PulseCRM
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User guide What's new

What's new

Release notes of every version.

Every new version of PulseCRM is listed here, newest first. You are using version 2.5.0.

Version 2.5.0 Current

Email code at login, live demo and security hardening

  • newTwo-step login by email for everyone: after the password a 6-digit code is emailed (valid 10 minutes, 5 tries, a new code once a minute). Each user can switch it off in Two-step login; the owner always gets it.
  • newForgot password now works with an emailed 6-digit code instead of a link.
  • newLive demo: "Take a look" on the home page opens a sample real-estate company. The demo data is reset automatically every few hours (Owner panel → Platform settings → Live demo).
  • newPlan pop-up: once a day when the trial or plan ends within 5 days or has ended, with an Upgrade / Renew button.
  • improvedSecurity: account locked for 15 minutes after 5 wrong passwords, safety headers on every page, stronger passwords (letters and numbers), private folders blocked on the web server.
  • fixedThe mobile app (and allowed websites) can call the API from another origin: CORS answers now include the right headers, also on errors.
Version 2.4.0

PulseCRM AI Assistant, Call Quality Audits and core reliability fixes

  • newAsk PulseCRM AI: interactive natural language CRM assistant in the footer to instantly query hot uncalled leads, overdue follow-ups, daily call performance, top callers, and high-budget opportunities.
  • newAI Call Summaries & Quality Audit: executive call summary, 0–100 quality compliance score, sentiment detection, and actionable key takeaways on every call.
  • newManual and automatic AI audit regeneration on lead call history and mobile API.
  • fixedLead model phone_key generation: automatically maintained on lead creation and updates, resolving database NOT NULL constraint issues.
  • fixedLead merge data integrity: appointments, drip sequence enrollments, campaign recipients, and automation queue items now seamlessly migrate to the merged lead.
  • fixedUser model fillable attributes: added two_factor_method to fillable.
Version 2.3.1

Simpler menus, clearer call queue, pipeline and settings

  • improvedCall queue: the lead to call with all its details, a big call button, "Up next" and what is left in your queue; explains when no leads are assigned to you.
  • improvedPipeline: "Show leads of" label, List view and Add lead buttons, score and follow-up on every card, and a dashed "drag one here" box in empty columns.
  • improvedSettings: Stages and Lead fields are tidy tables with column names; WhatsApp templates show a preview and open to edit, with buttons to insert {name}, {product}…; Telephony only shows the fields of the provider you pick. Each settings page has its own title and explanation.
  • improvedEvery input box shows an example of what to type.
  • improvedMenus: "Add a lead" and "Import" are buttons on the lead list; My profile, Two-step login and Alerts are only in the top-right menu and bell.
  • improvedHidden page panel: the page uses the freed space, and the panel opens again when you go to another section.
Version 2.3.0

Cleaner lead list, email login codes, landing page and user guide

  • newTwo-step login by email: choose "Code by email" and a 6-digit code is emailed at every login (website and mobile app), with "Send a new code".
  • newIntegrations page redesigned: one box per service (Facebook, Google Ads, IndiaMART, JustDial, website, WhatsApp, telephony, ad conversions) with its status; click a box for numbered steps, copy buttons and only its own fields.
  • newOwner panel → Platform settings → Email (SMTP) with "Send a test email", so login codes and password resets really leave the server.
  • newHome page for visitors: a landing page with features, pricing and a free-trial button. Logged-in users still go straight to their dashboard.
  • newUser guide inside the app (? Help in the icon bar), with these release notes for every version.
  • newThe version number is shown at the bottom of the icon bar; click it to see what is new.
  • newFooter fixed at the bottom: your plan and its end date, Ask (AI, coming soon) and a New lead button with quick actions.
  • newSettings → General → "Delete demo data": removes all leads, calls and the demo team in one go. Also as a command: php artisan pulsecrm:clear-demo.
  • improvedLead list redesigned: stage tabs with counts, one search bar, a Filters button with clearly labelled filters, Hot / Warm / Cold switch, sort menu and removable filter chips.
  • improvedLead table: click anywhere on a row to open the lead, overdue follow-ups in red, "Never called" highlighted, and a floating bar for the leads you tick.
  • improvedThe page panel stays closed on every page once you close it. Menu icons are animated and the search box is in the middle of the header.
  • improvedPipeline board uses the full height of the screen and has a thin scrollbar.
  • fixedTwo-step login: the QR code was empty when the page was opened from the menu, and new setup keys repeated part of themselves.
  • fixedTwo-step login: codes up to one minute early or late are accepted, and when a clock is wrong you are told by how many minutes (the server time is shown).
  • fixedSaving one integration no longer empties the fields of the others.
  • fixedThe "Add lead" button on an empty lead list was drawn as a big empty box.
  • fixedChanging a filter sometimes kept the old filter panel.
Version 2.2.0

Faster, with a Microsoft Teams style menu

  • newIcon bar on the left with a panel of related pages for each section (Home, Leads, Calls, Calendar, Marketing, Reports, Settings).
  • newAccount menu at the top right: your initials, profile card, theme (light / dark / device), two-step login and Sign out.
  • newSkeleton loaders: the outline of the next page shows at once while it loads.
  • improvedDashboard, pipeline and reports are 2–4× faster with large data (new database indexes, fewer queries).
  • improvedSpeed guide and ready-made Apache / OPcache settings for XAMPP (docs/speed.md, speed-up.bat).
  • fixedAn overdue lead could be "reassigned" to the same caller again.
  • fixedThe alerts bell did not load after pressing the browser Back button.
Version 2.1.0

Automations, campaigns, telephony and calendar

  • newWorkflow automations with triggers, conditions, delays and actions; lead scoring (Hot / Warm / Cold), tags and SLA rules.
  • newWhatsApp bulk campaigns, drip sequences and a simple chatbot.
  • newCloud telephony (Exotel and others): click to call, call sync and recordings.
  • newSend conversions back to Meta and Google Ads.
  • newAppointments calendar, birthday and renewal reminders, hour-by-hour, custom and source-to-close reports.
  • newAlerts bell, and AI call summaries announced as "Coming soon".
Version 2.0.0

SaaS, mobile app and a new look

  • newComplete redesign with light and dark theme; the website works like an app (no page reloads).
  • newAndroid / iPhone app with one-tap calling and a post-call popup that saves duration and recording.
  • newLead import from Facebook / Instagram Lead Ads, Google Ads, IndiaMART, JustDial and website forms.
  • newWhatsApp chat through Twilio, OneSignal push notifications.
  • newTwo-step login and one login per account.
  • newMany companies with plans and subscriptions, and an owner panel to manage them.
Version 1.0.0

First version

  • newLeads, pipeline, call queue, follow-ups, Excel import and export, team and reports.