Every feature, improvement, and fix we ship — in chronological order. Subscribe via email updates if you want the highlights in your inbox monthly.
Today we're flipping the switch. ClientSystemPro is officially open for business — the unified operating system for agencies, coaches, consultants, and service businesses who are done stitching tools together.
Every account starts with the full platform: CRM & pipeline, two-way messaging across SMS/email/Facebook/Instagram/WhatsApp/webchat, calendar and booking with payment-on-reservation, a visual workflow automation builder, Stripe-powered payments and recurring subscriptions, attribution reporting, and the unified inbox that ties it all together.
14-day free trial, no credit card required, no sales call. Pick a plan and you're running in about 60 seconds.
You can now filter the unified inbox by SMS, email, Facebook DMs, Instagram DMs, WhatsApp, and webchat with a single click. Useful when your day starts with "which channel has the stuff I actually need to reply to right now?"
Filter state persists across sessions, so if you always live in SMS, it'll remember.
Round-robin calendars now support weighted distribution, so a senior rep can receive twice as many bookings as a junior rep if that's how your team runs. Previously this was strict equal-split.
Configure weights per team member under Calendar → Team → Distribution. Available on Growth and Scale plans.
Contact search is now roughly 4× faster on accounts with over 10,000 records. We rebuilt the search index and moved tag-based filters to a pre-computed lookup so typing into the contact search bar feels instant even on large databases.
Smart lists that filter on multiple tags plus a custom field now evaluate in under 200ms instead of the previous 1.2-second average.
Send an invoice, let the customer pay it in 2, 3, 4, 6, or 12 monthly installments. Stripe handles the collection, the customer sees a clean hosted payment page, and you see the full revenue on your dashboard the moment they accept the plan.
Available on Growth and Scale. Combine with payment-on-booking for high-ticket services.
The SMS composer character counter was under-counting emoji (treating them as single characters instead of the 2-4 character surrogate pairs they actually are). Fixed — counter now accurately reflects what each carrier will bill, so your 160-character limit is the real limit.
We shipped an initial set of 24 workflow templates covering the most common automation flows: lead welcome, appointment reminder stack, post-call follow-up, invoice-overdue dunning, review request after job complete, and 19 others. One-click install into any account, edit to taste.
Find them under Automations → New Workflow → Start from Template.
Main dashboard page-load dropped from a 2.3-second median to 1.1 seconds. We pre-aggregate the pipeline value and activity counts on the backend now instead of computing them on every page render. Faster for you, lighter on us.
ClientSystemPro now has a native Zapier app with 14 triggers and 22 actions covering contacts, opportunities, messages, calendar events, and payments. Search "ClientSystemPro" in Zapier to find it.
Available on all plans. Webhook access for custom integrations is available on Growth and Scale.
We send a monthly digest of everything we shipped, one short email, no upsells. Or tell us what you'd like us to build next — customer requests drive our roadmap more than anything else.