Changelog

See what's new in our latest updates

2025 - June

Enhanced Property Management & UI Refinements

v1.9.0

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.

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Enhanced Property Management & UI Refinements
Enhanced Property Management & UI Refinements
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This release brings significant improvements to how you manage and view properties, along with numerous refinements to the overall user experience. The enhanced property details view now intelligently organizes and displays property information, with smart handling of address fields and location data. Map integration has been improved with better street view functionality and refined controls. We've also enhanced the data table experience with better column management and filtering capabilities. The new record navigation system makes it easier than ever to move between related contacts, properties, and companies. UI components across the platform have been refined for better visual consistency and interaction patterns. These improvements work together to create a more polished and efficient experience for managing your real estate data.

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

v1.8.0

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.

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Complete Email Integration & Communication Hub
Complete Email Integration & Communication Hub
Complete Email Integration & Communication Hub
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Revolutionize how you handle email communication with our comprehensive email integration system. This major update transforms your CRM into a complete communication hub where you can send emails directly from any contact, manage multiple connected email accounts, and track all email activities in one unified interface. The beautiful email composition modal provides intelligent contact search, smart recipient management with multiple email selection, and automatic draft saving so you never lose important communications. Set up custom email forwarding addresses for your organization to automatically capture and process incoming emails, creating new contacts and companies automatically. The system tracks every email interaction with comprehensive activity logging, thread grouping, and intelligent linking to your CRM entities. Connected email accounts support seamless OAuth integration with automatic refresh token management, while the global compose provider ensures you can start an email anywhere and continue it seamlessly across your workflow. Enhanced privacy controls allow fine-grained sharing permissions and security settings for team collaboration. With standardized modals, improved table functionality, and enhanced user experience throughout, managing your email communications has never been more powerful or intuitive.

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

v1.7.0

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.

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AI Usage Analytics & Intelligent Dashboard Insights
AI Usage Analytics & Intelligent Dashboard Insights
AI Usage Analytics & Intelligent Dashboard Insights
AI Usage Analytics & Intelligent Dashboard Insights
AI Usage Analytics & Intelligent Dashboard Insights
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Transform how you understand and optimize your AI usage with our comprehensive analytics system. This major update introduces intelligent tracking of every AI interaction, from chat sessions to data analysis and task creation. Organization owners and admins now have complete visibility into team-wide AI usage patterns, credit consumption, and user activity through detailed analytics dashboards. The new AI Analytics widget provides real-time insights directly on your dashboard, showing credit usage progress, feature breakdowns, and remaining daily allowances. Individual team members see their personal usage data while maintaining privacy, with detailed breakdowns of their AI interactions across different features. The system automatically tracks usage patterns, identifies top-performing features, and provides daily usage trends to help teams optimize their AI workflows. With role-based permissions, comprehensive usage logging, and real-time updates, managing AI resources and understanding usage patterns has never been more transparent or actionable.

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

v1.6.0

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.

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Visual Kanban Boards & Workflow Management
Visual Kanban Boards & Workflow Management
Visual Kanban Boards & Workflow Management
Visual Kanban Boards & Workflow Management
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We've introduced a powerful new way to visualize and manage your business processes with Kanban boards. Whether you're tracking sales opportunities, managing project stages, or organizing any workflow, you can now see everything laid out visually with drag-and-drop simplicity. Move contacts through your sales process, advance deals through your pipeline, or track project milestones - all by simply dragging cards between columns. Create custom stages that match your actual business process with personalized colors and names. Select multiple items to make bulk updates quickly and efficiently. Set up automatic celebrations with confetti when important milestones are reached. Track how long items spend in each stage to identify where your process might be slowing down. The Kanban view works seamlessly alongside your existing table views, so you can switch between perspectives instantly. This visual approach makes it easier than ever to understand your business at a glance and keep things moving forward.

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

v1.5.0

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.

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Pin Important Records & Better Data Management
Pin Important Records & Better Data Management
Pin Important Records & Better Data Management
Pin Important Records & Better Data Management
Pin Important Records & Better Data Management
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We've completely redesigned how you manage your business data to make it more intuitive and powerful. The new pin feature lets you keep your most important records - whether they're key contacts, high-priority companies, or crucial properties - pinned to the top of your workspace. These pinned items are always visible and just one click away, no matter which page you're on. We've also made it much easier to customize your tables exactly how you want them. You can now add or remove columns, change their order, and save different layouts for different purposes. Right-clicking on any record gives you quick access to pin it, edit it, or perform other common actions. For new users, we've set up starter views with the most useful columns already configured. Behind the scenes, we've made everything faster and more reliable, so you can work with large lists of data without any slowdowns. This update makes managing your business relationships and property data more efficient and user-friendly than ever before.

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

v1.4.1

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.

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Enhanced Global Search with Contact Integration
Enhanced Global Search with Contact Integration
Enhanced Global Search with Contact Integration
Enhanced Global Search with Contact Integration
Enhanced Global Search with Contact Integration
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Transform how you find and access your important information with our enhanced global search. Press ⌘+K to instantly search across all your tasks, notes, and contacts in one unified interface. The contact search integration displays beautiful contact avatars and comprehensive contact details including email, phone, job title, and company information. Whether you're looking for a specific team member, client, or business contact, you can now find them quickly alongside your tasks and notes. The enhanced search experience maintains visual consistency with contact-specific badges and professional avatars, making it easier than ever to navigate your workspace and connect with the right people.

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

v1.4.0

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.

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Advanced Dashboard Analytics & Visual Widgets
Advanced Dashboard Analytics & Visual Widgets
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Transform how you understand and manage your organization's productivity with our new advanced dashboard system. The comprehensive analytics provide deep insights into task completion trends, team performance, and content creation patterns through beautiful time-series charts and visual widgets. Filter data by any time period from today to all-time to understand patterns and trends. The widget system displays key metrics at a glance, including task completion rates, status distributions, and priority breakdowns. Track recently viewed items to quickly jump back to your most important work. The responsive grid layout ensures your dashboard looks beautiful on any device, while enhanced UI components provide a more polished and consistent experience throughout the app.

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

v1.3.0

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.

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Global Search & Enhanced Workspace Navigation
Global Search & Enhanced Workspace Navigation
Global Search & Enhanced Workspace Navigation
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Transform how you navigate your workspace with our new global search functionality. Press ⌘+K to instantly search across all your tasks and notes, with real-time results and detailed previews. The enhanced command menu shows comprehensive information about each item, including assignees, status, creation dates, and content previews. Search by title, description, or content to quickly find what you're looking for. We've also fixed critical permission issues that were preventing team members from properly accessing their organizations. With improved keyboard navigation and performance optimizations, finding and managing your work has never been faster or more intuitive.

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

v1.2.0

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.

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Powerful Notes & Document Creation
Powerful Notes & Document Creation
Powerful Notes & Document Creation
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Transform the way you capture ideas, create documentation, and collaborate with others using our new comprehensive notes system. Whether you're writing meeting notes, creating project documentation, or journaling your thoughts, you now have all the tools you need. The rich text editor lets you format your content beautifully with headers, lists, bold text, and more. Upload images directly into your notes and crop them to perfection. Organize your most important notes in the favorites sidebar for instant access. Share your notes publicly to collaborate with team members or keep them private for personal use. With multiple viewing options and an intuitive interface, creating and managing your content has never been easier.

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

v1.1.1

Jun 16, 2025

Introduced a favorites sidebar with drag-and-drop, expanded API endpoints, and made significant UI and performance improvements.

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Favorites Sidebar, API Endpoints & UI Improvements
Favorites Sidebar, API Endpoints & UI Improvements
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This release includes a new Logo component, updated changelog preview images, and a cookie utility for improved state management. The favorites sidebar now supports drag-and-drop, and new API endpoints have been added for core resources. UI and performance improvements, accessibility enhancements, and bug fixes are also included.

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

v1.1.0

Jun 15, 2025

Major update introducing advanced task management, notifications, and new database models.

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Task Management System Overhaul & New Models
This release introduces a comprehensive task management system with advanced features such as task assignment, status tracking, and notifications. The database schema now includes models for tasks, status history, favorites, and notifications, enabling richer collaboration and productivity workflows. The API has been refactored for better validation and error handling. New UI libraries have been added to support enhanced user experiences.

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

v1.0.0

Jun 11, 2025

Exciting updates to our landing page and new waitlist feature

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We've given our home page a fresh new look and introduced an early access waitlist. The redesign focuses on better showcasing our product's value proposition while making it easier for users to join our growing community. The new waitlist feature allows users to secure their spot for early access to upcoming features.

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