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What's new in Bolsivo

Every feature, improvement, and fix — shipped fast, documented here. Follow along to see what's coming next.

June 2026
v0.15
Latest

Financing, Agency Mode, Luna Marketing Page

Offer client financing in one click — and bring your whole agency.

  • NewInstant Client Financing: offer Wisetack/Hearth financing links directly from any estimate ≥ $500. Bolsivo earns 3–8% commission on every approved application.
  • New/agency marketing page: dedicated landing for coaches, franchise consultants, and GoHighLevel partners managing 10+ client accounts.
  • New/luna dedicated marketing page: full-page breakdown of Luna AI Receptionist with live conversation demo, feature grid, and pricing card.
  • NewWhatsApp Morning Brief: daily hotleads + appointments summary sent to the owner's phone via WhatsApp each morning (after the email brief).
  • ImprovedStripe Connect now ON by default — new users can accept payments from day one without enabling a feature flag.
  • ImprovedLuna section added to main landing page — showcases AI receptionist above the pricing section.
  • ImprovedAgency pricing section added to /pricing page — explains white-label and multi-client tiers.
  • Improved/luna and /agency pages added to sitemap.xml for full SEO indexing.
June 2026
v0.14

AI Close Predictor + EDDM Direct Mail

Biggest release yet — physical mail meets AI.

  • NewAI Close Predictor: scores every open estimate by close probability with a recommended next action, powered by Claude AI.
  • NewEDDM Direct Mail: select carrier routes by ZIP, generate AI postcard copy + DALL-E 3 hero image, pay and submit in one workflow.
  • NewLead Packs: one-time top-up purchases (100/500/2,000 leads) available in Billing — expanding beyond the monthly plan limit.
  • NewQuickBooks Online integration stub with waitlist flow (full sync launching Q3 2026).
  • ImprovedFeatures page expanded from 4 to 9 features with full how-it-works content and SEO metadata.
  • ImprovedLanding page metrics updated to specific capability stats (starting price, leads/month, review rate, setup time).
  • ImprovedComplete brand green sweep across all auth, marketing, and public pages — single #0FA868 accent site-wide.
May 2026
v0.13

Luna AI Receptionist + Inbound Voice

Answer every call 24/7 in English and Spanish.

  • NewLuna AI Receptionist: bilingual phone agent answers inbound calls, qualifies leads, and books appointments via Retell AI.
  • NewTwilio inbound voice forwarding with call transfer to owner when Luna can't resolve a query.
  • NewLuna ROI dashboard in Analytics: total calls, appointments booked, leads captured, booking rate, and minutes usage.
  • NewWhatsApp Luna integration: Luna handles WhatsApp business messages with the same bilingual logic as phone calls.
  • ImprovedLuna setup wizard redesigned with 4 clear steps and live preview of agent greeting.
  • FixedGmail OAuth token refresh now uses a cron job instead of request-time refresh, eliminating auth errors under load.
April 2026
v0.12

Client Portal + White-Label + Stripe Connect

Give every client a professional portal. Collect payments directly.

  • NewWhite-label client portal: per-client web link (no login) with appointments, invoices, Stripe pay button, and service request form.
  • NewStripe Connect embedded payments: collect deposits and final payments directly. Funds deposit same day.
  • NewPortal white-label settings: set your business name, logo, primary color, and support phone — Bolsivo is invisible to clients.
  • NewBilingual portal: auto-detects client browser language and switches between English and Spanish.
  • ImprovedInvoice PDF generation now includes line-item breakdown, payment terms, and digital signature block.
  • FixedPortal appointment cards now correctly show local timezone instead of UTC.
March 2026
v0.11

Smart Estimates + PDF Proposals + E-Sign Contracts

From quote to signed contract without leaving Bolsivo.

  • NewSmart Estimates wizard: 14 service type presets with configurable rates, frequency multipliers, and AI-written proposal text.
  • NewEstimate PDF generation: branded PDF proposal with business name, line items, terms, and payment methods.
  • NewE-sign contracts: create templates, send to leads, and collect legally-binding digital signatures.
  • NewEstimate → lead linking: estimates attach to pipeline leads, keeping full history from first email to signed contract.
  • NewAI Close Predictor alpha: first version of estimate priority scoring (GA in v0.14).
  • ImprovedPipeline Kanban board now shows estimated deal value per column and total pipeline value in header.
February 2026
v0.10

EDDM + Review Management + Market Intel

First tools beyond cold email — physical mail and reputation.

  • NewReview Management: AI-personalized review request via SMS or email after completed jobs, with pre-screening feedback gate.
  • NewMarket Intel Center: seasonal demand trends, local business density maps, and performance benchmarks vs. similar Bolsivo users.
  • NewEDDM alpha: carrier route selection by ZIP, AI design generation (full launch in v0.14).
  • NewUniversity module: structured how-to curriculum covering platform setup, email deliverability, and B2B prospecting.
  • NewGrowth Center: 6 tactical playbooks (cold email structure, lead scoring, 3-touch follow-up, reviews, calendar, estimates).
  • ImprovedLead discovery now caches Google Places results for 24 hours, reducing API costs by 60%.
January 2026
v0.9

Unified Inbox + Multi-channel Outreach

All replies in one place. Email + SMS + WhatsApp.

  • NewUnibox (Unified Inbox): all inbound replies — email, SMS, WhatsApp — in one threaded interface with AI-draft replies.
  • NewSMS outreach: send and receive SMS from leads directly in Bolsivo using Twilio.
  • NewGmail OAuth sync: connect your Gmail account for direct send/receive without SMTP configuration.
  • NewFollow-up scheduler: AI generates follow-up drafts for leads that haven't replied after 3 days — still requires your approval.
  • NewMorning brief email: daily AI-written summary of your pipeline sent to your inbox every morning.
  • ImprovedEmail deliverability improved with DKIM alignment checks and suppression list management.
December 2025
v0.8

Pipeline, Calendar & Field Quote

Tools for closing, not just prospecting.

  • NewSales Pipeline Kanban: drag-and-drop board with statuses from New to Closed Won, pipeline value tracking.
  • NewCalendar & Appointments: book and track client meetings, service appointments, and follow-up calls.
  • NewField Quote: 4-step mobile wizard to generate on-site quotes in 30 seconds using AI pricing.
  • NewHot Leads filter: see only leads with score ≥ 80 that are actively engaged.
  • NewAt-Risk Leads detection: surfaces deals that have stalled based on time-since-contact signals.
  • ImprovedLead score now includes "fit reason" and "risk flags" alongside the 0-100 number.
November 2025
v0.7

Referrals + Analytics + Residential Campaigns

First expansion revenue mechanics and multi-segment targeting.

  • NewReferral program: unique referral codes, 1 free month per converted referral, tracking dashboard.
  • NewAnalytics dashboard: open rate, reply rate, conversion funnel, campaign performance, and avg lead score.
  • NewResidential campaigns: separate campaign type for targeting homeowners (distinct from commercial B2B).
  • NewWeekly digest email: AI summary of the week's performance sent every Monday.
  • NewGDPR export and delete: one-click data export and account deletion for compliance.
  • SecurityAll user data access now validates organization membership server-side on every request.

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Changelog covers major user-facing changes. Internal infrastructure updates and security patches are applied continuously.