Version History
Zent CRM Changelog
A complete record of every feature, improvement, and fix shipped with each release of Zent CRM.
v1.0.0
Initial Release
March 27, 2026
Stable
The first official release of Zent CRM — a complete, AI-powered business management suite built for African businesses and teams worldwide. Every module listed below ships in v1.0.0.
👤
Core CRM
Contacts, leads, tasks & notes
- Contact & Customer Management — Personal profiles, company records, contact history, and custom fields for every customer.
- Lead Management & Sales Pipeline — Capture and qualify leads, track deals through a visual Kanban pipeline, and record win/loss outcomes.
- Task Manager & To-Do Lists — Create personal and team tasks with priorities, due dates, reminders, and completion tracking.
- Sticky Notes — Quick-capture notes you can pin to customer records, deals, projects, or your personal dashboard for instant reference.
- Customer Activity Timeline — Full interaction history per contact: calls, emails, meetings, notes, and deal updates in chronological order.
💼
Sales
Pipeline, contracts & automation
- Visual Sales Pipeline — Drag-and-drop deal cards across customisable pipeline stages. Track deal value, probability, and expected close date.
- Automated Follow-up Sequences — Schedule and automate follow-up emails, SMS, or internal reminders based on deal stage or time triggers.
- Contract Management — Create, send, and track client contracts with e-signature support and status notifications.
- Sales Bot — Deploy AI-powered sales bots on your website or messaging channels to qualify leads 24/7 before they reach your team.
💰
Finance
Invoicing, expenses & budgets
- Invoice Generation & Management — Create professional invoices, add line items, apply taxes, and send directly to clients with payment links.
- Expense Tracking & Approval Workflow — Log business expenses, categorise them, and route for manager approval before payment.
- Budget Management — Set departmental or project budgets and track spending in real time with visual overspend alerts.
- Multi-Currency Support — Issue invoices and record transactions in any currency with automatic conversion reference.
- Financial Reports — Profit & loss summaries, revenue by period, and outstanding invoice reports — exportable to PDF or CSV.
👥
Human Resource Management (HRM)
Employees, attendance & leave
- Employee Profiles & Directory — Central directory with full employee records: contact info, role, department, onboarding date, and documents.
- Attendance & Time Tracking — Log clock-in/out times, track daily attendance, and view monthly attendance summaries per employee.
- Leave Management & Approval — Employees submit leave requests; managers approve or decline with automatic balance tracking.
- Payroll Summary — Generate monthly payroll summaries factoring in attendance, leave deductions, and bonuses.
- Department & Role Management — Organise employees into departments, assign roles, and control access permissions per role.
📋
Project Management
Boards, tasks & milestones
- Project Board (Kanban & List View) — Manage projects in your preferred view. Move tasks across stages with drag-and-drop ease.
- Task Assignments & Milestones — Assign tasks to team members, set deadlines, and define project milestones with progress indicators.
- File Attachments — Upload and attach files directly to project tasks, keeping all deliverables in one place.
- Team Collaboration & Comments — Comment on tasks, tag teammates, and keep project conversations contextual and organised.
🛍️
Store & Point of Sale (POS)
Inventory, products & retail
- Product & Inventory Management — Add products with pricing, SKU, and stock levels. Track quantities across locations in real time.
- Point-of-Sale Interface — A fast, touch-friendly POS screen for processing walk-in sales, selecting products, and printing receipts.
- Stock Alerts & Reorder Tracking — Set low-stock thresholds and receive alerts when inventory falls below the reorder level.
- Sales Orders & Purchase Orders — Manage incoming purchase orders from suppliers and outgoing sales orders to customers.
💳
Payments
Payment records & receipts
- Payment Records & Receipt Generation — Log every payment received, auto-generate receipts, and email them to clients instantly.
- Payment Status Tracking — Filter invoices and transactions by status: paid, pending, or overdue. Send automated payment reminders.
- Payment Gateway Integration — Connect your preferred payment gateway to accept card and mobile money payments directly through Zent CRM.
🤖
AI Reporting & Analytics
Dashboards, insights & exports
- Automated Dashboards & KPI Cards — Real-time dashboards showing revenue, deal count, employee metrics, and project progress at a glance.
- AI-Generated Insights & Summaries — Let AI analyse your business data and surface actionable insights, trends, and anomalies automatically.
- Report Export (PDF/CSV) — Export any report — sales, finance, attendance, inventory — as a clean PDF or CSV file in one click.
- Custom Date Range Filters — Slice every report by day, week, month, quarter, or a custom date range for precise analysis.
💬
Communication
Messaging, email & activity logs
- In-App Messaging & Team Chat — Message individuals or groups directly within Zent CRM — no need for a separate chat app.
- Email Notifications — Automated email alerts for deal updates, invoice reminders, task assignments, and leave approvals.
- Activity Logs & Audit Trail — Every action in the system is logged with a timestamp and user, giving you a complete audit trail.
⚙️
Platform & Administration
Access control, branding & workspace
- Role-Based Access Control — Assign Admin, Manager, or Staff roles to control what each user can see and do within the system.
- White-Label Branding — Replace the Zent CRM logo and colours with your own brand. Ship it to clients as your own product.
- Mobile-Responsive UI — Every screen is fully responsive and optimised for desktop, tablet, and mobile use.
- Multi-User Workspace — Invite your entire team. Each user gets their own login with a personalised dashboard.
- Self-Hosted & Open Source — Deploy on your own server. You own the code, the data, and the infrastructure — forever.
- Dark / Light Mode — Users can switch between dark and light interface themes based on personal preference.
Ready to get started?
Zent CRM v1.0.0 launches on March 27, 2026. Reserve your copy today.