SwiftlyCRM
Changelog

What's new

Every product update, new feature, and improvement — documented in detail.

v1.2.0

Phase 3: Billing, AI, and Platform Admin

This release introduces our full SaaS billing infrastructure, AI-powered features across the platform, and a Platform Admin panel for SwiftlyCRM staff to manage organisations, plans, and impersonation.

New
  • Subscriptions app with Plan, Subscription, Coupon, and BillingEvent models
  • Paystack gateway integration for African markets
  • Stripe gateway integration for global markets
  • Automatic gateway resolution based on organisation country
  • Platform Admin panel — manage all organisations, users, and subscriptions
  • Tier enforcement middleware — enforces usage limits per plan
  • AI Meeting Intelligence — transcribe, summarise, and extract action items from calls
  • Lead Finder — search and import leads from company/domain intelligence
  • Referral programme — track referrals, issue credits, and manage payouts
  • Organisation-level credit balance for referral rewards
Improved
  • Billing settings page with plan overview, usage meters, and upgrade CTA
  • Dashboard layout with subscription status banner
  • API rate limiting now varies by plan tier
Fixed
  • PDF proposal generation on production (WeasyPrint font path issue)
  • Cursor pagination edge case when records are deleted mid-page
v1.1.0

Phase 2: Onboarding and Auth Redesign

A complete overhaul of the authentication and onboarding experience, introducing the Organisation model as the top-level SaaS entity, a multi-step onboarding wizard, email verification, and a redesigned split-screen auth UI.

New
  • Organisation model — top-level SaaS entity above Branch
  • Organisation → Branch → User hierarchy for full multi-tenancy
  • Onboarding wizard — 4-step signup flow for new organisations
  • Email verification on registration
  • Password reset via email
  • Split-screen auth layout with marketing copy
  • OrganisationMiddleware — attaches organisation context to every request
  • Dashboard tour — guided first-run walkthrough using custom tour system
  • TourProvider and TourChecklist components
  • Migration 0010–0015 covering Organisation, email_verified, onboarding_completed, is_platform_admin, and referral credit balance
Improved
  • Login page redesigned with split-screen layout and SwiftlyCRM branding
  • Settings page now shows organisation and branch information
  • Sidebar navigation updated with onboarding progress indicator
Fixed
  • Branch creation now requires an Organisation (migration makes field non-nullable)
  • User serializer now correctly nests branch and organisation data

See what's coming next

Check out our public roadmap to vote on upcoming features.

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