Changes for customers

What's new in FluxCRM: from a lead store to a CRM with a phone and agents

What we have added since the project started on 30 September 2026. Dates in brackets are the day a feature was first deployed.

A full CRM was built in three weeks: from collecting leads, through the opportunity card and the phone, to reports and loans.

Working with opportunities

Kanban by stage, a table, a status and source filter, the Waiting for us bar and search (1 to 7 October).
The opportunity card with a conversation timeline, notes, tasks, a "What next" bar and postponing (8 October).
Keyboard shortcuts, focus mode, a phone view with a bottom bar (7 October); the Ctrl K command palette, views, tags and bulk actions (up to 20 October).
Merging duplicates with a preview of the differences, an Undo button after a change, days in stage on the card and in the table (20 October).
Custom case fields and lead assignment to advisors (rotation, by source or product, absences) (19 October).

An auto-reply within a minute with an approval queue, off by default (19 October).
A draft reply, a conversation summary and an opportunity score from a language model: off by default, and a human always approves the result (from 8 October).
The Dzwonek app: a new customer rings the advisor's phone, and the number is visible after accepting. Android with self-update, iPhone as a PWA with push notifications (20 October).
SMS from the advisor's phone and a ring for every new lead and every new customer message (20 October).
Tasks with a calendar, free slots for a call, and notifications that postpone a task with one link (8 October).

A form from your website: a webhook with a secret, campaign attribution (1 October).
IMAP mail read-only, a second Gmail mailbox, Gmail through Google sign-in, connecting sources from the panel (up to 9 October).
Import from Pipedrive (opportunities, people, companies, notes, activities) and CSV import with a preview (9 October).
An MCP server for AI agents and an OpenAPI document (9 October).
Outgoing webhooks (Zapier, Make).
Companies and people enriched from the Polish MF white list and the KRS and CEIDG registers (from 8 October).
Marketing and acquisition: a landing page and an embeddable form generated from the CRM, calculators and a chatbot as a lead source, lead cost and campaign ROI, segments, campaigns with an A/B test approved before sending, NPS, exclusions and a referral programme; public pages are off by default (20 October).

Accounts, roles and 2FA, sessions in a cookie, an introduction for new users (8 October).
GDPR consents with proof, export of a person's data, export of all data, anonymisation after a period of inactivity (retention, off by default) (20 October).
A security review: attempt limits, CSP headers, an access log (1 October).
Custom roles, teams with managers, API keys per integration, passkeys, a sign-in log with a new-device notification, remote sign-out and a password policy (20 October).

Three numbers: where the lead came from, how long it waited, what happened to it (from 30 September).
More numbers: funnel, revenue, lost opportunities, bottlenecks, period comparison and a breakdown by advisors, sources and campaigns (20 October).
A monthly PDF report for the owner (20 October).

Bank applications, case documents with a request for missing ones, validity of the bank's decision with a warning, reasons for refusals and a refusal report (20 October).
Commission settlements with banks, loan SMS and email templates, call preparation with source quotes (20 October).

A separate instance for each company, deployment in containers (30 September).
Hourly and daily backups with an automatic restore test, a database consistency check (from 1 October, extended on 20 October).
Monitoring and alerts when an instance fails (20 October).
Bug report in one click, an error number, a status page, a "what is not working" diagnostic, a read-only emergency mode, a copy before migration and import retries (20 October).

Onboarding acceptance in the Onboarding tab: tests of SPF, the form, the phone exchange and the phone apps, import of the customer's history, an expansion plan, a draft contract after the pilot, a key audit and a handover protocol for maintenance.
Support chat and the "What's new" bar in the panel: a question about using the product gets an answer from the knowledge base or goes to the onboarding owner; after an update the panel shows a note about the changes.
Integrations: Google Workspace (calendar with Meet, Drive, Gmail drafts), Microsoft 365 (calendar with Teams, mail, OneDrive), Dropbox, KSeF (FA(3) invoice), GUS/REGON, Sanity, Zoom and Meet recordings, DocuSign and Autenti, and the Cisco Webex Calling exchange. Import from Zoho CRM.
Zero-downtime deployment (aktualizuj --bez-przerwy) and a second server region (FLUXCRM_REGION).

Help in the panel, API documentation, integration and app guides, a glossary, an FAQ.
A security and GDPR document, legal templates (a processing agreement, a privacy policy, terms of service, a sub-processor register, a DPIA, an incident procedure).

The Support window: an error FAQ, a chat with an agent and escalation to a human, a ticket queue with measured response time, announcements of maintenance breaks (a bar in the panel and on the status page), a public incident history and retrospectives.
Dzwonek app health: a report from advisors' phones and remote device diagnostics ordered by the owner.
Instance features: a minimum version for new customers, turning features off per instance, flags with a rollout percentage and anonymous usage telemetry.
Mail: several mailboxes per user (own receiving and SMTP), Microsoft 365 through Graph as a source, Gmail labels by opportunity stage, and open and click tracking with a notice to the recipient (off by default).
Sign-in with Google and Microsoft (SSO) for linked accounts, and backup encryption with a volume encryption check.
Compliance: an access log for sensitive data with a bulk-read alert, a check of EU data location, a cookie notice in the customer portal, a check that invoices are ready for KSeF, a record of processing activities and new legal templates.

The current list is updated after every larger release. Versioning rules: support and versions.