v0.20.0
New Features
- You can now log a call or an email directly on a lead or a client. It records the direction, the outcome (connected, no answer, voicemail, wrong number, callback requested), how long it lasted, and your notes. It appears immediately in that record's activity trail.
- Weekly targets per KPI card, set in Edit Layout on a department. Each card then shows a progress bar against its target. Targets can be set for a person, a department, or the whole organisation — the most specific one wins.
- Click a teammate to open their profile and see what they did today — their own numbers and their activity for the day.
- Meetings now carry a scheduled time and an outcome, so no-shows can be counted. Meetings recorded before this change are left blank rather than being guessed at.
- New "Already done" action next to Create task and Dismiss, for work that was finished before anyone reviewed the meeting. It records who marked it and when, without inventing a task for work nobody still has to do.
- A meeting can be re-analysed on demand from its own dialog, so an older meeting can pick up the new context and speaker handling. Anything you already accepted, dismissed or marked done is kept.
- A checklist being completed can now trigger an automation rule, so finishing a client's checklist can move the lead on by itself. It is off unless a rule opts into it.
Improvements
- On a phone each lead in the List is a compact two-line card — name and status on top, phone number, source and age underneath — so nothing needs sideways scrolling.
- Every stage section shows its true total and loads the first 30 leads with a "Show all" button, so a section never looks complete when it is not.
- Company and Website are hidden by default in the List. Either can be switched back on from the columns button, per person.
- A stage you have hidden on the board still appears in the List, marked as hidden there, so a lead is never findable in one view and missing from the other.
- Every item under Next Steps has a "See it in the transcript" link that jumps to the exact line it came from, with the timestamp. This works on meetings recorded before this change too.
- Once you create a task from a meeting item, the item now links to that task. Before, it just said "Task created" and left you to go find it.
- An owner the AI names who does not match anyone in the CRM is now marked "not in CRM" on the card — that is exactly the case where the task would be created with nobody assigned.
- Logging a call counts as human contact, so response time and response rate finally see phone work instead of only counting WhatsApp.
- Every KPI card now states the window it covers ("This week", "Right now") underneath the number.
Bug Fixes
- The leads List view now groups leads by stage, one section per stage from top to bottom, and hides any stage that has nothing in it. Before, the list was one flat pile and the board put matches in columns you had to scroll sideways to reach, past empty ones.
- Search in the List view no longer loses your place after every letter. You can type a full name, or delete it, without clicking back into the box each time.
- Moving a lead to another stage from the List now shows up straight away on the board as well, and the other way round. Before, a lead moved in one view could still sit in its old stage in the other, or disappear from the list a moment later.
- A meeting no longer shows a name for a speaker unless that name was actually said in the recording or already exists in the CRM. Before, the AI could put a name on a voice that nobody in the call ever mentioned, and there was no way to see where it came from.
- When the AI has a name guess it cannot back up, it now says so instead of applying it: the guess appears with the reason it was made, and you confirm it or reject it in one click. A rejected guess stays rejected the next time the meeting is analysed.
- A guessed name is trimmed to the part actually spoken. If the recording only ever says "Ion", the speaker is "Ion" — no surname the AI added on its own.
- If someone renames a speaker while a meeting is still being analysed, the rename now survives. Before, the analysis finished and quietly put its own name back.
- Tasks created from a meeting now explain themselves: what the request was about, the exact words that created it, the part of the conversation around them, and a link straight back to that moment in the recording. Before, a task said only who owed it and roughly when it was promised.
- "This week" now means the same Monday-to-Sunday window everywhere on the Team page, in Romanian time. Before, three parts of the same screen each used a different week, and any work done before 3am on a Monday morning fell into the previous week.
- The "Call / Email Volume" card was counting WhatsApp messages, because nothing in the CRM ever recorded a phone call. It now counts calls and emails that people actually log.
- Department cards were showing whole-organisation numbers under a heading that said "Department". Each card now shows the department's own number, and says so when a figure can only be given for the whole organisation.
- Cards whose number had no source used to show 0 or a dash, which reads as "a quiet week". They now say why the number is not available.
- Revenue and Active Hours were reading one day off — they took their day boundary from UTC rather than Romanian time, so "today" showed yesterday's figures and a Monday-to-Sunday week was really Sunday-to-Saturday.
- Weekly targets could not be saved at all — every attempt failed silently. They save now.
- Task Completion could read above 100%, and the conversion figure covered no fixed period, so it could not be compared with anything.
- A number the browser could not read — pasting `12,5` with a comma, for instance — was silently discarded instead of being flagged, both when logging a call's duration and when setting a target. On a target, an unreadable value would have removed the target entirely.