What’s in this release
Sales Hub
Your New Selling Command Centre
Pipeline at a glance
Activity-driven selling
Metrics strip
AI-drafted emails
Lead → Quote → Project → Invoice. The Sales Hub isn’t a standalone CRM — it’s wired directly into WorkGuru’s quoting and project engines. Convert a won lead into a quote with one click, and the full lifecycle flows from there.
CRM Settings
Make the Sales Hub Yours
Sales recommendation settings
Key account management
AI email drafting — your voice, your rules
Your prompt, your emails. The AI custom instructions aren’t a one-size-fits-all template — they’re a direct prompt to the AI engine. Write them the way you’d brief a new sales rep on day one, and every drafted email will follow the same playbook.
Ops Hub
Delivery Risk, One Screen
Snapshot metrics
Unified item list
Inline actions
Insights on demand
Mine vs. Team. Toggle between your own workload and the full team view. Use the type filter to focus on just production jobs, just POs, or any combination — whatever your morning triage needs.
Percentage Line Items
Surcharges & Discounts, Done Right
How it works
Templates & presets
Full lifecycle flow
Accounting integration
Feature flag controlled. Percentage Line Items are gated behind a tenant-level feature flag, so you can enable them when you’re ready without affecting other organisations.
UI Refresh