Billing
Bank transfers extend your plan right away
When an invoice is paid by bank transfer, the month it pays for now takes effect as soon as the payment arrives, and the billing banner no longer says features are blocked when nothing is.
Product Updates
Changelog
Everything that shipped in LeadScoutr, newest first.
Last updated September 16, 2026
September 2026
Deals
Filter deals by seven facets
Narrow your deals by stage, last contact, next action, owner, amount, pipeline or archived status, and combine as many as you like. The board and the table share the same filter, so switching views keeps it.
Deals
Bookmark or share a filtered deals view
A filtered deals board or table now lives in the page address, so refreshing, going back or sending the link to a teammate keeps every filter you set.
Deals
See exact counts wherever you filter deals
Every filtered deals view says how many deals match out of the total, with a percentage such as "2 of 7 (29%)", under the page heading, under the filter bar and on each board column.
Deals
Find archived deals from the deals filters
Archived deals are now one of the deals filters, under More in the filter bar, so you can find them from the board or table without leaving the page.
Deals
See days in stage beside last activity
The deals table and board cards now show both how long a deal has sat in its stage and when anyone last worked it, so a freshly moved deal can't hide that nobody has touched it. Both are on by default and either can be switched off per person.
Deals
See when a deal is going quiet
A deal that just moved stage but has had nothing logged for two weeks, or has sat well past its usual time in a stage while still being worked, now says so on its record line and board card, reading both facts together.
CRM
Contact lights check deeper and cover email
Website checks now open the site and look for a sitemap, and email addresses get a light of their own. Every light, green ones included, opens to say in words what was checked, such as "opened, sitemap found" or "digits look right".
CRM
See how many alternatives sit behind a light
A contact light now shows a count such as "+2" when we hold other phone numbers, emails or websites for that record, with a small arrow that shows the list opens.
CRM
Swap in a better phone, email or website
Open any contact light, including a green one, to see every other phone number, email address or website we found for that record and where it came from, and put one on the record with "Use this".
CRM
Archive deals, companies and contacts
Deals, companies and contacts can now be archived: they leave your boards, counts and forecast but stay findable in search, in lists and for outreach. The new Archive page lets you restore them or move them to Trash.
Deals
Archive every matching deal in one click
On a filtered board, one action in a column archives every deal there that matches your filter, and tells you exactly how many before you confirm.
CRM
Choose the owner and team for new records
When you save companies or deals from search, or create a company, contact or deal by hand, you can now pick who owns it and invite colleagues onto it instead of everything defaulting to you. Hand a record to a colleague and you keep your own access to it.
Deals
Save a pipeline as a reusable template
Any pipeline can now be saved as a template, and its stages, colours and win percentages appear under "Your templates" when you create a new pipeline, without copying its deals or sharing settings.
Deals
Update a template on only the pipelines you pick
Editing a template that's already in use shows what changed and which pipelines it would affect, with their deal counts, and updates only the pipelines you tick. Deals in a stage that would disappear need a new stage before that pipeline can be updated.
Deals
See who's opened a deal, deal team or not
The panel behind the faces at the top of a deal now lists everyone who opened it in the last seven days, on how many days, what work they did, and how they're able to see the deal at all, not only people on its deal team.
Activities
See a now-line on your activities timeline
The Activities page has a new Timeline view that splits what's coming up from what already happened with a line marking the current moment, using the same filters as the table and calendar.
Activities
See emails in the shared activity feed
Email conversations now appear alongside notes, calls and meetings on the Activities list and timeline, for exactly the people who can already see the record they belong to. They show the subject, date and who it was with, never the message itself, and stay off the calendar.
Deals
Get a suggested win percentage, not a block
Saving a pipeline stage with a lower win percentage than the stage before it now warns you and suggests a fitting number, and lets you save anyway instead of refusing outright.
Activities
Set reminders up to two years ahead
Reminders can now be scheduled up to two years out instead of thirty days, and one set more than a month ahead is still delivered on the right day.
Deals
Log a quote with the customer's own reference
Logging a quote now has a field for the customer's own reference beside ours, and "Save and email it" saves the quote and opens an email with its file attached and the references in the subject.
Deals
See a quote's emails on its card
A quote's card now lists the email it went out in and any reply that carries one of its reference numbers, and flags a reply still waiting on you, so you can follow the conversation without digging through a mail folder.
Deals
Mark a quote accepted or declined
A quote now carries a status: it moves to sent when you email it, you mark it accepted or declined from its card, and it shows as expired once its validity date passes.
Deals
Find a quote by the customer's reference
Search now also finds a quote by the reference number the customer uses, not only by ours, so you can look it up however they read it back to you.
Deals
Emails sent from a deal always show on it
An email sent from a deal now always appears on that deal's timeline and in its AI chat, even when the recipient isn't one of the deal's contacts, and email sent from a company is linked to that company.
Deals
Save a filtered view and set it default
Save any combination of filters as a named view and make one the board you land on by default, instead of rebuilding the same filter every time you open Deals.
Deals
Saved views are shared with your team
A saved view is now visible to your whole workspace by default, showing who saved it, with an option to keep one private. Only the person who saved a shared view can edit it; anyone else saves their own copy.
Activities
See a full edit history on activities
Every activity now keeps its full edit history behind a history icon, showing when it was edited, by whom and exactly what changed.
Settings
Choose how your quotes are numbered
A new Quotes page in Settings offers ten ready-made numbering formats, including ones built from the rep's initials, or your own pattern of letters, separators, year, month and counter, with a live preview of the next number.
Deals
Drag deals table columns to reorder or resize
Drag a deals-table column header to move it or drag its edge to resize it; your layout is remembered for you and stays in sync with the column settings menu.
Billing
Invite someone straight in as a billing contact
When inviting a new teammate, owners can tick a box to make them a billing contact from the moment they accept, instead of adding them first and granting access later.
Billing
Payment reminders stop once your money arrives
If a bank transfer reaches us with a reference we can't match, payment reminders now pause when it came from an account that has paid us before. A reminder is also never sent for an invoice that has already been paid.
Search
Search failures now say it's not your credits
If our search provider has an outage, you now see a plain notice that the problem is on our side, that nothing was charged and that we've been alerted, instead of a generic error.
Billing
Grant a teammate billing access
Workspace owners can now let a specific teammate see invoices and correct billing details such as the company name, address and VAT number, without letting them change the plan, buy credits or touch the payment method.
CRM
See whether a website or phone number works
Company and contact records now carry a light beside the website and phone number. A website check shows whether the site answers or is gone, and the phone light only judges whether the digits look valid, never claiming anyone picked up.
Activities
Send email from a record's Activities tab
You can now start an email straight from a deal, company or contact's Activities tab, not only from the header, and it's linked to that record so the conversation shows up on its timeline.
Deals
Sort your deals board and table
Sort deals by name A–Z or by date added on both the board and the table. The board still opens on next action first, and can keep the order you dragged cards into.
Activities
Retyping an activity now actually saves
Changing a logged activity's type, such as turning a note into a call, now actually applies the change; before, it showed success and changed nothing.
Activities
Find a quote by its number or customer
Search on the Activities page now finds a quote by its reference number or by the customer it belongs to, and the list and detail view show each quote's reference, amount and validity.
CRM
AI chat looks up contacts for you
Asked about a contact on a record, the AI assistant now looks them up itself instead of telling you to go and find them.
Deals
See who's been on each deal from the list
The deals table can show a "Recently here" column with the faces of colleagues who opened each deal this week, lit up while they're on it now, and board cards show the same.
Activities
Edit a note right on the timeline
You can now edit a note directly on a record's timeline, in the same editor that wrote it so links and lists survive, instead of logging a second note to correct the first.
Activities
Attach files to any activity
You can now attach a file when logging any activity, not just a quote, and open it again later straight from the record's timeline.
Deals
Customize the deals table and card fields
Choose which fields appear on your deals table and kanban cards, and in what order; your choice is remembered per person.
Deals
Set a deal's next action from the board
You can now set what happens next on a deal, and when, directly from its kanban card without opening the full record.
Deals
Get stage percentages suggested from your deals
When editing a pipeline, "Suggest percentages" works out a win percentage for each stage from how your own closed deals actually went, and you apply the ones you want.
Activities
Get notified when reminders and meetings come due
You now get an in-app notification when a reminder you set or a meeting you booked comes due; before, the person who set it got no pop-up at all. Cancelling a reminder now clears its notification too.
Help
Screenshot uploads on bug reports now work
Attaching a screenshot when you report a problem now actually uploads it and tells you if it fails, instead of silently dropping it.
Deals
See each deal's company in the deals table
The deals table now has a Company column linking to each deal's company, you can search deals by company name, and new deals are named after their company without a date added on the end.
Activities
Fixed meeting end times for future bookings
Booking a call months ahead no longer records it as already ended; a meeting's end time now follows its start time.
Billing
Free plan now includes monthly search credits
Workspaces on the free plan now get search credits every month, enough for a manual business search, instead of none. The credits reset automatically at the start of each calendar month.
Site
Blog newsletter signup actually subscribes you
The newsletter form on our blog posts now really submits your email address, instead of only showing a success message.
Account
Fixed broken links in account emails
The main button in the welcome email and in feedback emails now opens the search page instead of a page that doesn't exist.
August 2026
Activities
Fixed a missing "log as a call" prompt
A note that reads like a phone call now shows the suggestion to log it as a call instead; the prompt never appeared on screen before.
Deals
Multi-select drag now moves every deal picked
Selecting deals across different stages and dragging one of them now moves the whole selection to the new stage, instead of leaving some behind.
Account
Password reset links now last 24 hours
A password reset email now stays valid for 24 hours instead of one, so it doesn't expire before you get to it.
Deals
Duplicate a pipeline in one click
Duplicate any pipeline from the menu on its card: the copy keeps the stages, colours and percentages, starts out private to you, and opens ready to rename.
Outreach
Pasted signature images now reach recipients
An image pasted straight into your email signature now shows up for everyone who receives your emails, instead of appearing in the app and vanishing in their inbox.
Account
Onboarding wizard scrolls on smaller screens
The setup wizard now scrolls on shorter screens, so the Continue button and the way to close it are always reachable.
Search
Fixed a stale search plan reappearing
Starting a new search conversation no longer brings back a search plan from an earlier chat with its launch button ready to fire.
Search
Your search session stays with your account
Your search results, extracted emails and AI conversation are now saved to your account instead of the browser, so the next person to log in on a shared computer can't see them.
Search
Long AI search plans no longer fail
An AI search plan whose summary ran long, which happened often when planning in Dutch, no longer fails when you confirm it; the search now runs normally.
Settings
See confirmation when you add someone to a team
Adding a teammate to a team now shows a confirmation and an "Invited" badge on the roster while the invitation is pending, instead of looking like nothing happened.
Deals
Renamed pipeline stages show correctly in history
A deal's timeline now shows each stage by its current name, including stages you renamed, instead of an internal label.
Deals
Choose who can see each pipeline
Pipelines are now private to their creator by default, and can be shared with specific teammates or opened up to the whole workspace.
Settings
Real profile photos show throughout the app
Your profile photo now appears on the kanban board, sidebar, teams page and sharing dialogs, instead of a generic initial in some of them.
CRM
See a record's status at a glance
Every deal, company and contact now opens with a one-line summary at the top, such as how long it has sat in its stage or what last happened, marked with its board stage's colour. Each part opens to show the detail behind it.
CRM
See who can access a record
Every deal, company and contact page now shows a plain sentence such as "You + 3 teammates", plus a panel listing exactly who can see the record and why.
Search
See if a company is already tracked before saving
Search results now carry a chip showing whether a company is already in your own book, visible to your workspace, or tracked by a named teammate.
CRM
Saving a tracked company joins you to it
If a teammate already tracks a company you try to save, you're now joined to their record, after a confirmation that names who holds it, instead of creating a duplicate.
CRM
See who's viewing a record right now
Every deal, company and contact page now shows who's looking at it right now, plus a seven-day history of who opened or worked on it.
Billing
See what you've paid and what's due next
Settings → Billing now leads with what you owe and shows your total paid to date and when your next charge is due.
Billing
See an itemized breakdown of your next invoice
Before you're charged, your billing page now shows a line-by-line breakdown of what your next invoice will include, with its total.
Billing
Bank transfer instructions flag unsupported methods
If you pay by bank transfer, the payment details now warn prominently when our account can't receive a method such as SWIFT, so a wire doesn't bounce.
Outreach
Set default Cc/Bcc for team emails
Workspace owners and managers can set default Cc or Bcc addresses that apply to every teammate's outgoing one-to-one emails, and choose whether teammates may remove them.
Billing
See when a cancelled plan ends
If you cancel your plan, Settings → Billing now shows the date it ends and that you keep everything until then, instead of still showing a renewal date.
Billing
Buy the Normal plan without contacting us
Both self-serve plans, Founders and Normal, can now be bought directly in Settings → Billing; Enterprise is still arranged with our team.
Billing
Partial refunds show in your invoice history
When we refund part of a payment, it now appears in your invoice history as a credit note, including a second partial refund on the same invoice.
July 2026
Outreach
Gmail-style email signatures
Each teammate can now build their own email signature in a Gmail-style editor, with the signature rendering properly inside the outreach composer.
Outreach
Reconnecting an inbox no longer breaks it
Disconnecting, reconnecting, or switching your connected email inbox is now a clean handoff, instead of sometimes leaving the connection in a broken, half-synced state.
Deals
One default currency per workspace for deals
You can set a single default currency for every deal in your workspace, so deal values are consistent instead of mixed.
Activities
Activities rebuilt: meetings, notes, and your calendar
Activities are now organized around meetings and notes, inherit visibility from the record they're on, and stay in sync with your connected calendar automatically.
Search
Sort search results by score or name
Search results can now be sorted by match score, highest or lowest first, or alphabetically by name, instead of only the default order.
Deals
Right-click a deal for quick actions
Right-clicking a deal card on the kanban board opens a quick-action menu, including moving that deal straight to a different pipeline.
Site
One consistent light theme by default
The app now uses one consistent visual theme across every page, with light mode as the default instead of a mix of styles left over from earlier redesigns.
CRM
Restore deleted records from Trash
Deleted companies, contacts, and leads now go to a Trash you can browse and restore from, instead of being gone the moment you delete them.
CRM
Notification center refresh
The notification bell now has a clear-all action and a full history page with readable rows grouped by time, instead of a flat unsorted list.
Billing
Pay an invoice by link, no account required
Someone who isn't a LeadScoutr user, like an accounts-payable contact, can pay an invoice through a secure link, with the invoice attached to the email, without creating an account.
Billing
More time before a failed payment pauses you
If a card payment fails, you now get a longer grace period before your account is paused, accounting for the extra days a bank transfer or direct debit needs to clear.
Settings
Calendar connection moved into Settings
Connecting your Google or Outlook calendar now happens from Settings -> Calendar instead of a separate marketplace page.
Billing
Subscriptions and invoicing went live
Paid plans now run on a full billing engine: card subscriptions, generated invoices, and automatic payment reminders if a charge fails, replacing manual plan management.
June 2026
Settings
Usage and billing visibility follows your role
What you can see in Usage and Billing settings now depends on your role in the workspace, so members see relevant usage without the full financial access reserved for owners and managers.
Billing
Usage tab: credit caps and spend
A Usage tab shows how many credits you have spent and your current caps, and lets owners and managers set per-team or per-person credit limits.
May 2026
Account
Guided setup wizard for new workspaces
New paid workspaces now go through a guided setup wizard, naming your workspace, picking a pipeline template, inviting your team, instead of landing on an empty dashboard.
Lists
Lists rebuilt with a dynamic filter builder
Lists now support a dynamic filter builder, so a list can update itself as records match your criteria, with sidebar counts that reflect the current list.
CRM
AI chat understands the whole deal
The AI chat assistant now reads across a deal's company, contacts, and history together, instead of being limited to a single lead record.
CRM
CRM rebuilt around Companies, Contacts, and Deals
The CRM was rearchitected around three connected record types, Companies, Contacts, and Deals, replacing the earlier single Lead record with a structure that matches how a sales team actually works.
Deals
Forecast view for your pipeline
Managers and owners get a Forecast view showing pipeline totals broken down by stage, deal owner, and team, instead of having to total up the board by hand.
April 2026
Billing
Free, Founders, Normal, and Enterprise plans
Plans were defined with clear, separate credit allowances for company search, company enrichment, and people lookup on every tier, from a free workspace up through Enterprise.
CRM
AI chat remembers earlier conversations
The AI chat assistant on a record now remembers relevant details from earlier conversations about it, instead of starting from zero every time you open the chat.
Settings
Google and Outlook calendar sync
You can connect a Google or Outlook calendar and have meetings sync both ways: events you create in LeadScoutr appear on your calendar, and calendar changes show up on the activity.
Search
Find and save people directly from AI chat
You can ask the AI chat assistant to find decision-makers at a company and save the ones you want straight into your CRM, without leaving the conversation.
Search
Recent Searches, with one click to restore
A Recent Searches view let you pull an earlier search back onto the grid with one click instead of re-entering your criteria from scratch.
March 2026
CRM
AI deal scoring against your ideal customer profile
Every company is automatically scored against your ideal customer profile, at no credit cost, with a transparent breakdown of pros and cons rather than a single opaque number.
Search
Search redesigned with live progress and analytics
Search was redesigned around a live progress view while a search runs, an analytics sidebar summarizing the results, and AI-written summaries on each result card.
Billing
Self-serve subscription checkout
You can subscribe to a paid plan directly from the app with a card, instead of needing to arrange billing manually with our team.
Site
Pricing page overhaul with an Enterprise tier
The pricing page was rebuilt with a clearer plan comparison and a new Enterprise tier for larger teams, alongside the existing Founders and Normal plans.
February 2026
Search
People Lookup: find decision-makers at any company
You can search our verified professional database by company, title, and seniority to get names, job titles, and contact details for the people who matter at a company.
CRM
Company Enrichment from a verified database
You can pull a full company profile, industry, employee count, headquarters, founded year, from our verified database directly onto a company record.
Deals
Kanban view for your pipeline
A drag-and-drop kanban board sits alongside the table view, so you can move deals through your pipeline stages visually instead of editing a status field row by row.
January 2026
Activities
Activity logging and email reminders
You can log calls, emails, meetings, and notes against any record, and schedule email reminders so a follow-up doesn't get missed.
Account
Multi-tenant workspaces with roles
Workspaces are isolated per company, with three permission levels, Owner, Manager, and Member, controlling who can see and change what.
Search
LeadScoutr launches: AI company search and CRM
The first version of LeadScoutr went live: describe your ideal customer in plain language to get a batch of matching companies, backed by a core CRM for tracking and organizing what you find.
