Product log
What we've built,
one week at a time.
Every week, the improvements landing in your account, explained simply. Updated every Saturday.
Week of July 11 to 18, 202684 improvements and fixes shipped
Accounting · 14
A real accounting module, built for Canada
- Full Canadian accounting. Keep your books right inside toncrm: chart of accounts, double-entry ledger, financial statements and tax remittances.
- Native payroll. toncrm computes your deductions (federal, provincial, QPP, EI, QPIP, CNESST, CCQ) and produces the pay stubs, no external service.
- Reconcile any account, even without a bank connection. Reconcile receivables, GST payable or a credit card by adding an account by hand.
- Bank categorization rules. Tell it once where a transaction goes, and it files itself after that.
- Import your existing chart of accounts. CSV or Excel, with bulk editing, instead of recreating each account one by one.
- Import your products and services. Quebec format, with errors explained line by line.
- Renumber an account, build sub-accounts, hide the inactive. Your chart of accounts follows your reality, even with history.
- Split revenue and spread an expense across several accounts. No more lumping everything in one place.
- Quick GST/QST method, actually wired in. On both services and goods.
- A quick-create button everywhere in Finance. Invoice, expense, entry, customer, supplier, in one move.
- Government deadline calendar by province. Automatically pushed to the next business day.
- Clear accounting periods. A picker to review a past period.
- Inventory module. Raw materials, finished goods, cost of goods, adjustments, purchase and receiving orders.
- Employee expense reimbursements. A dedicated screen, with expense settings.
Taxes · 2
The right tax, for the right province
- Multi-province taxes, Canada-wide. GST/QST or HST based on your customer's province, with a screen to manage your rates.
- Validation of your tax numbers. NEQ, GST, QST checked on entry and import, so a malformed number never prints on an invoice.
Time zones & holidays · 2
Tuned for the whole country, not just Quebec
- Your time zone respected everywhere. Business hours, slots, reminders, display. No more shifted times if you're elsewhere in Canada.
- Statutory holidays by your province. Instead of Quebec's holiday calendar applied to everyone.
Calendar · 6
Appointments that are easier to book
- Create an appointment from a conversation. With email and SMS invites.
- Join button and a live badge on an event. Across all four calendar views.
- A permanent meeting link. Paste your Zoom or Meet room once, it attaches to every appointment.
- Reminders on the channel of your choice. Email, SMS or push, with a ready-made setting (24 h, 1 h, 10 min).
- Invites to external guests finally go out. Before, nothing was ever sent.
- Personal calendar per member. Each person connects their Google or Outlook; their events block team slots without anyone seeing the details.
Email · 11
Your inbox, complete and reliable
- Sync of emails outside the inbox. Spam and sub-folders finally show up in the CRM.
- Your timeline is dated to the real send date. No more history piled onto the connection day.
- Emails that failed silently now send. A fallback kicks in when your domain isn't verified yet.
- Rich editor and hyperlinks in a reply. Format your emails properly.
- Pre-filled email subject. Re: of the thread or the file name, to keep the thread intact for the client.
- Automatic labeling of incoming email. Based on the sender, like in Gmail.
- Fallback to the company signature. When an individual mailbox hasn't set one up.
- Empty email body fixed. And embedded images now display.
- New conversation opens a real window. Before, the button led to a dead end.
- Changing your login email propagates everywhere. Members, signatures, invoices, contact.
- New task button in the conversation header. Create a follow-up without leaving the thread.
Contacts & lists · 11
Lists that fit the way you work
- Customizable list columns. Pick, hide, reorder, resize, across Contacts, Companies, Invoices and Expenses.
- Tags column on Contacts and Companies. And you pick, per record, which tag shows in the list.
- Add tags to companies. Not just to contacts.
- Company logo on the record. A visual that helps you spot an account at a glance.
- Six-field address, with the city auto-filling. Autocomplete as you type.
- Editable contact source. And the Source column finally shows the data.
- Customer business profile on the record. Tax numbers, legal form, signed contract, billing method.
- Create a deal without leaving the record. From a contact or a company.
- Phone number recovered from a lead's text. A marketplace lead becomes callable.
- A deletion no longer comes back. And the trash becomes a bulk action.
- Per-member visibility. You can set an employee to see only their own records.
Projects & time · 9
Your files and your hours, together
- Multi-object overview. A single Kanban that gathers all your files.
- Trash and cascade delete for objects. No more deleted files that stay on screen.
- Choose the fields shown on a Kanban card. The front of the card shows what matters to you.
- New Done status category. For any type of file.
- Automatic billing from an object. Flat fee or product, and the invoice status updates the file.
- Deleted objects no longer appear in forms. Fewer phantom choices.
- Per-task timer. Hour banks, rebilling, an Hours and billing widget, overage alerts.
- Drag-and-drop scheduling. A weekly or monthly workload calendar for tasks, appointments and time off.
- Dedicated Contracts module. For trades that run on recurring contracts.
Client portal · 7
A branded space for your clients
- Light or dark theme, French or English. The portal shows in your business's colors.
- Reorder the exposed objects. Move up or down what the client sees.
- Expose a form in the portal. The client fills it out directly.
- Read-only client calendar. They see their appointments without touching yours.
- Portal notifications. Bell, email, push.
- Maintenance reminders for every niche. Not just real estate, anchored to the contact.
- Meaningful thread titles. Quote S-0031 instead of Client discussion.
Calls & Clodyne · 6
The phone, better wired to the CRM
- Power dialer. Call through the CRM, pick your outbound number, and the history shows per contact.
- Clodyne finally replies from her own mailbox. Her exchanges no longer mix with yours.
- Clodyne's Quebec accent fixed. She was drifting toward a France accent.
- Clodyne reads and offers your real appointment types. Fixed for every organization.
- Clodyne uses your business's real address and language. No more made-up addresses.
- Clodyne detects the lead's language. Instead of always replying in French.
Support, training & files · 5
Learn, get help, share
- Support widget with an AI bot that answers first. Your conversation history, and a handoff to a human when needed.
- Improved training. Real video durations, an Interactive badge for demos, a tier badge, and full-size video.
- AI meeting summaries on the client record. Paste a transcript, get a summary, key points and tasks.
- Send files up to 500 MB, and send videos. With an SMS link and a playback page.
- Sharing of documents, files and invoices fixed. The share link was broken for everyone.
Booking · 5
Your booking links, tightened up
- Email consent and terms acceptance. On your booking links.
- Deal created automatically when a sales appointment is booked. The pipeline fills itself.
- Language of confirmations and reminders fixed. In preview and on send.
- Clickable booking SMS. Your client adds the appointment to their calendar.
- Extra scrollbar removed. From the booking calendar embedded in a site.
Web chat · 1
Never lose a visitor's question again
- Your site's web chat now captures the visitor's questions too. Before, you only saw the bot's answers.
Payments · 3
Billing bugs your clients could see
- The 14-day trial is passed to Stripe. Your clients are no longer charged too early.
- Selling a course as a product finally grants access. And a refund removes it.
- Online payment charges the right amount. And no longer shows a raw error to the visitor.
Performance · 2
What was dragging, fixed
- The general page slowness is fixed. Up to 30 seconds of waiting on July 15 and 16, resolved.
- Downloading import templates is fixed. It was throwing an error.
