Progress: Form Builder UI completed and ready for backend integration, Automations builder wireframe finalized and queued for front-end development.

• Drag-and-drop form designer is complete, with support for core field types like text, email, phone, dropdowns, checkboxes, consent, and more.

• Per-device controls are in place so you can adjust typography, spacing, and layout differently for desktop, tablet, and mobile.

• Conditional visibility controls are built into the UI, allowing fields to be shown or hidden based on previous answers—ideal for pre-qualifying or disqualifying leads.

• Survey mode has been designed, letting users reuse forms as surveys and later analyze responses at scale.

• We’re now starting to wire form submissions into the CRM so new leads can be created as Contacts (and attached to Companies where appropriate).

• Server-side validation and error handling will be added so that submissions are reliable and edge cases are handled cleanly.

• Hooks will be created so that, in future phases, form submissions can directly trigger automations (e.g., “Form Submitted → start Nurture Sequence”).

• The visual Automations canvas has been fully designed with a node-based, drag-and-drop layout.

• Core building blocks are defined:

– Triggers (form submitted, tag added, stage changed, manual enrollment)

– Actions (send email, send SMS, create task, move deal, add tag, notify Slack)

– Logic (if/else branches, filters, and time-based delays).

• Manual enroll patterns are included in the design so reps can start an automation directly from a contact or deal record.

• The canvas supports zooming and scrolling for larger workflows, so even complex automations are easy to follow visually.

These steps move Cleave from “track what happened” toward “automate what should happen next.”

• The Form Builder UI gives us the foundation to capture clean, structured data directly from your website, landing pages, and campaigns—without duct-taping third-party tools together.

• Conditional logic and survey mode are designed to protect your pipeline from junk leads while still giving you deep insight into real customer behavior.

• The Automations wireframe sets the stage for turning those events—form submissions, pipeline changes, tags—into consistent, repeatable workflows that run in the background instead of relying on someone’s memory.

• Complete Form Builder backend integration and end-to-end flows over the next 30 days.

• Deliver an initial version of Automations approximately 30 days after that, once Forms are live and feeding data into the system.

• Full form flows: build a form, embed it, and see submissions appear as new or updated contacts/companies inside Cleave.

• Initial automation triggers based on form submissions, tag changes, and pipeline stage updates.

• A v1 Automations canvas that supports core patterns: triggers, actions, delays, and simple branching logic.

• Follow-up UI/UX polish passes focused on making it easy to understand “what happens when” at a glance.

The goal is to have Forms production-ready and Automations in a strong, usable v1 before wider beta—so early users can not only track their work in Cleave, but start automating it.

New: Call prospects, track every interaction, and see AI summaries of your customer history in one place.

• Create companies and link multiple contacts to each account.

• View a unified timeline of notes, tasks, and calls for every contact and company.

• Keep richer context with structured contact details and company-level information.

• Log call notes and meeting notes directly on the contact or company record.

• Let AI generate quick summaries so your team can get up to speed in seconds.

• See past notes, summaries, and updates in a clean, chronological history.

• Create and track tasks tied to specific contacts and companies.

• View a full activity history including notes, tasks, and calls in one place.

• Make it easy for anyone on the team to know “what happened last” with an account.

• Dial in and out from multiple registered numbers directly inside Cleave CRM.

• Log calls to the correct contact and company automatically.

• Drop pre-recorded voicemails, giving reps more time for live conversations instead of repeating the same message all day.

This update gives your team a real sales operating hub: one place to call prospects, track every interaction, and instantly understand the history of any customer or company—without bouncing between tools or digging through old notes.

Before our MVP launch in April, we’ll be polishing the new Telephony, Contacts, and Companies tools with several visual updates and usability improvements.

You can expect:

• Cleaner layouts and spacing to make timelines, notes, and tasks easier to scan, with full search functionality

• Clearer call controls and status indicators in the telephony panel

• More intuitive action buttons on contact and company records (calling, logging, assigning tasks, add to automations etc.)

• Small workflow refinements based on early user feedback

Our goal is to keep the core features exactly where you expect them, while making everything feel smoother, faster to understand, and ready for daily production use by the time we launch the MVP in April.