News and Updates

V4.7.0-fix

03/01/2021

"Adding tags for duplicate records" option is added in Lucrativ WebForm import configuration

Added email and text message support for custom module in smart workflow

Fixed an issue that caused data synchronization failure when switching products between Lucrativ Talk and Lucrativ Sales

Execution scheme optimization for better cache performance

V4.7.0

12/15/2020

Supported for dialers to bundle multiple numbers

Supported for transfer and hold functionalities during conference calls

Supported for custom module pipeline changes in workflow

Optimized workflow execution logic

Resolved some bugs

V4.6.0

07/06/2020

Added call, text and email functionalities in custom module

Added leadscore rating system

Added select all as read all for texts functionality

Changes to IVR queuing logic, within group queuing

Resolved some bugs

V4.5.0

12/19/2019

Added more triggers, actions and notifications for Zapier integration

Supported ‘DocuSign’ integration

Supported ‘Note’ field on the webform

Added the email tracking in Workflow

Supported multi-select segments in workflow triggers

V4.4.0

11/28/2019

Supported ‘Group’ and ‘Role’ as assignees in ‘Round Robin’

Supported more triggers and actions in Zapier integration

Supported ‘Webhook’ action in ‘Workflow’

Supported to minimize the email edit window

Optimized UI of referral portal

Added ‘Balance’ in System settings - ‘Payment’

V4.3.0

11/07/2019

Added ‘Free Trial’ feature on the official website.

Added ‘Permission Control’ for system settings.

Supported multiple instances in one Lucrativ account.

Supported the subscription of Insights dashboard.

Optimized ‘Email’, ‘Meeting’ and Zapier integration.

V4.2.0

10/17/2019

Released a new product - ‘Lucrativ Referral’.

Added the decimal numbers of number type custom field.

Added the max & min label and trend-line for reports.

Optimized ‘Home’ page.

Optimized ‘Export’ feature.

Optimized ‘Task’ feature.

V4.1.0

09/19/2019

Added the feature of ‘Log a meeting’.

Supported the feature of ‘View other user’s meetings’.

Supported ‘Pause’ and ‘Resume’ recording during a call.

Added ‘CPQ Switch’ in Settings.

Optimization of system activities and settings.

V4.0.0

08/29/2019

Added settings page of conversion.

Added the feature of export.

Added the Quote template.

Added ‘Total’ and ‘Subtotal’ and supported matrix table in reports.

Supported cross-module actions in Workflow.

V3.9.0

08/08/2019

Added ownership on Accounts.

Added the Configurable, Price and Quote (CPQ) modules (Beta).

Supported custom field’s API name.

Optimized the background of Webform.

Optimized link tracking in email.

Supported toll-free number and optimized IVR.

Supported MMS.

V3.8.0

07/18/2019

Supported the team number in Lucrativ (Beta).

Added the IVR system in Dialer (Beta).

Optimized Assignment Rules, Pipeline management and system built-in fields.

Added robot detection option (CAPTCHA) to web form.

Supported the configurable number of email sent per day.

Supported the attachment upload to email template.

Optimized the Workflow UI and supported the update of basic information.

Supported the dark theme of public report.

V3.7.0

06/28/2019

Integrated QuickBook in Lucrativ.

Supported external booking URL for Meeting.

Supported lead import into Custom Module.

Added dashboard filter, some new charts and values in Insights.

Optimized Workflow advanced settings.

Added multiple ‘Overview’ on the detail page.

Separated the ‘Settings’ into ‘Personal Settings’ and ‘System Settings’.

V3.6.0

06/06/2019

Added the feature of ‘Webform’ for lead capture.

Added the feature of ‘Automatic lead import from email attachments’.

Added the feature of ‘Document’ to upload and manage files.

Supported more actions (create, update, search) for Zapier integration.

Supported a new report type 'Target Report'.

Supported more conditions (comparision between 2 dates etc.) in Workflow.

V3.5.0

05/16/2019

Added roles, profiles and data sharing permission administration.

Added Zapier Integration.

Added Lucrativ API key generation.

Added dialer feature: live call monitoring (listen & barge live calls).

Supported the data source connector: MySQL.

Supported “Publish to Web” on reports and dashboards.

Supported re-order of the custom groups and fields.

Set to 12 hour time format.

V3.4.0

04/25/2019

Added ‘Activities & Notes’, ‘To-dos’, ‘Workflow’ and bulk operation in custom module.

Supported the Bombbomb integration.

Added ‘Text Alert’ feature and optimized the gathering logic of notification.

Supported ‘Team Call History’ in dialer.

Supported ‘Day-on-day’, ‘Week-on-week’ and ‘Year-on-year’ as values.

V3.3.0

04/11/2019

Updated ‘Prospect Routing’.

Updated the architecture of Insights, re-defined the dashboard, folder and reports.

Completed dialer setting process and added ‘Pause’ feature in Call List.

Updated the method of adding ‘Tag’ while importing a list.

Added a strong notification when browser time zone is different from Lucrativ’s time zone.

V3.2.0

03/21/2019

Added Google search, customer location and social media wights in Prospect/Opportunity/Contact overview tab.

Added ‘Re-dial’ feature in Dialer ‘Recents’.

Added report dashboard and chart features in Insights module.

Supported Hubspot Integration.

Supported ‘drag’ operation for adding pictures and attachments in email.

V3.1.0

02/28/2019

Added a new pipeline view to Opportunity list page.

Added a new module called ‘Meeting’, synced with Google Calendar.

Added several new actions in Workflow.

Created a new custom report called ‘Funnel report’.