14th January 2026

Keep track of what's new, improved, or fixed in our platform. Each release note includes detailed information about new features, enhancements, bug fixes, and other technical changes so you can stay up to date and make the most of the latest improvements.

CRM RELEASE
14th January 2026 - Version 2.43.0
New Features

Scheduled Management Fees for Consistent, Predictable Charging

We’ve introduced a new Scheduled Management Fee option to give you greater control 
over how fixed management fees are applied—regardless of rent collection or landlord 
payment activity.
With this new option, you can now set a fixed management fee to be charged at regular 
intervals (e.g. monthly or quarterly) directly on the property ledger. This ensures you 
charge one consistent fee per period, even if there are multiple payments—or no 
payments—made to the landlord during that time.
You’ll find the new Scheduled Management Fee section under Lettings Property > Details, 
where you can set the fee amount, frequency, next charge date, and whether it should 
apply during vacant periods.
The original fixed fee setup remains unchanged for those who prefer the current 
behaviour—so you have the flexibility to use whichever method best suits your business.

EPC Register Links

It’s now easier than ever to get EPC documents for your properties. We’ve added a quick 
link directly to the EPC registers for England, Wales, NI & Scotland on your property records.

Add .eml files directly to Journals

You can now add an additional type of email files (.eml) directly to your Journals. This makes 
it easy to keep entire email conversations stored neatly in one place—just upload the file as 
you would any other attachment. it is now possible to add these as attachments to your 
Journals. Simply add an attachment as normal and select your .eml file.

Search for ‘Hot Leads ’

A new Hot Leads filter is now available in Sales and Lettings > Applicants > Search. This 
allows you to quickly filter results to show only applicants whose Temperature is set to Hot, 
helping you focus on the most motivated and high-priority leads. The filter works alongside 
all existing search options and can be used on its own or in combination with other criteria. 
When not selected, searches behave exactly as they did before. 
 

Aligned Progress Indicators Across Sales Progression

We’ve improved the Sales Progression experience by aligning the progress indicators on 
the Offer screen and the Sales Progression ledger. Both views now display the same, 
accurate status for each stage, making it easier to track progress and understand exactly 
where an offer sits in the sales journey.

Enhanced House Number Ordering in Activity Lists

Property address sorting in activity lists has been updated so house numbers are now 
treated as whole values rather than individual digits. This ensures addresses appear in the 
correct numerical order, making lists clearer and easier to work with.

Additional Updates and General Improvements

We’ve continued to make enhancements to CRM to improve the overall experience.

For more information or support call: 01865 860 871