What’s new? v4.37. The CRM thinks with you

Discover the improvements we’ve added in each release to make Iurefficient a more powerful, intelligent and secure tool for your professional practice. v4.37.0 — The CRM thinks with you: opportunity chat, projects from the deal and clients that transform Every CRM opportunity now has its own advisor. On an…

Discover the improvements we’ve added in each release to make Iurefficient a more powerful, intelligent and secure tool for your professional practice.

v4.37.0 — The CRM thinks with you: opportunity chat, projects from the deal and clients that transform

Every CRM opportunity now has its own advisor. On an opportunity’s record, a side chat appears with a sales advisor who knows the whole deal: the stage and the amount, the lead, the latest activities and the linked documents. Ask it for the next best action, a draft email to re-engage the lead or a risk analysis of the close — and the conversation stays saved on the opportunity so you can pick it up when you come back.

Turn the opportunity into a project without waiting to win it. The new “Create project” button backs an open opportunity with a platform project: from there you have all the machinery of a case —AI documents, tasks, case file chat— while the opportunity stays alive and reporting on the CRM board. Once it exists, “View project” takes you straight there.

A lead can be born from someone you already know. When adding a lead, choose “Create from an existing person”: a contact or an individual client in the system. Their data is preloaded and the lead stays linked — if you convert it later, their record is reused instead of duplicated.

Transfer an individual client to a company. Did that person you were serving directly turn out to be the manager of a corporation that’s already your client? On their record, “Transfer to contact” turns them into a contact of the company you choose: their cases and documents move to the company and their client record becomes inactive — without losing invoices or tax data.

The Tax Chat, always at hand. In the tax module, the AI chat no longer lives only on its own page: a floating button opens it as a right side panel on any screen in the module, with its taxpayer selector and the same persistent conversation.

The project list no longer holds anything back. With more than 50 cases, the list showed only the 50 most recent —without warning— and the search box couldn’t find the rest. Now it pages in sets of 50 with clear controls (“1–50 of 320”) and the search runs on the server: it finds any case by title, number, description or client, whatever page it’s on. The case selectors when creating tasks or deadlines, the dashboard charts and the task kanban are no longer cut short either.

The daily summary, easier to read. The chips in the welcome greeting are now color-coded: tasks in amber (and clicking them opens the task highlighted inside its project), deadlines in pink and projects in blue. And “Due today” / “Upcoming” no longer stick to the previous line. In the case chat, pasting a URL shows the chip with what was detected, just like in the global chat.

When you update, the new CRM table is created automatically on startup. No action is required on your part.

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