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We’re excited to roll out a new set of enhancements designed to make your everyday work simpler, smarter, and more efficient. From improved document management and smarter CRM automation to flexible dashboards, project controls, and seamless integrations, these updates focus on helping teams stay organized, move faster, and gain better visibility across their work.
Each enhancement is built to reduce manual effort, improve collaboration, and give you more control—right where you need it.
Explore What’s New in Our Platform
Enhancement in Document Management
In our latest enhancement, we’ve added new options to add Status, Date, and Priority directly within your documents. These additions make it easier than ever to stay organized, track progress, and prioritize tasks efficiently.
With these new features, you can now visualize your workflow, set deadlines, and keep your team aligned, all in one place. Whether you’re managing projects, tasks, or important documents, these updates are designed to help you work smarter and stay on top of what matters most.
Easier Sharing with Public Links from YoroDrive
With our latest update, users can now generate and share their files and folders as public URLs, making collaboration faster and simpler. Plus, you can set expiry dates on links, so you have full control over how long your shared content is accessible.
Whether you’re sharing project updates, reports, or important documents, these new features make it quick, secure, and hassle-free. Now, sharing with colleagues, clients, or partners is as easy as sending a link—no extra steps needed.
User-based filters in CRM dashboard
In our latest update, users with admin access can now use filters to view insights for individual users. This makes it easier to analyze performance, track activity, and understand team productivity at a glance.
With this feature, admins can quickly spot trends, identify areas for improvement, and make informed decisions—all without sifting through overwhelming data. Managing your team and staying on top of performance has never been simpler.
Event Automation in YoroCRM’s Lead and Deal Boards
We’ve introduced a powerful Event Automation feature in Lead and Deal Boards to help your team stay proactive without constant follow-ups.
Now, you can automatically trigger notifications when key moments need attention—like when there’s no response to an email, SMS, or WhatsApp message within a set time. You can also alert the right people when a lead or deal stays in the same stage for too long, when the potential value crosses (or drops below) a defined limit, or when no comment is added within a specific time after a task is created.
With event automation, nothing slips through the cracks. Your team gets timely alerts, faster follow-ups, and better control over every lead and deal—without manual tracking.
Customized Widgets for Your Dashboard
Dashboards just got more flexible. Users can now add their own custom widgets to personalize their dashboards exactly the way they want.
Along with the standard widgets already available, we’ve introduced Advanced Widget customization options. This allows users to design widgets their way—choose what data appears in the report, define the terms to display, assign relevant users, and select the metrics that matter most.
The result? A dashboard that reflects your priorities, surfaces the right insights, and makes decision-making faster and easier.
Task Grouping with View Workflow Control
Organizing tasks just got easier. Users can now create multiple groups to separate and manage similar tasks under different categories.
These groups can be created directly using the View Workflow control, giving you a clearer structure and better visibility into your workflows.
With grouped tasks, teams can stay organized, focus on what matters, and manage work more efficiently—without the clutter.
Beautify JSON for Better Readability
Working with JSON just got simpler. We’ve added a Beautify option that automatically arranges JSON values into a clean, structured format.
This enhancement applies across tasks where JSON inputs are used—such as Webservice tasks, AI tasks, and more—making it easier to read, review, and troubleshoot your data.
With neatly formatted JSON, teams can work faster, reduce errors, and focus more on building workflows instead of fixing formatting issues.
Easier Sprint Management in List View
Managing sprints is now faster and more intuitive in List View. Users can easily view sprint details at a glance and manage their work without switching screens.
From the same view, tasks can be quickly moved from one sprint to another, making sprint planning and adjustments smoother and more efficient.
This update gives teams better visibility and flexibility to keep sprints on track with less effort.
Flexible Assignee Options in Project Configuration
Project setup just got more flexible. In Project Configuration, users can now choose whether a project requires a single assignee or multiple assignees.
This gives teams the freedom to assign work based on how they actually collaborate—whether tasks need clear individual ownership or shared responsibility.
With flexible assignee options, managing projects becomes simpler, clearer, and better aligned with your team’s workflow.
WhatsApp Integration for YoroAI Chatbot
YoroAI Chatbot is now integrated with WhatsApp, making support and information access more convenient than ever.
Users can ask questions related to the knowledge base and receive instant answers directly within WhatsApp—no switching platforms needed. In addition, users can also view key YoroAI Chatbot metrics, giving better visibility into chatbot performance and usage.
This integration brings faster responses, improved accessibility, and smarter insights—all through a channel your users already use every day.
Copy Option for Business Modules in YoroRules
Now, users can copy business modules in YoroRules.
These latest updates are all about empowering teams to work with greater clarity, flexibility, and confidence. Whether it’s automating critical CRM events, customizing dashboards, managing projects more effectively, or accessing AI-powered insights directly from WhatsApp, every feature is designed to streamline workflows and eliminate friction.
We’ll continue to enhance our platform with meaningful updates that support how you work today—and help you scale smarter tomorrow. Stay tuned for more improvements coming your way.
