Sangam CRM Release Note Version v110.0.13

This release introduces significant functional upgrades, platform enhancements, and critical stability fixes across the Sangam CRM ecosystem. It reinforces data privacy, automation, campaign execution, user availability visibility, integrations, and overall system reliability, making the platform more scalable, and secure.
A total of 162 bugs have been fixed in this release, addressing issues across core modules, automation, reporting, integrations, mobile functionality, and platform stability.
🚀 Projects & Major Features
🔗 Sangam CRM Connector (Flow Automation Engine)
Available in Admin → Plugins → Sangam API Integration → Integration tab, this connector enables automated workflows to route leads and records into Sangam CRM from external systems.
Capabilities:
Automated lead routing to users or teams
Real-time event-triggered actions and record syncing
Multi-step workflow execution without manual intervention
Cross-system data integration for unified workflows
Instant record ingestion from external sources
Business Impact:
Reduces manual entry, speeds up response times, and enables scalable automation across systems.
🔐 Secure Access Portal (Web & Mobile)
Secure Access Portal introduces a high-security access framework to ensure clients have full control over Sangam CRM team access to their CRM.
No Sangam CRM team member can access a client’s CRM instance without OTP-based authorization via Email or WhatsApp.
After authorization, all activities performed by the team are logged and notified to the client via email, ensuring complete traceability and transparency.
Business Impact:
Full data protection, client-controlled access, compliance readiness, transparency, and trust in Sangam CRM operations.
📣 Quick Campaign
Quick Campaign is designed to enable users to rapidly execute marketing campaigns by sending messages directly to a targeted list of records from various module list views.
The system supports:
Controlled message quantity limits
Template-based messaging
Bulk selection handling
ListView-driven campaign execution
Business Impact:
Enables high-speed marketing outreach, controlled messaging, compliance-friendly execution, and efficient campaign management directly from CRM interfaces.
⚙️ Template Parsing Optimization
The template engine has been enhanced to efficiently process complex dynamic templates across multiple channels, including emails, workflows, WhatsApp, SMS, and PDFs.
Business Impact:
Ensures faster template processing, reduces rendering errors, stabilizes automated communications, and significantly improves overall system performance.
👥 User Availability System
User Availability introduces real-time visibility of user status during record assignment.
🟢 Green → User is logged in and available
🟠 Orange → User is on break (via Sangam CRM Break Management feature)
🔴 Red → User is logged out
This visibility is available during all assignment flows.
Business Impact:
Prevents assigning records to unavailable users, improves response time, operational efficiency, workload balancing, and SLA compliance.
🐛 Top Bug Fix Highlights
Duplicate quotation number generation resolved during concurrent saves.
Scheduler execution reliability improved to prevent missed jobs.
Workflow triggers stabilized for consistent automation execution.
Roll-up sum calculation and aggregation logic corrected.
WhatsApp campaign execution issues fixed.
Global search consistency restored across modules.
Inbound email linking and routing corrected.
Check-in and check-out reliability improved across web and mobile.
Call syncing failures resolved.
Import engine stability and duplicate handling improved.
Lock record visibility and restriction logic fixed.
Attachment handling and upload state issues resolved.
Dashboard rendering and scaling issues fixed.
Report scheduling and export stability improved.