What's new in OpenXCRM
Every update, improvement, and fix — in one place. We ship fast and document everything.
See what's coming nextScheduling & Booking Pages
Replace Calendly with built-in scheduling. Share a public booking link, let clients pick a slot, and have it sync directly into your CRM pipeline.
- Public booking pages with custom availability
- Auto-creates a deal or contact on new booking
- Google Calendar bi-directional sync
- Meeting type templates (15m, 30m, 60m)
AI Co-Pilot — Full Release
Type naturally, execute instantly. Create invoices, draft follow-up emails, summarize your pipeline, and add contacts — all from a single chat message.
- Natural language commands for all core modules
- Draft and send emails from deals page
- Pipeline summaries with AI deal scoring
- Create invoices and quotes from chat
Time & Attendance
Full clock in/out system for your team. Track hours, manage breaks, view live attendance status, and export timesheets as PDF — all inside OpenXCRM.
- One-click clock in/out with live timer
- Break tracking and shift management
- Team attendance dashboard for managers
- PDF timesheet export with org branding
AI Bulk Task Creation
Create full project plans with assigned tasks from a single AI command. Say "set up a website redesign project for Acme with 5 tasks" — done.
- Multi-entity creation from one message
- Auto-assigns tasks to team members
- Context-aware deadline detection
- Project and task sync in real time
Team Visibility & Workload
New dashboard tools for tracking who is doing what. See individual workloads, project time estimates vs actuals, and real-time activity across your org.
- Per-member workload breakdown
- Project time estimate vs actual hours
- Live activity feed on team dashboard
Financial Suite
Complete invoicing, quote generation, and expense management — all linked to your deals and clients. Generate professional PDFs in one click.
- Invoice and quote builder with PDF export
- Expense tracking with category tags
- Stripe payment links on invoices
- Financial overview dashboard
OpenXCRM is Live
The first public release of OpenXCRM — a complete platform for CRM, invoicing, project management, and AI assistance for growing teams.
- Full CRM with contacts, companies & deals
- Sales pipeline with kanban board
- Project management with task assignments
- Multi-org support with role-based access
Stay in the loop
Get notified when we ship new features. No spam — just release notes.