Introducing Saku CRM! Beta
Customer relationships, pipeline visibility, and contacts come together in one place — try the full workflow early while we keep refining it. This release is ready to use day to day; expect regular improvements to layout, speed, and detail as we learn what matters most to you.
What's new — CRM (beta)
- Accounts and contacts — browse and open contacts in a dedicated workspace with quick actions that feel consistent with the rest of Saku
- Pipeline — open leads and deals from the board, review them in a focused detail view, and keep notes and comments in one thread so nothing gets lost between sales and delivery
- Contact details — edit profiles with a clearer layout, profile photo, and social links so records stay useful at a glance
- First-time guidance — a short welcome for CRM with an easy way to send feedback; dismiss it once you are settled and it stays out of your way
- Loading experience — richer skeleton states and steadier tab chrome so CRM feels calm while data is on the way
What's new — elsewhere
- Calendar — clearer team-scoped feeds and subscription flow, with stronger feed links and small interface refinements when you plan from the hub
- Dashboard hub — Saku Invoicing appears in the section menu as coming soon (not available yet), so you can see what is next on the roadmap
Improvements
- Hub layout — boards, calendar, and CRM use a more consistent maximum width on large screens for a calmer reading line
- Reliability — fewer rough edges when calendars, boards, or team data are under load, including tidier handling behind the scenes when something is briefly unavailable
This beta will keep getting better — thank you for trying it and telling us what you think.