Changelog

Pagination for large pipelines, three new webhook events

• The deal board and table load large pipelines with a "Load more" button and exact per-stage totals, instead of fetching every deal at once.
• Clients import from CSV, joining contacts, companies, and deals.
• Three new webhook events: invoice.paid, requirement.met, and contact.created.
• The automation editor warns before you close the tab with unsaved changes, and deleting a workboard column now asks for confirmation.
• Keyboard access improved across automations, documents, and workboards; the marketing site loads faster.

A reorganized deal page

• Custom fields can be grouped into sections that you reorder by drag and drop.
• A custom field can be shown or hidden based on another field's value, or based on the deal's stage.
• The deal page rail is now a collapsible accordion with pinned summaries you can reorder.
• A stage change can require a checklist first — checks that warn, or checks that block the move until confirmed.
• Clients, contacts, and companies can hold documents now, with tag-matched suggestions surfaced on deals.

Client management and commission pools

• Clients are now a first-class record in NeoKivo, alongside contacts and companies.
• A client's commission rate becomes a pool that splits automatically across the agents on a deal.
• Commission views distinguish gross deal value from the net amount actually paid out.
• Payees can be external contacts, not only workspace members.

Client management is optional — turn it on in Settings → Workspace.

Automations, plus Slack and Discord

• Build When/If/Then automations from five deal triggers (created, stage changed, status changed, field changed, stage changing), with steps to notify, message, update the deal, add a note, branch, or wait.
• Automations can post natively to Slack or Discord, including @mentions, replacing the old incoming-webhook format.
• Every automation run keeps a history you can review.

Mentions, replies, and a table view for deals

• @-mention a teammate in a deal note or timeline entry to notify them.
• Reply to any timeline entry; replies group under their parent.
• Toggle deals between board and table view, with sortable, configurable columns.
• Email entries on the timeline show Sent, Received, or Logged badges.

Multi-currency

• Set a workspace base currency in Settings → Workspace.
• Give a deal its own currency; it converts to the base currency automatically for reporting.
• Invoices support multiple currencies.
• Reports, the morning digest, and the API are currency-aware throughout.

Gaps our own docs caught

• You can now flag a deal custom field as financial right in Settings → Custom fields — a checkbox on both the add-field form and each existing field. Financial fields stay hidden from people without finance access.
• Managers can administer teams. Team create, delete, and member/manager management now follow the manage.teams permission (held by Manager by default) instead of being locked to the billing owner.
• Trash is now Trash & archive: it opens for anyone who can restore or delete, restores are gated on their own permission, and archived deals finally have a place to live — with an Unarchive button.
• Saved views can be renamed, and deleting one now asks you to confirm.
• Companies export to CSV, alongside contacts and deals, from Data → Import & export.

While writing the documentation we found five places where the product fell short of what it should do. So we fixed them.

NeoKivo speaks Japanese and French

• The entire app is now available in 日本語 and Français. Pick a language in Settings → Account, or let it follow your browser.
• Dates, numbers, and currency all follow your locale (yen amounts stop showing fake decimals).
• Japanese text gets proper line-breaking and font handling; Enter during IME composition no longer submits forms mid-word.

Around 1,300 interface strings, translated with a locked glossary and reviewed. Tell us where the wording feels off.

AI-suggested next actions

• NeoKivo now proposes the next step on deals that need one. Suggestions appear on Focus, and you accept or dismiss them — nothing is written to a deal without you.
• Included in the flat plan. Suggestions are not metered.
• Reply capture can now use your own domain (reply.yourcompany.com) instead of ours.

Outbound webhooks

• Subscribe to deal.created, stage changes, won and lost events. Deliveries are HMAC-signed with retries, and you manage subscriptions in Settings → Integrations.
• Slack notifications work today through a webhook; a native integration is on the list.

Sharper permissions, dropdown custom fields, keep-warm nudges

• Contact and company permissions now mirror deal permissions, so a read-only role really is read-only everywhere.
• Custom fields gained a dropdown (select) type, and fields show up right in the create dialogs.
• The morning digest now nudges you about contacts going cold, and the API exposes the same list.
• Reports can be scoped to a single pipeline.

Send email from a deal

• Connect your Gmail and send from the deal page with templates. Replies land on the deal timeline automatically.

The money layer

• Customer invoices with an accounts-receivable aging view.
• Commission and split tracking per deal.
• A contracts section, and per-deal document checklists that nag the digest when something required is missing.
• A notification center: in-app inbox, email notifications, and per-category preferences.

Closing the deal is the halfway point. This release is about the part where you actually get paid.

Roles, teams, and deal-level privacy

• Workspace roles with a full permission matrix, including custom roles.
• Per-deal visibility: private, team, pipeline, or workspace. People who cannot see a deal cannot infer it exists.
• Deal collaboration: co-owners, collaborators, and followers, with notifications.
• An audit log and a trash with restore.

Workboards and multiple pipelines

• Personal workboards: a private kanban for your own work, separate from the team pipelines.
• Multiple pipelines per workspace, each with its own stages.

Documents

• Upload documents, link them to deals and contacts, and preview them inline with PDF thumbnails.
• Everything is encrypted at rest with per-file keys. Auto-tagging sorts uploads into folders for you.

CSV import that figures itself out

• The import wizard detects whether your file is deals, contacts, or companies, maps the columns, reconciles owners and stages, and offers to create custom fields for anything left over.

Copilot and MCP

• An AI Copilot that actually updates records: a docked rail (⌘J) that can search, summarize, draft follow-ups, and make changes you confirm.
• An MCP server, so Claude, ChatGPT, or Cursor can work your CRM with your API key.

Public API and Zapier

• A versioned public API with workspace API keys, and a Zapier app with triggers for new deals, stage changes, and due actions.

The foundation

• Pipeline board, Focus view with one next action per deal, People and Companies, Reports, workspace Inbox, and the ⌘K command menu.
• Email/password and Google sign-in, workspace invites, and a 14-day trial with no card.

The first version a stranger could sign up for.