Wifox Release 1.37.0 Overview: Workspace Launch & Operational Improvements

Release 1.37.0 introduces a new Workspace area in Wifox Business Core Solution, bringing internal task management and CRM email into the platform. Teams can now coordinate work, manage client communication, and collaborate without relying on separate business tools.

 

Alongside the introduction of Workspace, the release includes a broad set of improvements across financial operations, CRM workflows, and client management.

 

New Workspace Area

 

Workspace is a new product area in Wifox Business Core Solution that brings together the tools teams use to coordinate work and manage communication. It currently includes two modules: Tasks and Emails, with the potential to support a broader range of operational workflows over time.

 

Tasks

 

Tasks module is a full-scale task management system that allows teams to plan, assign, and track work inside the CRM.

 

All your routine tasks can be organized into Epics, assigned to multiple employees, and linked directly to client profiles. Custom statuses with individual colors help teams reflect their own workflows and track progress more clearly.

 

By keeping tasks inside the CRM, every task remains connected to the relevant client, giving teams the context they need to plan, assign, and complete work.

 

Emails

 

Teams can now send and receive emails directly through the CRM.

 

The new Emails module supports multiple connected accounts, standard folders such as Inbox, Sent, Starred, and Trash, as well as email templates for frequently used messages.

 

Keeping email communication inside CRM connects conversations to client records, improves visibility for managers, and makes communication easier to review when responsibilities change.

 

Improved Manual Transaction Management

 

Teams now have more control when creating and processing manual payment transactions.

 

The new Display to client feature determines whether a transaction appears in the client’s transaction history. This makes it possible to record internal balance adjustments and technical corrections without displaying them in the Client Area.

 

The transaction amount can also be corrected before the payment reaches a final status, eliminating the need to delete the original transaction and create a replacement.

 

Client and Lead Management

 

Updates to the import process, manager assignment, and custom fields reduce manual work and make client data easier to manage.

 

Detailed Import Errors Explanation

 

The client import process now displays a specific reason for every failed row, including issues such as duplicate email addresses or invalid phone numbers. This makes it easier to correct source files and complete large client or lead imports without repeatedly checking individual records.

 

Automatic Manager Reassignment

 

A new Reassign to manager option is available in client action forms.

 

When selected, client ownership is automatically transferred to the manager who completes the action. This keeps client assignments up to date and eliminates the need to reassign clients manually after calls, meetings, or other completed activities.

 

Together, these updates give teams better visibility into daily work, reduce manual steps, and make financial and client management processes easier to control. With the launch of Workspace, our platform is evolving beyond a traditional CRM into a connected operational environment that brings together work management, client communication, financial operations, and client management.