CMA 26Q2 is now available, bringing a significant set of enhancements focused on integration, communication compliance, operational automation, security, and long-term platform maintainability. This quarter’s release introduces the new CMA Public API, expands communication preference and DNC management, adds inline client duplication tools, improves CallLog…

CMA 26Q1 is now available, bringing a broad set of enhancements focused on usability, visibility, security, and operational reliability. This quarter’s release introduces major improvements to the Client Portal and CMA interface, expands reporting and dashboard capabilities, strengthens file-processing and banking workflows, and continues the…

CMA 25Q4 is now available, bringing a major set of improvements focused on helping teams work faster, communicate more effectively, and operate with stronger reliability and security. This release introduces new AI-assisted capabilities, expands automation and integrations, and includes numerous usability upgrades across the CMA.…

Q3 2025 brought some significant improvements and new features across our platform. This release focused on strengthening integrations, enhancing task and document management, and expanding support for debt resolution plans. Below is a breakdown of the most relevant updates. Major Additions MailGun API Integration We…

The latest update to Client Support Software’s CRM, Version 25Q2, brings significant enhancements designed to improve productivity, reporting capabilities, and overall user experience. Here’s a concise summary of the key additions, updates, and changes: Major Additions System and Component Updates Enhanced Features and Performance Improvements…

Today, Client Support Software’s CRM has upgraded the default AI Analysis model in our CRM from OpenAI’s o3-mini to the newly released o4-mini. This transition brings significant improvements in performance and efficiency, all while maintaining the current pricing structure. Why o4-mini? OpenAI’s o4-mini is a…

As we kicked off 2025, our team has been laser-focused on enhancing your Client Support Software experience. We’re thrilled to share the significant upgrades and new features rolled out during the first quarter (Q1 2025). These updates are designed to boost your productivity, strengthen security,…

We’re excited to announce that Client Support Software has integrated OpenAI’s latest speech-to-text model, gpt-4o-mini-transcribe, into our platform. This model is now in production for all our customers. The gpt-4o-mini-transcribe model offers significant improvements over previous models, including enhanced word error rates and superior language…

Today, Client Support Software’s CRM has transitioned its default AI analysis model from GPT‑4o to o3‑mini. This change is intended to address operational efficiency by reducing both computational costs and processing latency. Overview of the Update The previous model, GPT‑4o, delivered strong performance but cost…