Marketing & CRM

• AI automatically pre-creates leads with details automatically filled from phone call recordings, reducing manual data entry after conversations. This way you and your team can focus on the family conversations without being distracted by note taking.

• CRM automations can now trigger on inbound and outbound calls, with filters for call direction and outcome to target follow-ups based on call behavior. This can now be used to kick off automations for inquiry calls, such as automatic outreach and task creation for your team.

• SMS-based automation triggering has been added to CRM, allowing workflows to respond to text activity with filtering options. This is great for things like automatically sequencing new leads that text you or creating tasks for your team to follow up to tasks.

Billing & Finances

• Providers in Texas can now upload CSV files for subsidy deposits and our AI pre-fills the received amounts making reconciliation significantly faster.

• Fixed an issue where the record deposit flow did not show attendance for date ranges longer than one month.

Payroll & HR

• Staff training can now be recorded in bulk instead of having to update each staff profile individually.

• A failed debit banner now appears when payroll processing fails to help admins take action much faster and make sure employees get paid on time.

Enrollment & Paperwork

• The flow for adding guardians on mobile has been updated to match the rest of the app, making it easier to complete on smaller screens.

Family Communication

• Enterprise admins can now view a shared calendar and publish events across all programs or selected programs from a single place, simplifying multi-program coordination.

• Fixed an issue where attachments were being removed from bulk emails.

Reporting & Insights

• Custom reports now support comprehensive sorting by student age and birthday, making it easier to organize and analyze data.