Payments and e-signature inside the account record.

Contracts attached to an account can now be signed by both parties through a signature-pad flow, with the signed document kept on the account.

Collect payment with an online link or record it manually offline, including fee waivers, all logged straight to the account's transaction ledger.

Message a customer directly from their account using a 24-hour session window, with automatic fallback to an approved template outside that window.

Leads created through a tracked webhook are attributed to their campaign automatically, so ROI reporting doesn't depend on someone tagging the lead by hand.

Admins can see every email and WhatsApp message the CRM has sent, with delivery status, in one place instead of checking each provider separately.

Define custom fields per account stage and tune the weighting behind each account's health score to match how your team actually judges risk.

Invoices generated from a deal with line items in different tax presets could show an inconsistent total. Totals now reconcile correctly on generation.

Cashfree and Razorpay webhooks are now signature-verified before a payment or invoice status is updated, closing a spoofing gap in automated payment callbacks.