What's new — June 2026
· 2 min read
June was our largest release yet — one-link sharing where your customer approves on their phone, a full sales pipeline, and a big step up for Neo.
Release notes · June 2026
Share the deal. Move the pipeline. Ask Neo out loud.
DealFlow & CRM
- One-link sharing — send a document by link or WhatsApp; your customer opens it, verifies their email, and approves on their phone. With share history and adjustable link expiry.
- Sales Pipeline — a drag-and-drop Kanban board, follow-ups from a deal card, and a My Follow-ups inbox in your sidebar.
- Partner dashboards for receivables and open orders, plus sales engagement trends.
Finance & AI
- GST Reverse Charge (RCM) on bills and GSTR-2B reconciliation.
- Quotation → Purchase Order conversion, and the ability to edit a recorded payment.
- Neo upgrades — voice-to-text input, quick-pick answers, and an invoice-to-bill preview.
- Global item catalogue search in the item field, with tax rate and unit filled in for you.