GENIX
GENIXBusiness Suite
We ship every week

What's new at GENIX

Every shipped feature, improvement, security update and fix. Customer-facing only — no hidden roadmap drawers.

  1. Major releaseJun 24, 2026Latest

    Mobile scanner now ~7× faster + Document Scanner password management

    Field staff using the GENIX Document Capture & Compress (DCC) mobile scanner saw their captures hang for over a minute on phone photos. We re-engineered the image-compression pipeline + moved auto-OCR off the request path: typical 3-page scans now post in ~10 s instead of timing out. Super-admins can also reset the Admin and Super-Admin DCC portal passwords directly from the dashboard.

    DCC Mobile Scanner

    • Mobile capture now returns in ~10 s for a 3-page batch (was timing out around 60 s on 12 MP phone photos)Improved
    • Input images are pre-clamped to ≤ 2400 px on the long side before the JPEG ladder runs — same crisp output, ~5× less computeImproved
    • Auto-classify OCR (Tesseract) now runs as a background task — the file lands in admin instantly; the detected document type updates a few seconds later via the existing pollImproved
    • Eliminates the 'spinner spins forever, no file in admin' failure mode on Cloudflare-edge / weak-signal conditionsFix

    DCC Portal · Password management

    • Super-admin can now change BOTH the Admin and Super-Admin passwords directly from Settings → Role passwordsNew
    • Passwords stored as bcrypt-12 hashes in the DB; the legacy env-var password is ignored once a DB hash existsImproved
    • Status pills on each field show 'Set · last changed YYYY-MM-DD HH:MM' or 'Not set' so it's obvious what state each role is inNew
    • Super-admin login gains an optional password method alongside the existing email-OTP — either worksNew
  2. ImprovementJun 20, 2026

    UPI Custom Payment Link — silent gateway fee + receipt breakdown

    The /CS-UPI portal now silently absorbs the gateway processing fee so your customers cover it transparently — without seeing a surcharge line on the payment entry page. The PDF receipt + customer email keep things audit-friendly by showing the breakdown 'Base + 2% gateway fee = Total'.

    UPI Custom Payment Link

    • Silent 2 % fee surcharge added on top of the amount the customer keys in (admin-tunable 0–20 % in Admin → UPI Payments → Settings; set to 0 to disable)New
    • Surcharge is invisible on the /CS-UPI entry form and only revealed on the gateway checkout, branded status page, customer email and PDF receipt — same total customers pay, full transparency on the receiptNew
    • PDF receipt now shows a small breakdown line 'Base ₹X + 2% gateway fee ₹Y' directly under the AMOUNT total whenever a fee was appliedNew
    • Legacy receipts (created before this change) render their original layout untouchedImproved
  3. Major releaseJun 18, 2026

    UPI Payment Link end-to-end fixes — Cashfree, PayU, Razorpay + PDF receipts in every inbox

    Three production fixes for the /CS-UPI portal landed this week. Cashfree checkout now opens cleanly via the official JS SDK bridge. PayU's POST-style return finally lands on the branded status page (no more 'Method Not Allowed'). And every successful customer email now arrives with the GENIX-branded PDF receipt attached.

    Payment gateways · all three working

    • Cashfree gateway now opens correctly via a /CS-UPI/cashfree/<ref> SPA bridge that uses the official @cashfreepayments/cashfree-js SDKFix
    • PayU's POST-style return URL no longer 405s — accepts both GET and POST and 303-redirects to the branded /CS-UPI/status/<ref> pageFix
    • Razorpay (configured with callback_method=get) also lands on the same branded status page — consistent journey across all three gatewaysImproved
    • Return URL now honours X-Forwarded-Host so customers land on genixcrm.in (not the internal cluster host) after a successful paymentFix

    PDF receipt · customer email

    • Every successful payment automatically emails the customer with the GENIX-branded PDF receipt attached as 'GENIX-Receipt-<ref>.pdf'New
    • Customer email body gets a small 'Your PDF receipt is attached' callout so the attachment isn't missedNew
    • Non-fatal failure mode: if the receipt PDF build fails for any reason, the email still sends (without attachment) and the failure is logged — payment confirmation is never blockedImproved
  4. Major releaseJun 17, 2026

    New UPI Custom Payment Link portal — /CS-UPI with per-link funnel tracking

    Send any customer a one-tap payment link with their name, email, phone and amount pre-filled. The /CS-UPI portal automatically routes ≥ ₹50,000 to Razorpay and lower amounts between Cashfree and PayU, and tracks every shared link through a Sent → Opened → Paid funnel. Plus a full purple/emerald/golden brand refresh on the customer-facing pages.

    UPI Custom Payment Link · /CS-UPI

    • New customer-facing /CS-UPI portal: enter Name, Email, Phone, Amount — the gateway is picked automatically based on the totalNew
    • Razorpay handles amounts ≥ ₹50,000 (high-value); Cashfree / PayU handle smaller payments (admin can override the small-amount default)New
    • Mobile-first design that scales cleanly to desktop with the new purple ⨯ emerald ⨯ golden GENIX INNOVATIONS brand themeNew
    • Post-payment branded status page (/CS-UPI/status/<ref>) with auto-polling Pending state, Success / Failed heroes and a download-receipt actionNew

    Per-link share flow · admin

    • Admin → UPI Payments → 'Share payment link' dialog builds a pre-filled, lock-amount-optional URL with one-tap Copy / WhatsApp / SMS share buttonsNew
    • Per-link 'Sent → Opened → Paid' funnel with live conversion-rate KPI tiles + a recent-links table showing open count and channel pillsNew
    • Every shared link is auto-recorded the moment it's shared and bound to the customer's eventual payment, so you can see which sent links actually convertedNew
  5. Major releaseMay 28, 2026

    Corporate brand refresh, public Brand Kit & smarter dismissable popups

    Every marketing page picks up a refined corporate-blue palette and crisp General Sans typography while keeping every hero banner you know. We've also launched a public /brand design-system page for partners and resellers, and squashed the 'popup keeps re-appearing on every reload' annoyance for good.

    Public site · Corporate SaaS polish

    • Refined corporate-blue primary (hsl 225 92% 47%) and pink accent across every CTA, link, and active nav stateImproved
    • Site-wide General Sans typography (Fontshare) with stylistic sets ss01 / ss02 active — cleaner numerals, more premium feelNew
    • BrandNav redesigned with pill-style links, frosted-glass header on scroll, and a corporate solid Sign Up buttonImproved
    • Hero banners on Landing / Pricing / Compare / Legal preserved exactly as before — only the chrome was polishedImproved
    • Cards on Landing internal sections, Pricing tiers, and the Compare modules table now share one consistent .brand-card shadow + hover treatmentImproved

    Brand Kit · /brand

    • New public design-system page at /brand for partners, agencies, and resellers building white-label apps on top of GENIXNew
    • 6 color tokens with one-click copy of both hex and HSL — Primary, Accent, Ink, Ink-soft, Border, CanvasNew
    • 5-step type scale (H1 hero → small) and live samples of every heading weightNew
    • Three button variants — .brand-cta (corporate), .brand-cta-ghost (secondary), .brand-cta-pink (promo) — shown side-by-sideNew
    • Card / chip / eyebrow surface examples plus copy-paste utility class names for your own pagesNew

    UX fixes

    • Popups dismissed inside any tab session now stay dismissed across reloads — even when configured with 'every-visit' frequencyFix
  6. Major releaseMay 21, 2026

    Branded invoicing, inventory and supplier reordering — your tenants' complete billing stack

    The Customer-side Branded Invoicing module is now a full revenue + stock surface. Tenants can manage product inventory with stock alerts, design branded invoices with their own logo and UPI/QR code, customize invoice numbering, auto-pop a Print Preview after every create, and place purchase orders with their suppliers when stock runs low — with auto-restock the moment the goods arrive.

    Branded Invoicing — Print Preview & custom numbering

    • After creating any invoice, a print-preview dialog auto-pops with Print / Email / Download / Close buttons — no extra clicks to send the receiptNew
    • Set your own invoice number format and prefix from the Branding tab (tokens: {prefix}, {YYYY}, {MM}, {NNNNN}, etc.) — defaults stay backwards-compatibleNew
    • Per-invoice number override for one-off custom numbers (with uniqueness enforced)New
    • Trial-only gating: paid Starter+ tenants never see the upgrade prompt; only Trial accounts hit the gateImproved

    Product inventory with stock alerts

    • Modern product dashboard with KPI cards (Total / Low stock / Out of stock), search by name/short-code/SKU, and color-coded stock badgesNew
    • Per-product short code (e.g. WDG-01) makes it instantly searchable when adding to an invoiceNew
    • Upload a product image / small logo (PNG/JPG/WEBP · max 2 MB) — shown on the products grid and saved alongside the SKUNew
    • Toggle 'Track inventory' on any product to set current stock + low-stock threshold. Stock auto-decrements on every invoiceNew
    • Low-stock email alert fires the first time stock crosses your threshold — resets the next time you restock above it (no spam)New
    • Out-of-stock products can't be invoiced: the 'Add from inventory' picker disables them inline and the backend rejects with a friendly 409New

    Supplier reorder workflow

    • New Suppliers & Purchase Orders tab — a private address book of your suppliers plus a one-click reorder workflow on every low/out-of-stock product rowNew
    • Reorder dialog: pick any supplier, set quantity / unit price / expected date / note, then 'Save as draft' or 'Create & email supplier'New
    • Branded PDF PO is auto-generated and attached to the supplier email, with auto-numbered PO-{prefix}-{YYYY}-{NNNN}New
    • Mark received → product stock auto-replenishes by the PO quantity and the low-stock alert resets automatically — closes the inventory loopNew
    • Statuses: draft → sent → confirmed → received → cancelled, with full audit trail on every PONew

    Branding — file uploads & smarter QR

    • Upload your business logo directly (PNG/JPG/WEBP · max 500 KB) — embedded in the top-left of every emailed/printed invoice PDFNew
    • Upload a custom QR image (max 2 MB) — embedded as-is in every invoice (was URL-only before)Improved
    • UPI mode auto-generates a payment QR pointing to upi://pay?pa={your-upi}, no image neededNew
  7. Major releaseMay 20, 2026

    International payments, branded transaction emails & smarter checkout

    Cashfree now accepts payments in 6 currencies (INR, USD, GBP, CAD, AUD, EUR) — international cards welcome on every checkout surface. Every payment outcome (success, failed, declined, cancelled) auto-emails a branded GENIX PDF the moment your gateway's webhook fires. New Dodo Pay 2.0 unified return page tells customers exactly where their payment stands. Admins gain at-a-glance receipt-delivery visibility plus a one-click bulk-resend for any post-outage backlog.

    Cashfree · International All Cards

    • Cashfree now accepts payments in INR, USD, GBP, CAD, AUD and EUR on every surface (Subscription, AI Credits, Advance, QuickPay, Invoice)New
    • Cashfree API version bumped to 2025-01-01 — settles to your INR balance regardless of which currency the customer pays inImproved
    • International phone numbers preserved on the order record so support can still reach customers paying with non-Indian cardsImproved

    Smart checkout · Auto-detect currency

    • Public AI-credits checkout (/payment-copilot) now auto-selects your currency based on your country — USD for US visitors, GBP for UK, EUR for Europe, INR for India, CAD/AUD where applicableNew
    • Detection reads Cloudflare's geo-IP signal first, with browser Accept-Language as fallback — no extra click before payingNew
    • Pick a different currency any time and the picker remembers your choice for the sessionImproved

    Dodo Pay 2.0 · Unified return page

    • Every Dodo Pay 2.0 checkout (subscription, AI credits, advance, quickpay, invoice) now redirects to a single branded /payment/dodo2/return page showing exact transaction statusNew
    • Auto-polls succeeded / failed / cancelled / processing / requires-action — never leaves the customer wonderingNew
    • On success: Download branded PDF receipt + 'Email me this receipt' button + smart 'Pay another invoice' CTANew
    • On failure: friendly bank-code translation (insufficient funds, expired card, OTP required, etc.) so the customer knows exactly what went wrongNew

    Auto-receipt emails · All 6 gateways

    • Every payment outcome (success / failed / declined / cancelled) auto-emails the customer a branded PDF the moment the gateway webhook fires — works across Razorpay, Cashfree, PhonePe, PayPal, GENIX Pay and Dodo Pay 2.0New
    • Subject line auto-adapts: 'Payment Receipt' for success, 'Payment Failed' with bank error code for declines, 'Payment Cancelled' for abandoned checkoutsNew
    • Receipt PDFs are branded with the GENIX logo + full transaction details (Gateway, Transaction ID, Invoice ID, product, amount) — no more guessing for the customerImproved
    • Idempotent — duplicate webhook deliveries never re-email the same customerImproved

    Admin · Receipt delivery visibility

    • New 'Email' column on Admin → Payments showing whether each customer received the auto-receipt — green tick (sent), amber dash (not sent), with hover-tooltip showing recipient and timestampNew
    • Click the tick / dash to open the full Email Log dialog — see every delivery for that transaction, including retriesNew
    • 'Receipt not sent' filter chip isolates rows that need follow-up; one-click 'Resend all unsent' button clears the backlog (perfect after an SMTP outage)New

    Public gateway health & multi-gateway lineup

    • GENIX Pay added as a new payment option — joins Razorpay, Cashfree, PhonePe, PayPal and Dodo Pay 2.0 (PayU and PayGlocal removed)New
    • Public /status page surfaces live health for every payment gateway — rate-limited and anonymized for safe public sharingNew
    • Live USD ↔ INR FX rates baked into every gateway-selector with a transparent conversion notice before checkoutImproved
  8. Major releaseMay 14, 2026

    Stablecoin checkout, refunds, unified payment showcase & Dodo diagnostics

    Pay with crypto (USDC · USDP · USDG) at checkout — settled in USD by Dodo Payments. Admins can now issue partial/full refunds for CashFree & PhonePe straight from Admin → Payments. Every payment surface shows a unified, branded gateway lineup. Plus a new `/admin/dodo-health` diagnostic page surfaces live Dodo config status.

    Admin — Refunds & Diagnostics

    • New refund button on every paid CashFree / PhonePe row in Admin → Payments — supports both partial and full refunds with audit-immutable ledgerNew
    • Refund dialog shows prior refunds + remaining refundable amount before submittingNew
    • New `/admin/dodo-health` page — live check of Dodo API key, product ID, webhook secret, PWYW config and product currencyNew

    Dodo Payments — Stablecoin support

    • Pay with USDC / USDP / USDG stablecoins at any Dodo checkout — automatically settled to USD by the processorNew
    • New "Pay with Stablecoin" button on the subscription upgrade and AI-Credits flows, alongside cardsNew
    • Migrated to Dodo's recommended Checkout Sessions API (`/checkouts`) — faster, more reliable, future-proofImproved

    Payment trust — Unified gateway showcase

    • Brand-new payment-method showcase visible on the website footer, customer panel footer, QuickPay, AI Credits and Billing — with logos for each gateway + the card networks it supportsNew
    • 6 gateways shown side-by-side: Dodo Payments, Cashfree, Razorpay, PayGlocal, PhonePe PG, PayPal Checkout — each with a clear one-line description of what it coversNew
    • Every gateway card shows accepted networks (Visa · Mastercard · AmEx · Diners · Discover · RuPay · UPI · Net Banking · Wallets · EMI · stablecoins)New

    Dodo Payments — End-to-end reconciliation

    • Subscription upgrade payments now auto-activate your plan tier the second Dodo confirms the payment — no manual click requiredNew
    • AI Credit purchases auto-credit your wallet on Dodo `payment.succeeded` webhooksNew
    • QuickPay links via Dodo auto-mark paid with branded receipt email — same UX as Razorpay / Cashfree / PhonePeNew
    • All flows are fully idempotent — duplicate webhook deliveries won't double-creditImproved

    Admin — Customer & Payment management

    • Add-Customer dialog updated with 4 plan tiers (Starter $499 / Pro $999 / Business $2,499 / Enterprise $4,999) × Monthly/Yearly cyclesImproved
    • Timezone-safe date picker — selected dates no longer drift by a day across timezonesFix
    • Admin Payments history sorting now stable across mixed-format date fieldsFix

    Branded PDF receipts

    • Auto-email branded PDF receipt to customer the moment any gateway webhook fires (Razorpay, CashFree, PhonePe, PayPal, Dodo)New
    • Unified `/payment/success` and `/payment/failure` return pages for all gateways with download-receipt buttonNew
    • Fixed currency-symbol rendering (₹ → INR fallback) and stripped recent-transaction history from the receipt bodyFix
  9. FeatureMay 9, 2026

    Smarter contracts — file uploads, policy gate & customer-portal access

    Sign agreements with confidence. Customers can now attach supporting documents (PDFs, images, Word/Excel) directly into a contract before signing, must explicitly accept your Privacy / Terms / Refund policies, and can review every contract — pending or completed — right from their billing portal.

    GENIX Sign · Customer experience

    • Customer-fillable fields on the public sign page — Customer Name, Company, Address, Phone, Email and any custom field your team configuresNew
    • Multi-file uploads up to 10 MB each (PDF, image, Word, Excel) attached to a contract before it gets signedNew
    • Auto-fill from your company profile so returning customers don't re-type address / phone / email every timeImproved
    • Required-field validation prevents the customer from submitting a half-filled contractImproved

    GENIX Sign · Compliance & trust

    • Mandatory Privacy Policy / Terms & Conditions / Refund Policy acceptance before any signature is recordedNew
    • Each acceptance is timestamped with the customer's IP and browser, embedded into the audit logNew
    • Policy links open in a new tab so the customer can review the full text without losing the contract pageImproved

    Customer billing portal · Your contracts

    • Brand-new "Your contracts" panel on /app/billing showing every contract sent to you in one placeNew
    • Pending vs Completed buckets — pending rows expose a one-click "Review & Sign" link so you never lose a sign-link emailNew
    • Download PDF for every contract — review copy while pending, fully-signed copy once executedNew
  10. Major releaseMay 6, 2026

    12-product GENIX Suite — Tickets, Module gating, 2-section panel & Phase 59 Billing

    The biggest GENIX update ever. Brand-new GENIX Ticket helpdesk with full SLA support; per-tenant module gating so you can pick exactly which products to use; a clean 2-section Customer Panel split (Workspace + Account Center); Stripe / PayPal / Manual gateway connect; and a polished new dashboard with revenue charts, pipeline donut and recent activities.

    GENIX Ticket — NEW helpdesk

    • Full helpdesk with 5 statuses, 4 priorities, 6 categories, internal notes & customer repliesNew
    • Auto-numbered TKT-YYYY-NNNNN tickets with searchable inbox and stat cardsNew
    • SLA timers (urgent=4h / high=12h / medium=24h / low=48h) — overdue tickets glow redNew
    • CSV export + full audit trail (every status change, reply and reassignment timestamped)New

    Customer Panel · 2-section split

    • Sidebar split into WORKSPACE (your business tools) + ACCOUNT CENTER (your relationship with GENIX)New
    • AccountCenter landing page (/app/account) — plan summary + 6 quick-access tilesNew
    • AI Credits page (/app/account/credits) with usage progress + 3 top-up packsNew
    • Per-module access: locked modules show LOCKED badge in sidebar; admins can also fully hide themNew

    Billing Management · Phase 59

    • Connect your Stripe account in 30 seconds — test or live mode, encrypted at-restNew
    • Connect your PayPal account (sandbox or live) for cards + PayPal balance acceptanceNew
    • Or paste any manual payment link (Razorpay / UPI / Square / custom)New
    • Recurring invoice schedules (daily/weekly/monthly/quarterly/yearly) — pause + resume any timeNew
    • Payment receipt generator on paid invoices (PDF + email — Phase 59 follow-up)Coming Soon

    Dashboard & analytics

    • Brand new dashboard with 5 gradient stat cards, revenue trend area chart, and sales pipeline donutImproved
    • Recent activities feed merging leads / invoices / tickets in one timelineImproved
    • Quick Actions 6-tile grid: add client, create invoice, new lead, create ticket, send email + moreNew
    • Top services progress bars + invoices overview stacked-bar chartNew

    Login & onboarding

    • Beautiful new split-layout login / register / forgot-password / reset pages with brand panelImproved
    • Welcome modal + 3-step product tour for new GENIX users — replayable from the user menuNew
    • Inactivity auto-logout with warning popup — protects your data when you walk awayImproved

    GENIX Copilot enhancements

    • Memory replay — Copilot remembers your past 12 messages within a conversationImproved
    • Brand-kit generator — one prompt → 4 logo variants + colour palette + typography pairingNew
    • Per-tenant rate limits backed by Redis sliding-window — no more noisy-neighbor slowdownsImproved
  11. Major releaseMay 5, 2026

    GENIX Copilot — ChatGPT-style workspace with logo, image & document AI

    GENIX Copilot just got a major upgrade. A multi-mode workspace inside /app/copilot lets you chat, write emails, draft long documents, generate logos and create images — all with multi-turn memory, model picker, and one-click export to .docx, .pdf or .md.

    Copilot Workspace

    • 5 modes — Chat, Email, Document, Logo and Image — pick the right tool for the jobNew
    • Multi-turn conversation history with sidebar — rename, delete, refreshNew
    • Model picker — Claude Sonnet 4.5/4.6, GPT-5.1/5.2, Gemini 3 Pro / FlashNew
    • Image & logo generation powered by Gemini Nano Banana (flash + pro)New
    • Logo wizard — 6 style presets (minimal/playful/corporate/tech/luxury/vintage), up to 4 variantsNew
    • One-click export of any reply to .docx · .pdf · .mdNew
    • FAB still works — full workspace deep-link added in the side panelImproved

    Admin · Copilot controls

    • New 'Workspace' tab in /admin/copilot — toggle each of the 5 modes globallyNew
    • Set the default text & image models for new conversationsNew
    • Cap maximum image-count and logo-variant count per requestNew
    • Audit log captures every config change (who / when / before-after)New

    Reliability

    • What's New modal dismissal now persists across in-app navigations (sessionStorage + localStorage)Improved
    • Generated images detect PNG vs JPEG by magic bytes — correct file extension and mime servedImproved
  12. Major releaseMay 5, 2026

    Master Service Agreements — sign, manage, enforce in one click

    GENIX now ships a complete e-signature workflow for Master Service Agreements and Service Delivery Confirmations — branded PDFs, customer portal, drag-drop template builder, and automatic service-pause if a contract sits unsigned for more than 24 hours.

    MSA & Service Contracts

    • Send Master Service Agreements + Service Delivery Confirmations from one Admin tabNew
    • Customer signs in their browser — draw, type, or upload signature; no account neededNew
    • Branded PDF receipt of every signed contract — emailed to both sides automaticallyNew
    • GENIX countersignature applied automatically on signingNew
    • Built-in customer portal: every customer can view & download their contractsNew
    • Full audit trail per contract — view, sign, decline, IP and timestampNew

    Visual Template Builder

    • Drag-and-drop template builder — heading, paragraph, image/logo, signature, dividerNew
    • Customer-fillable fields: text, textarea, dropdown, date, checkbox, radio (with required toggle)New
    • System variables — {{customer_name}}, {{company_name}}, {{date}} prefilled at send timeNew
    • Free-form header zone with absolute coords + stacked body zoneNew
    • Save · edit · duplicate · delete · live preview built into the editorNew
    • One-click "Send for signature" from the Templates tab — pick template, type customer, sendNew

    Service Enforcement

    • If your MSA goes unsigned for 24h, AI Copilot + outbound emails pause automaticallyNew
    • Customer-side red banner on every page with a one-click Sign-now CTA — banner clears the moment they signNew
    • Admin override toggle: temporarily unblock services without clearing the underlying holdNew
    • 30-min sweep cron — auto-clears holds the moment a customer signsNew
    • System emails (auth, billing, contracts) are NEVER blocked — customers always receive what mattersImproved

    Trial Account Quality

    • 14-day trial now requires a business / official email — Gmail, Yahoo, Outlook etc. blocked at sign-upNew
    • Friendly inline error on the registration form — disabled submit until the email is fixableImproved
    • Existing free-email customers are grandfathered — login flow is unchangedImproved
    • Super-admins can add or remove blocked domains live from Admin → Email PolicyNew
  13. SecurityMay 1, 2026

    Login Security Upgrade + Public Social Cards on every page

    Every sign-in is now protected with a 6-digit email code (sent only to your registered address) — plus animated social-media follower cards across the landing, contact and footer.

    Login & Security

    • Email OTP required on every sign-in (admins + customers)New
    • 6-digit code · 5-minute lifetime · 60-second resend cooldownNew
    • Branded sign-in email shows the IP and browser the code was requested fromNew
    • Wrong codes are rate-limited and recorded for your security reviewImproved
    • TOTP authenticator app users keep their existing flow — nothing changes for themImproved

    Social Proof on your site

    • Animated follower-count cards for Facebook, X / Twitter, YouTube and LinkedInNew
    • Auto-fetched logos and @handles from each platform's official APINew
    • Cards on the landing, contact and footer — open in a new tab, never break your layoutNew
    • Auto-built profile URLs from a username when no full URL is suppliedImproved
    • Counts auto-refresh in the background every 6 hoursImproved
  14. Major releaseApr 30, 2026

    Forms & Bookings Advanced — 20+ Form Templates, 100+ Survey Templates, Multi-party Video Meetings, Unified Billing

    Drag-and-drop form builder with 20 prebuilt templates, multi-party video bookings via Jitsi, 100+ survey templates with NPS / 0–5 ratings + conditional logic, and a unified billing dashboard for plan + AI Credit charges.

    GENIX Forms

    • 20 ready-made form templates (Lead, Support, KYC, Vendor, Payment, …)New
    • Pin templates as ⭐ Favourites for one-click reuseNew
    • Drag-and-drop field reorderingNew
    • Branded PDF auto-attached to every submission emailNew
    • Per-submission PDF download from the responses panelNew
    • UTF-8 BOM CSV export (Excel-friendly)New
    • Embed codes — public URL, iframe snippet, JS loaderNew
    • Shortcode-driven auto-replies ({{customer_name}}, {{form_name}}, …)Improved

    GENIX Bookings

    • Multi-party appointments — invite up to 10 colleagues per bookingNew
    • Free Jitsi-powered video / audio meetings (no install)New
    • Embedded /meet/:bid viewer — meetings stay inside the GENIX shellNew
    • Per-service reminder cadence (15min · 1hr · 24hr · 7day)New
    • Reminders fan out to host(s), customer, and every extra attendeeNew
    • Host email allowlist for service teams (multi-host services)New
    • Edit existing services in place (was previously create-only)Improved
    • Jitsi room URL deterministically tied to booking id (stable on rejoins)New

    GENIX Survey

    • 100 ready-made templates across 11 categoriesNew
    • Pin survey templates as ⭐ FavouritesNew
    • 0-5 rating type with avg + 0..5 histogram analyticsNew
    • Net Promoter Score (NPS) type with promoter/passive/detractor breakdownNew
    • Conditional logic — show/hide questions based on prior answersNew
    • Yes/No type with split bar visualisationNew
    • Edit existing surveys in placeImproved
    • UTF-8 BOM CSV export with full response historyNew

    GENIX Billing

    • Unified "All charges" dashboard — plan invoices + AI Credit purchasesNew
    • Lifetime-paid + currently-due headline statsNew
    • PDF receipt download for plan invoices AND AI credit purchasesNew
    • PayU live payment option on every plan upgradeNew
  15. Major releaseApr 29, 2026

    Customer Portal Upgrade — CRM, Sign, SalesIQ, Forms, Invoicing, API, Billing & SMTP

    The biggest customer-facing release of 2026 so far — 100+ improvements across 8 product modules, all available on your existing plan.

    GENIX CRM

    • Advanced lead scoring (AI + heuristic, 0–100)New
    • Smart lead assignment to the right repNew
    • Sales pipeline automationNew
    • Custom sales stages per pipelineImproved
    • Follow-up reminders with auto-email nudgeNew
    • Customer activity timelineImproved
    • Deal probability trackingNew
    • Task automation across leads + dealsNew
    • Customer tags with quick filtersNew
    • Lead source tracking (web, referral, ads, import…)New
    • Advanced reports + sales forecast dashboardImproved
    • Import/export leads & contacts via CSVImproved
    • Duplicate lead detection on every createNew
    • Custom fields on leads, contacts, dealsImproved
    • Team performance dashboardNew
    • Action-items widget on home dashboard (top hot leads, due follow-ups, stale deals)New

    GENIX Sign

    • Brand-new Customer Sign dashboardNew
    • Documents organised by customer name + business nameNew
    • Multiple signed/pending docs per customerImproved
    • Search and filter signed documentsNew
    • Multi-signer support with drag-to-reorderNew
    • Signing expiry date / timeNew
    • Automatic 24-hour signing remindersNew
    • Audit trail with IP, geo location, browser & device detailsNew
    • Final signed PDF auto-sent to sender + every signerImproved

    GENIX SalesIQ

    • Fully customizable live-chat widgetNew
    • Brand colour, header colour, button colourNew
    • Upload your company logoNew
    • Custom welcome messageNew
    • Custom offline messageNew
    • Widget position (bottom-right / bottom-left)New
    • Business hours settingsComing Soon
    • Pre-chat form (name + email)New
    • Post-chat feedback formComing Soon
    • Live preview pane + auto-generated embed codeNew

    GENIX Forms

    • Per-form recipient email routingNew
    • Multiple TO recipients + CC + BCCNew
    • Email-notification toggleImproved
    • Auto-reply email to every form submitterNew
    • Subject template with field-name interpolationNew
    • All form submissions stored inside your portalImproved

    GENIX Invoicing

    • Upload your own logo for branded invoicesNew
    • Customer-branded invoice PDFsNew
    • Customer-branded payment receiptsNew
    • Connect your own Stripe account (API keys)New
    • Connect your own PayPal Checkout (API keys)New
    • Unique Stripe webhook URL per tenantNew
    • Unique PayPal webhook URL per tenantNew
    • Email invoice with secure payment linkImproved
    • Automatic payment-status update on webhookNew
    • Auto-generated branded receipt after paymentNew
    • White-label option (Pro+) — hide GENIX branding everywhereNew

    API & Webhooks

    • Public API documentation pageNew
    • Self-service API key generationImproved
    • Comprehensive webhook event reference (16 events)New
    • Invoice API · Payment APINew
    • Forms API · Leads API · Contacts API · Deals APIImproved
    • Webhook delivery logs with retry statusNew
    • Test webhook delivery from the dashboardNew
    • HMAC SHA256 signature verification with sample codeImproved

    Billing

    • View ALL invoices with filtersNew
    • Filter by paid / due / failed / refundedNew
    • View payment records per invoiceImproved
    • Download invoice PDF (one-click)New
    • Download branded payment receiptNew
    • Resend invoice / resend receiptImproved
    • Filter invoices + payments by date rangeNew
    • Pro upgrade insights on dashboard with usage hintsNew

    Customer SMTP

    • Add your own SMTP credentialsNew
    • One-click SMTP test (sends a real ping)New
    • SMTP verification status badgeNew
    • Used for invoice + receipt + form + sign + booking + CRM emailsNew
    • Falls back to GENIX SMTP if you haven't configured your ownImproved
    • Secrets stored encrypted (Fernet) — never echoed back to the UIImproved

    Mobile (Android & iOS)

    • Native Android app (genix-android) — coming to Play StoreComing Soon
    • Push notifications: leads · forms · invoices · signed docsComing Soon
    • Same login as web · JWT-secured · biometric unlockComing Soon
    • Offline-first inbox with deep-link routingComing Soon
  16. Major releaseApr 28, 2026

    Phase 15 — Copilot navigates · Trust Center · Reseller UI · i18n switcher · Payment branding refresh

    • GENIX Copilot → command palette: tell it 'open the workflow builder' and a one-tap 'Take me there' pill appears, navigating you instantly. The intent detector runs in parallel with the LLM so the action button feels instant.
    • AI Customer Behavior Insights — `/api/ai/customer-insights/{company_id}` summarises 30-day audit feeds into top-modules / trend / risk / opportunity / outreach (Claude Sonnet 4.5).
    • Public /trust page — full Trust Center with 10 security controls, compliance posture (GDPR ✓ · SOC 2 in progress · PCI scope-minimised · DPDP ✓), 8 subprocessors, vulnerability-disclosure protocol.
    • /app/reseller dashboard — stat cards, customer roster, opt-in gating. Surfaced in a new 'Automate' sidebar section.
    • Footer payment refresh — Razorpay · DodoPayment · PayGlocal (coming soon) · PayPal Checkout logos + Visa/MC/Amex/Diners/Discover/RuPay/UPI/Net Banking/Wallets row.
    • Multi-language switcher in user menu — English · हिन्दी · বাংলা. Sidebar labels translate instantly (no reload).
    • AI command palette tokeniser handles natural-language phrases ('go to invoicing', 'show me api keys').
  17. Major releaseApr 28, 2026

    Phase 14 — In-app UIs · Dodo Payments LIVE · AI cost meter · Fraud risk · Command palette

    • /app/workflows — visual workflow builder with run history (Phase C backend now usable from the UI).
    • /app/invoicing — invoice list + create wizard with GST, multi-currency, recurring schedules, PDF download, mark-paid.
    • /app/api-keys — issue scoped API keys + manage 16-event webhooks (HMAC SHA256 verified).
    • /app/comm-timeline — send SMS/WhatsApp/calls/email campaigns from one workspace + filterable timeline.
    • New 'Automate' section in the workspace sidebar grouping the 4 new pages.
    • Dodo Payments — LIVE in test_mode via official `dodopayments` SDK 1.95.1. Public webhook receiver verifies HMAC via Standard Webhooks; idempotency dedupes replays.
    • AI cost metering — every `/api/ai/*` call writes to `db.ai_usage` with provider/model/tokens/elapsed/feature label. New `GET /api/ai/usage?days=30` shows your spend.
    • AI Fraud Risk — `GET /api/ai/fraud/risk` heuristic engine flags suspicious-login patterns + failed-payment storms.
    • AI Command Palette — `GET /api/ai/commands`, `POST /api/ai/commands/search` — 17 ⌘K-style shortcuts wiring search → action.
    • Backup scope fix — per-tenant export now correctly includes the company doc (the `companies` collection uses `id` not `company_id`).
  18. Major releaseApr 28, 2026

    Phase 13 — Workflow Builder, Invoicing, Communication Hub, Public API, White-Label, Analytics, i18n, Mobile-ready, and 9 new website pages

    • Workflow Automation Builder — 7 trigger types · 6 action types · conditions with 6 operators · run history with per-action results. Wired into lead.created, deal.won, contact.submitted events.
    • Invoicing — GST-ready, 7 currencies, recurring (monthly/quarterly/yearly), branded PDF download, email send, mark-paid, multi-tenant.
    • Notification Center — in-app notifications with unread badge, mark-all-read, category filtering. Workflows can drop notifications natively.
    • Communication Hub — Email + SMS (Twilio) + WhatsApp Cloud API + call logging + email campaigns up to 500 recipients. Per-contact timeline at /api/comm/timeline.
    • Public REST API + API keys — `gnx_*` keyed access with read/write/admin scopes, sha256 storage, per-key rate limit, /public/v1/leads, /public/v1/deals, /public/v1/me.
    • Webhooks — 16 event types (lead.*, deal.*, invoice.*, payment.*, contact.*, form.*, booking.*, survey.*), HMAC SHA256 signature, 3× retry with exponential backoff, full delivery log.
    • Mobile-ready APIs — push token register/unregister endpoints (iOS/Android/web), JWT-compatible.
    • White-Label / Reseller — branded settings (logo, colour, custom domain, sender name), reseller dashboard with revenue + commission tracking, customer-roster CRUD.
    • Advanced Analytics — sales analytics (won/lost/open/win-rate/avg-deal), funnel (lead→qualified→deal→won), 30-day weighted forecast, custom dashboards.
    • Backup & Restore — JSON export/import for all 28 collections (admin-only).
    • Multi-language — English / Hindi / Bengali catalog at /api/i18n/catalog/{locale}.
    • Dodo Payments — scaffold endpoint live; reads DODO_API_KEY env to go live.
    • 9 NEW marketing pages — /features/{ai-automation,communication-hub,workflow-builder,invoicing,white-label,api,analytics,security,mobile-app} with hero + features + personas + comparison + FAQ + JSON-LD.
    • Homepage — added 'Now with 9 advanced platform features' section auto-linking the new pages.
    • Pricing — feature lists rewritten to surface AI Copilot, Workflow Builder, Comm Hub, API, White-label, Analytics, Security.
    • Nav — new 'Features' dropdown with NEW badge, mobile drawer + desktop hover.
    • SEO — sitemap.xml auto-generated with all 28 routes, robots.txt added. Per-page JSON-LD schema (SoftwareApplication) auto-rendered by ProductPage.
  19. FeatureApr 27, 2026

    Phase 12 — GENIX Copilot AI assistant + AI sales toolkit

    • New floating GENIX Copilot panel inside the workspace — multi-turn AI assistant powered by Claude Sonnet 4.5. Drafts emails, summarises deals, builds form questions, suggests workflows.
    • AI Sales Email Writer — `/api/ai/email/write` generates personalised cold/warm outreach using GPT-5 with full lead context.
    • AI Reply Generator — `/api/ai/email/reply` drafts on-tone replies to inbound prospect emails.
    • AI Meeting Summary — `/api/ai/meeting/summary` returns structured TL;DR + action items + sentiment from raw transcripts (Claude Sonnet).
    • AI Lead Insights & Deal-close Prediction — `/api/ai/lead/{id}/insights`, `/api/ai/deal/{id}/predict` surface next-best-action and close probability.
    • AI Churn Risk — `/api/ai/churn/predict` scores tenant churn risk with retention-play suggestions.
    • All AI endpoints fail soft (deterministic fallbacks) so the app never breaks if the LLM is offline; rate-limited per-user to keep budget predictable.
  20. FeatureApr 27, 2026

    Phase 11 — Customer dossier export, audit closure & QuickPay tenant attribution

    • New 'Refer to support' dropdown on /admin/customers/{id} — one-click PDF or CSV dossier export bundling account details, 30-day audit feed, recent payments, and login history. Built for KYC, support escalation, and DSAR requests.
    • Universal audit logging now covers 100% of mutation paths — added rows for Bigin contact CRUD, CRM Tasks, SalesIQ chat lifecycle, public contact-form submissions, and subscription cancellations.
    • QuickPay link generation now stores tenant company_id (resolves buyer email → existing GENIX user when possible). Generated links and 'payment received' rows now surface on the matched customer's profile feed.
    • Internal GENIX company seeded so platform-level audit rows (super-admin actions, public contact submits) get a non-null tenant ID instead of orphaning.
    • 18/18 backend tests green (pytest suite at backend/tests/test_phase11_audit_dossier.py).
  21. FeatureFeb 27, 2026

    Phase 9 — Google sign-in, email tracking, CRM reports, compare page

    • Continue with Google on /login and /register (Emergent-managed Google Auth — additive, email/password still works).
    • Email open-tracking pixel + admin dashboard widget (Opens by template, recent-opens feed).
    • CRM advanced reports at /app/reports — funnel, win-rate, deal velocity, rep leaderboard.
    • Interactive /compare page — pick any 2 of 7 modules and see side-by-side capability matrix.
    • Privacy / Terms / Refund / Contact pages now share the same BrandNav + BrandFooter as marketing.
    • Redis containerised in root docker-compose.yml.
  22. FeatureFeb 15, 2026

    Phase 8 — premium marketing site

    • Animated homepage with gradient hero, floating CRM mockup, blob orbs.
    • 7 dedicated SEO product pages: /crm, /bigin, /sign, /salesiq, /forms, /bookings, /survey.
    • Each product page ships hero, mockup, 9 features, 4 personas, comparison, FAQ + JSON-LD schema.
    • Pricing page migrated to MarketingShell for consistency.
    • BrandNav Products dropdown is now keyboard / click / Escape friendly with full ARIA.
  23. ImprovementFeb 8, 2026

    Phase 7b — strict GENIX brand consistency

    • Centralised brand variables in email_service (company name, phone, support email).
    • Branded email footers with clickable tel: + mailto: across every transactional email.
    • Public Contact Us page name-checks GENIX INNOVATIONS, footer brand strip on every legal page.
    • Refund Policy explicitly mentions live phone support.
  24. FeatureFeb 1, 2026

    Phase 7 — CRM AI scoring, pipelines & Kanban

    • AI lead scoring with Claude Haiku 4.5 — 0-100 score, reason and tier (hot/warm/cold).
    • Custom multi-stage pipelines with weighted probabilities, default 5-stage Sales Pipeline auto-created.
    • Drag-and-drop Kanban deal board with optimistic UI.
    • CSV import for leads and deals (≤2MB, ≤1,000 rows).
    • Backend split — products_routes.py refactored into 7 focused module files.
    • Mongo race-safe double-book prevention on bookings.
  25. FeatureJan 25, 2026

    Phase 6b — branded email templates

    • Every GENIX email now opens with a dark logo header and brand-blue accent stripe.
    • Pre-baked templates rebuilt: verification, password reset, payment receipt (with green PAYMENT-RECEIVED badge), trial-expiry urgency.
    • QuickPay request and customer receipt emails added.
    • All customer-facing email links use the live PUBLIC_URL (genixcrm.in) instead of preview.
  26. FeatureJan 18, 2026

    Phase 6 — legal pages, Contact Us, admin Contact tab

    • Privacy Policy / Terms / Refund Policy live at /legal/* with SEO meta and footer link bar.
    • Public Contact Us page with honeypot bot-trap and IP rate-limit (5 / 5min).
    • Branded admin and customer-confirmation emails on every contact submission (background tasks).
    • Admin Contact tab — site settings (admin-editable phone/email/address) + submissions table with status/CSV export.
  27. FeatureJan 10, 2026

    Phase 5b — QuickPay analytics, Forms drag-reorder, public Bookings slot picker

    • QuickPay analytics: paid this month, avg link-to-pay time, conversion rate, top-3 customers.
    • Forms: drag-to-reorder fields + 3-format embed dialog (URL / iframe / hyperlink).
    • Public Bookings: shadcn calendar + slot grid that respects service window and double-book guards.
    • Booking emails: customer + admin on creation; status-change emails on update.
  28. FeatureJan 4, 2026

    Phase 5 — QuickPay payment-link generator + leader-locked scheduler

    • OTP-gated admin tool to issue Razorpay or PayPal payment links in INR/USD/GBP/SGD/AUD/CAD.
    • Public branded checkout page at /quickpay/pay/{token} with HMAC-SHA256 verify.
    • APScheduler single-leader Mongo lock — multi-replica K8s no longer double-fires recovery emails.
    • Customer + admin confirmation emails moved to BackgroundTasks so flaky SMTP can't 5xx after a successful payment.
  29. SecurityDec 20, 2025

    Phase 4 — rate limiting, abandonment recovery, branding cleanup

    • IP-based rate-limiting on /api/contact/submit (5 req / 5 min, X-Forwarded-For aware).
    • Hourly APScheduler job emails trial companies who saw the URGENCY20 banner ≥24h ago and didn't upgrade.
    • All 'Made with Emergent' badge HTML and script tag removed from index.html.
    • Razorpay billing currency switched to USD (international payments).
  30. FeatureDec 10, 2025

    Phase 3 — PDF flattening, webhook signatures, USD pricing

    • Sign module: signatures, dates and text are now drawn into the original PDF on completion (pypdf + reportlab).
    • Webhook signature verification: Razorpay HMAC-SHA256 + PayPal verify-webhook-signature API.
    • Owner notification email when the last signer completes a document.
    • Trial-urgency upsell: URGENCY20 coupon (capped at 20% off) when ≤3 days remain on trial.
    • USD-only billing tiers: $999 / $2,499 / $4,999 monthly with 10× yearly equivalents.

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