From the first sales appointment to the project handoff, v0.8.2 adds flexible workflows, better visibility rules and more professional customer documents to UltraConstruct's construction-focused CRM.
Each feature is grounded in the v0.8.2 release documentation. Images below are actual earlier CRM demo captures; dedicated screenshots of the new modules have not been provided.
Configure lead stages, assign responsibility for site visits and guide opportunities through estimate, proposal and acceptance.
Company owners can set record visibility, share specific records for viewing or editing, and check what each employee can access.
Configure Kanban stages and substages, prioritize work, hand jobs to project managers and follow the sales-to-production history.
Build branded proposals, manage contract templates and send an estimate and contract together for a phone-friendly signing flow.
Search settings across sales, operations, contracts, finances and communications with role-aware access and change history.
Use company-branded sender identity, customer appointment messages and real invoice sends with provider delivery states.
An additional development branch implements equal released-feature access and seat-limited plans. It is documented as tested, but not merged or deployed. Prices and real-Stripe seat-band charging are not yet approved.
New plan definitions and seat enforcement are built in an unmerged development branch. Exact prices and customer availability are still being approved.
The roadmap keeps every documented version from v0.2.0 to v0.8.2, plus a separate view of development-branch work and planned v0.9 job costing.
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