Grow CRM – SaaS Version
| Date | Description | Version |
| 3 April 2024 | – Added – Support tickets – Canned messages – Added – Clone Contracts – Added – Clone Proposals – Added – Schedule invoice publishing – Added – Schedule estimate publishing – Added – CRM wide dynamic search – Added – Tasks cover images – Added – Leads cover images – Added – Tags on files & attachments – Added – Attach files to notes – Fixed – Saving bank settings not working – Fixed – Test email not working – Fixed – Project template milestones not being created – Fixed – Preview image modal reloading page on close | 2.5 |
| 2 February 2024 | – Added – reCAPTCHA for new customer signup – Added – Dark theme (Midnight) now included – Added – Prestige theme now included – Added – Export invoices – Added – Export expenses – Added – Export payments – Added – Export estimates – Added – Export timesheets – Added – Customize projects table view – Added – Customize clients table view – Added – Create custom task priorities – Added – Set colors for milestones – Added – Display milestone on task Kanban view – Added – Show contracts on customer page – Added – bulk add items for invoices and estimates (entire product categories) – Added – Add products to estimate when creating a proposal – Fixed – Estimate PDF download – Fixed – Lead for not sending email to admin – Fixed – Error updating user preferences when on settings pages – Fixed – Contracts & proposals filter by category – Fixed – Error importing client custom fields | 2.4 |
| 8 November 2023 | Core CRM – Version numbering syncronized with the main Grow CRM – Feature – Detailed reports – Feature – Paystack payment gateway – Feature – Direct URL to view estimates without logging into the CRM – Feature – Export projects – Feature – Bulk change project statuses – Feature – Bulk assign projects – Feature – Bulk change leads status – Feature – Custom table column view (Leads) – Feature – Bulk change leads status – Feature – Bulk assign leads – Feature – Archive support tickets – Improvement – Additional date formats – Improvement -Ability to reset all users current theme setting – Improvement – Filter expenses by team members – Fixed – Missing exit setting button on mobile – Fixed – Exporting clients giving limited results – Fixed – Webmail email templates (clients and leads) – Fixed – PDF Invoice totals alignment – Fixed – Custom fields date formatting – Fixed – Various bugs | 2.3 |
| 15 August 2023 | SaaS Dashboard – New Feature – Plesk server support – New Feature – Razorpay payment gateway – New Feature – Create custom pages Core CRM – New Feature – Remember filters (Tickets) – New Feature – Google reCAPTCHA – Improvement – Edit timesheets – Improvement – In-line ticket replies – Improvement – Edit and delete ticket replies – Improvement – Show tags and reminders of kanban cards – Improvement – Added search box to custom fields dropdowns – Improvement- Add custom CSS for invoice and estimate pdf files | 1.3 |
| 24 May 2023 | – Maintenance Update | 1.2 |