Changelog

A record of major updates, new features, and improvements to Seedly CRM. The most recent changes appear first.

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May 2026 - Automation, Billing & Builder Enhancements

Automation & Workflows

• Workflow builder expanded to 78 node types and 68+ triggers
• Google Ads conversion tracking node for uploading conversions and optimizing ROI
• Meta CAPI conversion tracking node for server-side conversion events
• Sequence engagement gate: auto-exit or jump to a re-engagement step after consecutive unopened emails
• Active hours scheduling for sequence campaigns with timezone-aware rescheduling
• UTM tracking configuration per campaign (5 fields)
• Contact scoring: email_not_opened rule deducts points on unopened sequence steps
• Stripe webhook payments now fire workflow triggers, contact scoring, and lifecycle transitions

Invoicing & Estimates

• Estimate "Viewed" status tracks when customers open estimate links
• Invoice and estimate previews available immediately in draft status, no send required
• Mobile preview in canvas builders: phone-frame preview showing the real customer view
• Page overflow auto-detection: content automatically flows to new pages as blocks grow
• Canvas builder UX: dropping elements stays on Elements tab, conditions editor stacked vertically
• accessToken generated at creation for all invoices and estimates (11 creation paths covered)

Billing & Payments

• Agency-direct Stripe routing for self-hosted single-agency setups
• Stripe Connect isolation: standard sub-accounts must connect their own Stripe before accepting payments
• Payment charge tracking: stripeChargedAccountId on every payment for deterministic refund routing
• Stripe Connect uniqueness guard prevents two sub-accounts sharing the same Connect account

Security & Infrastructure

• Rate limiting: per-token limits on all public mutations, daily send caps, refund caps
• CSP security headers hardened across all public routes
• File upload security: magic-byte validation, purpose-based size caps, pixel-bomb detection
• Webhook atomic dedup gates prevent double-processing on provider retries
• IP rate limit bug fixed: removed broken global bucket that blocked legitimate customers

UI & UX

• Contact picker dropdown: stacked vertical layout prevents text overlap
• Conditions editor: full-width stacked inputs replace cramped horizontal row
• Invoice header: responsive layout stacks vertically on mobile

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March 2026 — Beta Launch

Seedly CRM enters public beta with the following capabilities:

• Contacts & Companies — Full contact management with custom fields, tags, smart lists, engagement scoring, CSV import/export, bulk actions, and company records with contact linking
• Unified Inbox — Multi-channel conversations across SMS, email, Gmail, Facebook Messenger, and Instagram DM with real-time message streaming
• Pipelines & Opportunities — Visual kanban boards, opportunity scoring, stage gates, stale deal detection, products and line items, and pipeline statistics
• Campaigns — Email broadcasts, multi-step sequences, and SMS campaigns with segment targeting and analytics
• Workflow Automation — Visual builder with 60+ action nodes, 40+ triggers, branching logic, A/B splits, delays, and execution logging
• Forms — Drag-and-drop builder with 9 field types, CAPTCHA support, public URLs, and embed codes
• Calendar & Booking — Four calendar types, public booking pages, availability management, and email/SMS reminders
• Invoices & Payments — Invoicing with line items, Stripe payment collection, estimates, recurring invoices, and product catalog
• Documents & E-Signatures — Block-based editor with e-signature fields, document flows, merge fields, and view tracking
• Reporting — 13 report views covering contacts, pipelines, conversations, campaigns, workflows, calendar, and agent performance
• Reputation — Google Business Profile integration with review sync, review requests, and response management
• Social Media — Post scheduling and publishing across Facebook, Instagram, and LinkedIn with analytics
• Bulk SMS — SMS campaigns with templates, audience targeting, and delivery analytics
• Settings & Administration — Sub-accounts, users, roles, permissions, integrations, custom fields, tags, audit log, and billing
• 20+ Integrations — Twilio, Telnyx, Postmark, SendGrid, Gmail, Google Calendar, Outlook, Zoom, Stripe, Facebook, Instagram, LinkedIn, Google Business Profile, CallRail, OpenAI, Anthropic, and more
• Multi-Tenancy — Three-tier hierarchy (Agency → Brand → Sub-Account) with credential cascade and per-plan feature gating
• Real-Time Data — All data updates are live across connected clients with no manual refresh
• Role-Based Access Control — 30 modules with view, create, update, and delete permissions at own, team, or all scope