Changelog

What's new in FERD CRM

All the latest updates, improvements, and new features.

Version 1.3.5

Latest

Task Calendar & Onboarding Wizard

Monthly calendar view for tasks
Color-coded by status, click to complete, + to create
5-step onboarding wizard for new users
Guided setup on the Dashboard with progress tracking

Version 1.3.4

Latest

Inline Editing Everywhere

Click any field to edit it in place
Contacts, deals, and companies — all fields are click-to-edit
Enter to save, Escape to cancel, auto-save on blur
Changes saved instantly to the database
Pencil icon on hover, "Click to add" for empty fields
Fill in missing data without opening a form
No more separate edit pages for routine updates
Click, type, done — stay in context

Version 1.3.2

Latest

AI Assistant (Powered by Claude)

AI Contact Brief
One-click summary of any contact's full history
AI Email Draft
Context-aware email writing with tone selection

Version 1.3.1

Latest

Sequences

Multi-step automated outreach
Combine emails, wait periods, and tasks in one flow
Manual and automatic enrollment
Trigger on contact creation or deal won
Hourly processing with merge fields
Emails and tasks logged in the contact timeline
Enrollment tracking and enable/disable toggle
See active, completed, and cancelled counts per sequence

Version 1.3.0

Latest

Revenue Forecast

Three projections: Expected, Optimistic, Pessimistic
Weighted pipeline based on deal value and probability
Monthly forecast chart by expected close date
Visualize revenue timing across the next 6 months
Pipeline by stage with weighted values
See where revenue concentration sits
Deal velocity and historical win rate
Avg. days to close and your won-vs-lost ratio

Version 1.2.9

REST API

Full CRUD API for contacts, companies, deals, and tasks
Versioned under /api/v1/ with JSON responses
Token-based authentication via Sanctum
Create and manage tokens in Settings → API Tokens
Search, filter, and paginate results
Query parameters for search, status, company, and page size
Rate limited at 60 req/min per token
Connect to Zapier, Make, n8n, or build custom integrations

Version 1.2.8

Send Email Directly from CRM

Send emails from the contact page
Write, send, and auto-log in one step
Templates with merge fields
Auto-fill name, company, title from the contact
Sent emails appear in timeline instantly
Full email history in one place
Manual logging still available
Log as sent or received for emails outside the CRM

Version 1.2.7

Lead Scoring

Automatic 0–100 score for every contact
Based on engagement, deal value, recency, profile, and responsiveness
Letter grades A through F with color coding
Instantly see who your hottest and coldest leads are
Grade distribution dashboard with click-to-filter
Five cards showing how your contacts break down by grade
Visual score breakdown per contact
Five colored bars show exactly where each score comes from

Version 1.2.6

Duplicate Detection & Merge

Automatic duplicate scanning for contacts and companies
Matches by email, name, phone, LinkedIn, website, and company
Confidence scoring from 0–100%
High-confidence matches highlighted in red, moderate in amber
Side-by-side comparison with one-click merge
All notes, tasks, deals, emails, and tags transferred automatically
Company merge moves all contacts and deals
No orphaned records — everything transfers cleanly

Version 1.2.5

Faster Across the Board

Dashboard loads up to 50% faster
Numbers and charts load from a high-speed memory layer
Analytics pages 40-60% faster
Win/loss metrics, goals, and trends remembered between visits
Relationship Health scores load instantly
Contact health data stored for up to an hour
Filter dropdowns and automation rules pre-loaded
Every page with filters opens faster

Always Fresh Data

Data refreshes automatically when anything changes
No stale numbers, no manual action needed
Every change triggers a targeted update
Contacts, deals, tasks, notes, emails, tags — all covered
Fully automatic — nothing to configure
Speed improvements work behind the scenes
Close a deal, complete a task, add a note — numbers update instantly
Pipeline, analytics, goals, and health scores all refresh

Version 1.2.4

Full UI Translation

848 translation keys in all 5 languages — zero missing
Complete coverage throughout the entire app
Every button, label, placeholder, empty state, and flash message translated
Consistent experience for all users in all languages
Auth pages fully translated
Login, Register, Forgot Password, Reset Password, 2FA
Release notes flyout title and button translated
The version number flyout in the sidebar

Redesigned Auth Pages

Forgot Password and Reset Password redesigned to match the app's dark cyan/teal design
Visual parity with the rest of the application
All auth pages now share a unified visual identity
Login, Register, Forgot Password, Reset Password, 2FA
Animated glow effects, dot-grid background, cyan gradient headings
Polished, on-brand experience from first login

Flash Messages in Your Language

"Contact created", "Deal marked as won", and all other success/error messages now in your language
All flash notifications translated for all 5 languages
Settings confirmations and team management messages translated
Every action confirms in your chosen language
2FA enable/disable messages translated
Full security flow confirmed in your language

Version 1.2.3

Simple Automations

No-code automation builder
In Settings → Automations
7 trigger types
Deal won/lost/created, Deal moves to a stage, Contact created, Contact inactive, Task completed
4 action types
Create task, Send email template, Notify team, Add tag
Multiple actions per automation
Enable/disable toggle, full run log

Goals & Quotas

Revenue and deal-count goals
For team or individual members
Monthly, quarterly, and yearly periods
Progress resets automatically each period
Colour-coded live progress bars
Green/cyan/amber based on completion
Top 3 goals Dashboard mini-widget
Quick daily check on the Dashboard

Version 1.2.2

Complete App Localization

All Modules Fully Translated
Contacts, Companies, Deals, Cases, Tasks, Dashboard, Today View, Team Inbox, Analytics, and all Settings
UI Strings Translated
All form labels, buttons, table headers, empty states, and messages translated
Localized Greetings
Greetings now appear in your chosen language
230+ New Translation Strings
Over 230 new translation strings added across all 5 language files

Version 1.2.1

@Mentions in Notes

Live Team Member Dropdown
Type @ in any note to get a live dropdown of team members
In-app & Email Notifications
Mentioned users receive an in-app and email notification
Rich Notification Context
Notification includes the note content and who wrote it
Smart Self-Mention Filtering
Self-mentions are ignored automatically

Threaded Comments on Deals

Team Discussion Section
Team Discussion section on every deal page
Threaded Replies
Leave comments and reply in a clean threaded view
2-Level Threading
2-level threading — readable and focused
Author Comment Controls
Authors can delete their own comments

Shared Team Inbox

Unified Email View
All inbound BCC dropbox emails in one shared view
Smart Filter Tabs
Filter tabs: All, Unread, Mine, Handled, Archived
Email Assignment
Assign emails to team members
Live Unread Badge
Live unread badge in the sidebar

Version 1.2.0

Multi-Language Interface

5 Languages Supported
Full interface available in English, Norwegian, French, German, and Spanish
Language Selector in Settings → Account
Changes apply instantly with no page reload required
Per-Member Language Settings
Each team member sets their own language independently
Fully Translated Interface
Navigation, menus, labels, and buttons all translated

Release Notes in Your Language

Automatic Language Detection
Release notes flyout shows in your chosen language automatically
5 Languages Available
Available in English, Norwegian, French, German, and Spanish
English Fallback
Falls back to English when a translation is not yet available

Version 1.1.3

Company Profile

Settings → Company Profile
New dedicated Company Profile page per team under Settings
Full Business Details
Name, email, phone, website, full address, and country fields
Compliance Fields
Org. / Registration Number and VAT / Tax ID for compliance needs
Role-Based Access
Only team owners and admins can edit — members have read-only access

Multi-Currency & Regional Settings

Team Default Currency
43 ISO 4217 currencies: USD, EUR, GBP, NOK, SEK, DKK, and more
Auto-Applied to New Deals
New deals automatically use the team's configured currency
Non-Destructive Currency Change
Existing deals are not affected when the team currency is changed
Team Timezone Setting
All IANA timezones supported for accurate scheduling and reporting

Version 1.1.2

Relationship Health Score

Automatic Health Score
1–5 scale per contact: Cold, Cooling, Active, Strong, Excellent
Activity-Based Calculation
Derived from recency and frequency of notes, emails, and completed tasks
Colored Dot & Label
Health status shown inline in the contacts list for quick scanning
Relationships Cooling Widget
Dashboard widget for contacts with low scores who have open deals

Today View

New /crm/today Page
Your daily CRM starting point, built for focused productivity
Tasks Due Today
One-click complete with overdue tasks highlighted for visibility
Stalled Deals
Open deals with no activity in 14+ days surfaced automatically
Team Activity Feed
Last 24 hours of teammate actions at a glance
Quick Stats Bar
Tasks due, overdue, and deals won this week in one view

Win/Loss Analysis

Reason Capture on Close
Structured reason required when marking a deal Won or Lost
14 Reason Categories
6 win reason categories and 8 loss reason categories to choose from
New /crm/analytics Page
Win Rate %, Revenue Won, and deal counts in one place
Win Rate Trend Chart
6-month trend chart with reason breakdown and percentage bars
Flexible Period Selector
Filter analytics by 30 days, 90 days, or 1 year

Version 1.1.1

Two-Factor Authentication

TOTP Authenticator App
Works with Google Authenticator, Authy, and more
QR Code Setup
Guided enrollment with scannable QR code
Recovery Codes
One-time backup codes for account recovery
Remember Device 30 Days
Skip 2FA on trusted devices for 30 days
Production-Only Enforcement
2FA challenge only enforced in production

Auth Page Redesign

Register Page Redesigned
Glow orbs, gradient text, and cyan/teal CTA
Login Page Redesigned
Consistent with site's cyan/teal design language
Two-Factor Challenge Page
Tabs for authenticator code and recovery code

Notifications & Sidebar

Email Notification Preferences
Saved to database, default on, instant save
Marketing Email Preferences
Saved to database, default on, instant save
Version Info in Sidebar
Clickable version number opens release notes flyout
Auto-Open After Updates
Release notes flyout opens automatically after each update

Version 1.1.0

Detail Pages & Activity Timeline

Contact Detail Pages
Unified activity timeline for every contact
Company Detail Pages
Unified activity timeline for every company
Deal Detail Pages
Unified activity timeline for every deal
Inline Editing
Edit fields directly without leaving the page
Revision Tracking
Full history of every field change

Dashboard & Analytics

Dashboard KPIs
At-a-glance key performance indicators
Interactive Charts
Powered by Flux Chart for beautiful visualizations

Data Management

File Attachments
Attach documents to contacts, companies, and deals
CSV Import/Export
3-step wizard with column mapping
Custom Fields
Text, number, date, and dropdown field types
Bulk Operations
Tag, reassign, delete, and export in batch
Saved Filters
Save and reuse your favorite search filters
Advanced Filters
Date range, deal value, and close date filtering

Communication

Email Integration
BCC dropbox for automatic email logging
Email Templates
Reusable templates with merge fields

Platform & Changes

Cases Module
Track support and non-sales interactions
New Pricing
$28/user/month, single all-inclusive plan
Landing Page Redesign
Fresh look with a new tagline
Renamed to Ferd CRM
New name, same great product

Version 1.0.0

🎉

Initial Release

We're excited to announce the first public release of FERD CRM — the complete CRM platform for building lasting relationships.

Core CRM Features

Contact Management
Custom fields, tags, and notes
Company Management
Track organizations and contacts
Deal Pipeline
Visual Kanban board for sales
Cases
Track support and non-sales interactions
Task Management
Due dates, priorities, assignments
Activity Timeline
Complete interaction history

Communication

Email Integration
BCC dropbox for automatic logging
Email Templates
Reusable templates with merge fields
File Attachments
Attach documents to any record

Data Management

CSV Import/Export
Bulk import with column mapping
Custom Fields
Add your own fields
Tags & Categories
Organize records your way
Bulk Operations
Batch actions on multiple records
Saved Filters
Save favorite search filters

Team Collaboration

Multi-user Teams
Invite and collaborate
Role-based Permissions
Owner, admin, and member roles
Activity Audit Log
Track who did what and when
Team Data Isolation
Complete data separation

User Experience

Global Search (Cmd+K)
Find anything instantly
Dark Mode
Full dark mode support
Mobile Responsive
Works on all devices
Inline Editing
Edit directly in tables

Billing & Subscription

Simple Pricing
$28/user/month, all features
Stripe Integration
Secure payment processing
14-day Free Trial
No credit card required

Coming Soon

Roadmap

Features we're actively working on

API Access
RESTful API for integrations
Zapier Integration
Connect to 5,000+ apps
Mobile Apps
Native iOS and Android apps

Have a feature request?

We'd love to hear your ideas! Let us know what features would make FERD CRM even better for your team.

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