# Clients & CRM updates

> Workspace369 Clients & CRM release notes, newest first: what changed, where to find it in the app and which plans include it.

Canonical: https://workspace369.com/changelog/area/clients/
Last updated: 2026-11-11

Workspace369 shipped 34 Clients & CRM updates; the latest, on November 11, 2026, is [Send each client a monthly statement with their invoices, payments and costs](https://workspace369.com/changelog/2026-11-11-monthly-owner-statement/).

[All release notes](https://workspace369.com/changelog/)[Subscribe to the feed](https://workspace369.com/changelog/feed.xml)

1. November 11, 2026 Billing & paymentsClients & CRMClient portal [Send each client a monthly statement with their invoices, payments and costs](https://workspace369.com/changelog/2026-11-11-monthly-owner-statement/) Send a client one monthly statement from their screen: balances, payments, pass-through costs and spend against a monthly budget, with a page they can open. Send a monthly statement from the client's screenThe client opens a statement page on 369.dev[Read the release notes](https://workspace369.com/changelog/2026-11-11-monthly-owner-statement/)
2. November 10, 2026 Clients & CRMBilling & paymentsCalendar & booking [Set up a yacht management CRM in one step and price by the foot](https://workspace369.com/changelog/2026-11-10-yacht-management-setup-and-per-foot-pricing/) Set up a boat pipeline, vessel fields and lead sources in one step, then bill services by the foot on invoices and your booking page. Set up a yacht management CRM in one stepPrice boat services by the foot[Read the release notes](https://workspace369.com/changelog/2026-11-10-yacht-management-setup-and-per-foot-pricing/)
3. November 10, 2026 Clients & CRMClient portal [Programs and memberships now fit a phone](https://workspace369.com/changelog/2026-11-10-programs-and-memberships-on-phones/) Programs and memberships get a phone layout: a compact program page, member cards, buttons pinned in sheets, and a pass designer that keeps the pass in view as you edit. A program page, member cards and pinned buttons built for phonesDesign a member pass on a phone and watch it change[Read the release notes](https://workspace369.com/changelog/2026-11-10-programs-and-memberships-on-phones/)
4. November 7, 2026 Clients & CRMClient portal [Share files and links in a program, and see Calendar full by coach](https://workspace369.com/changelog/2026-11-07-program-resources-and-calendar-full/) Add files and links to a program's Resources tab for clients to open in their portal, and see how full each coach's calendar is in the Programs & Sessions report. Add files and links to a program's Resources tabSee Calendar full for each coach in the Programs & Sessions report[Read the release notes](https://workspace369.com/changelog/2026-11-07-program-resources-and-calendar-full/)
5. November 7, 2026 Billing & paymentsClients & CRM [Sell memberships through Square, and handle Square members’ requests](https://workspace369.com/changelog/2026-11-07-square-for-memberships/) Bill a new membership type through your own Square account, so the money lands there, and resolve freeze and cancel requests from members Square bills directly. Bill a membership type through SquareResolve freeze and cancel requests from Square members[Read the release notes](https://workspace369.com/changelog/2026-11-07-square-for-memberships/)
6. November 5, 2026 Client portalClients & CRM [Preview the member portal, let members switch plans and design the Wallet pass](https://workspace369.com/changelog/2026-11-05-member-preview-plan-switching-wallet-pass-designer/) Preview the member portal before you save, let members switch plans from their portal link, and design the Apple Wallet pass with live previews. Preview the member portal before you saveLet members change their planDesign the Wallet pass with live previews[Read the release notes](https://workspace369.com/changelog/2026-11-05-member-preview-plan-switching-wallet-pass-designer/)
7. November 5, 2026 Clients & CRMProposals & contracts [Bulk actions on clients, a clearer Pipeline view, and proposal Design locks you can see](https://workspace369.com/changelog/2026-11-05-bulk-actions-on-clients/) Select many clients to move them to a pipeline and stage or change their lead source, with Undo. Board is now Pipeline, and locked Design controls show a padlock. Change many clients at once from the Clients listBoard is now Pipeline, and it names the pipeline you are looking atSee which proposal Design controls are locked before you tap[Read the release notes](https://workspace369.com/changelog/2026-11-05-bulk-actions-on-clients/)
8. November 4, 2026 Clients & CRM [A redesigned client profile on phone, tablet and desktop](https://workspace369.com/changelog/2026-11-04-redesigned-client-profile/) Client profiles now lead with the client. On a phone, Call, Email and SMS sit under the name; on tablet and desktop, fields sit left and records right. On a phone, the client and how to reach them come firstOn tablet and desktop, the client profile is a record page[Read the release notes](https://workspace369.com/changelog/2026-11-04-redesigned-client-profile/)
9. November 4, 2026 Clients & CRM [Check members in on a tablet kiosk](https://workspace369.com/changelog/2026-11-04-kiosk-check-in/) Turn a tablet at the door into a check-in kiosk. Members check in with a phone number and PIN or a pass; the screen shows only a first name and, if you choose, what is left. Start a kiosk and let members check themselves inSet the kiosk rules, the exit PIN and member PINs[Read the release notes](https://workspace369.com/changelog/2026-11-04-kiosk-check-in/)
10. November 2, 2026 Workspace AIClients & CRM [New workspaces get a Set up my pipeline starter in AI chat](https://workspace369.com/changelog/2026-11-02-set-up-my-pipeline-starter/) In a new workspace, AutoPilot chat offers Set up my pipeline in place of Review my workspace. Its request asks the AI to change nothing until you say yes. Set up my pipeline, a starter for new workspaces[Read the release notes](https://workspace369.com/changelog/2026-11-02-set-up-my-pipeline-starter/)
11. November 2, 2026 Billing & paymentsClients & CRMClient portal [Sell memberships and check members in](https://workspace369.com/changelog/2026-11-02-sell-memberships-and-check-members-in/) Create membership types, sell them with a pay link through your own Stripe, check members in at the front desk, and let members see their pass in the client portal. Build membership types from presetsSell a membership with a pay linkSee a member’s pass and payments, and change their planCheck members in at the deskMembers see their membership and pass in the portalSee check-ins in the Check-ins reportSee how your programs run in Programs & Sessions[Read the release notes](https://workspace369.com/changelog/2026-11-02-sell-memberships-and-check-members-in/)
12. November 2, 2026 Clients & CRMBilling & paymentsClient portal [Run coaching programs in Finance → Programs](https://workspace369.com/changelog/2026-11-02-run-coaching-programs/) Sell coaching in tiers, enroll a client with a coach and a pay link, and keep sessions and shared notes on their Program card. Clients see My program in the portal. Sell coaching in tiers and enroll clients with a coachBook sessions and share notes from the client's Program cardClients see My program in the portal[Read the release notes](https://workspace369.com/changelog/2026-11-02-run-coaching-programs/)
13. November 2, 2026 Clients & CRMWorkflows [Webhooks for new clients and stage changes](https://workspace369.com/changelog/2026-11-02-webhooks-for-new-clients-and-stage-changes/) Webhooks can now tell Zapier, Make, n8n or your own server when a client is created or moves to a new pipeline stage. On every plan, on the web app now. Send a webhook when a client is created or changes stage[Read the release notes](https://workspace369.com/changelog/2026-11-02-webhooks-for-new-clients-and-stage-changes/)
14. November 1, 2026 Clients & CRM [Pipeline board, more pipelines and a Leads report for your CRM](https://workspace369.com/changelog/2026-11-01-crm-pipeline-board-and-leads-report/) See every lead on a pipeline board, run more than one pipeline, and read a Leads report on what wins and why. Webhooks now list their Recent deliveries. See every lead on a pipeline boardRun more than one pipelineA Leads report: what wins, what drops out and whySee if your webhooks are getting through[Read the release notes](https://workspace369.com/changelog/2026-11-01-crm-pipeline-board-and-leads-report/)
15. November 1, 2026 Clients & CRMWorkspace & teamClient portal [Merge lead sources, pick any accent color, and see when a portal can't open](https://workspace369.com/changelog/2026-11-01-merge-lead-sources-custom-accent-colours/) Merge one lead source into another, set a custom hex accent color in Appearance, and see a notice when you share a portal with a client who has no email to sign in with. Merge one lead source into anotherPick any accent color, not just the presetsKnow when a client can't open their portal[Read the release notes](https://workspace369.com/changelog/2026-11-01-merge-lead-sources-custom-accent-colours/)
16. November 1, 2026 Clients & CRM [Give a client's emails and phone numbers your own labels](https://workspace369.com/changelog/2026-11-01-custom-labels-on-client-emails-and-phones/) Label any email or phone on a client with your own words, like Assistant or Billing desk. The label shows on the client page and in the invoice editor instead of Other. Label a client's emails and phone numbers your way[Read the release notes](https://workspace369.com/changelog/2026-11-01-custom-labels-on-client-emails-and-phones/)
17. November 1, 2026 Clients & CRMWorkspace & team [Add a lead source while you create a client, and see your current plan](https://workspace369.com/changelog/2026-11-01-add-lead-sources-from-the-client-form/) Type a new lead source in the client form and it is created and selected on the spot. The plans screen now marks your current plan and shows whether you pay monthly or yearly. Add a lead source while you create a clientSee your current plan at a glance[Read the release notes](https://workspace369.com/changelog/2026-11-01-add-lead-sources-from-the-client-form/)
18. November 1, 2026 Clients & CRMWorkspace AIInbox & callsProposals & contracts [Add emails to your CRM with AI, and import proposals and client lists](https://workspace369.com/changelog/2026-11-01-add-emails-to-your-crm-and-import-proposals/) AI turns an email from someone new into a client, a note and a follow-up you review first. Rebuild an old proposal from a PDF, or import clients from a screenshot. Add an email's sender to your CRM with AIImport a proposal from a PDF or photoImport clients from a screenshot[Read the release notes](https://workspace369.com/changelog/2026-11-01-add-emails-to-your-crm-and-import-proposals/)
19. November 1, 2026 Workspace & teamClients & CRM [Try a sample client, proposal and invoice, and remove them in one tap](https://workspace369.com/changelog/2026-11-01-try-a-sample-client-proposal-and-invoice/) On the first-client step of a new trial, one tap adds a sample client, draft proposal and draft invoice to explore, and Home removes them in one tap when you are ready. A sample client, proposal and invoice to explore[Read the release notes](https://workspace369.com/changelog/2026-11-01-try-a-sample-client-proposal-and-invoice/)
20. October 31, 2026 Clients & CRMWorkspace AIProjects, tasks & time [Turn a client note into follow-ups and tasks](https://workspace369.com/changelog/2026-10-31-turn-notes-into-follow-ups/) Workspace369 can read a client note, or text you paste in, and suggest follow-ups and tasks. You tick, edit and date them, then add them in one step. Turn a client note into follow-ups and tasks[Read the release notes](https://workspace369.com/changelog/2026-10-31-turn-notes-into-follow-ups/)
21. October 31, 2026 Clients & CRMWorkspace AIInbox & calls [Set up your CRM with AI, and read through your email faster](https://workspace369.com/changelog/2026-10-31-crm-setup-with-ai-and-faster-email-reading/) Describe your business and AI suggests pipeline stages, client fields and lead sources you edit before saving. Emails now steps from one email to the next. Set up your whole CRM with AIRead through your email faster[Read the release notes](https://workspace369.com/changelog/2026-10-31-crm-setup-with-ai-and-faster-email-reading/)
22. October 31, 2026 Clients & CRMWorkspace AI [AI lead scoring labels new requests hot, warm or cold](https://workspace369.com/changelog/2026-10-31-ai-lead-score/) Workspace369 can now label new requests hot, warm or cold with a short reason, so you reply to the best leads first. Signing in on the web is faster too. AI lead scoring on new requestsFaster sign-in on the web[Read the release notes](https://workspace369.com/changelog/2026-10-31-ai-lead-score/)
23. October 31, 2026 Billing & paymentsProposals & contractsCalendar & bookingClients & CRMWorkspace AIInbox & callsWorkflowsClient portalWorkspace & teamProjects, tasks & time [October 2026: Flash Pay, a new proposal builder, deeper booking and AI in your CRM](https://workspace369.com/changelog/2026-10-31-october-2026-roundup/) Flash Pay, retainers and more ways for clients to pay; a new proposal builder with packages; deeper online booking; and CRM tools with AI lead scoring and setup. Get paid more ways: Flash Pay, payment methods, tips, retainers and autopayNo-show fees and tips for online bookingsA new proposal builder, pick-one packages and Write with AIPick a cover for your proposalGoogle events, Meet on every plan, no-show status and services on eventsDeeper online booking: approval by day, team members, limits, one-time links and a clearer setupSet up your CRM with AI and turn client notes into follow-upsAI lead scoring labels new requests hot, warm or coldAutoPilot chat, approvals for connected AI apps and the ChatGPT pluginClient emails in your brand, a calmer Emails inbox and AI writing helpReusable text messages with a default for each message typeWorkflows with decisions, drafts and project triggers, and webhooks on every planMessages on the client portal, and an easier way to style itAppointments on the client portalHide the Powered by Workspace369 creditA new Home, guided setup, linkable settings and clearer plan prompts[Read the release notes](https://workspace369.com/changelog/2026-10-31-october-2026-roundup/)
24. September 30, 2026 Client portalClients & CRM [Client portals in your brand, and a private portal for each client](https://workspace369.com/changelog/2026-09-30-branded-client-portals/) Client portals carry your logo and colors, let you choose the sections and layout, and every client can now have a private portal of their own. Portals that carry your logo, colors and layoutA private portal for each client[Read the release notes](https://workspace369.com/changelog/2026-09-30-branded-client-portals/)
25. September 30, 2026 Proposals & contractsBilling & paymentsClients & CRMWorkspace AICalendar & bookingProjects, tasks & timeWorkflowsClient portalWorkspace & team [September 2026: e-signature contracts, AutoPilot Today, client stages and branded portals](https://workspace369.com/changelog/2026-09-30-september-2026-roundup/) Send contracts for e-signature, run your day from AI AutoPilot Today, track clients through stages, brand client portals, and rebuilt workflows, tasks and Settings. Contracts you send for e-signatureChange orders for accepted proposals and paid invoicesDesign the invoice page your clients openClient stages, follow-ups and a Requests form builderAI AutoPilot Today, Client Health and watches on money, projects and tasksA morning briefing and message sortingCreate calendar events by dragging, with Google Meet and guest invitesTasks, time tracking and files rebuiltWorkflows rebuilt with a table, templates, test runs and AI draftingClient portals in your brand, and a private portal for each clientInvite teammates and add seats in one placeSettings in groups with search, and text size per device[Read the release notes](https://workspace369.com/changelog/2026-09-30-september-2026-roundup/)
26. September 29, 2026 WorkflowsClients & CRM [Workflows rebuilt with a table, templates, test runs and AI drafting](https://workspace369.com/changelog/2026-09-29-workflows-table-templates-ai-drafts/) Manage every workflow in one table, start from a template or describe what you want, test it before it goes live, and assign new leads to a teammate. A new Workflows page, templates and AI draftingAssign new leads to a teammate[Read the release notes](https://workspace369.com/changelog/2026-09-29-workflows-table-templates-ai-drafts/)
27. September 27, 2026 Proposals & contractsClients & CRMWorkspace & team [Contracts, Requests and Team pages redesigned, with forms you can embed](https://workspace369.com/changelog/2026-09-27-contracts-requests-and-team-invites/) Contracts get templates, countersigning and reminders, Requests get a form builder and embed codes, and inviting teammates and buying seats is simpler. Contract templates, countersigning and remindersA Requests table and a visual form builderInvite teammates and add seats in one place[Read the release notes](https://workspace369.com/changelog/2026-09-27-contracts-requests-and-team-invites/)
28. September 27, 2026 Clients & CRMCalendar & bookingWorkspace AI [Clients get stages and follow-ups, and the calendar gets a faster editor with Google Meet](https://workspace369.com/changelog/2026-09-27-clients-stages-and-calendar-editor/) Track clients through stages with a follow-up queue and AI-drafted messages, and create calendar events by dragging, with Google Meet links and guest invites. Stages, Leads and a follow-up queueQuick view with AI-drafted follow-upsCreate events by dragging, edit them in a full editorGoogle Meet links, guest invites and text reminders[Read the release notes](https://workspace369.com/changelog/2026-09-27-clients-stages-and-calendar-editor/)
29. September 23, 2026 Workspace AIClients & CRM [AI AutoPilot: a daily Today feed, Client Health and watches on money, projects and tasks](https://workspace369.com/changelog/2026-09-23-ai-autopilot-today/) AI AutoPilot ranks what needs you today, flags clients, invoices and projects that need attention, and drafts reminders for you to review. It only suggests. A Today feed that ranks what to do nextA morning briefing and message sortingClient Health and check-in suggestionsMoney Watch, Project Watch and Task Assist[Read the release notes](https://workspace369.com/changelog/2026-09-23-ai-autopilot-today/)
30. September 20, 2026 Proposals & contractsClients & CRM [Send contracts for e-signature from Workspace369](https://workspace369.com/changelog/2026-09-20-contracts-and-e-signature/) Upload a PDF or use a template, place signature fields, and send it for signing. Signers verify by email code, and you keep an audit trail and evidence file. Send a contract and track who has signedAn audit trail and evidence file for every contract[Read the release notes](https://workspace369.com/changelog/2026-09-20-contracts-and-e-signature/)
31. August 31, 2026 Workspace AIProjects, tasks & timeInbox & callsWorkflowsClients & CRM [August 2026: connect Claude and ChatGPT, review AI changes first, and a Gantt view](https://workspace369.com/changelog/2026-08-31-august-2026-roundup/) Connect Claude, ChatGPT or any MCP client with approvals on every send, let AI AutoPilot confirm before it changes anything, and plan work on a Gantt timeline. Connect Claude, ChatGPT or any AI app to your workspaceAI AutoPilot chat shows what it will change before it changes itA Gantt timeline for your boardsYour own task orderBetter email in the inbox: several recipients, quoted replies and forwardsWorkflows that stop when the job is doneGive team members access to specific projectsRicher client profiles, and an archive instead of delete[Read the release notes](https://workspace369.com/changelog/2026-08-31-august-2026-roundup/)
32. July 31, 2026 Calendar & bookingWorkflowsBilling & paymentsProjects, tasks & timeClients & CRM [July 2026: a rebuilt calendar, funnels, inventory tracking and workflows with test runs](https://workspace369.com/changelog/2026-07-31-july-2026-roundup/) A rebuilt calendar, funnels that capture leads into your CRM, inventory with low-stock alerts, workflows that create tasks, and invoices with a live preview. A rebuilt calendar with week, month, day and team viewsWorkflows that create tasks and reminders, with test runs and logsBuild and publish funnels that capture leads into your CRMTrack stock with adjustments, low-stock alerts and a movement historyInvoices and proposals that look the part, with a live previewWeekly timesheets with approvals[Read the release notes](https://workspace369.com/changelog/2026-07-31-july-2026-roundup/)
33. June 30, 2026 Workspace & teamBilling & paymentsProjects, tasks & timeProposals & contractsClients & CRM [June 2026: fine-grained team access, receipt scanning and notes that work like documents](https://workspace369.com/changelog/2026-06-30-june-2026-roundup/) Limit teammates to their own clients, bill tracked time in one step, scan receipts into expenses, and write notes with rich text, sharing and AI. Invite teammates quickly and limit them to their own clientsBill tracked time on an invoice in one stepScan a receipt and get the expense filled inProposals get their own homeNotes with rich text, images and AI on the pageShare notes with teammates or publish one as a public link[Read the release notes](https://workspace369.com/changelog/2026-06-30-june-2026-roundup/)
34. April 30, 2026 Proposals & contractsClients & CRMBilling & paymentsInbox & callsWorkspace AIProjects, tasks & time [March and April 2026: a new proposal builder, intake forms and project profitability](https://workspace369.com/changelog/2026-04-30-march-april-2026-roundup/) A visual proposal builder with deposits and tracking, several intake forms with an inbound API, profitability and AR aging reports, calls, and an AI knowledge base. Build several intake forms, each with its own design and follow-upA visual proposal builder with themes, deposits and trackingSee what each project earns and who owes you, by how late they areTexts, calls and voicemail next to your email, with transfer and analyticsTeach Workspace AI about your business with a knowledge baseA rebuilt products and services catalogFaster task boards: filter chips, search and kanban zoom[Read the release notes](https://workspace369.com/changelog/2026-04-30-march-april-2026-roundup/)

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