Partner self-service portal, Google Ads, and platform-wide GDPR compliance.
Referral partners now get a dedicated portal to sign in and submit leads themselves, campaign analytics gain a native Google Ads integration, and every service now enforces consent and CSRF protections to meet GDPR requirements.
Partner self-service portal
PARTNERSPartners sign in with OTP instead of a shared password, then submit and track their own referred leads from a dedicated portal instead of emailing your team.
Google Ads campaign integration
CAMPAIGNSThe campaign detail page now surfaces Google Ads spend, clicks, and conversions alongside recipient and analytics data, without exporting to a separate dashboard.
Mailchimp marketplace app
MARKETPLACEConnect Mailchimp at the org level to keep marketing lists and campaign sends in sync with the CRM, installed the same way as any other marketplace app.
Organization onboarding and settings dashboard
CONFIGURATIONA single settings dashboard now covers org identity, business location, and subscription details, with a guided onboarding flow for new workspaces.
HTML invoices now render to PDF with cloud storage
BILLINGInvoices generate as HTML, render to PDF, and upload straight to cloud storage, replacing the previous template-only invoice output.
Multi-provider payment gateway strategy
PAYMENTSPayment handling moved behind a shared gateway interface, so adding or swapping a payment provider no longer touches billing logic elsewhere in the app.
Customer portal contract details
CUSTOMER PORTALCustomers can now open a contract's full details, including signing status, directly from their self-service portal.
GDPR consent and CSRF protections
COMPLIANCEEvery service now enforces consent capture, origin checks on cross-site requests, and a centralized CORS policy, closing gaps flagged in the GDPR compliance review.
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