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Releases

What's New

Keep up with the latest OneLead updates, features, and improvements.

April 2026 1.0.5

Pipeline Stage, Intent & Conversational AI

This release makes it faster to understand where a lead is at (Pipeline Stage) and how interested they are (Intent) — with a new AI-driven conversation flow available on activated accounts.
🎥

Watch the full walkthrough

See everything new in 1.0.5 in action. This video covers the Pipeline Stage, Intent & Conversational AI.

NEW: Conversational AI (activation required)

Conversational AI can now manage first-response messaging, qualify the lead, and move the conversation forward — then hand over to your team with the right context.
  • Available to activated accounts.
  • Once activated, we can create your Sales AI Agent for your Brand and Department to:
    • Handle new lead messaging
    • Identify Intent (Cold/Warm/Hot)
    • Book appointments (or progress the conversation until it’s ready for your team)
  • In Customers & Activities, you’ll see a new AI Assistant tab, with conversations grouped by Today, Yesterday, Last 7 Days, or Older.
  • When the AI conversation is completed, the lead enters the New Lead stage with a short summary for your team to take over.
  • In Customer Details → Thread, use the SMS toggle to view the conversation summary, and select Transcript to read the full transcript.

Customers & Activities is revamped

  • You’ll now see two focused views: Intent and Pipeline — so you can quickly understand both lead interest and progress.
  • Customer contact details now include Stage and Intent (selectable via dropdown).

Intent (previously Lead Status)

Use Intent to segment customers by interest level:
  • Not set, Cold, Warm, Hot

Pipeline view (drag-and-drop stages)

Move leads through your sales stages as the conversation progresses:
  • Every new lead/contact starts at New Lead
  • Drag cards across stages like Discovery, Presentation, Test Drive, Quote, Sold, Lost

Upgraded filtering (one central view)

Filtering has been improved across Customers & Activities, Pipeline, Appointments, and Follow-ups.
  • Filter by Intent, Pipeline stage, Appointments, and Follow-ups to stay on top of lead status in one place.

Appointments & Follow-ups improvements

  • Cards now display the date and time for the appointment and/or follow-up.
  • A Not assigned section helps you quickly spot leads without an allocation.

January 2026 1.0.4

OneLead 1.0.4: Smarter customer management, better team workflows

This release transforms how you manage customers and work as a team. A redesigned interface, powerful department transfers, and team filters that actually make sense.
🎥

Watch the full walkthrough

See everything new in 1.0.4 in action. This video covers the redesigned customer details, vehicle management, department transfers, and team filters.

Redesigned Customer Details

Your customer view got a complete refresh. Everything you need is now easier to find, faster to update, and built for how you actually work. No more hunting through tabs—just clean, intuitive layouts that put the right info at your fingertips.

Complete Vehicle Details

Track everything vehicle-related in one place: Buying, Trade-In, Finance, and Car Care. Whether you're closing a sale or following up, all the context you need lives right here.

Department Transfers

Move customers between departments with a clear reason attached. It's seamless, trackable, and keeps everyone in the loop.

Team Member Filters

Filter your Customers, Appointments, and Follow-ups by team member across table and Kanban views. Finally see exactly what's on your plate—or anyone else's.

Integrated Support Button

Need help? Hit the support button in the bottom right corner. Submit requests directly through a quick modal without leaving what you're doing.

December 2025 1.0.3

Kanban Views are here

Manage your leads visually with Kanban boards for Customers, Appointments, and Follow-ups. Drag, drop, and move deals forward faster.

November 2025 1.0.2

Better activity tracking

New Unread and All Tabs for Activities make it easier to stay on top of notifications and never miss what matters.

October 2025 1.0.1

QR codes, roles, and brand tools

Share your brands faster with built-in QR pages and downloads. Plus, see Mentioned Roles everywhere: Sidebar, Profile, Create User, and Edit User screens.