Updated weekly

What's new in Bolsivo

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

June 2026

v0.14

Latest

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

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

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

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

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

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

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

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.

Want to know when new features ship?

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