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Releases

Clientt ships every Saturday morning. Here's what changed, newest first.

Track every buying journey in one place

15 August 2026 Next release

New

  • Start an engagement on a contact or account to track a buying journey — its stage, the people involved, and the emails and meetings that link themselves to it.
  • Collateral Hub Analytics shows what is being viewed and downloaded, which pieces turn viewers into leads, and where each asset is used.
  • Create Asset renders a landing page or campaign email to PDF and files it in your Collateral Hub in one step.

Improved

  • The assistant is faster and more accurate at drafting and answering.
  • Undo and redo in the campaign and landing page builders, with a toolbar that stays with you as you scroll.

Fixed

  • Ongoing security and privacy hardening.

One inbox for every conversation

8 August 2026

New

  • Your inbox now brings Gmail, Outlook, and Clientt mail together in one place, matched to the right contact, with mailbox sharing you opt into.
  • Sign a proposal in the app — type your name and the signature is captured on the document.
  • File a document in your company library, a team folder, or your own — the Library tells you who can see whatever is filed there.

Improved

  • The forms workspace is now tabbed, and a form's own submissions export uses your question labels as column headers.
  • The Branding page checks your brand for gaps and inconsistencies, and reads your copy for typos on request.

Fixed

  • Continued hardening of access controls and data protection.

Share a proposal with a link

1 August 2026

New

  • Share a proposal with a secure link, and let your prospect ask for Customer Portal access from the page they're reading.
  • Attach documents, videos, and one-pagers from the Collateral Hub to a proposal, and edit the overview copy in place.
  • Campaigns now warn you about unresolved proofread issues before you send or schedule a batch.

Improved

  • Grid columns size themselves to their content, remember your preferences, and show the full text on hover.
  • The Collateral Hub Documents view is now a grid you can sort, filter, and organize into subfolders.

Fixed

  • Routine security, privacy, and reliability improvements.

Branding gets its own home, campaigns get batches

25 July 2026

New

  • Branding has its own space, with a live brand preview, brand assets, and color roles derived from your logo.
  • Campaign waves are now batches — schedule each one, switch audiences, and undo a segment change.
  • Swap an image in a campaign email straight from the Collateral Hub, or ask the assistant to generate one.

Improved

  • Export CSV and Columns now sit in the page header on every grid, with multi-select filters on list columns.
  • The landing page editor uses the same canvas as campaigns, with a Branding menu built in.

Fixed

  • Ongoing security and privacy hardening.

A new campaign builder, and a brand kit to match

18 July 2026

New

  • Build a brand kit for your organization — logos, colors, and fonts — and everything you create picks it up automatically.
  • The campaign builder has a new layout, with reusable variables, an inline toolbar, and section controls.
  • Ten ready-made email templates are now in the library for everyday sends.

Improved

  • Edit a landing page section by section from a side panel instead of hunting through the page.
  • Creating an opportunity from chat takes you straight to it, and the assistant asks for exactly what a record needs.

Fixed

  • Continued hardening of access controls and data protection.

Collateral Hub, rebuilt as a real workspace

11 July 2026

New

  • The Collateral Hub is now a three-tab workspace, with live analytics, folders, and labels for every document.
  • Open a contact and see their opportunities on their own tab, with a New opportunity button right there.

Improved

  • The sidebar collapses to a compact rail instead of disappearing, so you never lose your place.
  • Sort by any eligible column across CRM grids, and grids settle on first load instead of flickering.
  • Your chat starts fresh when you move to a new screen, and past conversations are named for you.

Fixed

  • Signing up from an invitation keeps everything you have typed as you complete the form.

The assistant now acts on your records

4 July 2026

New

  • Ask the assistant to add a note, tag a record, assign a task, or invite someone — it shows you a preview before saving.
  • The assistant can search the web for you, or rebuild an existing website as a landing page.
  • Grant Customer Portal access to the people you choose, from the account's Portal tab.

Improved

  • Say “due next Friday” when you create a task and the assistant works out the date.

Fixed

  • Ongoing security and privacy hardening.