
Clientboard: Keyboard CRM
Clients & orders from any chat
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What's New in Clientboard
1.1
October 31, 2026
• Import clients and orders from a spreadsheet: Settings → Data → Import from CSV. Works with Clientboard's own export and most spreadsheets. • Notes on orders from the keyboard: add a note while logging an order, or tap Note to add one to the open order. Notes show on the order's page. • Copy a customer's message with the keyboard open and "From clipboard" appears right away. • A shorter first run with a live keyboard demo, tips for swipe gestures, and a notice when a save, a win or a payment goes through. • Done and Remind me tomorrow on a follow-up alert now always work, even when Clientboard isn't open. • Fixes: closing an order from the keyboard clears its follow-ups, calls to local numbers dial correctly, and a new AI chat no longer starts over when you come back to it.
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