What's new
What changed in InvestCRM
The system changes every week. Here is what shipped, newest first.
October 2026
Disqualified-lead list for Meta
In Meta Conversions, download the list of people in a "Disqualified lead" pipeline stage and use it in Ads Manager to leave them out of your WhatsApp ad. The file carries only the phone number.
A team reply pauses the AI
A switch in the support settings pauses the AI for a customer when someone on your team replies to them, from the Inbox or from the phone (Coexistence). It is off by default, and the AI comes back on its own after the time without a team reply that you choose.
A Meta warning is not a block
When Meta sends a policy warning, the number shows as "Active · Meta warning", with the advice to give your broadcasts a break, and its broadcasts are paused. Restricted, blocked and disconnected each have their own text.
Notice above 100 sends in a day
Send now, Schedule, Batches and Resume warn you, without blocking, when a broadcast is about to send more than 100 messages in the same day. The advice is 100 a day at most: reports can get the number blocked even on the official API.
The "descadastro" tag sends contacts to the blacklist
Anyone who gets the "descadastro" (unsubscribe) tag goes to the blacklist, whatever applies the tag. Removing the tag does not take them off the blacklist. In Contacts you can also send several contacts to the blacklist at once.
Template media shows in the chat
A template sent from the Inbox now shows its header photo, video or document in the chat. Videos open in the player and documents show as a card.
Exclude audience and agent external links
In a broadcast, "+ Exclude audience" leaves out people with a tag, on top of the condition for who gets it; the blacklist is always left out. In the AI agent, the External links tab shows the links it uses (in the agent, the knowledge bases, automations and broadcasts) and swaps a link in all of those places at once.
Claude as a second AI
AI support can use an Anthropic (Claude) key instead of an OpenAI (ChatGPT) key. Each account uses one of the two, and understanding voice notes still needs the OpenAI key.
New plans, with a Free plan that never expires
The Free, Start, Business and Enterprise plans are live. Free has no time limit and needs no card, so you can get to know the system; every new account starts there.
Partner program
Agencies can resell InvestCRM as partners, with a recurring commission per client, and anyone can refer the system.
Broadcasts with the automation blocks
The flow behind each broadcast uses the same blocks as automations: AI support, randomizer (A/B test), start another automation and hand off to a person.
Quota warning and import preview
The system warns you when the account reaches 80% of the plan's contact limit, and contact imports show a preview before saving.
Refreshed system emails
Invitations, password changes, security and billing notices now arrive in the same card, with the InvestCRM mascot.
Queue reasons in your own words
Each account can write its own reasons for handing a conversation to a person, in the way your business talks.
Automatic card billing
On your subscription, choose automatic card or boleto/Pix. The card is saved on Asaas's secure page, and the system tells you if it is declined.
Contacts without a number are kept
People who message you with a WhatsApp username, without showing their number, are saved as contacts and get your reply.
Contact card with pipeline
The contact card has a Save button and a Pipeline section to see the stage, move it or add the contact to a pipeline.
Calmer automation editor
Only what blocks publishing becomes a warning, and Test checks the same things as Publish. Closing a window with unsaved text offers to save.
Late payment grace period
Late payments get a 3-day grace period and an email notice. Once the payment arrives, sending resumes on its own.
September 2026
Everyday safeguards
A wrong password in a confirmation no longer signs you out, and a broadcast to a deleted segment never goes to your whole list.
Tutorial with the mascot
An animated tutorial, in chapters, walks you through each part of the system on the real screens.
Send an automation to another account
Copy an automation to one or more accounts: it arrives as a draft, ready to review. Handy if you manage several clients.
AI that understands photos and audio
AI agents now understand images and voice messages. Each account turns the feature on when it wants.
No silent errors
Every action that fails shows a notice on screen, and the Save button confirms on itself when it saved. A coupon field was added at checkout too.
AI that checks other systems
AI agents got API Tools to check other systems during the conversation. Clinics on Odonto Invest connect their account with their login and let the AI book, confirm and reschedule appointments.
Google Ads offline conversions
A tag on your site keeps the ad click, the pipeline creates the conversion and Google fetches the file once a day.
Meta Conversions API
When someone who came from a click-to-WhatsApp ad becomes a qualified lead in the pipeline, InvestCRM tells Meta. A review screen shows every event sent.
AI-written follow-ups
If a customer goes quiet, the AI writes up to 2 reminders based on the conversation. And an objection like "too expensive" comes before the script.
Human handoff
A support queue with departments, business hours and a first-response deadline. The AI, automations and a manual button hand the chat to a person.
Notice when Meta restricts you
If Meta restricts the number or the account, a banner at the top explains why and sending stops, so contacts are not wasted.
Start free on InvestCRM
The Free plan has no time limit and needs no card. Connect your number through the Meta window and try the system.