Product Updates

What's New in Milestone

Every improvement, fix, and new feature — newest first.

v1.4
Apr 2026

Smart Filters, Meeting Notes & WhatsApp

  • New Segment filters — instantly view clients with renewals due in 30 or 90 days, or those you haven't contacted in 60 or 90 days
  • New AI meeting notes — log a meeting with quick-tap tags and let AI clean up your notes into a structured summary
  • New WhatsApp quick-action button on every client row and the AI insights modal — one tap to open a chat
v1.3
Apr 2026

WhatsApp & Renewal Reminders

  • New Send WhatsApp renewal reminders directly from your personal number — no app approval needed
  • New Mute individual policy renewals to keep your reminders list clean
  • Improvement Renewal message template updated to a friendlier, more natural tone
  • Improvement Improved WhatsApp message reliability for longer renewal messages
v1.2
Apr 2026

Client Health & Filters

  • New "New" badge on clients added in the last 30 days
  • New Filter clients by how long they've been with you (under 1 year, 1–3 years, etc.)
  • Improvement Client health score colours updated for better at-a-glance clarity
  • Improvement Improved accuracy of client activity timelines for newly added contacts
v1.1
Mar 2026

AI Insights & Email Drafts

  • New AI Insights — one click to surface personalised follow-up suggestions for any client
  • New AI email draft generation based on client notes and relationship history
  • New Multi-policy insurance table — track multiple policies per client (type, insurer, sum assured, renewal date)
  • Improvement Client modal now has four tabs: Basic, Financial, Insurance, Property
v1.0
Mar 2026

Launch

  • New Client tracking with birthday, anniversary, job title, AUM, and call notes
  • New Smart reminders synced to Google Calendar
  • New Email notifications for upcoming milestones and policy renewals
  • New LinkedIn job change detection — get notified when a client changes roles
  • New 30-day free trial, no credit card required