The latest Sangam CRM Release v132.3.1 is now available.

We are pleased to announce the latest Sangam CRM Release v132.3.1. This release focuses on improving team collaboration, reporting performance, email integrations, and overall system reliability. Along with multiple critical bug fixes, we have introduced major new features and enhanced several existing platform capabilities to deliver a smoother and more efficient CRM experience.

✨ New Features & Enhancements

1. Enhanced ListView

A faster, smarter, and more flexible way to view and manage your records.

✨ What's Improved?

Blazing fast loading, even when handling massive datasets.
Columns can now be pinned, unpinned, and resized to your preference.
Improved filtering and search capabilities to find records in seconds.
A consistent, clutter-free, and modernized interface across all modules.

✅ Key Benefits

Faster data access and navigation
Highly customizable layout tailored to your needs
Quicker record finding
Better overall user experience

2. @Mention & Watcher

Collaboration directly inside the CRM just got a massive upgrade, ensuring you never miss a team update.

✨ What's New?

Tag a colleague directly in comments (@mention) on Leads, Tickets, or any record to trigger instant notifications.
"Watch" or "Favourite" records to get auto-notified when a comment is added or a key field changes.
System automatically verifies record visibility before allowing a tag, keeping data secure.
Every comment is permanently logged and searchable from the Mentions Center.

✅ Key Benefits

Instant team communication and fewer reminder calls
Reduced notification noise (alerts only go to tagged/opted-in users)
Secure communication with built-in access checks
Full accountability and audit-ready history

3. Microsoft & Gmail OAuth 2.0 Integration

Send emails directly from your own Gmail or Microsoft account without leaving the CRM.

✨ What's New?

Securely connect your email account in just a few clicks (No passwords stored in the CRM).
Emails sent from the CRM automatically sync to your Gmail or Microsoft "Sent Items".
Emails are sent using your authentic email address and name.
Admins can configure organization-wide sending, or users can connect individual accounts.

✅ Key Benefits

Maximum account security with OAuth 2.0
Seamless synchronization with your native inbox
Authentic sender identity for better customer trust
Easy setup with no complex SMTP configurations

4. Scheduled Reports Optimization

Scheduled Excel and CSV reports are now generated more efficiently, especially when they contain large amounts of data. Existing report filters, formatting, and access permissions remain completely unchanged.

✨ What's Improved?

Faster processing: Large scheduled reports are generated much more efficiently.
Optimized performance: Uses significantly less system memory while creating reports.
Handles large datasets: Improved support for reports containing lakhs of records without timing out.
Same secure results: Existing report filters, formatting, team access, roles, and permissions are fully preserved.

✅ Key Benefits

⚡ Accelerated processing for heavy data files
💾 Optimized system performance behind the scenes
📊 Effortlessly handles massive datasets
✅ More reliable exports, reducing failed or incomplete report generation
🔒 Highly secure, recipient-level data filtering

5. Recurring Activities

Stop manually re-creating repeat tasks and never miss a follow-up again.

✨ What's New?

Set a recurrence on any Account, Contact, or Activity.
CRM auto-generates future tasks based on Daily, Weekly, Monthly, Yearly, or Custom schedules.
Choose exactly how often it repeats and when the sequence should end.

✅ Key Benefits

Automates your daily schedule
Ensures routine follow-ups are never missed
Saves time on manual data entry
Works seamlessly across multiple modules

6. Group Notice Notifications

Ensure your most critical updates reach the right people at the right time.

✨ What's Improved?

Simply check the new "Notification" box when creating an Important Message via Group Notice.
Select specific users who need to be alerted instantly.

✅ Key Benefits

Targeted alerts for essential updates
Perfect for keeping field engineers informed
Quick and easy to use
Reduces communication noise for unselected users

7. Last Interaction Visibility

Get instant clarity on your most recent communications before picking up the phone.

✨ What's New?

A new panel directly on the detail page shows the exact time of your most recent successful communication (e.g., "Just now", "2 hours ago").
Displays the communication type (Call, Email, WhatsApp, Meeting), Owner, and direction.
Instantly recalculates if a new activity is logged or an old one is deleted.
Available at the Company, Customer, Lead, and Contract levels.

✅ Key Benefits

Instant context before calling a client
Ensures no missed follow-ups
Better team accountability
Faster decision-making

🐞 Top 10 Critical Bug Fixes

Resolved critical Oops and mPDF errors that were preventing users from successfully opening or previewing Quotation PDFs, and fixed an issue where images were missing from the quotation preview.
Fixed an issue in the invoicing and quotation modules where taxes were failing to auto-fetch properly after adding products to line items.
Resolved a system crash (Oops error) that occurred when applying the Without Records condition in Advanced Filters, ensuring smoother report generation.
Fixed a crucial telephony issue where incoming missed calls were not getting properly logged in the CRM, ensuring no customer inquiry is overlooked.
Corrected a workflow logic bug where API-triggered WhatsApp messages were incorrectly firing at night instead of respecting the intended workflow schedule.
Fixed a data processing glitch that was causing blank rows to appear incorrectly during the data import process.
Resolved a bug that was preventing the Mass Update functionality from working properly within the User Management module.
Fixed the deduplication logic for Vendor fields to properly detect duplicate entries, and resolved an issue causing duplicate products to be created from the pending for billing stage.
Resolved a system crash (Oops error) that was triggered when users attempted to save bank details in the system.
Fixed an issue where logged calls and emails were only relating to a single record, even when multiple records shared the same contact details.