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Releases

Discover the newest features and improvements in IBL CRM, the #1 Open Source CRM.

2.38.1

September 6, 2026

More flexible record pages

Add shared instructions, playbooks, and other rich text with the new Note widget. Insert widgets exactly where you want them, and unpin the first tab when your layout needs more room.

Easier workflow editing

Insert actions into existing branches and drag connections to a different step without losing your configuration. Find variables faster by searching fields across all workflow steps.

List view

Browse your records in a compact list, now available to everyone. Group records and see the fields that matter in a layout that adapts to desktop and mobile.

More ways to work with AI

Dictate prompts in supported browsers, and get suggested actions based on the page you are viewing.

2.37.0

August 28, 2026

Attach files to records with AI

Ask AI to attach files you upload in chat directly to records.

Day and week calendar views

Switch between day, week, and month views to explore your calendar. Day and week views are now available by default.

2.35.0

August 26, 2026

Interactive call recordings

Watch recordings alongside their transcripts. Click a transcript entry to jump to that moment, and follow along with highlighted words and automatic scrolling during playback.

Schedule meetings from records

Create calendar events directly from a record’s timeline, with the current contact prefilled as a guest.

Send email from aliases

Send outbound emails using a verified alias on your connected account.

2.28.0

August 11, 2026

See related records across relationships

Display records two relationships away directly on a record page—for example, opportunities associated with a company’s contacts.

2.26.0

July 31, 2026

Richer relation layouts

Display related records as a table, kanban board, calendar, or grouped table directly inside a record page.

Preview records while you search

Move through command bar results to see the fields that matter before opening a record.

2.24.0

July 24, 2026

More visual dashboard views

Show records in dashboard widgets as grouped tables, kanban boards, or calendars instead of flat tables only.

Drag widgets between tabs

Move widgets between record page tabs with drag and drop, including directly onto an empty tab.

Share call insights

Copy a call recording's transcript or video link directly from the record page.

2.22.0

July 17, 2026

Reorder kanban columns

Drag kanban column headers into the order that works best for your team.

2.20.0

July 10, 2026

Build dashboards with AI

Ask AI to build or reconfigure dashboards and views from your workspace data.

Featured apps

Find and install featured apps such as People Data Labs, Last Contact, and Call Recorder directly from the marketplace.

Smarter email recipients

Add recipients with autocomplete, person matching, duplicate detection, and inline email validation.

2.18.0

July 2, 2026

A new onboarding experience

A rebuilt setup flow guides new teams through workspace creation, contact import, and teammate invitations.

Reliable AI data imports

Import larger CSV and spreadsheet files through AI chat with more reliable relation matching and bulk updates.

Create synced calendar events

Create events on connected Google or Microsoft calendars from AI and workflows, with optional Meet or Teams links.

Group records by relationships

Group table and kanban views by a related record, such as an account owner or company.

2.16.0

June 25, 2026

Live email and calendar tabs

New emails and calendar events now appear on record pages without a manual refresh.

Resizable kanban columns

Drag a column edge to resize every column in a kanban view, with the width saved for that view.

Smarter record assignment

Workflows can pick records randomly, in round-robin order, or by choosing the least-loaded assignee.

2.14.0

June 15, 2026

Retry failed workflows

Restart a failed workflow run from the step that failed instead of running everything again.

Clearer dashboard numbers

Choose between abbreviated and full values for number widgets on dashboards.

2.12.0

June 12, 2026

Inline image previews

Image attachments now show a thumbnail inside file field chips, so they are easier to identify at a glance.

Better sorted kanban boards

Move cards between kanban columns without removing the view's active sort.

2.9.0

June 5, 2026

Relation tables on record pages

Display related records as a full table directly inside a record page layout.

Easier favorites

Add objects, views, records, links, and folders to Favorites from a dedicated sidebar panel.

Step-by-step workflow logs

Inspect AI calls, code output, HTTP requests, and emails for every step of a workflow run.

2.8.0

May 26, 2026

Editable text widgets

Edit long-form text directly inside record page widgets with automatic saving.

2.6.0

May 19, 2026

Filter through relationships

Filter records using fields from a related object, such as People whose Company name contains a specific value.

Sort composite fields

Choose which part of a name or address field a view should sort by directly from the sort chip.

2.4.0

May 14, 2026

Email forwarding

Forward shared inboxes such as support@yourcompany.com into IBL CRM without connecting a full mailbox.

2.2.0

May 4, 2026

Recurring Google Calendar events

Recurring events from connected Google calendars now stay in sync with IBL CRM.

Organized AI chats

Filter, archive, and manage conversations from the AI chat list.

2.1.0

April 24, 2026

Ready-to-use object pages

New objects now start with a record page layout and fields view ready to customize.

2.0.0

April 21, 2026

Build an app

Model your data, add business logic, and design layouts — everything you need to ship an app on top of IBL CRM, in one place.

Version control

Your workspace is backed by a git repo, so you can branch, review in pull requests, and roll back changes the same way you ship code.

Build with your favorite tools

Scaffold components, workflows, and skills directly from Claude Code, Cursor, or the CLI, and commit them back to your workspace.

Custom layouts

Drag and drop widgets to build record pages, dashboards, and layout pages that match the way your team actually works.

AI agents, chats, and MCP

Pick your model, build agents that write emails or enrich records inside workflows, and expose your workspace to any MCP-compatible client.

1.23.0

April 17, 2026

Easier layouts

Reset layouts to default, pick tab icons, and connect shortcuts to specific page layouts.

Faster field setup

Search in field pickers and add-column menus makes table and layout customization faster.

1.22.0

April 11, 2026

Rich text layouts

Add rich text directly inside layouts with the new dedicated field widget.

More field relations

Field widgets now support more relation types, so custom layouts work better across more objects.

1.21.0

April 9, 2026

Email replies

Email thread widgets and an inline reply composer make it easier to work directly from messaging records.

Maintenance mode

A new maintenance mode helps admins pause workspace changes during sensitive operations.

1.20.0

March 31, 2026

Easier field editing

Create fields and edit field widgets more directly from record pages.

Field widgets

Field widgets are easier to configure directly from the page where you use them.

1.19.0

March 12, 2026

Self-hosted billing

Self-hosted workspaces can now track usage more cleanly with usage-based billing support.

Invite roles

Choose a role directly when inviting a teammate to a workspace.

1.18.0

February 18, 2026

Sidebar items

Create and organize sidebar items more easily with a cleaner navigation setup.

Live updates

Some teammate changes now appear right away, so collaboration feels faster and more up to date.

1.17.0

February 10, 2026

AI chat

AI Chat is easier to use with a cleaner experience and clearer model choices.

Custom sidebar

Favorites now live in the navigation menu, making the sidebar easier to organize and customize.

1.16.0

January 23, 2026

Files in records

Add files directly to records so documents, screenshots, and other assets stay attached to the right work.

Flexible relations

Create more flexible relationships between objects, including more advanced many-to-many setups.

1.15.0

January 8, 2026

Updated by

You can now see who last updated a record

1.14.0

December 20, 2025

Resize navbar and side panel

You can now resize the side panel and navigation menu to view content more easily. This is especially useful on record pages with long content.

1.13.0

December 17, 2025

Stop Workflow Button

Take control of your running workflows with the new Stop Workflow button. When a workflow is in progress, you can now immediately halt its execution, giving you the flexibility to cancel operations that are no longer needed or troubleshoot issues in real-time.

1.12.0

December 2, 2025

Revamped Side Panel

The side panel now opens next to your content rather than above it, giving you a better overview while configuring workflows or viewing record details. This new layout is especially handy for workflows and the upcoming dashboards feature.

Granular Email Folder Sync

Choose exactly which Gmail labels or Outlook folders to sync on your workspace. This gives you more control over your email data and better privacy by importing only the folders you need.

1.11.0

November 18, 2025

Unlisted Views

You can now create personal views that stay out of the shared Workspace section and appear instead under a separate My unlisted views section in the view picker. These unlisted views are only listed for their creator, but can still be opened by teammates via direct link.

Morph Many Relationships

Create flexible relationships where a single field can connect to multiple different object types. For example, an Opportunity can now relate to either a Person or a Company, giving you more versatile data modeling capabilities.

1.10.0

November 11, 2025

Calendar View for Objects

You can now visualize your records in a monthly calendar view. This new view type makes it easy to track time-based data like events, deadlines, and scheduled activities directly within any object.

Dashboards in Labs (Beta)

Create custom charts and visualizations using your workspace data with the new Dashboards feature. Available in Labs, this beta feature lets you build powerful analytics and insights to monitor your business metrics.

1.8.0

October 16, 2025

Workflow Iterator Node

You can now loop through items in your workflows using the new iterator node. This powerful feature allows you to process multiple records sequentially, performing actions on each item in a collection.

Workflow Bulk Select

Manual trigger workflows now support bulk selection, allowing you to select multiple records at once to pass into your workflow. This is particularly useful when combined with the iterator node to process several records in one workflow run.

Workflow Search Node Limit

The search node now lets you customize the result limit above 1, enabling you to retrieve multiple records in a single search operation. This enhancement works seamlessly with the iterator node for processing search results.

1.7.0

October 2, 2025

User impersonation

You can now impersonate a workspace user as an admin. This allows you to see the workspace as that user would, which is useful for troubleshooting issues or understanding user experience.

Record is created or updated trigger

You can now trigger workflows when a record is created or updated.

1.6.0

September 19, 2025

Workflow improvements

You now have the ability to duplicate nodes, change node types, and use a streamlined filter design in your workflows.

1.5.0

September 11, 2025

Workflow branches

Workflow branches allow workflows to split paths, enabling conditional logic and multiple outcome flows in automation.

1.4.0

August 29, 2025

Field-Level Permissions

You can now control which fields a role can view or edit. This adds more granular access control on top of existing object-level permissions.

Workflow Filters

Add filters between workflow steps with conditions and only let data continue if it meets the criteria you define.

Two-Factor Authentication

Enabled two-factor authentication with authenticator apps like 1Password, Authy, or Microsoft Authenticator to add an extra layer of security at sign-in.

1.3.0

August 11, 2025

IMAP

We’ve added IMAP support to let you connect email accounts for receiving messages. You can also set up SMTP to send emails and CalDAV to sync calendars.

Merge Records

This feature gives you the ability to merge two records into one. This combines their information and keeps linked data, helping you remove duplicates and keep records accurate.

1.2.0

July 25, 2025

Import Relations

When importing records, you can now import relations between records. For example, you can import a CSV file that includes a column for related records, such as linking contacts to companies or tasks to projects.

Any Field filter

We’ve added an "any field search" filter that lets you search across all fields at once. For example, it can allow you to locate a customer by their phone number, whether it's stored in the "Mobile," "Office," or "Direct Line" field.

1.1.0

July 10, 2025

Multi-Record Workflow Triggers

You can now run workflows on many records at once. Previously, manual workflows could only be triggered one record at a time. This change improves productivity for bulk operations. With the ability to trigger workflows on many records, you can now: Send bulk emails to selected contacts Update many records with the same workflow logic Process batches of data more efficiently

1.00.0

June 25, 2025

Permissions V2

Create and manage custom roles. Grant or revoke access for each object to Read/Create/Edit/Delete records. Give granular access to settings like the ability to manage users, data models or APIs.

Workflows

Introducing workflows, a powerful way to let you automate actions with form triggers, conditions, HTTP requests, webhooks, and serverless functions!

Import V2

CSV import now supports 2,000+ rows, sub-fields such as labels and secondary phone numbers, and automatic field matching. Validations, layout, and upserts are improved for smoother, more accurate imports.

Sub-field Filtering

Sub-field filtering is now supported for currency, address, name, email, link, phone, and actor fields. For example, you can filter by the amount in a currency without needing the full field.

Performance Improvements

We’ve cut key load and interaction times by over 3,000ms, which means pages now load 2x faster!

0.52.0

April 25, 2025

Add records to filtered views

Creating records on filtered views now applies the view filter to the newly created record. This feature is compatible with Text, Date_Time, Date, Number, Select, Rating, Multi_Select, Array, and Boolean fields.

Custom date formats

Choose how to display dates in any field using a universal Unicode date format that best suits your use case.

Other improvements

A new breadcrumb navigation across the app, improved keyboard menu navigation, and a new focus state for table views.

0.51.0

March 27, 2025

Revamp View Options Menu

You can now rename a view and change its type between kanban or table directly from the view options menu located to the right of the filter and sort buttons.

0.50.0

March 27, 2025

Permissions V1

Ability to set User and Admin permissions for each user. Admins can edit workspace settings, while Users can only edit records. Custom permission creation will be available in a future update.

Advanced filters

Advanced filter enables precise database content filtering through nested conditional operators (AND/OR), multiple field filters, and customizable filter groups for complex query construction.

0.44.0

March 17, 2025

New Side Panel

Quick Access to Records: Side panel lets you view and edit records without leaving your current page. Keyboard Navigation: Navigate the side panel with keyboard for better accessibility and faster workflows. Pinned Actions: More actions now displayed directly in the navbar for easier access.

Admin Panel

App Health Check: Added a health check feature to the admin panel. Now shows real-time status and key metrics. Environment Variables: Admin panel now has read-only access to environment variables. Better transparency, easier config management.

0.43.0

March 4, 2025

Upgraded Search

The search feature now includes ranking scores. This helps you find the most relevant results faster.

Internal Email Privacy

Internal team emails won't sync, protecting privacy by preventing access to internal discussions.

0.42.0

February 18, 2025

Microsoft o365 Integration

You can now link your Microsoft account to easily manage your messages and events right within your workspace.

Translation in 30+ Languages

Expanded support for 30+ languages, so users can navigate and use the software in their preferred language.

Attachment Visualizer

You can now preview file attachments without downloading them.

0.41.0

February 4, 2025

Labs

Enable beta features using the new Labs tab in settings. The first beta release introduces our workflow engine. Enjoy!

0.40.0

January 17, 2025

View Groups

Added "Group By" in tables to better organize entries, like grouping companies by industry for clearer data visualization. This feature is available in the table Options menu.

Aggregates

Introduced a feature to calculate and display data summaries, such as sums and latest entries, for quick insights and streamlined data analysis.

0.35.0

December 20, 2024

Favorites Views and Favorites Folders

You can now add your views to favorites for quick access and organize your favorites into folders for better management.

0.34.0

December 12, 2024

Customize your sub-domain

Each workspace now gets a dedicated sub-domain for a more secure experience. And soon you will be able to set your own domain.

0.33.0

November 21, 2024

Filter by Multi-Select

You can now filter an object (People, Companies, Opportunities, etc.) using any multiselect field.

Percentage in number fields

You can now create number fields that display a percentage instead of a regular number.

0.32.0

November 12, 2024

Smart ⌘K

We started a major ⌘K revamp that now understands the context to display appropriate actions. For example, on a record page, you can add the record as a favorite, or if you select multiple records on an index, you can export them as a CSV.

Webhooks multi-object filtering

You can now filter multiple actions simultaneously with a single webhook. For example, you can create a webhook that triggers only when a person or company is updated or created.

0.31.0

October 7, 2024

Advanced Settings

To maintain the simplicity of IBL CRM, we are introducing "Advanced Settings." This option consolidates all settings intended for advanced use cases, often preferred by developers, such as API and function settings or security settings.

More powerful search

We have significantly enhanced our search performance, making it feel instantaneous when searching for records such as people, companies, or tasks.

0.30.0

September 18, 2024

New Settings layout

Experience a more compact and intuitive settings layout, now featuring a breadcrumb navigation for easier access and better organization.

Add Several emails for one contact

Enhance your contact management by adding many email addresses for a single contact. All emails sent to these addresses will be automatically synced with the contact, ensuring you never miss an important communication.

New Array field type

Developers can now take advantage of the new array field type to store non-predefined values.

0.24.0

August 29, 2024

Soft Delete

Soft delete feature added: Deleted records are now hidden from view but recoverable from the "Deleted record" option in any object options menu. No more drama!

0.23.0

August 1, 2024

Notes and Tasks standard objects

Like any regular object, add some custom fields to your tasks and companies or create some custom views to better organize your content.

Created By

Quickly identify who created a given record and what was the origin of the creation, whether it was through a CSV import, an API, or manual input.

Webhooks filter

Filter the content a webhook is returning so it only pings your URL when a specific action occurs, such as on creating a company.

0.22.0

July 11, 2024

Enhanced Kanban Board

Edit Kanban Stages: You can now edit Kanban stages directly from the app, not just from the settings. This makes it easier to manage and customize your workflow on the fly. "No Value" Column: Cards that are not assigned to a specific value will now appear in a "No Value" column. This column can be shown or hidden as needed, ensuring no cards are overlooked.

Revamped Navigation Bar

Navigate more quickly with our revamped record page navbar: Navigate directly from one record page to another. View the total number of records within a view. Easily return to the corresponding index view with a new "Close" button.

Bulk Deletion

You can now delete up to 10,000 records at once. (For when you want to Marie Kondo your database! 🧹)

0.21.0

June 28, 2024

Enhanced One-to-Many Relations Editing

You can now edit one-to-many relations directly from the "many side". This means you can assign people to a company directly from the company list view, instead of having to navigate to each individual person's profile to assign them a company.

Advanced Email and Calendar Settings

We've introduced advanced settings for email and calendar management: Auto-Create Contact Options: Choose when an email interaction should automatically create a contact. Options include: People I've sent emails to and received emails from People I've sent emails to Don't auto create contact Email Exclusions: Ability to exclude non-professional emails (e.g., Gmail, Outlook) and team emails (e.g., support@, team@) from being synced to the CRM. Calendar Events: Auto-contact creation settings are now available for calendar events as well.

0.20.0

June 14, 2024

Enhanced Timeline

The timeline on every record page has been significantly improved. It now provides detailed updates for: Record creations Field updates Received emails Created calendar events

Improved Onboarding Experience

Our onboarding process has been streamlined to let you import your calendar and emails seamlessly. You can now also configure your privacy settings directly during onboarding, allowing you to choose between sharing content with your team or keeping it hidden.

Email and calendar Blocklist

To enhance privacy, you can now add specific email addresses to a blocklist within the "Accounts" settings. This feature prevents sensitive content from being synced to the CRM when corresponding with certain individuals. This can be particularly useful when managing sensitive deals.

0.12.0

May 24, 2024

Notifications

Introduced a new design for notifications featuring lighter colors.

Skeleton Loading

Implemented skeleton loading to improve user experience by displaying placeholder content while data is being fetched.

Link field

Introduced a new Link Field type to add and manage one or several external URLs on any object. Available in custom objects starting today.

Data Model Diagram

Introduced a "Data Model Diagram" feature that allows users to visualize the relationships between different objects within the CRM.

0.11.0

May 6, 2024

Google Calendar Integration

With Google Calendar integration, you can track all your team's events with a company or person in your CRM. Choose the information level visible to your teammates for better control.

Improved Performance

We have improved app performance, shaving off over 500ms on each page.

0.10.0

April 15, 2024

More Field Types, More Power

Enhance your data handling capabilities with the addition of four new field types:

Multi-Select Field

The Multi-Select Field allows for tagging a record with multiple attributes, providing a flexible way to classify and filter data. Example Use Case: Tag a company record with multiple industries such as "Retail," "Technology," and "Finance," enabling more nuanced segmentation and analysis.

Currency Field

Designed specifically for financial data, the Currency Field ensures correct calculation and standard formatting for monetary figures. Example Use Case: Record and manage global transactions in their original currencies while maintaining precision in financial reporting.

Datetime Field

With the Datetime Field, you can effectively track events, deadlines, and activities with enhanced accuracy, improving time management and scheduling. Example Use Case: Precisely track and set reminders for project milestones and deadlines.

JSON Field

The JSON Field allows for the storage of complex, structured data within a single field, thus expanding the capabilities for data customisation and integration. Example Use Case: Store configurable data for a product, such as feature flags or customization options, directly within a CRM record.

0.4.0

April 1, 2024

Relation Fields on Record Page

On record pages, you can now expand relation cards to view their fields without navigating to their individual record pages. For example, on a Company record page, you can expand an employee card to view their job title. This feature applies to all types of objects, including custom ones.

Address Field Type

The new Address Field Type enables entry of a full address in one field, while structurally storing each address part - such as street name and number - in separate subfields.

Multi-Workspace

You can now switch between workspaces by clicking your workspace name at the top left of the screen. This feature will only appear if you have been invited to join another workspace.

0.3.3

March 19, 2024

Gmail integration

Connect your Gmail account to automatically associate emails with relevant 'People' and 'Companies'. Contacts you've emailed will be automatically added to 'People', excluding non-personal emails like support@ and team@. Control your privacy by selecting the information you share with your team.

Kanbans on any object

Create a Kanban view on any object and streamline processes like recruitment or onboarding.

Self-Onboarding

We are pleased to reopen the cloud subscription to everyone. No more waiting!

0.3.2

February 29, 2024

New record page

The record page now features a clearer layout with increased space for content

0.3.1

February 16, 2024

Contributors page

Contributors now have their very own hall of fame.

0.3.0

February 3, 2024

Rating field

The new Rating field represents a numeric value from zero to five, it can be useful for various use-cases such as scoring leads.

0.2.3

January 17, 2024

Webhooks

Developers can now use webhooks to synchronize customer data updates in real-time across applications.

Relations on Record Pages

You can now navigate from one object to another directly from the record detail page.

LatestReleases