May 2026 Updates

Lead Status & Tags Improvement (May 11th)

“Customize your lead statuses and tags to match your organization’s workflow. Create your own lead stages, organize opportunities your way, and manage leads with greater clarity and flexibility.”

Customized Lead Feature New (May 11th)

“Manage your leads more effectively by adding the modules you need. Bring powerful features like Estimates, Invoices, Tasks, and more directly into your lead workflow for a complete sales management experience.”

Role based feature Improvement (May 11th)

“Set up your organization’s role permissions once and reuse them effortlessly across your team. Quickly assign access levels to team members for better control, improved efficiency, and reduced confusion.”

Proposal Write with Zyra AI New (May 11th)

“Create professional proposals and presentations in seconds with Zyra AI. Simply enter your prompt and let AI generate polished, client-ready content instantly.”

Schedule Mulitiple View New (May 11th)

“Manage project timelines more efficiently with multiple scheduling views. Seamlessly switch between Kanban, Calendar, and Workload Views to track tasks, deadlines, and team capacity your way.”

Schedule Write with Zyra AI New (May 11th)

“Generate complete project schedule templates within seconds using Zyra AI. Just describe your project, and let AI automatically create structured timelines, tasks, and milestones for you.”

2D Take-Off Improvement New (May 11th)

“Experience faster and smarter quantity take-offs with enhanced component detection tools. Easily identify similar components, use improved flood-fill detection, and speed up your estimation workflow with greater accuracy.”

Document Management (Web) Improvement (May 11th)

“Collaborate more effectively on project documents with new annotation and commenting tools. Users can now create tasks directly from documents, tag team members for quick action, and organize files better with support for multiple sub-folders.”

Mobile Document Management New (May 11th)

“Manage your project documents on the go. Users can now upload files directly from the mobile app, making document access and sharing faster and more convenient from anywhere.”