What's new

What has changed in CybrRM, newest first: new features, improvements and fixes.

12 November 2026 · Lead forms, booking, and your own look

Lead forms: make a form that asks what you choose, then share its link, put it on your own website or print its QR code. When someone sends it, they appear as a client with a deal and a task to get back to them. Someone who is already a client gets a note instead of a second copy, and an enquiry that looks automated is held for you to look at.
A private calendar link for your appointments, for Google, Apple or Outlook. It is read-only and the other calendar refreshes it on its own schedule. Each appointment can also be added to a calendar as a one-time copy.
A booking page where customers pick a free day and time. The visit lands on your calendar with their details. CybrRM doesn't send the customer a confirmation or a reminder.
Choose how CybrRM looks: a new Colourful Glass look in light and dark, your own accent colour, and three Home layouts called Classic, Simple and Assistant. A new Make it yours step at the end of sign-up lets you pick them.
Templates now start a new workspace with a made-up business in it: clients, deals in every stage, tasks, appointments and notes in your trade's own words, so Home and the reports have something to show on the first day. One button removes every sample record.
The Calendar shows appointments by month, week or agenda, with tasks due and expected close dates beside them.

Pick your trade and get lists, extra fields and deal stages made for it. There are twelve templates, from auto dealers to property managers, and you can add a few sample records to see how it looks.
Rename or remove the fields each record type comes with, and hide a field on a single record.
A record shows every field you have added, filled in or not.
Books: quotes. Make a quote from a deal, send it, mark it accepted or declined, give it an expiry date, revise one that has expired, and turn it into an invoice.
Pop-up messages now go away on their own after a few seconds.

Books, an add-on for the money side: invoices, payments, a ledger and a trial balance, with an overview, settings and a panel on each company and deal. Email an issued invoice to your customer, or print it.
A save that fails now says so and keeps what you typed, so you can try again. Forms you have not saved are kept if you refresh or get signed out.
Drag a deal card between stages with a mouse, a finger or the keyboard.
Dashboard tiles open the records behind them. Charts draw in more smoothly.
Ready-made sidebar layouts, picked in Appearance.
Pages load faster, and scrolling is smoother with the glass look.
Cybie now wears the CybrFlux mark.

A live, interactive dashboard: new clients, deals won, open deals and your overdue tasks, with the pipeline by stage and tasks due today.
Reports: pipeline, won and lost, stage conversion, new clients and companies, teammate activity and overdue, each with a CSV download.
Automations: when a deal moves into a stage, or a record is created, add a task, set the owner or add a note.
Bulk actions on selected rows: change owner or stage, mark tasks done, reassign, export or move to the trash.
Cards and Table views on every list, and CybrRM remembers the one you picked.
Each person can rename, reorder and hide the rows in their sidebar.
Settings has one page per section.
Moving a deal to Lost asks, if you like, why it was lost.
Invited people who have not joined yet sit in their own Pending group, where you can send the invitation again or cancel it.
The Flux Glass theme gets a refined light and dark look.
Bigger tap targets and a tidier layout on phones.

A Files & photos field for your own record types, with thumbnails and a file count in the list.
Search finds a client by any part of an email, a name or a phone number typed any way, and warns you when the client or company you are adding already exists.
Everywhere now says “Clients”.
New accounts get 7 days to set up two-step sign-in, with a reminder that can be dismissed for a day.
Add your own record types and fields in one step, including from a record.
The Flux Glass theme, with light and dark frosted panes.
Tasks with no due date show in their own “No date” group.
Sign-in screens have a new look.
Faster pages and search.

Clients, companies, deals, tasks and notes, with record pages, a deals board, search from one box and a timeline of every change.
CSV import and export.
Sign-in with two-step verification, and invitations that people accept before they are added. Switch between workspaces.
Four roles: owner, admin, member and viewer, with a setting that lets members change only their own records.
Cybie, an assistant you can ask in plain words. It drafts changes and asks before anything is saved.
Your own record types and fields.
A REST API with keys, and signed webhooks.
Starred records, forgot password, and install it to your home screen on a phone.

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