A single timeline for Sutra — recent releases in detail, earlier milestones in summary, and the work in flight and on the way. Updated at the close of each sprint. Feature requests and bug reports live on the forum.
One-click "Rebuild" from Admin reconciles every entity table with its fields — creates tables, adds columns, widens columns. Additive only: nothing is ever dropped, so a rebuild cannot lose data. Every change is logged with status, duration, and who ran it.
Per-card Edit / Save / Cancel state on every record. Schema-driven layout, AJAX swap without page reload, SYSTEM panel inline edit (Owner + Assigned to), group-scoped stream verbiage, concurrent-edit guard.
Multi-rule per entity. Per-field operators (Equals / Starts with / Contains / Ends with). Warn vs Block policies, Save-anyway override with audit, "Not a duplicate" pair exemptions, live check while typing.
One-to-Many, Many-to-Many, and Child-to-Parent relationships as a first-class concept. Sub-tab auto-generation on parent records, ACL-filtered counts and reads. Replaces hand-wired reference fields.
Build custom entities and fields from the admin UI — Account, Contact, Lead, Opportunity, Case live alongside admin-created entities. Picklists (Country, State, Industry, etc.) cascade and reuse across the app.
Every save writes a field-diff event to the Stream. Audit entries are append-only; restore a previous save without losing the intermediate history. Foundation for 21 CFR Part 11.
Every timestamp stored as UTC; the browser shifts to the user’s timezone on render. User timezone preference persisted on the user record.
Per-entity, per-action rules (own / team / all). Admin UI for roles. Query-level filtering on lists, voter checks on every POST.
Visual filter builder per list view. Saved views per user. Underpins every list view across the app.
Activity rail on every record. Live sub-tab counts for Contacts / Opportunities / Cases / Projects. Stream events on insert, update, restore.
Generic form view at /{entity}/new and /{entity}/{id}/edit. CSRF, validation, dirty-state checks, version bumps on update.
Accounts, Contacts, Leads, Opportunities, Cases. Filter chips, sortable columns, sub-tabs, dense field grids.
Install wizard, kernel boot, DI container, session auth, dashboard. Live at demo.sutracrm.net.
Rounds out the Security area: IP access control at both the application level (one admin allowlist for the whole install) and per user (admin sets, the user can tighten further), plus a Sessions & devices tab to review and revoke active sessions and allow or block devices. Also adds an extra verification step when signing in from a never-before-seen device.
Set a primary currency and manage additional currencies with exchange rates against it (manual entry plus scheduled auto-update). Becomes the single source of currencies for amount fields and per-user defaults, and powers conversion of totals to the primary currency.
Drag-and-drop layout editor per entity. Detail, List, Side Panels, Search Filters, Mass Update, Convert Lead — full surface coverage.
Replace the placeholder Activity sub-tab with real Email, Meeting, and Call entities. Sub-tab generation reuses M1.5.5 relationship plumbing.
Tasks alongside Activities. Polymorphic parent (Account / Contact / Opportunity / Case) via the M1.5.5 child-to-parent mechanism.
File uploads attached to any record. Per-entity storage policy. Audit on every upload + download.
Markdown-input field type with safe-HTML render. Replaces the current plain-text textarea for notes / descriptions.
Continent → country → zone-style territory tree as a second ACL axis orthogonal to roles. WHERE-clause filter on every list query.
Two-way sync with Gmail and Outlook. Inbound + outbound email logged automatically against the right contact and account; calendar events synced so meetings show up against the record without manual data entry. The most-cited evaluation blocker for growing teams — sales reps will not adopt a CRM that makes them double-enter email.
Single sign-on via SAML, Google Workspace, and Okta, with SCIM user provisioning. The standard procurement gate above ~200 seats — most evaluations from growing businesses stop here if it is missing. Ships in the Business edition.
If-then triggers, scheduled actions, and time-based rules (for example: "if Opportunity Stage = Proposal for more than 14 days, notify the Owner"). Includes a visual rule builder so admins can author workflows without code. Basic triggers in Community; advanced multi-step workflows in Business.
REST API covering every entity, plus outbound webhooks on create / update / delete. The integration foundation that lets Sutra plug into the rest of a growing team’s stack — accounting, support, marketing, data warehouse — and the underlying surface the M3 plugin marketplace builds on.
Mass update, mass import, merge duplicates, and bulk delete with confirmation, on every entity list. Table stakes at the scale growing teams operate at, where day-to-day admin tasks touch hundreds of records at a time. Builds on the M1.5.6 duplicate detection foundation.
Configurable reports and dashboards beyond the home page — pipeline by stage, forecast roll-ups, sales-rep leaderboards, activity reports, schedulable email digests. The numbers a growing sales ops or revenue ops team runs their weekly meeting from.
Guided importer for spreadsheets and exports from other CRMs — column mapping, dry-run preview, error reporting, undo. Removes the biggest friction in switching: the "we have ten years of data we can’t lose" problem. Without this, sales evaluations stall.
A background job runner (cron / queue), and on top of it a Cleanup job — hard-delete records past a retention window, log rotation, orphan attachment + temp-file purge, expired token / notification cleanup. Also unlocks an opt-in schema cleanup ("hard rebuild") for orphaned columns left by deleted fields.
Replace server-rendered PHP templates with a Vue 3 SPA. API surface stable from M1; the SPA is just another client.
Marketplace API for third-party plugins. Composer + ZIP distribution. Per-plugin licensing. The CRM module is just the first plugin.
sutra/compliance-21cfr — audit-log wiring, electronic signatures, record lockdown, validation tracking. Built on M1.4.7 foundations. Ships in the Business edition.
A native mobile app for iOS and Android that sits on the same API as the Vue SPA. Focused on field-sales workflows — quick lookup, log a call, add a meeting note, see today’s pipeline. Lower priority than getting the SPA right first.