Changelog

What actually shipped, newest first.

2026-11

Redesigned actions and deals

Redesigned dialogs for new action, complete action, snooze, log activity and messages: clearer headers, cards for quick choices, and AI-suggested next actions.
Link related deals, messages, actions and notes to an action, and see related actions inside deal, note and message previews.
New deals board: compact cards, full-width columns, and a deal panel that opens on click, with drag-and-drop between stages.
Redesigned deal dialog with a stage progress bar, value with currency, quote box, and a quick mark as won or lost menu.
Redesigned decision request dialog: ask your client to decide with the question first, lettered options and a recommended choice.
Deals board, history and quote features are now open to all users, with one shared activity timeline across the activity tab and previews.

2026-10

Redesigned lead and client pages: cleaner header, compact cards for actions, decisions, deals and notes, and a day-by-day activity timeline with a clear next-action highlight.
New Today calendar: switch between list, week and month views, with colour-coded days and a full-screen layout.
Quote tracking: record when a quote was sent, log the client's reply, ask for approval, and see who is waiting on you in a new 'Waiting on client' tab.
Much better on phones: card lists for clients, deals and contacts, swipe-down to close sheets, and simpler menus and filters.
Browser extension upgrades: LinkedIn contact panel, Reddit thread summaries with reply advice, website button, tag picker and first-message templates.
Contacts and blog: tags, country and phone fields, new contact statuses with a funnel view, plus eleven new in-depth blog articles.

2026-09

Track deals on a drag-and-drop pipeline board, with a Deals tab on Today, deal owners, lost reasons and a quick-add option
Free plan now includes 5 clients, with a dedicated free landing page and basic AI usage shown
Import leads from CSV or Excel files with column mapping, plus one simpler Add lead dialog and phone as a contact channel
Redesigned Today dashboard with a table view, clickable stat tiles, per-message cards showing the next step, and slide-out panels
Redesigned Clients and Contacts pages with stats, filters and compact rows, plus lead archiving and customizable overview sections
New integrations: monday.com and Notion linked to clients, multiple email accounts, hourly email sync and a new-messages panel

2026-08

Sign in with Google, plus Gmail connection (beta) that spots replies and tasks from your email and auto-resolves clear replies
AI-suggested next steps when you complete a task, with optional message capture and automatic marking of linked drafts as sent
Message draft flows: build multi-step outreach sequences with AI, on a full-screen page with numbered steps
Smarter dashboard sorted into overdue, today, waiting and upcoming, with snooze and quick edit on priority cards
Quick lead capture from pasted text or a LinkedIn profile, plus a new LinkedIn Chrome extension for adding leads
Team invites, member onboarding, workspace closure, and a cleaner chat-style messages view

2026-07

New Today dashboard with priority actions, an overdue alert and quick-complete buttons, plus a This Week page and a Latest Messages page.
Richer lead view: improved activity timeline, a full action history, pinning of notes, tasks and messages, and full-detail previews.
Smarter messaging: link drafts to tasks, auto-send a linked draft when you complete its task, and AI suggestions for next steps from received messages.
Leads and contacts lists now have status filters, sortable columns, relative due labels (Overdue, Due today, In X days) and a deal value column.
Clearer plans and AI usage: monthly AI budget, contact and project limits, a redesigned upgrade screen, and prices shown in the right currency.
Fixes: free-plan companies can now bulk import and edit projects without being wrongly blocked.

2026-06

Redesigned onboarding: choose how you use AwiFin, follow a clear progress header, and go back at any step
Early access plan with simple checkout, a skip-payment option, and subscription details in Settings
Leads CRM: leads table with tabs and search, lead edit page, and a new preview with Overview, Updates, Messages and Activity tabs
New Today page with stats, priority list, upcoming tasks and latest messages
Import project updates from your notes with AI, plus owner warnings and a people-responsible section in reports
Refreshed landing page and new Terms of Service and Data Processing Agreement pages

2026-05

Owners for blockers, risks, and required actions: pick a person from your company, or add a new one on the spot. Unassigned items show a red "No Owner" badge.
Each blocker and risk can now have a next step, shown right in the preview.
Easier-to-read reports and update previews: colored section headers with icons, collapsible sections, and blockers and risks sorted by severity.
Share reports your way: send to several Slack channels at once, polished email layout, and a shareable link.
Jira import now fits into onboarding, with a project picker that selects itself when you only have one project.
New landing page with a live demo report you can print or share, plus a link to try a shared demo account.

2026-04

Connect Jira and import issues into project updates, with filters by status and assignee
AI turns imported Jira issues into a ready-to-edit project update
Send reports by email with an automatic share link and mobile-friendly layout
New Share menu with print, export and copy-link options
Updates now track blockers, risks and actions required, each with status, due date and owner
Reworked settings page with tabs for profile, password, company name and account deactivation