What's New
Latest features, improvements, and releases in HotCRM.
What's New in HotCRM
Stay up to date with the latest features, improvements, and platform updates.
February 2027 — Phase 14 Complete
🔔 v3.0.8 Feed System, Interface Builder & Enhanced UI
This release adopts all new metadata types from @objectstack/spec v3.0.8, bringing the spec schema adoption to ~100%.
Highlights:
- Activity Feed / Chatter: Salesforce Chatter equivalent across 6 core clouds — record-level activity streams with posts, @mentions, reactions, field change tracking, and subscriptions on 20+ business objects
- Interface Builder: 4 custom blank page layouts (Sales Dashboard, Revenue Overview, HR Portal, Service Console) with drag-and-drop canvas and data-bound elements
- Dashboard Enhancements: Dashboard headers with action buttons on all 6 core cloud dashboards, 24 cross-widget global filters, widget KPI measures with drill-down actions
- List View Enhancements: 18 tabbed list views, sharing configurations, appearance settings, inline record creation, and user action toolbars
- Feed API: 8 REST endpoints for feed CRUD, reactions, and subscriptions with standardized
IFeedServicecontract - Studio Builder: Interface Builder, Page Builder, Canvas Snap, and Element Palette configurations for visual page composition
- Navigation: Header, sidebar, and utility bar navigation areas with action and report shortcuts
- System Metadata: Package conventions, system field/object name enumerations, Oclif CLI plugin config, standardized sort specifications
- Tests: +327 new tests (3,707 total across 188 files)
February 2027 — Phase 13 Complete
📦 Module Optimization & Seed Data Foundation
This release addresses metadata richness imbalance, establishes the seed data foundation, and completes plugin registration for all 13 packages.
Highlights:
- Seed Data: 39 seed files across 13 packages — system reference data (currencies, countries, industries) and per-package demo data with
pnpm seedcommand - Plugin Registration: All 13 packages registered in root
objectstack.config.ts(previously only 6) - Vertical Enhancement: Complete UI metadata for Healthcare, Real Estate, Education, and Financial Services — pages, views, forms, dashboards, workflows, state machines, permissions, RLS, reports, charts
- Core Cloud Equalization: All 8 non-CRM packages (Finance, Marketing, Products, Support, HR, Analytics, Integration, Community) enhanced with state machines, AI agents, domain events, capability manifests, studio plugins, additional forms/pages/reports/charts
- State Machines: 13 total (up from 3) covering case, lead, opportunity, invoice, campaign, application, listing, patient, kyc, order, employee, sync, idea
- AI Agents: 13 total (up from 2) — one per package for intelligent assistance
- Reports & Charts: 36 reports and 30 charts across all 13 packages
- Tests: 3,380 passing across 180 test files
2027 — Phase 12E Complete
🤖 Advanced AI & Enterprise Features
Next-generation AI capabilities and enterprise-grade platform features.
Highlights:
- Computer Vision: Business card scanning, document OCR for invoices/contracts, receipt parsing
- Voice AI: Meeting transcription with speaker identification, sentiment analysis on call recordings
- Anomaly Detection: Fraud detection for financial transactions, unusual login pattern alerts, data quality scoring
- Predictive Forecasting: Revenue forecasting with Monte Carlo confidence intervals, churn prediction with explainability
- Multi-Modal Agents: Agents that see, hear, and reason across data types
- Multi-Tenancy: Data isolation, tenant-specific customization, shared infrastructure
- SOC 2 Compliance: Comprehensive audit logging, encryption, MFA, vulnerability scanning
- Data Residency: Regional data storage for GDPR, CCPA, LGPD compliance
- White-Label: Customizable branding, partner portal, custom login pages
- Marketplace: Third-party app marketplace, app review process, billing integration
2026 Q4 — Phase 12A-D Complete
🏥 Vertical Industry Solutions
Four industry-specific CRM verticals with 28 new objects, 50 hooks, and 16 AI actions.
Highlights:
- Real Estate CRM (
@hotcrm/real-estate): Property listings, showings, offers, commissions, open houses, neighborhood data; AI property valuation and buyer-listing matching - Healthcare CRM (
@hotcrm/healthcare): HIPAA-compliant patient management, appointments, insurance, referrals, prescriptions, care plans; AI scheduling optimization and patient risk scoring - Financial Services CRM (
@hotcrm/financial-services): Wealth accounts, portfolios, advisory, KYC/AML compliance, financial products; AI portfolio optimization and regulatory analysis - Education CRM (
@hotcrm/education): Student lifecycle, enrollments, courses, alumni, scholarships, admissions; AI student success prediction and course recommendation
2026 Q3-Q4 — Phase 11 Complete
🔌 Ecosystem & Connectivity
Three new packages, 10 external connectors, and a full integration layer.
Highlights:
- Analytics Cloud (
@hotcrm/analytics): Reports, dashboards, KPIs, metrics, data sources — with AI-powered insights and natural language report generation - Integration Cloud (
@hotcrm/integration): Connectors, sync configs, webhooks, API keys, field mappings — 10 pre-built connectors (Stripe, DocuSign, Slack, Gmail, Teams, PayPal, Adobe Sign, Outlook, QuickBooks, LinkedIn) - Community Portal (
@hotcrm/community): Discussion forums, idea management, gamification badges, community events — with AI content moderation - Cross-Ecosystem Testing: End-to-end integration tests spanning CRM→Finance→Integration→Analytics
- Salesforce Parity: Increased from ~92% to ~95%
2026 Q3 — Phase 10.6 Complete
🖼️ Form Builder & Page Layout Parity
Advanced form builder and page layout capabilities matching Salesforce Lightning standards.
Highlights:
- 6 Form Layout Types: simple, tabbed, wizard, modal, drawer, split
- 12 Form Definitions: Including quick-create, onboarding, and split variants
- Field Controls: readonly, hidden, visibleOn, dependsOn, widget, placeholder, helpText
- Collapsible Sections: ~15 collapsible sections across forms
- 4 Page Types: record, home, app, utility
- 21+ Component Types: Data display, input, navigation, visualization, AI, layout, content
- AI-Embedded Pages: Inline AI insights, copilot panels, recommendations on record pages
- Profile Assignment: Pages assigned by user profile with component visibility rules
2026 Q2-Q3 — Phase 10.5 Complete
📊 Deep Metadata Adoption
Maximized @objectstack/spec schema adoption from 35% to 69%.
Highlights:
- Reports: 8 report definitions across all clouds (pipeline, forecast, revenue, AR aging, headcount, campaign ROI, product mix, case volume)
- Advanced Views: 6 Kanban/Calendar/Gantt/Timeline views for visual pipeline management
- Charts: 6 chart configurations (funnel, trend, waterfall, distribution, bar, trend)
- Flows: 6 visual process flows (lead qualification, deal close, invoice collection, onboarding, case escalation, lead nurture)
- MCP Integration: 24 AI-callable tools, 8 data resources, 10 prompt templates across 6 clouds
- AI: 2 orchestrations (sales, support), 3 predictive models (lead scoring, churn, deal forecast)
- Security: 4 RLS policies, 3 security policies (password, session, composite), email templates, notification channels
- Scheduled Jobs: 12 automated jobs (forecast recalc, SLA checks, lead scoring refresh, email queue processing)
February 2026 — Phase 10 Complete
🏢 Salesforce Feature Parity
This release closes the most critical Salesforce feature gaps, adding 25 new business objects and cross-cloud lifecycle automation.
Highlights:
- Sales Cloud: Opportunity Line Items, Contact Roles, Forecasting, Territory Management, Team Selling, Competitive Tracking
- Revenue Cloud: Credit Notes, Billing Schedules, Revenue Recognition (ASC 606), Payment Methods
- Marketing Cloud: Journey Builder, A/B Testing with statistical winner selection
- CPQ Cloud: Order Management, Subscriptions, Product Options
- Service Cloud: Chatbot Configuration, Agent Productivity Macros
- HR Cloud: Benefits Administration, Compensation Management
- Cross-Cloud Lifecycle: Opportunity→Order→Invoice, Campaign→Lead→Opportunity, Forecast→Revenue Recognition alignment
- Salesforce Parity: Increased from ~75% to ~92%
February 2026 — Phase 9 Complete
🛠️ Developer Experience & Documentation Governance
This release focuses on developer onboarding, documentation integrity, and tooling improvements.
Highlights:
- Documentation Integrity: Removed 20+ broken links, corrected statistics across README, ROADMAP, and docs site
- Developer Workflow: New
DEVELOPMENT_WORKFLOW.mdwith step-by-step quickstart guide - Automated Metrics:
pnpm statsextracts real-time project metrics from the codebase - CI Improvements: Link-checking workflow prevents future broken documentation links
- Tooling Scripts:
pnpm typecheck,pnpm test:changed,pnpm statsadded as root scripts
January 2026 — Phase 8 Complete
🖥️ UI Completeness & Cross-Cloud Integration
Full UI metadata coverage for all primary business objects and cross-cloud data flow patterns.
Highlights:
- 14 Page Layouts across all clouds — every key object has a detail page
- 11 List Views with 49 individual view configurations
- 8 Dashboards: Sales, CRM, HR, Support, Marketing, Finance, CPQ, and Executive dashboards
- 6 Form Views for Opportunity, Contact, Lead, Case, Employee, and Account
- Cross-Cloud Tests: Lead→Opportunity, Quote→Contract→Invoice, Campaign→Lead, Case→Knowledge, Employee→Onboarding→Training
- Hook Coverage: Expanded to 71 hooks covering 94 objects
December 2025 — Phase 7 Complete
⬆️ @objectstack/spec v3.0.0 Upgrade
Major platform version upgrade — Zod 4 validation engine, new ObjectSchema.create() API, Studio plugin extensibility.
Highlights:
- Zero Breaking Changes: All 1,604 tests passing, 0 TypeScript errors after upgrade
- 10 Packages Upgraded: All business packages migrated to @objectstack/spec v3.0.0
- Studio Plugin Support: 6 studio plugins (one per cloud) for visual tooling extensibility
- Module Cleanup: Removed legacy modules (
hub,auth,driver,permission) not used by HotCRM
November 2025 — Phase 6 Complete
📐 Deep Schema Adoption
Increased @objectstack/spec schema adoption across all metadata types.
Highlights:
- UI Schemas: Pages, Views, Dashboards, Forms validated via spec schemas
- Automation Schemas: 6 workflows, 3 state machines, 1 approval process, 1 time trigger
- Security Metadata: 6 permission sets, sharing rules, territory model
- AI Formalization: 6 agents via
AgentSchema, RAG pipeline, model registry
October 2025 — Phase 5 Complete
🔌 Integration & Business Features
Comprehensive business logic hooks and plugin registration.
Highlights:
- 47 Server-Side Hooks across all packages
- Plugin Registration: All hooks, actions, and workflows registered in plugin.ts
- Broker API Migration: All 6
db.tsshim files migrated to runtime broker - Performance Benchmarking: Benchmark/BenchmarkSuite utilities with percentile tracking
September 2025 — Phase 4 Complete
🧪 Test Coverage & Documentation
Achieved comprehensive test coverage and technical documentation.
Highlights:
- 1,759 Tests Passing across 118 test files (up from 933 tests / 48 files)
- Full Hook Coverage: All 47 hook files have corresponding tests
- Full Action Coverage: All 27 action files have corresponding tests
- Technical Specs: Developer documentation for all 6 clouds + AI package
- Deployment Guides: Docker, Kubernetes, and docker-compose configurations
Earlier Releases
Phase 3 — Quality & Protocol Compliance
- 100% ObjectSchema.parse() compliance across all 94 objects
- Zero TypeScript errors across all packages
- All business labels translated to English
Phase 2 — Deep Intelligence
- 6 AI Agent Workflows: Lead-to-Close, Customer 360, Churn Prevention, Case Resolution, Talent Acquisition, Revenue Optimization
- MCP Integration with 8 tools, 4 resources, 3 prompts
- Enhanced analytics dashboards with AI-powered insights
Phase 1 — Core Foundation
- 6 Business Clouds: Sales, Marketing, Revenue, Service, HR, AI
- 94 production-ready business objects
- Metadata engine, ObjectQL, and plugin architecture