New — WhatsApp Marketing

• Added WhatsApp campaigns with Meta WhatsApp Business Platform connection settings and approved template syncing
• Create campaigns using text or media templates, map template variables to contact fields or fixed values, and preview messages before sending
• Target contacts by lists, tags, and segments, with account-specific WhatsApp permission records and duplicate phone-number prevention
• Send test messages, schedule campaigns, and process recipients in background batches with pause, resume, and cancellation controls
• Added delivery reports for accepted, sent, delivered, read, failed, skipped, and unknown messages, plus direct campaign replies
• Added signed webhook handling for delivery updates and incoming opt-out replies, encrypted credentials, and permission checks before sending

Improved — WhatsApp module integration

• Aligned WhatsApp with the SMS module’s named AJAX actions, menu registration, table helpers, and campaign worker conventions
• Updated frontend requests and nonce handling to match the campaign endpoints

New — Invoice Management

• Create and edit invoices with invoice numbers, invoice dates, due dates, and customer billing details
• Add itemized products or services with quantities, prices, discounts, taxes, and calculated totals
• Choose invoice templates and preview invoices before sharing them with customers
• Configure payment details and track invoice status and outstanding balances

Improved — NextCRM navigation

• Redesigned the admin header with the NextCRM logo, responsive navigation, lime active states, and section-specific submenu rows
• Header submenus reuse registered WordPress menu links, labels, ordering, and permissions, including links added through menu hooks
• Added active parent and submenu highlighting across contact, campaign, SMS, automation, form, and settings routes, with browser back/forward navigation support
• Moved SMS Campaign and SMS Settings under Campaigns and removed the separate top-level SMS tab
• Removed Add Contact, Add Campaign, Add SMS Campaign, Add Form, and Add Automation links from header submenus; page-level Add New actions remain available
• Moved Reports and Settings into accessible icon buttons beside Search and removed the header notification icon
• Added a centered command search dialog with a dimmed backdrop, matching page/settings links, keyboard navigation, Enter selection, Escape dismissal, and click-outside closing

Improved — Form builder and frontend forms

• Added field search and click-to-add controls, including keyboard activation, to insert fields into the selected column or beside the selected field’s column
• Fixed moving fields between columns, dropping existing fields into empty columns, inserting new fields before existing fields, and ordering fields above or below a drop target
• Field settings update the canvas as users edit without rebuilding the settings panel and interrupting typing
• Added Form Design controls for the entire form: background color, per-side padding and margin, border style, border width, border color, and corner radius
• Reused existing dimensions controls with px, %, em, and rem units, compact border controls, color pickers, and a Clear background action
• Applied saved form wrapper styles consistently to the canvas, preview, and frontend; removed redundant frontend popup shell padding/background when a custom form design is configured
• Added a responsive preview dialog with a compact Desktop, Tablet, and Mobile device dropdown, selected-device icons/checkmarks, and viewport widths of 1024, 768, and 375 pixels
• Preview uses an isolated iframe so responsive layouts follow the selected viewport width; mobile columns stack, the preview body no longer inherits the popup backdrop, and Escape/backdrop clicks close the dialog
• Added per-field device visibility conditions for desktop (1024px+), tablet (601–1023px), and mobile (up to 600px), applied in responsive previews and on the frontend
• Hidden fields remain editable in the builder with visibility badges; frontend fields hidden by device rules are disabled so hidden required fields do not block submission, and re-enabled when their device becomes visible

Improved — Popup builder integration (Tracking / OmniReach addon)

• Brought field search, click-to-add, keyboard activation, live element settings, and improved drag-and-drop ordering/cross-column movement to the popup builder
• Added Popup Design controls for wrapper spacing, backgrounds, and borders, using the same dimensions and color controls as the form builder
• Moved Background Type and Background Image controls from Column Settings into Popup Design; a single existing column background is carried into the wrapper design when applicable
• Added background image selection through the WordPress Media Library, background blur, and background opacity controls
• Added a separate background overlay with color and opacity controls; background blur, background opacity, and overlays do not blur or fade popup text and elements
• Background controls show or hide according to the selected Color or Image background type while preserving saved values
• Added the same responsive device preview dropdown as forms, while retaining countdown and coupon preview behavior and frontend embedded-form support
• Added per-element desktop, tablet, and mobile visibility conditions, with builder badges and matching preview/frontend media-query rules

Improved — Column settings in forms and popups

• Unified Column Settings with compact width and minimum-height inputs, per-side padding/margin dimensions and units, field spacing, vertical alignment, and border controls
• Column changes apply live and are persisted through Save Form or Save Popup without requiring a separate Save Column step
• Clearing minimum height now removes the saved height constraint; existing column elements and styles remain intact when updating individual controls
• Deleting a column clears its selection and removes an empty row when its last column is deleted

New — Conditional campaign content in Gutenberg

• Added a Conditional Content block that can contain paragraphs, headings, images, buttons, columns, and other supported email blocks
• Added a styled Conditions toolbar button beside the block inserter to wrap selected content in a conditional group or open an existing group’s settings
• Added ALL (AND) and ANY (OR) recipient matching for lists, tags, contact type/status, names, email address, rating, additional contact properties, and custom contact metadata
• Added membership and exclusion comparisons, equality/inequality, contains/does-not-contain, empty/not-empty, and numeric greater-than/less-than comparisons where supported
• Added recorded activity rules for opens, clicks, purchases, bounces, and unsubscribes from a selected campaign; missing activity history does not satisfy a negative activity rule, and the current delivery’s tracking row is excluded
• Recipient conditions are evaluated independently for each outgoing message before merge-tag replacement; editor content is preserved, nested conditions are supported, and invalid rules or unknown recipients omit conditional content
• Preserved condition markers through Gutenberg rendering, HTML sanitization, and email conversion, then removed them from the recipient-specific outgoing content
• Added desktop, tablet, and mobile visibility switches to conditional blocks, plus an option to disable recipient rules and use device visibility alone
• Device conditions use responsive email CSS at open time rather than guessing a recipient’s device when sending; general previews retain recipient content and apply device styling, subject to email-client media-query support
• Restyled the conditions sidebar with compact numbered rule cards, rounded inputs, delete icons, clearer labels, and a full-width Add rule button

New — SMS Marketing

• A full SMS campaign feature alongside Email Campaigns: create, edit, and send SMS campaigns to your contacts via Twilio
• The SMS setup wizard (Message → Recipients → Review & Send) matches the Email Campaign wizard’s design, including the same Dynamic Segment targeting and a full Included/Excluded Contacts audience builder (Lists, Tags, Contact Type, Contact Status)
• SMS campaigns send through the same queue + cron delivery pipeline as email campaigns, with automatic retries on failure
• New “View Reports” popup on each SMS campaign, showing per-contact delivery status (sent, pending, failed) with phone numbers and failure reasons, filterable by status

New — Advanced Filters on the Contacts list

• A new Advanced Filters panel (next to the existing List/Tags/Status/Type filters) narrows the contact list by minimum rating, created/updated date range, country, region, city, zip, source, and campaign behavior (e.g. only contacts who clicked or purchased from a previous campaign send)

New — Redesigned Contact detail page

• The contact preview page now has a card + tabs layout: a sidebar with collapsible Contact Information, Personal, Address, and Meta sections, and a tabbed main area for Activities, Email Logs, and List and Tags
• New “Send Email” tab: send the contact an existing campaign’s content, an existing template’s content, or a custom one-off email, with merge tags, an unsubscribe link, and open-tracking support

Fixes

• Fixed the Contacts list/tag chips sometimes showing raw internal list/tag names instead of their display names on the contact preview page
• Improved pagination button styling (hover, active, and disabled states) across the SMS and Campaign list pages

New — Contact Segments

• Build dynamic, rule-based audience segments under Settings → Segments (positioned right after Tags): match contacts by tag, list, status, contact type, rating, custom fields, date created/updated, and campaign engagement (opened/clicked/did-not-open/did-not-click)
• Segments are a live query — membership is recalculated every time a segment is viewed or used, never a stale cached list
• A live “N contacts match” preview updates as you build a segment’s conditions

New — Send campaigns to a Segment

• Campaigns → Recipients now has two audience tabs: “Contact List” (the existing lists/tags/filters picker) and “Dynamic Segment” — pick a segment as the send audience instead, with a live recipient-count preview
• Segment-based audiences are resolved through the same live query used on the Segments page, so what a campaign actually sends to always matches what the Segments admin page shows

New — Import Template button in Sequences

• The sequence step editor now has the same “Import Template” button as Campaigns and Templates, opening the same My Templates / Default Templates gallery
• Preview now saves the current editor content first, so Preview always matches what’s in the Builder instead of showing the last-saved version

Fixes — Email rendering (Gutenberg campaigns, sequences, templates)

• The actual sent/previewed email for Gutenberg (“Default”) templates now goes through the same accurate rendering pipeline as the other editors, instead of a bypassed, partial one — colors, fonts, and spacing from the theme now carry through correctly instead of silently dropping
• Theme color/spacing values (CSS custom properties) are now resolved to real values before sending, instead of being left as unusable raw tokens
• Default styling for buttons, links, and other elements (previously skipped as “too complex” to match) now applies correctly, so buttons render with their proper padding, rounded corners, and no underline
• Fixed a case where an explicitly set padding/margin could be silently overwritten by a generic default
• Fixed nested blocks (e.g. a button inside a button group) not picking up their own color/style settings at all
• Fixed campaign/template buttons rendering with the wrong element styled (an invisible wrapper instead of the visible button)
• Fixed buttons sometimes rendering at an enormous, broken height in the sent email
• Tables now render with proper borders and cell padding in the sent email instead of appearing as plain, unstyled text
• Campaigns → Sequences: fixed an “Error loading email sequence” / “[object Object]” is not valid JSON” error that could appear on the sequence steps list and editor when a step’s reports or settings data wasn’t a JSON string
• Sequences: fixed custom inline styles (e.g. a colored badge) being silently stripped every time a Gutenberg-edited sequence step was saved

Settings — redesigned UI

Every page under Settings has been rebuilt with a new, consistent visual design: clearer page headers, card-based sections, section subtitles, and restyled tables, toggles, badges, and buttons throughout.

• General, List, and Tags settings pages
• Contacts: Options, Settings, Export, and Import
• Campaigns: Options and Mail Box, including a redesigned Add/Edit sender mail dialog with a show/hide password toggle
• Automation settings, with one-click Reveal/Copy for the Cron URL and a clearer server cron command block
• Forms settings, reorganized into Assign list & tags, Subscription & spam protection, and Testing
• Webhook & API: Create & Manage, with a restyled API keys table, a quick-reference API endpoints card (Base URL + per-endpoint copy buttons), and a matching Webhooks tab
• Omni Settings (push notifications & visitor tracking)
• Sidebar navigation: new icons, clearer active states, and arrow indicators on menu items with sub-pages
• Add a customer data export-consent option. This is important when setting up and signing up to a CRM, especially for EU-based users.
• Add autosave to the form so that users do not have to save it every time they make a change.

Improvements

• Settings pages now show a persistent save bar that flags unsaved changes and lets you discard or save them without losing your place
• One-click copy buttons for API keys, webhook URLs, cron URLs, and REST API endpoints
• Export and Import pages now show clearer per-item progress and success messages

Fixes

• Forms → Assign list & tags: the “Assign list” field was incorrectly populated with tags instead of lists
• Forms → Image Alignment issues
• Checkboxes in settings tables now show a visible checkmark when checked

Verified

• Automation, sequence, and campaign send failures are logged with a reason and surfaced under Settings → Automation → Debug Log (enabled by default for new installs)

• New: Marketing Intelligence dashboard with real-time visitor, audience, conversion, traffic-source, and page-performance reports.
• New: Conversion Journey and visitor-level Audience Journey tracking.
• New: Recent Conversions, Top Audience Segments, Top Traffic Sources, and Top Page Insights.
• New: Conversion drop-off, recovery opportunity, revenue, and average conversion-time insights.
• Improved: Visitor-to-contact matching, wildcard path matching, event counting, duplicate detection, and responsive report interfaces.
• Fixed: Prepared-query placeholder notices, missing conversion counts, revenue mapping, visitor information, and JavaScript rendering errors.

• New: Added a comprehensive Reports dashboard for monitoring NextCRM performance and key metrics.
• New: Added contact growth reports with visual trends across selected date ranges.
• New: Added email delivery reports for sent, delivered, failed, and bounced emails.
• New: Added email engagement reports for opens, clicks, and unsubscribe activity.
• New: Added revenue and purchase reports for tracking campaign and automation conversions.
• New: Added contact summary reports with active subscribers, new contacts, and unsubscribe data.
• New: Added contact source reports to identify where subscribers originate.
• New: Added top tag and list reports with contact totals and growth comparisons.
• New: Added campaign, automation, and sequence performance reports.
• New: Added flexible date filters, including custom date ranges and previous-period comparisons.
• New: Added status and contact-type filters for more focused report analysis.
• New: Added PDF export support for downloading and sharing selected report sections.
• Improved: Improved report charts, tables, responsive layouts, and metric presentation.
• Improved: Improved percentage-change calculations between current and previous reporting periods.
• Fixed: Fixed report layout and chart rendering issues across different screen sizes.

• New: Added Model Context Protocol (MCP) integration for connecting NextCRM with ChatGPT, Claude, and other supported AI assistants.
• New: Added secure OAuth 2.0 authorization with automatic client registration and scoped permissions.
• New: Added 48 MCP tools for contacts, lists, tags, campaigns, automations, sequences, settings, dashboards, and reports.
• New: Added interactive dashboards and CRM reports inside supported AI conversations.
• New: Added contact creation, editing, status management, and list or tag assignment through natural-language instructions.
• New: Added list and tag creation, editing, state management, and protected deletion.
• New: Added campaign creation, editing, scheduling, reporting, and separately confirmed activation.
• New: Added automation creation and editing with dynamic triggers, actions, delays, and conditional workflows.
• New: Added separately confirmed activation and readiness validation for campaigns and automations.
• New: Added preview and confirmation workflows for permanently deleting contacts, lists, tags, campaigns, and automations.
• New: Added an MCP settings dashboard with connection testing, tool information, connected clients, and recent activity.
• New: Added revision and dependency validation to protect CRM data during editing and deletion.

• Fixed an issue where form submissions could fail in certain cases.
• Fixed errors when saving plugin settings.
• Resolved issues with Email Tags not working correctly.
• Fixed Email UTM source tracking issues.
• Fixed an issue where forms continued to display after a visitor subscribed. Forms now respect the display rules after a successful submission.
• Fixed the default form display option not being disabled correctly.

• New: Added contact preview in the contact list for quick access to contact details.
• New: Added dynamic column support in the contact list.
• New: Integrated Email Validation API to verify email addresses before adding contacts.
• New: Added Test Send option while building HTML campaigns.