Release notes
Release notes
Everything that changes in The Agency CRM, per release. New features, improvements and fixes — chronological, newest first.
Last updated: July 16, 2026
We ship updates continuously. Below are the most important changes of the past few months.
July 2026
Invoicing, calendar & marketing suite
A big release around invoicing and marketing, with smarter calendar integration.
NewInvoicingMarketing
- Credit notes at the invoice level: correct an invoice while keeping the original invoice number.
- Company lookup autocomplete: fill in a new client’s or your organization’s details in one click.
- Google Calendar integration for discovery calls: schedule calls and see your availability directly.
- New marketing suite: segments, sequences and campaign analytics in one workspace.
June 2026
AI assistant & MCP
The AI assistant gained more tools and an MCP server to connect external assistants.
AIAPI
- Expanded toolset for the AI assistant: invoices, quotes, tasks and leads in plain language.
- MCP server (Model Context Protocol) so your own AI tools can talk to your CRM.
- AI lead scoring: new leads are enriched and scored automatically.
- Faster search and improved relevance in the knowledge base.
May 2026
Pipeline & projects
Refinements in the sales pipeline and a tighter link with projects.
ImprovementPipeline
- Customizable pipeline stages with per-stage automations.
- Won deals automatically create a project.
- Log hours on projects and push them straight to an invoice.
- Various performance improvements on the kanban board.
April 2026
Multilingual & white-label
The platform went multilingual and gained full white-label options.
NewPlatform
- Multilingual interface with automatic translation of page content.
- White-label: your own brand, logo and domain for the client portal.
- Passwordless login via email code.
- Improved accessibility and keyboard navigation.