit
  • The dashboard now shows a badge when there are product updates you have not read yet
  • The app updates itself in the background and applies the new version at your next page change, so you are never stuck on an old build
  • The forgot-password screen now reminds you to check your spam folder, since password reset emails are often filtered there
  • New help articles covering Voice Notes & Transcription, Market Research, AI Instructions, and the mobile app
Fixed
  • Workspace deletion now completes reliably and fully removes your data, including user accounts and uploaded files
  • You now receive an email warning before a scheduled workspace deletion goes ahead, with time to cancel it
  • Fixed a layout issue that could push content off the right-hand edge of the screen on some pages
v1.7.0

Custom AI instructions, smart follow-ups, and push notifications

Make the AI work the way your team does - define your own instructions and every AI feature follows them. Plus a proper follow-up system so nothing slips, real push notifications on your phone, one-click undo for accidental deletes, and CSV export across the CRM.

New
  • Custom AI Instructions - define your own rules for the AI (tone, language, terminology, things to avoid) in Settings → AI Instructions, and every AI feature (proposals, contracts, meeting analysis, project briefs, pipeline insights) follows them. Scope a rule to your whole organisation, a single branch, or one feature
  • Smart follow-ups - set and track follow-ups on any contact, account or deal, with more than one open follow-up per client; a 'Follow-ups due' dashboard widget and a dedicated Follow-ups page keep nothing slipping, and you're reminded before they fall due
  • Push notifications - install SwiftlyCRM to your home screen and get real push alerts for assignments, mentions, chat messages and reminders; tapping one opens the exact record
  • Trash & Restore - undo an accidental delete: restore contacts, accounts, deals and tasks in a click from the new Trash page
  • One-click data export - export contacts, accounts, deals, invoices and more to CSV straight from their list pages
Improved
  • Google Calendar sync - meeting invitations now email your attendees, external guests receive a calendar invite, and each attendee shows whether the meeting will sync to their calendar
  • A refreshed mobile experience - redesigned sign-in, settings and profile, plus smoother forms and keyboard handling on iPhone and iPad
  • Meeting Reports now has its own place in the sidebar under Intelligence
v1.6.0

Voice notes & automatic transcription

Capture client calls, voice notes and meeting audio and turn them into accurate, editable text: transcribed automatically, AI-polished, and saved to the contact timeline, with consent capture and retention controls.

New
  • Voice notes: record from a contact's timeline, or upload existing call and meeting audio
  • Automatic transcription of recordings and uploaded audio
  • AI polish and inline editing of the transcript
  • Consent capture on every recording before it is transcribed
  • Retention controls: recordings auto-expire after your retention window; transcript text is kept
  • Per-plan monthly transcription minutes, configurable in the Platform Manager
v1.4.0

Configurable pipeline, custom fields, and the Insights dashboards

This release makes the pipeline yours. Each branch now defines its own sales stages instead of a fixed set, opportunities and accounts capture the extra fields your team actually works from, and the CRM tracks how fast new leads get contacted. Two new Insights dashboards turn all of that into action: a Pipeline & Leakage Monitor for spotting deals that are slipping, and a Performance & Strategy view for win rates, marketing source conversion, and account retention.

New
  • Configurable pipeline stages - each branch defines its own stages (label, order, won/lost, probability) during the onboarding Pipeline step instead of a fixed set; your stages drive the Kanban board, opportunity forms, and every pipeline report
  • Custom deal fields - opportunities now capture Lead Source, Next Action, and Next Follow-Up Date, with dropdown options tailored to your branch; shown on the create/edit forms and the detail page
  • Custom account fields - accounts now capture Account Category and Order Frequency, configured for your branch, on the create/edit forms and the detail page
  • Speed-to-contact SLA tracking - the CRM auto-stamps when a lead is first contacted (its first move off the entry stage) and measures it against your target response window; the next-follow-up date can be made mandatory at chosen stages
  • Pipeline & Leakage Monitor (Insights → Pipeline Monitor) - a new operational dashboard with a pipeline funnel, a speed-to-contact SLA gauge, revenue-leakage alerts (deals with no owner, an overdue follow-up, or no next action), and a lost-deal reason breakdown
  • Performance & Strategy (Insights → Performance) - a new management dashboard covering marketing-source conversion (which channels actually close), a team win-rate and revenue leaderboard, and account retention (active vs at-risk vs dormant, with a needs-attention list)
v1.3.0

Meeting scheduling, WhatsApp logging, and quality-of-life polish

This release focuses on how sales teams actually spend their day - scheduling meetings, logging conversations across channels, and keeping the daily workflow fast. Includes a full in-CRM meeting scheduler with Google Calendar sync, WhatsApp as a first-class communication channel, searchable dropdowns everywhere you need them, WhatsApp-style chat read receipts, pinned sidebar favourites, and a sweep of UX fixes based on early user feedback.

New
  • Meeting Scheduler - schedule upcoming meetings with internal attendees; invitees get in-app + email notifications and can Accept / Tentative / Decline from the meeting detail page
  • Google Calendar two-way sync (Beta) - connect your Google account from Settings → Calendar and scheduled meetings appear on each invitee's primary calendar automatically; updates and cancellations sync both ways
  • WhatsApp as a logged interaction - new Communications tab mirroring Log Call; WhatsApp chats appear on contact and opportunity timelines with their own icon
  • Chat read receipts - WhatsApp-style per-message ticks (sent ✓, read ✓✓) on your own messages in team chat
  • Chat last-seen in conversation header - offline teammates show 'Last seen 2h ago' instead of just 'Offline'
  • Pinned sidebar favourites - star any nav item to keep it visible at the top of the sidebar; pins sync across devices
  • Finance group in the sidebar - Invoices, Commissions, and Acquisition Costs now grouped together for a cleaner mental model
Improved
  • Searchable dropdowns on every form field with many options - opportunities, accounts, contacts, users, categories, industries, and countries. No more scrolling through 200-row lists
  • AI-generated content (project briefs, proposal sections, contract clauses, meeting summaries, polish suggestions) now renders as formatted markdown instead of showing raw asterisks
  • Sidebar typography tightened and Finance section pulled out of Sales - same items, less visual noise
  • Meeting detail page shows all invited attendees with their RSVP status
  • Edit Meeting form now supports adding/removing internal attendees after creation (was previously create-only)
Fixed
  • Enterprise plan was showing a 0 MB storage limit in File Manager - plan seed corrected and existing Enterprise orgs auto-backfilled
  • Users created by an admin were being redirected to the onboarding wizard on first login - only the org-registering user should see onboarding now
  • Chat unread badge no longer bumps when a message arrives in the conversation you're actively viewing; read receipts are emitted immediately instead
  • Cross-organisation data leak via is_super_admin bypass (SECURITY)
  • Team notifications save error for missing event types
  • Excel export by switching from dynamic to static XLSX import
v1.2.0

Phase 3: Billing, AI, and Platform Admin

This release introduces our full SaaS billing infrastructure, AI-powered features across the platform, and a Platform Admin panel for SwiftlyCRM staff to manage organisations, plans, and impersonation.

New
  • Subscriptions app with Plan, Subscription, Coupon, and BillingEvent models
  • Paystack gateway integration for African markets
  • Stripe gateway integration for global markets
  • Automatic gateway resolution based on organisation country
  • Platform Admin panel - manage all organisations, users, and subscriptions
  • Tier enforcement middleware - enforces usage limits per plan
  • AI Meeting Intelligence - transcribe, summarise, and extract action items from calls
  • Lead Finder - search and import leads from company/domain intelligence
  • Referral programme - track referrals, issue credits, and manage payouts
  • Organisation-level credit balance for referral rewards
Improved
  • Billing settings page with plan overview, usage meters, and upgrade CTA
  • Dashboard layout with subscription status banner
  • API rate limiting now varies by plan tier
Fixed
  • PDF proposal generation on production (WeasyPrint font path issue)
  • Cursor pagination edge case when records are deleted mid-page
v1.1.0

Phase 2: Onboarding and Auth Redesign

A complete overhaul of the authentication and onboarding experience, introducing the Organisation model as the top-level SaaS entity, a multi-step onboarding wizard, email verification, and a redesigned split-screen auth UI.

New
  • Organisation model - top-level SaaS entity above Branch
  • Organisation → Branch → User hierarchy for full multi-tenancy
  • Onboarding wizard - 4-step signup flow for new organisations
  • Email verification on registration
  • Password reset via email
  • Split-screen auth layout with marketing copy
  • OrganisationMiddleware - attaches organisation context to every request
  • Dashboard tour - guided first-run walkthrough using custom tour system
  • TourProvider and TourChecklist components
  • Migration 0010–0015 covering Organisation, email_verified, onboarding_completed, is_platform_admin, and referral credit balance
Improved
  • Login page redesigned with split-screen layout and SwiftlyCRM branding
  • Settings page now shows organisation and branch information
  • Sidebar navigation updated with onboarding progress indicator
Fixed
  • Branch creation now requires an Organisation (migration makes field non-nullable)
  • User serializer now correctly nests branch and organisation data

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