Product Updates

Product Updates

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

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  • Changes – 2023 Q4

    Welcome to our 23Q4 software update summary! This quarter, we’ve introduced several major additions and updates, alongside various changes that aim to enhance user experience and system efficiency. Let’s dive into the highlights. Major Additions Enhanced Document and Extranet Package Management We’ve overhauled our Document…

  • Peregrin API AccountStatus Refresh

    We are happy to announce an enhancement to our Client Support Software. Our CRM now supports the integration of Peregrin’s API AccountStatus refresh, a feature that promises to streamline your financial data management and improve the accuracy of your account status information. How to Activate…

  • Integrating GPT-4 Turbo 128k

    The integration of OpenAI’s GPT-4 Turbo 128k model into Client Support Software’s CRM system marks a technical advancement in handling customer interactions. This model allows for the processing of longer call transcriptions, which is particularly useful for organizations that require detailed records for compliance and…

  • Changes – 2023 Q3

    Excited to announce the latest round of updates and enhancements, which brings new features, important fixes, and other changes to ensure smooth and efficient functionality. Below is a comprehensive breakdown of the recent modifications. Feature Additions: Fixes: Updates: Other Changes: Thank you for your continued…

  • Changes – 2023 Q2

    Many changes and enhancements have been made to the CMA during Q2. Details are available in the internal CMA Changelog.  Feature Additions: Fixes: Updates: Other Changes:

  • New Feature: Custom AI API Endpoints

    We are excited to announce a new feature for our CRM customers: Custom AI API Endpoints. This feature allows you to use your own AI models or open source alternatives to the ones provided by OpenAI, depending on your needs and preferences. Custom Endpoints can…

  • New Feature: Gmail integration with Client record

    We are excited to announce a new feature for our Client Support Software: Gmail integration within the Client record. This feature allows you to view all the emails related to a client from your Google Workspace account without leaving the CMA. You can also filter…

  • New Feature: AI Call Log Transcription Analysis

    Following up on the addition of Call Log Sentiment Analysis, we’ve added the ability perform transcription analysis within Client Support Software’s CRM and OpenAI’s language models. This feature allows you to create and use AI prompts for Call Log Transcription Analysis, which can help you…

  • Changes – 2023 Q1

    Many minor changes and enhancements have been made to the CMA during Q1. Details are available in the internal CMA Changelog.  The following is a highlight of changes: 🔧 Improved check handling and money-matching magic, making your financial tasks a breeze! 🌐 PHP 8.2 is…

  • New Feature: Call Log Sentiment Analysis

    We are happy to announce a new feature for Client Support Software’s CMA: Call Log Sentiment Analysis. This feature builds on yesterday’s addition of Call Log Transcription to provide sentiment analysis using OpenAI’s text-davinci-003 model. In this post, we will explain what sentiment analysis is…