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RELEASE NOTES

What’s new

Published times are shown in Central Time. Pilot notes are not announcements of general availability.

36 updates published
LATEST IN THE LOGProduct
Available now

TimeBin connects tracked effort to CRM work

Owners and admins can enable TimeBin per workspace for linked timers, manual entries, project budgets, and evidence-backed time reports.

THE DETAILS
  • Start or pause a persistent timer from a person, company, opportunity, task, or project.
  • Review recorded hours by customer and deal, with configured labor costs and permission checks.
  • Paid, linked QuoteBin invoices can provide verified revenue; missing rates and unlinked payments remain visible.
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EARLIER UPDATES

The progress behind the product.

  1. PilotApproved pilot only

    Campaign delivery now supports workspace-owned providers

    Approved workspaces can connect their own Brevo account or dedicated campaign SMTP mailbox before a reviewed launch.

    • Campaign sending remains gated by workspace, sender verification, authenticated feedback, consent, suppression, and recipient limits.
    • Personal SMTP remains separate and never turns on a campaign automatically.
    • Provider sending quotas and charges belong to the connected account.
    Read more
  2. ImprovementAvailable now

    More control over QuoteBin invoices

    The invoice list supports clearer review, while unissued direct drafts can be deleted and open unpaid Stripe invoices can be voided with an audit reason.

    • Deleted drafts leave the active list; voided invoices remain visible for the financial record.
    • Paid invoices cannot be deleted or voided, and QuoteBin does not email a buyer automatically when an invoice is voided.
    Read more
  3. ProductAvailable now

    LeadBin video meetings are available in every workspace

    Signed-in members can start a private audio or video call from Teamwork or a workspace-visible Calendar meeting.

    • Calls include a device preview, audio and video controls, screen sharing, and temporary participant chat.
    • Each room supports up to eight members for 60 minutes. New calls are subject to shared monthly capacity and concurrent-room limits.
    • External guests, recording, and transcription remain disabled. Existing external meeting links continue to work.
    Read more
  4. ProductAvailable now

    QuoteBin connects quotes, contracts, and invoices

    Workspace owners and admins can enable the optional QuoteBin plugin and connect their own Stripe merchant for reviewed sales documents.

    • Create a private, versioned quote and collect buyer approval before preparing a separate contract.
    • Contract approval issues a Stripe invoice; an issued or delivered invoice is not automatically paid.
    • The workspace must enable QuoteBin and complete its own Stripe onboarding before payable documents can be issued.
    Read more
  5. ProductAvailable now

    Issue a QuoteBin invoice without a quote

    An enabled QuoteBin workspace can save and review a direct invoice for work that is already agreed.

    • Choose a saved contact or company, or enter a one-time buyer email, then add USD line items and a payment period.
    • Save a private draft, review the recipient and amount, and explicitly issue through the connected Stripe merchant.
    • Copy the hosted link or request Stripe email delivery; payment status remains visible in QuoteBin.
    Read more
  6. ImprovementAvailable now

    Clearer workspace ownership and personal sending

    Settings now shows active workspace owners and supports display-name changes; members can connect personal SMTP for reviewed one-to-one email.

    • Owners and admins can rename a workspace without changing its ID, membership, or records.
    • An active non-viewer member connects an individual SMTP identity in one workspace and confirms each message before sending.
    • General Personal email does not sync Inbox or Sent mail or enable campaign sending.
    Read more
  7. ImprovementAvailable now

    A clearer workspace Overview and People workbench

    LeadBin now gives teams a more useful workspace Overview and a fuller contact workbench, with refreshed public screens that show how the pieces fit together.

    • Overview brings saved pipeline, follow-through, activity, calendar, and service facts into a single starting point.
    • People supports full-workspace search and filters, reviewed CSV or Excel imports, inline edits, and workspace-shared prospect lists.
    • The public tour, FAQs, guides, and developer documentation now reflect these screens and distinguish selected-workspace pilots from general features.
    Read more
  8. PilotApproved pilot only

    LeadBin video calls and in-call chat enter a selected-workspace pilot

    Eligible members in selected workspaces can open a private in-app call from Teamwork or a workspace-visible Calendar meeting.

    • New calls support audio, video, screen sharing, and participant chat. Post lasting decisions in Teamwork; call chat is not archived there.
    • Pilot rooms allow up to eight members for 60 minutes. Recording, transcription, and external guests are disabled.
    • Other workspaces can continue sharing existing external meeting links. This pilot is not included in every plan.
    Read more
  9. ProductAvailable now

    More workspaces included with paid plans

    Free includes one owned workspace, Starter up to three, Growth up to five, and Scale has no workspace cap.

    • One paid subscription covers the included workspaces owned by the same account. Joining someone else's workspace does not use a slot.
    • Seat and contact limits apply to each workspace. Existing separate subscriptions are not automatically consolidated.
    • Check your allowance in Settings before creating another workspace. Contact billing support to change or consolidate an existing subscription.
    Read more
  10. ProductAvailable now

    Plan the week in LeadBin Calendar

    Calendar now brings dated tasks and LeadBin meetings into week and day views for every workspace.

    • Start with tasks assigned to you or switch to the whole workspace, then schedule a private or workspace-visible LeadBin meeting.
    • Unscheduled Teamwork meeting links stay beside the calendar. Adding a link does not send invitations or create a provider meeting.
    • Google and Microsoft event reading remains limited to approved read-only connections.
    Read more
  11. ProductAvailable now

    Teamwork brings the conversation into the workspace

    Active members can now share updates, discuss customer records, and send private direct messages without leaving LeadBin.

    • Reply in threads, mention teammates, and search workspace conversations.
    • Turn a shared message into an assigned follow-up task linked to its source.
    • Share an existing Meet, Teams, or Zoom link; built-in audio and video are not included.
    Read more
  12. ImprovementAvailable now

    A faster way through today's tasks

    Tasks opens on work due today, with selected-task actions for stage and assignee changes and a follow-up choice when work is completed.

    • Select multiple tasks and change their stage or assignee together.
    • A completed task prompts you to schedule another follow-up or skip it; no new task is created automatically.
    Read more
  13. ProductAvailable now

    Start a pipeline from a reviewed industry kit

    Preview a stage sequence, install a separate pipeline, and optionally add tags or editable follow-up drafts.

    • A kit does not move existing opportunities or tag them automatically.
    • Optional workflow drafts remain inactive until reviewed and activated; no message is sent by installation.
    Read more
  14. ProductAvailable now

    Share a saved proposal version with a private link

    Growth and Scale workspaces can create an expiring link to a saved proposal PDF, review explicit opens, and revoke access when needed.

    • Links stay tied to a specific saved version and expire after 14 days; LeadBin does not send the link for you.
    • A preview does not count as an open. Opening the PDF records link activity, but does not prove who viewed it, agreement, or a signature.
    Read more
  15. ProductAvailable now

    Ask Scout about your next 90 days of pipeline

    In Growth and Scale workspaces, Scout can summarize open opportunities with close dates in the next 90 days using the amounts and probabilities already saved in LeadBin.

    • The answer separates currencies and shows how many open deals have enough recorded inputs to be included.
    • It is a read-only weighted view of saved pipeline data, not a promise of revenue or a measured forecast-accuracy score.
    Read more
  16. ProductAvailable now

    A read-only event feed ready for Zapier polling

    Workspace owners can use a dedicated read-only token to retrieve recent LeadBin events for a reviewed Zapier polling workflow.

    • Released October 21. Stable event IDs help a polling Zap avoid duplicate triggers.
    • The feed excludes mail and calendar contents; signed outbound webhook delivery remains a separate controlled pilot.
    Read more
  17. ImprovementAvailable now

    Scout stays with you as you move through LeadBin

    The Scout drawer remains open while you navigate between CRM screens, so you can continue a conversation without reopening it.

    • Released October 21. The drawer state persists across People, Opportunities, and Tasks navigation.
    • Workspace access and read-only business-question safeguards are unchanged.
    Read more
  18. ProductAvailable now

    Scout can answer everyday questions, too

    Scout now handles ordinary conversation and short follow-ups, including simple arithmetic, alongside its grounded CRM questions.

    • Released October 21 for entitled Growth and Scale workspaces.
    • General chat does not include workspace records or connected-provider content; Scout cannot change CRM records or send messages.
    Read more
  19. ProductAvailable now

    Three grounded business-question modes for Scout

    Company Brain, Sales Coach, and Command Center answer supported pipeline, follow-up, and recorded-outcome questions from workspace-scoped facts.

    • Released October 21 for Growth and Scale workspaces with source links and clear evidence definitions.
    • If a question needs missing evidence, Scout says so instead of inventing a forecast or win rate.
    Read more
  20. PilotApproved pilot only

    Google activity sync moves to narrower permissions

    Approved Google pilots now use Gmail read-only and Calendar events read-only access to match activity to CRM contacts.

    • The prior broader Calendar grant was retired after the owner reconnected the legacy account.
    • Google data-access verification is under review; the public connection gate remains closed.
    Read more
  21. ProductAvailable now

    Revenue Rescue shows the evidence behind each insight

    New category insights summarize active findings and link back to the records that need attention.

    • Released October 19 with filter shortcuts and scan-coverage context.
    • These are recorded-data prompts to act, not a published predictive Revenue Risk score.
    Read more
  22. ProductAvailable now

    Guided follow-up for reactivation findings

    Revenue Rescue can open a relevant follow-up sequence from a reactivation finding, with the steps kept visible and editable.

    • Released October 19. Starting a sequence requires an explicit user action.
    • Emails remain editable, manually sent drafts; this does not enable campaign sending.
    Read more
  23. ImprovementAvailable now

    A clearer workspace for ticket tools

    Service reports, knowledge base, SLA targets, and support forms now open as focused tool views instead of stacking above the ticket list.

    • Released October 19. Closing a tool restores the ticket list without changing ticket data.
    • Ticket toolbar controls also received clearer accessible names.
    Read more
  24. ImprovementAvailable now

    Cleaner amount totals in opportunity reports

    Custom reports now count opportunities with missing or invalid money values without mixing those values into currency totals.

    • Released October 19. Valid recorded amounts stay grouped by currency.
    • A missing amount is shown as missing evidence, not invented customer revenue.
    Read more
  25. ProductAvailable now

    See which forms lead to recorded opportunities

    A Lead conversion report connects eligible form-created contacts to later qualification, opportunities, and recorded outcomes.

    • Released October 16 with explicit time windows and sampling limits.
    • The report shows recorded associations, not a claim that a form caused a sale.
    Read more
  26. ProductAvailable now

    See time in the current pipeline stage

    Pipeline and forecast reporting now separates a recorded stage-entry age from the overall age of an open deal.

    • Released October 16. If the relevant stage move was never recorded, the panel says Not recorded.
    • This is a descriptive view, not a prediction of whether a deal will close.
    Read more
  27. ProductAvailable now

    Contact Journey includes linked tasks and notes

    The Journey timeline can show directly linked task milestones and note records beside the contact's other history.

    • Released October 16 with Tasks and Notes filters and links to the source records.
    • Private note bodies are not returned in the Journey feed.
    Read more
  28. ProductAvailable now

    More complete support and proposal history

    Contact Journey now brings together recorded ticket status milestones and, on eligible plans, manually recorded proposal milestones.

    • Released October 16. Each milestone links to its underlying ticket or proposal.
    • A logged response or manually marked proposal status is not proof of external delivery or customer acceptance.
    Read more
  29. ImprovementAvailable now

    Forecasts make missing inputs visible

    The 90-day forecast now shows probability coverage and exclusion reasons for the selected pipeline.

    • Released October 16. A saved zero-percent probability stays visible; an absent probability is excluded and explained.
    • Recorded deal values and weighted estimates remain distinct.
    Read more
  30. ProductAvailable now

    A transparent view of task follow-through

    The Activity dashboard separates due tasks completed on time, completed late, and still open over a defined period.

    • Released October 16 with caveats for missing completion times and unusual due dates.
    • These counts are not an individual productivity grade or a predictive Follow-Up Score.
    Read more
  31. ImprovementAvailable now

    Less scrolling in Workflows and Dashboards

    Workflows now separates Playbooks, Sequences, and Automation into tabs, while Dashboards groups its reporting sections into tabs.

    • Released October 16. The Workflows tabs are keyboard accessible and the sequence editor adapts to smaller screens.
    • The release changed navigation and layout, not sequence sending rules.
    Read more
  32. ProductAvailable now

    Save your own People, Companies, and Notes views

    Eligible workspace members can keep personal table layouts with their search, filters, sorting, and chosen columns.

    • Released October 16 for Growth and Scale workspaces.
    • Views are private to their creator within the workspace and can be updated or archived.
    Read more
  33. ProductAvailable now

    Preview contacts before importing a CSV

    The People screen now previews a bounded CSV import and requires an explicit import action before records are added.

    • Released October 16 with workspace-role checks, duplicate-email handling, and an audit summary.
    • Imported addresses receive no automatic marketing consent or outbound message.
    Read more
  34. PilotApproved pilot only

    Microsoft 365 activity sync enters a monitored pilot

    A dedicated LeadBin pilot workspace is matching read-only mail and calendar activity to its test contact, with a recurring sync under monitoring.

    • The pilot uses delegated read-only access and does not send mail.
    • This connection is not yet a generally available plan feature.
    Read more
  35. ImprovementAvailable now

    Smoother signup and workspace setup

    Signup and onboarding redirects now stay on the public LeadBin address instead of sending a new user to an internal host.

    • New users can continue from signup into workspace setup on the same secure site.
    Read more

Changes are posted after a reviewed release or pilot milestone. A feature marked pilot stays limited until its release checks are complete.