What’s new? – v4.70 Improved CRM

v4.70.0 — The CRM is no longer just a list of leads A dedicated sales inbox: emails come into the CRM and attach to their opportunity. When the routing isn’t unambiguous, it doesn’t guess — it goes to an unassigned tray, because an email attached to the wrong opportunity is worse than one without…

v4.70.0 — The CRM is no longer just a list of leads

A dedicated sales inbox: emails come into the CRM and attach to their opportunity. When the routing isn’t unambiguous, it doesn’t guess — it goes to an unassigned tray, because an email attached to the wrong opportunity is worse than an unassigned one: nobody ever checks it again.

The company profile, researched online, with cited sources and editable; and a sales script prefilled with that data. If there’s no material, it refuses to draft: a made-up profile reads just as confidently as a researched one.

“Why are we losing?” can now be answered. Closing an opportunity as lost requires choosing the reason from a catalog, instead of the “Not specified” that used to fill itself in — and since it was already filled in, nobody ever asked again.

Time per pipeline stage, with stalled opportunities in plain sight. And an organization knowledge library, whose prices are read from the billing catalog instead of being copied: a price duplicated in a document is a price that will one day be wrong.

And AI and email spending is capped. The limits are set by central administration, and your own key frees you from the cap: whoever pays for their own provider doesn’t consume the shared one.

Includes several database changes that run automatically. Updating doesn’t turn on email or campaigns: with no inbox registered, no email is read, and with no keys configured, nothing is sent. The only things that appear on their own are two lists that were previously empty: the loss reasons and the base template catalog.

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