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 releaseMay 28, 2026Latest

    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
  2. 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
  3. 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
  4. 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
  5. 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
  6. 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
  7. 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
  8. 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
  9. 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
  10. 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
  11. 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
  12. 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').
  13. 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`).
  14. 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.
  15. 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.
  16. 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).
  17. 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.
  18. 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.
  19. 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.
  20. 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.
  21. 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.
  22. 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.
  23. 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.
  24. 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.
  25. 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).
  26. 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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