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CRM Release Updates

What's new

We’ve made a bunch of enhancements and improvements and some bug fixes that’ll hopefully save you some headaches. Enjoy the updates!

2025

2024

2025

2024

Dec 2024

December 2024 Releases - 12.02.2024, 12.16.2024 & 12.30.2024

  • ACH Residual Paytool rollout:
    • 1099 report.
    • ACH payment summary and detail.
    • Finalized payment.
    • TIN check.
  • Write-Off Automation enhancements for automated bulk handling.
  • All instances Upgraded to Ver 1.1 – feature loaded latest CRM offering.
  • Quick Boarding App Launch for partners.

The future of payment technology

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