Changelog
See what's new in our latest updates
2025 - June
Enhanced Property Management & UI Refinements
Jun 30, 2025
Major improvements to property management, object views, and overall user experience. Featuring enhanced property details, better map integration, refined data tables, and smoother navigation across the platform.


features
- Comprehensive property details view with intelligent field organization, address formatting, and location data display.
- Enhanced map view with improved street view integration, better controls, and optimized location handling.
- Advanced record navigation system for seamless movement between related contacts, properties, and companies.
improvements
- Refined data table experience with better column management, filtering, and tag display.
- Optimized object views with enhanced filtering, checkbox interactions, and attribute handling.
- Enhanced favorites system with better star toggle functionality and sidebar organization.
- Improved input components with refined styling and interaction patterns.
- Updated page headers and UI components for better visual consistency.
- Better contact management with enhanced details display and related contact handling.
- Streamlined API routes for object navigation and record management.
Complete Email Integration & Communication Hub
Jun 29, 2025
Transform your CRM into a complete communication hub with comprehensive email integration. Send emails directly from contacts, manage connected accounts, set up email forwarding, and track all email activities in one place. Perfect for sales teams, real estate professionals, and businesses that rely on email communication.



features
- Beautiful email composition modal with contact search, smart recipient management, draft saving, and real-time contact lookup from your CRM database.
- Connected email accounts system with Google OAuth integration, refresh token management, and seamless account switching for multi-account workflows.
- Email forwarding configuration allowing organizations to receive emails at custom addresses (org-slug@inbox.reliocrm.com) with automatic contact and company creation.
- Comprehensive email activity tracking with inbound/outbound classification, thread grouping, CRM linking to contacts and companies, and full email metadata storage.
- Smart email sending with support for multiple recipients, CC/BCC handling, contact email selection, and automatic watermark addition for branding.
- Email forwarding privacy controls with individual user permissions, sharing levels (metadata, subject, full), and domain/email blocklists for security.
- Global email compose provider with draft management, minimized email state, and persistent composition across navigation for uninterrupted workflow.
- Enhanced contact tables with clickable email cells, direct email composition triggers, and improved contact avatar display for better user experience.
- Advanced email processing system with automatic contact/company creation, intelligent email parsing, attachment handling, and CRM entity linking.
- Organization watermark settings with automatic 'Sent with Relio' branding for email marketing and professional email communication.
improvements
- Standardized modal system with consistent positioning, overlay controls, custom controls support, and improved user experience across all modals.
- Enhanced user avatar component with better fallback handling, professional contact icons, and improved visual consistency throughout the application.
- Improved table functionality with better column management, enhanced inline editing, array value handling, and more responsive data display.
- Better authentication system with improved session handling, enhanced security measures, and more reliable user authentication flows.
- Updated mail provider integrations with better error handling, improved delivery rates, and enhanced compatibility across different email services.
- Enhanced database schema with new email-focused models, comprehensive indexing for performance, and better data relationships for email workflows.
AI Usage Analytics & Intelligent Dashboard Insights
Jun 23, 2025
Unlock powerful insights into your AI usage with comprehensive analytics, organization-wide reporting, and intelligent dashboard widgets. Perfect for teams that want to optimize their AI workflows, track credit consumption, and understand usage patterns across their organization.





features
- Comprehensive AI usage tracking system that automatically records every AI interaction, including credits consumed, tokens used, and feature breakdown across data chat, task creation, and analytics.
- Permission-based analytics dashboard where organization owners and admins can view team-wide AI usage statistics, while members see their personal usage data with privacy protection.
- Real-time AI Analytics dashboard widget showing current credit usage, progress bars, feature breakdown, and remaining daily credits with auto-refresh every 30 seconds.
- Organization-wide usage insights for admins including total active users, team credit consumption, user ranking by usage, and individual team member analytics with activity tracking.
- Advanced AI usage API endpoint with role-based access control that provides detailed usage breakdowns, user activity patterns, and comprehensive usage analytics for the last 30 days.
- Visual usage analytics with top feature identification, daily usage patterns, percentage breakdowns, and activity rankings to help optimize AI workflows and resource allocation.
- Automatic AI usage logging system that tracks every chat session, tool call, model used, success rate, and error handling with detailed metadata for comprehensive analytics.
improvements
- Enhanced dashboard grid system with new AI Analytics widget that seamlessly integrates with existing dashboard functionality, drag-and-drop positioning, and responsive design.
- Improved AI credit management with organization-based credit allocation, detailed usage tracking, and better visibility into credit consumption patterns across teams.
- Better admin experience with clear visual indicators for organization-wide data access, admin badges, and comprehensive team usage overview for better resource management.
Visual Kanban Boards & Workflow Management
Jun 21, 2025
Transform how you manage your business processes with beautiful Kanban boards. Visualize your sales pipeline, track project progress, and manage workflows with drag-and-drop simplicity. Perfect for sales teams, project managers, and anyone who thinks visually.




features
- Switch any list view to a visual Kanban board - perfect for tracking sales pipelines, project stages, or deal progress with drag-and-drop cards.
- Drag contacts, companies, or deals between columns to instantly update their status - no forms to fill out, just drag and drop to move things forward.
- Create and customize your own workflow stages with personalized colors, names, and settings that match how your business actually works.
- Select multiple items at once and move them together - perfect for bulk updates when you're processing leads or advancing multiple deals.
- Celebrate wins with confetti animations when deals close or milestones are reached - because success should be fun to achieve.
- Track time spent in each stage to identify bottlenecks in your process and optimize your workflows for better results.
- Reorder columns by dragging them to match your actual business process - arrange stages in the order that makes sense for your team.
improvements
- Enhanced table views work seamlessly with Kanban boards - switch between views instantly to see your data however you prefer.
- Better visual design with color-coded stages and clear status indicators that make it easy to understand your pipeline at a glance.
- Improved performance when working with large datasets - smooth scrolling and responsive interactions even with hundreds of items.
Pin Important Records & Better Data Management
Jun 21, 2025
A major update that makes it easier to manage your contacts, companies, and properties. Now you can pin your most important records to the top of your workspace for instant access, plus customize your tables exactly how you want them.





features
- Pin your most important contacts, companies, and properties to the top of your workspace - they'll always be just one click away, no matter where you are in the app.
- Customize your tables exactly how you want them - add or remove columns, change column order, and save your preferred layouts for different views.
- Right-click on any record to quickly pin it, edit it, or perform other actions - everything you need is now just a right-click away.
- New organizations automatically get starter views with the most commonly used columns already set up for contacts, companies, and properties.
improvements
- Faster and more reliable performance when working with large lists of contacts, companies, and properties.
- Better organization in your sidebar - your favorite views and records are now easier to find and manage.
- Improved security and better handling of data across different parts of the application.
- Consistent search and filtering across all your contacts, companies, and properties - find what you need faster than ever.
Enhanced Global Search with Contact Integration
Jun 19, 2025
Extended the global search functionality to include contacts, making it easier to find and access all your important information in one place. Now you can search for contacts alongside tasks and notes with beautiful contact avatars and detailed previews.





features
- Added contact search integration to the global command menu (⌘+K) - search contacts by name, title, and summary alongside tasks and notes.
- Created ContactDetailPanel component showing comprehensive contact information including email, phone, job title, company, and status in search previews.
- Integrated ContactAvatar component in search results for visual contact identification with profile pictures or professional contact icons.
- Extended search API endpoints to support contact filtering and results with proper organization-level security and pagination.
improvements
- Enhanced search result display with contact-specific badges and icons for better visual organization and user experience.
- Unified search experience across all content types (tasks, notes, contacts) with consistent keyboard navigation and result formatting.
Advanced Dashboard Analytics & Visual Widgets
Jun 19, 2025
Introducing a comprehensive dashboard system with analytics, visual widgets, and time-series charts. Get instant insights into your organization's productivity with beautiful visualizations and key metrics.


features
- Comprehensive dashboard analytics with time-series charts showing tasks, notes, and activity trends over customizable time periods.
- Visual widget system displaying key metrics including task completion rates, status breakdowns, and priority distributions.
- Analytics API with advanced date filtering supporting Today, This Week, Last Month, This Quarter, and custom date ranges.
- Recently viewed items tracking to quickly access your most recent tasks and notes.
- Interactive dashboard grid layout with customizable widgets for personalized productivity insights.
improvements
- Enhanced status and priority selectors with modern styling and improved visual hierarchy.
- Redesigned organization start page with analytics overview and quick access to key features.
- Updated UI components including badges, buttons, cards, and command menu for better consistency and usability.
- Improved search functionality with enhanced context menus and better keyboard navigation.
- Responsive dashboard layout that adapts beautifully to different screen sizes and devices.
Global Search & Enhanced Workspace Navigation
Jun 18, 2025
Introducing powerful global search functionality that lets you quickly find and navigate to any task or note across your workspace. Enhanced with keyboard shortcuts, detailed previews, and improved organization permissions.



features
- Global search functionality with unified results across tasks and notes - search by title, content, or description.
- Enhanced command menu (⌘+K) with real-time search results, detailed previews, and quick actions.
- Search result detail panels showing comprehensive information including assignees, status, dates, and content previews.
- Keyboard navigation and shortcuts for efficient workspace navigation without leaving the keyboard.
- Search API endpoints with proper filtering, pagination, and organization-level security controls.
improvements
- New status badge component for better visual organization and consistent status indicators across the app.
- Enhanced context menu components with improved accessibility and user experience.
- Optimized search performance with debounced queries and intelligent result caching.
fixs
- Fixed 403 FORBIDDEN errors preventing organization members from setting their active organization.
- Resolved organization access control issues by implementing proper member permissions for workspace management.
Powerful Notes & Document Creation
Jun 17, 2025
Create, edit, and share beautiful notes with our new powerful note-taking system. Perfect for documentation, journaling, team collaboration, and content creation.



features
- Create and organize unlimited notes with rich text formatting, headers, lists, and styling options.
- Upload and embed images directly in your notes with automatic resizing and cropping tools.
- Professional text editor with formatting toolbar for creating beautiful, structured documents.
- Save your favorite notes to the sidebar for quick access and better organization.
- Share notes publicly with anyone or keep them private - perfect for documentation and collaboration.
- Add emojis and visual elements to make your notes more engaging and expressive.
improvements
- View your notes in multiple layouts: detailed view, compact list, or visual grid.
- Enhanced favorites system lets you organize both notes and tasks in custom folders.
- Improved task management interface with cleaner design and better usability.
- Faster loading and smoother experience across all note-related features.
Favorites Sidebar, API Endpoints & UI Improvements
Jun 16, 2025
Introduced a favorites sidebar with drag-and-drop, expanded API endpoints, and made significant UI and performance improvements.


features
- Added a favorites sidebar with drag-and-drop support for folders and items.
- Implemented new API endpoints for favorites, notifications, organizations, payments, and tasks.
improvements
- Refactored filters and UI components for better usability and maintainability.
- Improved notifications and analytics integration.
- Updated global styles and enhanced accessibility.
- Updated Chargebee payment provider integration.
fixs
- Fixed various bugs and optimized performance across the app.
Task Management System Overhaul & New Models
Jun 15, 2025
Major update introducing advanced task management, notifications, and new database models.

features
- Added Task, StatusHistory, Favorite, FavoriteFolder, ColumnPreference, and Notification models to the database.
- Implemented full CRUD API routes for tasks, including assignment, status, and priority validation.
- Introduced notification system for task assignments and deletions.
improvements
- Enhanced user and organization relations for tasks, favorites, and notifications.
- Added Zod schemas and types for new models and enums. Improved type safety and validation.
- Added canvas-confetti, motion, and framer-motion for UI effects and animations.
- Refactored authentication logic and improved error handling in API routes.
Home Page Redesign & Early Access Waitlist
Jun 11, 2025
Exciting updates to our landing page and new waitlist feature
features
- Completely redesigned home page with modern UI/UX
- Added early access waitlist for new users
improvements
- Improved mobile responsiveness and loading performance
- Updated feature highlights and value proposition