The last blog update covered the plugin system and the mailbox module. A lot has shipped since then — here's what landed in main and is ready for testing.
Contacts: filtered list, sort, and ⌘K search
The contacts view got a full rebuild. Instead of a basic table — a viewport-fit list with a complete filter set, per-column sorting, and keyboard-first global search (⌘K).
Contact profiles are now fully editable: phone, notes, custom fields. Email stays locked after the first save — one contact, one address, no duplicates.
- Filters and sort on every column
- ⌘K — fast keyboard search
- Editable profile: phone, notes, custom fields
- Email locked after save (deduplication)
AI Compose + Pokelo RAG
This is the change that makes a difference in daily work. AI Compose previously only had the email thread as context — it knew what you wrote and what the client replied. Now it has access to the company knowledge base through Pokelo RAG.
In practice: when drafting a reply to an inquiry, AI can pull from product docs, customer service procedures, pricing — anything you've loaded into Pokelo. The suggested reply isn't generic anymore, it's grounded in your company's actual data.
The second part: first outbound drafts. When a new lead fills a form on a landing page, AI Compose automatically generates a suggested first message — factoring in the form data and relevant context from the knowledge base.
- RAG from Pokelo — AI knows what's in the company's documents
- Suggestions are grounded, not generic
- Auto-draft of the first message after a new form submission
- BYOK — bring your own API key (OpenAI-compatible)
Listmonk: email campaigns inside the CRM
The Listmonk plugin moved from a basic integration to a full campaign module. The campaign editor is now directly inside the CRM interface — write content, generate an AI draft, preview, and send without leaving the app.
CRM forms can now be mapped directly to Listmonk lists. Lead fills the form → lands on the right mailing list → receives the sequence. No manual transfers.
- Campaign editor inside the CRM UI
- AI-generated campaign content
- Form-to-list mapping
- Preview before sending
Pipeline: badge on lead cards
Small change, big impact. Lead cards in the Kanban now show a badge when there's an unanswered email from the client. You don't have to open every lead to check — it's visible at the pipeline level.
MCP: new tools for AI agents
The built-in MCP server got two new tools: reading email threads and sending mail attributed to a specific lead. An AI agent can now not only read CRM data but actively participate in correspondence — within permission boundaries, with a full audit trail.
What's next?
MVP is in the final polish stage. We're collecting beta testers — if you run B2B sales and are looking for a CRM that doesn't generate more work than it saves, reach out. The first group gets early access and direct input on the product direction.