What's New in HotCRM

Stay up to date with the latest features, improvements, and platform updates.

February 2026 — Phase 10 Complete

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%

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.md with step-by-step quickstart guide
Automated Metrics: pnpm stats extracts 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 stats added as root scripts

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

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

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

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.ts shim files migrated to runtime broker
Performance Benchmarking: Benchmark/BenchmarkSuite utilities with percentile tracking

Achieved comprehensive test coverage and technical documentation.

Highlights:

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