2025-07

🚀 New Features

Communication & Collaboration

  • Gmail Integration: Connect your Gmail account to manage emails directly within the platform

  • Calendar View: New calendar interface to visualize appointments, deadlines, and important dates

  • Enhanced Email Templates: Email templates are shared across your team

Lead Management

  • CSV Import: Bulk import leads from spreadsheets to quickly build your contact database

  • Lead Templates: Generate professional documents and agreements specifically for leads

  • Improved Lead Forms: Streamlined lead capture with better validation and user experience

Document Processing

  • Smart Document Review: New interface for reviewing and correcting extracted information from uploaded documents

  • Faster Processing: Documents now process in the background, preventing timeouts on large files

  • Enhanced PDF Forms: Improved accuracy when auto-filling PDF forms with client data

✨ Improvements

User Experience

  • Visa Expiry Reminders: Customize when you start receiving notifications about expiring visas

  • Better Date Handling: Improved date formatting and display throughout the application

  • Payment History: Clearer date formatting in payment records

Performance

  • AI Document Extraction: Multi-pass processing for more accurate data extraction

  • Improved Form Components: Smoother interactions with all form elements

🐛 Bug Fixes

  • Fixed modal windows that wouldn't close properly

  • Fixed incorrect reminder notification times

  • Resolved Express Entry profile calculation errors

  • Fixed various validation errors and warning messages