What we released in Lodose CRM, and when.

Newest

October 2, 2026Category: Orders & collections

Collection plans and installment tracking

You can define payment terms in Settings, attach a collection plan to an order and reschedule it later. When you record a payment, the next installment is suggested; overdue installments are listed on their own page.

September 29, 2026Category: Product catalog

Product types: stocked, non-stocked and service

Each product is defined as stocked, non-stocked or a service. Service items skip the stock and shipment steps, and an order made up only of services is completed without a shipment.

September 29, 2026Category: Quotes

Quotes shown excluding or including VAT

You can present a quote excluding or including VAT; the amounts stay the same and only the presentation changes. For quotes without VAT, there is also a "VAT does not apply" option.

September 26, 2026Category: Access & permissions

Profiles, field permissions and record owners

Profiles define which actions each user can take in each module, and the fields you add yourself can be hidden from the profiles you choose. Records are assigned an owner, and the dashboard can be filtered by owner.

September 25, 2026Category: Quotes

Phone approvals and acceptance by quote version

When approval comes by phone, your team can mark the quote as accepted. Acceptance is recorded against the agreed version, and the order is created from that version.

September 23, 2026Category: Email & messaging

Email under your own name and quote previews on WhatsApp

Emails to your customers can be sent under your business's own name and email address. When a quote link is shared on WhatsApp, the preview shows your business name and, if you have uploaded one, your logo.

September 20, 2026Category: Customization

Custom fields, form layout and option lists

You can add your own fields to records such as customers, products and vehicles, and place them on the form by drag and drop. Option lists such as customer source and expense category can be edited to fit your business.

September 16, 2026Category: Interface

One design across all modules and redesigned record pages

All modules share one look and a fixed sidebar; customer, order and other record pages are organized into sections with icons and colors. The light theme is the default, and screens are laid out for the phone too.

September 15, 2026Category: Quotes

A ready-made quote request form for your website

You can put the link to the ready-made quote request form on your website, or turn it into a QR code to share; incoming requests land in the CRM as records. You choose which products appear on the form.

August 2026Category: Dealer portal

Orders from the dealer portal

Your dealers can place orders from their own portal. Those orders are flagged as new in the CRM, and each team member sees the ones they have not opened yet as a count in the menu and a marker in the list.