As 2025 wraps up, we wanted to take a moment to look back at the updates you told us made the biggest difference to your day-to-day.
Here are the top highlights.
Smarter Integrations
Unleashed
Create Purchase Orders directly from a Quote when stock is insufficient, without leaving the CRM.
Use the new Purchase Order creation wizard to select suppliers, adjust quantities, and account for incoming stock.
Purchase Orders are created in Prospect CRM and pushed to Unleashed in a Parked state for ongoing management.
Improved data syncing with additional imports for Due Dates, Lead Times, and Product Sub-Categories, giving you better visibility and planning accuracy.
For more details, see Full Integration Capabilities for Unleashed.
FactoryMaster
Enhanced data accuracy with Unit of Measure (UOM) now imported into the CRM.
Greater flexibility with the ability to update delivery addresses after a Quote has been confirmed.
Improved reliability with smarter error handling during order creation.
Expanded support including EORI numbers, sell price configuration via the CRM, and better delivery note mapping for labels.
For more details, see Setting up Integration to FactoryMaster.
Access Financials
Stronger purchasing visibility with Suppliers and Purchase Orders now importing into the CRM.
Cleaner, more informative purchase transaction lines using improved description logic.
Smarter due date handling when line-level dates are missing.
Performance improvements and filtering of irrelevant pricing data for a more reliable integration experience.
For more details, see Setting up Integration to Access Financials.
Tasks & Calendar Got a Big Upgrade
Cleaner task cards + clearer record context.
Mentions in Tasks.
Create Tasks directly from mini-create.
Faster setup for Outlook Calendar sync.
Complete a Task even when a record requires one open.
New “Complete & Follow-Up” button.
More admin controls: editing restrictions, read-only modes, task requirements.
New “Active Tasks” At-a-Glance section on records.
Improved task reporting with new Task properties.
For more details, see Setting a Task.
Event Templates
Create pre-filled Event descriptions using the same easy template tools you use for emails.
For more details, see Creating an Event.
Customisable Quote Tables
Design beautiful, on-brand quote tables with 8 default styles, HTML formatting, preview tools, and drag-and-drop customisation.
For more details, see Release Notes: V135.
Embed Web Pages Directly in CRM Records
Add external web pages, like Power BI dashboards or spreadsheets, directly inside records for a more connected workspace.
For more details, see Release Notes: V136.
A Fresh New CRM UI
A cleaner, modern interface with improved accessibility, updated pop-ups, and a reorganised navigation to make room for future enhancements.
For more details, see Release Notes: V139.
Customisable Dashboards (Plus Sharing!)
Edit the main Overview Dashboard: add, resize, rearrange tiles.
Build your own personal dashboards.
New tiles: Recent Records, Tasks, KPIs, KPI Groups, Reports & Quick Charts.
Share dashboards with teammates to align insights across the business
For more details, see Customisable Dashboards.
AI Features to Boost Your Day
AI Email Generation
Select text > click ✨ >→ rewrite, polish, shorten, or adjust tone instantly.
Comes with 1,000 generations per user per month.
For more details, see AI Email Generation.
AI Sentiment Analysis
Get instant summaries, tone, and urgency insights from long email threads.
Includes 100 free analyses before moving to paid tiers.
For more details, see AI Sentiment Analysis.
Goals: Completely Reimagined
Build Goals for users, teams, customers or the whole business.
Choose monthly, quarterly, half-year, or yearly cycles.
Apply values across periods with one click.
Add stunning new Goal tiles to your dashboards to track progress visually.
For more details, Setting and Using Goals.
Instant Hover Previews
Preview key details for Products, Companies, Quotes, Opportunities and more, without leaving the page.
For more details, see Release Notes: V143.
In the past 12 months we’ve also released:
Document Template Previews in selection dropdown.
Quote Importer.
Performance Improvements.
Product Image Upload During Creation.
Improved Grouped Quoting Functionality.
Enhanced Notifications Page.
Record Ownership Updates.
Additional Payment Options for CRM Quote to Order Workflow.
Additional Operating Companies Add-on.
Improved B2C Handling.
QuickBooks Integration Updates.
Mailchimp Integration Updates.
Opera Integration Improvements.
Cin7 Core (Dear Inventory) Integration Updates.
Access Dimensions Integration Improvements.
And more!
Planned for 2026:
Access Evo: Copilot and Feed Enhancements
Automation Workflows
MVP Mobile App
Streamlined Data Importing with AI-Powered Capabilities
Learn more about any of these great features here.