v1.39.0 (Aug 31, 2026) Client deliverable approvals, Server Manager for renewals, and a rebuilt Leads workspace

One of our biggest releases, connecting sales, client delivery and your team's day-to-day work.

Leads:

- The Leads list, board, detail and edit pages have been rebuilt to highlight each lead's next action, pipeline stage, value, source, owner and anything overdue

- Moving deals on the board is smoother, and you can schedule a follow-up right from the lead

- Get reminded about follow-ups before they're due, through the notification bell and optional browser push notifications

- Pipeline and lead source settings are easier to manage

Forms:

- The forms library, builder, public forms, submissions, response details and analytics have all been redesigned

- New field settings for validation, layout, help text and phone country codes

- Automatically capture where each submission came from, like your ad campaigns, using hidden tracking fields

- Past submissions stay readable even if you later change the form or remove the linked lead

- Files uploaded through forms are stored securely

Clients:

- A clearer Clients directory, a step-by-step way to add new clients, and a client profile with project and finance summaries and quick actions

Client deliverables and approvals:

- Share deliverables with clients through their portal, with version history

- Clients can approve a deliverable or request changes, and you're notified either way

- Choose exactly what each client sees in their portal (projects, documents, renewals, updates and deliverables), and preview it before they do

The Client Portal:

- Clients can review their projects, estimates, invoices, payments, receipts, documents, renewals and profile in one place

- Clients can accept, decline or request changes to estimates, either in the portal or from the estimate link

Server Manager:

- Track every renewal you manage for clients: domains, hosting, SSL certificates, licenses and subscriptions

- Record providers, assign clients and owners, set recurring schedules and prices, and view renewals on a calendar

- Import and export renewals, restore archived ones, and keep a history of every renewal cycle

- Set reminder rules so renewals never slip, and optionally show renewal details in your client's portal

Employee workspace:

- Employees now have their own Calendar, Projects, My HR, Documents and Support pages, plus a focused dashboard

- On tasks, employees can comment, respond to review feedback, flag blockers, attach files privately and run a timer, with time flowing straight into their timesheet

HR:

- A connected HR area covering the overview, employee directory, attendance, leave, timesheet approvals, onboarding, holidays and your organization structure

- Managers can review attendance and timesheets,