Faster lead outreach, duplicate alerts, and proposal updates
3 October 2026
You can now call or WhatsApp leads straight from their pipeline cards, catch duplicate contacts before creating them, and receive immediate alerts when a client responds to a proposal.
New
- Leads: Call and WhatsApp buttons directly on lead cards allow you to initiate contact in one click and automatically record the activity in the lead's history.
- WhatsApp messages: New enquiries submitted through your website can now receive an automated instant WhatsApp message acknowledging their request.
- Dashboard home: A new alert highlights open leads that have no scheduled next steps so prospective clients never fall through the cracks.
- Emails: Lead follow-up emails now include a one-click unsubscribe link in the footer to automatically stop automated outreach when requested.
Improved
- Leads: Duplicate checks warn you when an enquiry matches an existing client's phone number or email, allowing you to link the record rather than creating a duplicate business.
- Proposals: Firm owners and assigned staff now receive instant email and WhatsApp notifications whenever a client requests amendments or declines a proposal.
- Leads: Leads marked as lost due to budget or timing can now automatically schedule a revisit reminder to reconnect later.
- Leads: You can now delete individual notes from a lead's timeline and directly convert returning prospects back into active clients.