Product Updates

Product Updates

Product updates, new capabilities, platform improvements, and release notes for the Client Management Application.

Subscribe to CMA product updates via RSS

  • Switch to o4-mini

    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…

  • Changes 2025-Q1

    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,…

  • New Call Recording Transcription

    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…

  • Switch to o3-mini

    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…

  • Changes – 2024 Q4

    New MFA Options, API Integrations, Code Maintenance and More Welcome to our quarterly System Changelog! This update is packed with new authentication methods, API integrations, UI refinements, security improvements, and various under-the-hood enhancements. Read on for a summary of all the major changes, updates, and…

  • Changes – 2024 Q3

    Welcome to our quarterly blog post where we outline the enhancements, updates, and changes introduced to the CMA in version 24Q3. Here’s a comprehensive summary of what we’ve achieved in the past quarter: Major Additions • Codebase Consolidation: CMA, WMA, and TotalCommon code repositories have been…

  • Changes – 2024 Q2

    Welcome to our quarterly blog post where we outline the enhancements, updates, and changes introduced to the CMA in version 24Q2. Here’s a comprehensive summary of what we’ve achieved in the past quarter: Major Additions: 1. AI Task Analysis Engine: 2. Dynamic DMP Payment Rule:…

  • GPT-4o and Beyond

    Today, OpenAI hosted a Spring Update session where they introduced an exciting new model capable of processing audio, vision, and text in real-time. This model is twice as fast as GPT-4-Turbo and costs half as much. We’ve already upgraded the CMA to harness this powerful…

  • New Feature: AI Task Analysis Engine

    Last year marked a transformative phase for our technology, as we introduced a feature that allowed custom analysis of Call Log transcriptions. This breakthrough enabled our CRM users to unlock new potentials, pushing the boundaries of what we imagined was possible. From evaluating the quality…

  • Changes – 2024 Q1

    Welcome to our quarterly blog post where we outline the significant enhancements, updates, and changes introduced in version 24Q1. Our continuous effort to improve our platform has led to numerous additions and improvements that aim to enhance functionality, increase efficiency, and improve the overall user…