v1.27.0 (Jul 22, 2026) Refreshed Leads and Clients, with quick actions on every client
A design pass across Leads and Clients to make the information you need easier to see and act on.
Deal cards:
- Each deal card now has a colored edge matching its stage
- Every person gets their own avatar color, so you can tell contacts apart at a glance
- Names use the full width of the card, with actions appearing when you hover
- A small badge shows how many days each deal has been open, so stalled deals stand out
- Real deal values are highlighted, while deals with no value are shown in a softer color
Lead details:
- The status at the top now shows the lead's pipeline stage
- Repeated information has been removed, and summary figures now have colored icons
- Phone numbers show a leading "+" before the country code
Clients list:
- New summary cards for total, active, inactive and new clients this month
- Colored client avatars and phone numbers shown with their country code
- A helpful empty state with options to add or import clients, or clear your filters if nothing matches
Client details:
- Quick Actions let you create an invoice, estimate, payment, credit note or project for the client, with their details already filled in
- Click a client's email or phone to contact them directly
- Empty profile fields are hidden, and summary cards look the same across every tab
Add Client:
- The country and phone code now default to your company's country, and stay in sync when you change the country
Invoice fixes:
- Partially paid and overdue invoices are now correctly counted in your outstanding totals
- Partially paid invoices show a clear blue "Partially Paid" label
- A new Balance column shows what's still owed on each invoice
Payment Gateways:
- Gateway settings now open one at a time in a tidy list, with your connected gateways opened first