Changelog

What's new in The Bell CRM. Newest first.

18 August 2026

Calendar feeds and meeting invites

  • Connect any calendar, not just Google: paste in an Outlook, Proton, or iCloud calendar feed link and see those events too.
  • Calendar setup instructions now show right in the app instead of sending you to an external help page.
  • Your Dashboard and Tasks calendar is now a full month view instead of a flat list, so you can see what's coming up at a glance.
  • Log a meeting on a contact with a real date and time, and download a calendar invite for it.

17 August 2026

Delivery pipeline, calendar, and Documents polish

  • Build your own post-sale delivery pipeline: custom stages for what happens after a deal is won, each one optionally gated by its own checklist before a deal can move to the next stage.
  • See your upcoming Google Calendar events right on your Dashboard and Tasks page.
  • See who owns a contact or company right on their detail page, not just in the list view.
  • Save an attachment from an email you received straight to Documents.
  • Edit a document's category and tags directly from the Documents library list.

14 August 2026

Ownership, attachments, admin controls, and a rebuilt pipeline board

  • See and filter by who owns each Person, Company, and Deal.
  • Attach files to any email you send, straight from your Documents or your computer.
  • The Deals board was rebuilt as a classic per-stage pipeline, sorted by close date, with a "Later" group for anything further out so it doesn't clutter the board. Closed deals (won or lost) now stay out of your active pipeline view automatically.
  • Workspace admins can delete the entire workspace and cancel the subscription, with a safety window to cancel that action before it's final.
  • Upload an RFP directly to a deal, filed automatically in your Documents.
  • Tollgate answers are now clearly visible on the deal page instead of getting buried.

13 August 2026

Offer Template Builder

  • Build reusable offer templates from content blocks, some fixed, some auto-filled from the deal's contact, company, or pricing.
  • Generate a polished PDF offer straight from a deal with one click, pre-filled with the right details.
  • Add your company's branding (name, VAT, tagline, logo) once in Settings and it shows up automatically as the letterhead on every offer.

12 August 2026

Admin handoff, self-serve account deletion, targeted templates

  • Transfer workspace admin to a teammate.
  • Cancel your subscription and delete your workspace, or delete just your own account, entirely self-serve, no need to contact support.
  • Target email templates by a company's industry or size, so the right message reaches the right audience automatically.
  • New in-app feedback button, right in the header.

11 August 2026

Rich text email composer

  • Composing an email now has a real formatting toolbar: bold, links, bulleted and numbered lists. No more formatting getting silently stripped when you hit send.

10–11 August 2026

Safer deletes, team management, more reliable automation

  • Delete a person or company with proper safeguards, linked deals are detached rather than lost.
  • Remove a team member and their records are automatically reassigned to you, nothing gets orphaned.
  • Rename your workspace from Settings.
  • Automated email sequences send more reliably, especially for larger batches.

7 August 2026

Pricing on deals, cleaner unsubscribes, smarter imports

  • Add priced line items to a deal, quantity, per-line discounts, and an overall deal discount, all calculated automatically.
  • Contacts can unsubscribe from marketing emails with one click, and forms now properly record when someone gave consent.
  • Tag contacts as you import them from a CSV, useful for tagging a whole list by source or campaign, and import job titles along with everything else.

6 August 2026

Discovery call framework

  • Build your own discovery call structure, tailored to how you actually sell, with AI helping you draft the questions.
  • Guide yourself through a call live, or paste in a transcript afterward, either way, get an AI-written summary and next step.
  • Require a completed discovery call before a deal can move past a pipeline stage you choose.
  • See a contact's full discovery call history, and when multiple people at the same company have gone through discovery, get a combined view of where they agree and where they don't.

4–5 August 2026

Company hierarchies, notes, and a Documents library

  • Companies can now have a parent company and subsidiaries, with combined "group totals" shown alongside each company's own numbers.
  • Add free-text notes to any contact or company.
  • Track a contact's "Main driver," what they're actually trying to solve.
  • Upload documents to contacts and companies, and browse everything in one place in the new Documents section, with categories and tags.
  • Faster load times across Companies, Deals, and Contacts.

1 July 2026

The Bell CRM launches

  • Officially out of beta, with a 30-day free trial for new accounts.

15 June 2026

Export your data

  • Download all your CRM data as a CSV export, anytime, from Settings.

11 June 2026

Faster search

  • Global search now shows live results as you type, across Persons, Companies, and Deals.

1 June 2026

Tags

  • Tag contacts, filter your list by tag, and automatically tag anyone who comes in through a specific form.
  • Bulk-tag contacts straight from the Persons list.

26–27 May 2026

Email templates and smarter automation

  • Attach a PDF to any email template.
  • Trigger a sequence automatically when someone submits a form, not just manually.
  • Choose exactly when a sequence starts, immediately or on a schedule, whether enrolling one person or in bulk.

Questions? Email us at info@thebellcrm.eu.

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