Custom Objects Widget Creation Now Live in Dashboards! This new feature enables users to create object-specific widgets, allowing for customised data association and improved insights. If your business needs to manage relationships or processes that extend beyond standard CRM objects, you can create custom objects using custom fields. With custom object metrics, users can track […]
We’re excited to announce that Notes and Task Descriptions now support Rich Text Editing! This update allows you to format your notes and tasks with bold, italics, underline, lists, and links—making your documentation clearer, more structured, and easier to consume across the platform. You can now: Format with bold, italics, underline, and strikethrough Use bulleted […]
https://clixio.io/wp-content/uploads/2025/10/dbfffae486dc3f99d27eb1cfe17757b4.png21261018Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-10-15 05:57:002025-10-15 05:57:00Rich Text for Notes & Task Descriptions
Introducing SmartLists 2.0: a completely re-engineered framework that powers Filters, Sorting, and Field Management across CRM modules. State Persistence: We have implemented state persistence for column layouts, filters, and sorting—everything now remembers your setup. Optimised Performance: Query handling and pagination for large datasets have been optimised, resulting in load times that are up to 40% […]
14th of October, 2025 We’ve simplified voicemail in Clixio by introducing a single Voicemail tab on the web dialler. This new feature includes searchable lists, playable audio, transcriptions, and one-click follow-ups. Voicemail with two tabs: For me: voicemails that were called to you. All: every voicemail in the sub-account (admin/permission-based). Search (from any tab): Rich […]
https://clixio.io/wp-content/uploads/2025/10/97292880f0f40799febe942db34f2bc0.png1512826Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-10-15 01:48:002025-10-15 01:48:00Voicemail tab on the Dialer
8th October 2025 IVR Call Transfers Now Supported Previously, users were unable to transfer IVR calls or carry out more than one transfer. For instance, if a contact pressed the wrong IVR key, or if a call had already been transferred once, there was no way to direct it to the appropriate person. We have […]
We’ve made significant strides in enhancing your CRM! You can now capture Custom Object and Company Object data directly within Forms, Surveys, and Quizzes — no workarounds or manual linking required. This update seamlessly integrates your CRM with data collection tools for a fully connected experience. Native Integration: Add fields from Custom Objects and the […]
https://clixio.io/wp-content/uploads/2025/10/19dafddd9fc047c32dfbe99647feceea-scaled.png13452560Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-10-15 01:33:002025-10-15 01:33:00Native Form Support for Custom Object & Company Object Fields 🎉
We’ve added native support for Clixio Custom Values within the LC WordPress Plugin, making it easier than ever to personalise WordPress pages, posts, and builder blocks — with no coding or complex setup required. 🔗 Native Sync with Clixio Securely connect your WordPress site to a Clixio sub-account and sync all available custom values (both […]
https://clixio.io/wp-content/uploads/2025/10/c37302e37922fd59e299f56b99636c70.png389720Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-10-15 01:30:002025-10-15 01:30:00LC Plugin — Custom Values Support in WordPress
Introducing Auto Save in the Workflow Builder – the simplest way to build faster, smarter, and with total peace of mind. No more losing progress or remembering to hit Save every few steps. With Auto Save enabled, your edits are continuously saved in the background while you design and refine your workflows, allowing you to […]
https://clixio.io/wp-content/uploads/2025/10/e8f3e9ef7359deaa229ead7d6b972ced.gif276824Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-10-14 22:47:002025-10-14 22:47:00Workflow Builder: Auto Save Changes
We’re excited to launch Competitor Analysis — a powerful tool that allows you to benchmark your business against local competitors and gain insights from reviews to stay ahead. Competitor Positioning Grid – Understand your strengths and weaknesses through key themes. The interactive view lets you explore what customers love or complain about regarding both your […]
https://clixio.io/wp-content/uploads/2025/10/ad2830aa58a8c3e696b330f03989e25f-scaled.png16122560Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-10-14 15:41:002025-10-14 15:41:00Meet Competitor Analysis: Your Edge in Local Reputation 🏆
👀 What’s New? Introduced inline ad creation breadcrumbs within WhatsApp and Social Planner modules to enable seamless ad creation directly from Ad Manager. Added new “Create Engagement Ad” and “Run as Ad” buttons across respective modules to assist users in initiating ad campaigns with pre-filled data and fewer steps. Implemented redirect modals and subscription gating […]
https://clixio.io/wp-content/uploads/2025/10/24edcba953496b0348e7b59b8abb5d15.png9342048Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-10-14 10:30:002025-10-14 10:30:00Breadcrumbing: Ad Manager x WhatsApp & Social Planner
🧾 Summary of the Release You can now share files within Live Chat . Simply drop in an image or a PDF , write a message and hit send—no more asking customers to email screenshots. It’s simple, quick, and works perfectly on both desktop and mobile. 1. Where It Works: Live Chat type (the web […]
https://clixio.io/wp-content/uploads/2025/10/8c4a286bf60f9643b5825faab39f44f2.png1444804Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-10-14 10:28:002025-10-14 10:28:00📎Attachments in Live Chat Widgets
We’ve introduced Typeform actions and an instant trigger to Workflows. You can now initiate automations as soon as a Typeform response is received and manage Typeform forms directly from within Workflows. This enhances lead capture, onboarding, and feedback automation processes. Trigger (from Typeform → Clixio): New Entry (Instant) — Triggers the moment a new Typeform […]
Introducing Multi-Location Incoming Calls for the mobile app, designed for teams that operate across multiple sub-accounts (locations) and can’t afford to miss a lead. Previously, if you were logged into one sub-account, calls to your other sub-accounts wouldn’t reach you, leading to delayed responses, missed opportunities, and the hassle of juggling logins on busy days. […]
Introducing our latest AI-powered innovation for Mobile CRM: the AI Business Card Scanner. For those who network on the go—whether at conferences, client meetings, or business events—collecting and managing business cards can be chaotic and time-consuming. Cards often get lost, data entry can accumulate, and valuable connections may fall through the cracks. With this update, […]
https://clixio.io/wp-content/uploads/2025/10/869eadfca643e04ba79c4e8fb350dc85.png908466Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-10-14 04:57:002025-10-14 04:57:00🪄 AI Powered Business Card Scanner
Admins Can Rename CRM Objects Admins now have the ability to rename standard CRM objects to better suit your business terminology. Change the names of Contacts, Opportunities, and Companies to your preferred terms, such as Clients, Deals, and Organisations. Set Singular and Plural Names You can set both singular and plural names, with a maximum […]
30th September 2025 Incoming Call Settings Simplified View and edit basic details, such as Friendly Name, call recording, and call forwarding. View your incoming call flow. Direct incoming calls to multiple devices for a user. Direct calls to one device type across multiple users. View all other settings that affect incoming calls. This feature can […]
Introduction of Shipping ProfilesWe have introduced Shipping Profiles to provide store owners with increased flexibility in configuring shipping rates. With this update, merchants can define custom shipping profiles for specific products or app integrations, while still retaining the general shipping profile as a fallback option.
We have introduced a “Between” operator for workflow trigger filters, which allows you to filter values within a specific numeric range using a straightforward two-field input. Key Features: Set minimum and maximum values in two input fields Inclusive by default – both start and end values are included Works with all numeric fields in triggers […]
Automate Workflows as soon as a call transcript is ready. This allows you to trigger downstream actions, such as emailing summaries, updating CRM fields, or creating tasks immediately after calls across Voice AI, IVR, and Normal Calls. Smarter Follow-Ups – Email call summaries, update records with buying intent, or tag contacts based on transcript content. […]
We are excited to announce our latest update for Mobile Payments – Automatic Taxes. You can now automatically calculate and apply taxes for customers across multiple countries when creating invoices, POS transactions, or estimates. **Automatic Tax Calculation for Checkouts** – Taxes can now be calculated automatically on invoices, POS transactions, and estimates based on the […]
Account Dashboard and Reporting : Create widget using Custom Objects
/in What's New? CRM, Dashboard, ReportingCustom Objects Widget Creation Now Live in Dashboards! This new feature enables users to create object-specific widgets, allowing for customised data association and improved insights. If your business needs to manage relationships or processes that extend beyond standard CRM objects, you can create custom objects using custom fields. With custom object metrics, users can track […]
Rich Text for Notes & Task Descriptions
/in What's New? Documents & Contracts, Opportunities and PipelinesWe’re excited to announce that Notes and Task Descriptions now support Rich Text Editing! This update allows you to format your notes and tasks with bold, italics, underline, lists, and links—making your documentation clearer, more structured, and easier to consume across the platform. You can now: Format with bold, italics, underline, and strikethrough Use bulleted […]
SmartLists 2.0 & Revamped List View
/in What's New? Automations, CRM, Opportunities and PipelinesIntroducing SmartLists 2.0: a completely re-engineered framework that powers Filters, Sorting, and Field Management across CRM modules. State Persistence: We have implemented state persistence for column layouts, filters, and sorting—everything now remembers your setup. Optimised Performance: Query handling and pagination for large datasets have been optimised, resulting in load times that are up to 40% […]
Voicemail tab on the Dialer
/in What's New? Automations14th of October, 2025 We’ve simplified voicemail in Clixio by introducing a single Voicemail tab on the web dialler. This new feature includes searchable lists, playable audio, transcriptions, and one-click follow-ups. Voicemail with two tabs: For me: voicemails that were called to you. All: every voicemail in the sub-account (admin/permission-based). Search (from any tab): Rich […]
Transfer IVR calls | Clixio Changelog
/in What's New?8th October 2025 IVR Call Transfers Now Supported Previously, users were unable to transfer IVR calls or carry out more than one transfer. For instance, if a contact pressed the wrong IVR key, or if a call had already been transferred once, there was no way to direct it to the appropriate person. We have […]
Native Form Support for Custom Object & Company Object Fields 🎉
/in What's New? CRM, Forms, Integrations, SurveysWe’ve made significant strides in enhancing your CRM! You can now capture Custom Object and Company Object data directly within Forms, Surveys, and Quizzes — no workarounds or manual linking required. This update seamlessly integrates your CRM with data collection tools for a fully connected experience. Native Integration: Add fields from Custom Objects and the […]
LC Plugin — Custom Values Support in WordPress
/in What's New? Automations, Funnels and WebsitesWe’ve added native support for Clixio Custom Values within the LC WordPress Plugin, making it easier than ever to personalise WordPress pages, posts, and builder blocks — with no coding or complex setup required. 🔗 Native Sync with Clixio Securely connect your WordPress site to a Clixio sub-account and sync all available custom values (both […]
Workflow Builder: Auto Save Changes
/in What's New? AutomationsIntroducing Auto Save in the Workflow Builder – the simplest way to build faster, smarter, and with total peace of mind. No more losing progress or remembering to hit Save every few steps. With Auto Save enabled, your edits are continuously saved in the background while you design and refine your workflows, allowing you to […]
Meet Competitor Analysis: Your Edge in Local Reputation 🏆
/in What's New? ReputationWe’re excited to launch Competitor Analysis — a powerful tool that allows you to benchmark your business against local competitors and gain insights from reviews to stay ahead. Competitor Positioning Grid – Understand your strengths and weaknesses through key themes. The interactive view lets you explore what customers love or complain about regarding both your […]
Breadcrumbing: Ad Manager x WhatsApp & Social Planner
/in What's New? Social Planner👀 What’s New? Introduced inline ad creation breadcrumbs within WhatsApp and Social Planner modules to enable seamless ad creation directly from Ad Manager. Added new “Create Engagement Ad” and “Run as Ad” buttons across respective modules to assist users in initiating ad campaigns with pre-filled data and fewer steps. Implemented redirect modals and subscription gating […]
📎Attachments in Live Chat Widgets
/in What's New? Conversation AI, Conversations, Documents & Contracts🧾 Summary of the Release You can now share files within Live Chat . Simply drop in an image or a PDF , write a message and hit send—no more asking customers to email screenshots. It’s simple, quick, and works perfectly on both desktop and mobile. 1. Where It Works: Live Chat type (the web […]
Typeform – Actions & Triggers in workflows
/in What's New? Automations, CRM, Forms, Integrations, ReportingWe’ve introduced Typeform actions and an instant trigger to Workflows. You can now initiate automations as soon as a Typeform response is received and manage Typeform forms directly from within Workflows. This enhances lead capture, onboarding, and feedback automation processes. Trigger (from Typeform → Clixio): New Entry (Instant) — Triggers the moment a new Typeform […]
📲 Mobile App – 📞 Multi-Location Incoming Calls
/in What's New? CRM, Opportunities and PipelinesIntroducing Multi-Location Incoming Calls for the mobile app, designed for teams that operate across multiple sub-accounts (locations) and can’t afford to miss a lead. Previously, if you were logged into one sub-account, calls to your other sub-accounts wouldn’t reach you, leading to delayed responses, missed opportunities, and the hassle of juggling logins on busy days. […]
🪄 AI Powered Business Card Scanner
/in What's New? Automations, CRM, Opportunities and PipelinesIntroducing our latest AI-powered innovation for Mobile CRM: the AI Business Card Scanner. For those who network on the go—whether at conferences, client meetings, or business events—collecting and managing business cards can be chaotic and time-consuming. Cards often get lost, data entry can accumulate, and valuable connections may fall through the cracks. With this update, […]
Rename Standard Objects | Clixio Changelog
/in What's New? CRM, Opportunities and PipelinesAdmins Can Rename CRM Objects Admins now have the ability to rename standard CRM objects to better suit your business terminology. Change the names of Contacts, Opportunities, and Companies to your preferred terms, such as Clients, Deals, and Organisations. Set Singular and Plural Names You can set both singular and plural names, with a maximum […]
Incoming Call Settings Simplified (via Labs)
/in What's New?30th September 2025 Incoming Call Settings Simplified View and edit basic details, such as Friendly Name, call recording, and call forwarding. View your incoming call flow. Direct incoming calls to multiple devices for a user. Direct calls to one device type across multiple users. View all other settings that affect incoming calls. This feature can […]
Shipping Charges Based on Product & App Shipping Profiles
/in What's New?Introduction of Shipping ProfilesWe have introduced Shipping Profiles to provide store owners with increased flexibility in configuring shipping rates. With this update, merchants can define custom shipping profiles for specific products or app integrations, while still retaining the general shipping profile as a fallback option.
“Between” Operator for Workflow Trigger Filters
/in What's New? AutomationsWe have introduced a “Between” operator for workflow trigger filters, which allows you to filter values within a specific numeric range using a straightforward two-field input. Key Features: Set minimum and maximum values in two input fields Inclusive by default – both start and end values are included Works with all numeric fields in triggers […]
New Trigger: Call Transcript Generated
/in What's New? Automations, CRMAutomate Workflows as soon as a call transcript is ready. This allows you to trigger downstream actions, such as emailing summaries, updating CRM fields, or creating tasks immediately after calls across Voice AI, IVR, and Normal Calls. Smarter Follow-Ups – Email call summaries, update records with buying intent, or tag contacts based on transcript content. […]
Automatic Taxes – Mobile App Payments
/in What's New? Automations, PaymentsWe are excited to announce our latest update for Mobile Payments – Automatic Taxes. You can now automatically calculate and apply taxes for customers across multiple countries when creating invoices, POS transactions, or estimates. **Automatic Tax Calculation for Checkouts** – Taxes can now be calculated automatically on invoices, POS transactions, and estimates based on the […]