v1.67.0Zentrik platform
Compare customer dates with your delivery plan
See when customers need a decision beside when the planned work will ship, then give the customer-facing team a clear answer.
What changed
- Initiatives → Customers puts customer decision dates and delivery dates on one timeline.
- Answer On track, At risk or Can’t by then; give an alternative when the plan will miss the date.
Read the ask behind the date
Open Initiatives → Customers and select a customer entry. Compare the decision date with planned delivery, then read the request and linked work. Viewers can read the timeline; editors can answer. Can’t by then requires an alternative. Copy prepares text for your clipboard; it does not send a message.
Read estimated value with its assumptions
The customer view uses CRM odds where available. When odds are absent, it labels the assumed 15% chance. These values help compare work; they do not predict booked revenue.
More in this release
Wispr imports
- Wispr setup supports selected manual imports. Live provider import acceptance remains pending; automatic sync is not included.
- Wispr personal connections allow owners, administrators and editors. Workspace authorization remains with owners and administrators; personal notes are opt-in.