What's new

Web forms for your website, a menu you can search and star, and e-mail contacts from ASTRO

2026-11-10

  • Web forms. Build a form for your website from the fields ASTRO already has: company, contact, what the visitor is interested in, and your own custom fields. Drag the fields into order, choose which are Required, and add Hidden fields that tag where a visitor came from.
    • Before you publish, the Publish tab tells you in plain words what is missing, such as an e-mail or phone field so you can reach the person.
    • Publish a form under your company's name or under a name you claim for one of your brands.
    • The hosted page and a snippet for your own website are coming soon.
  • Web forms. Find it under Administration > Company > Web forms. It needs the new Manage web forms permission, which Admin / Finance has; give it to other roles under Roles if they should build forms. Brand names under astrocsm.ai are claimed from the builder's Publish tab with Claim a name for a brand.
  • Web forms. Give a form your website's look on the new Theme tab: a standard font and size, and your own colours for the text, labels, background, fields and the button. Each colour has a colour picker and a box for the colour code, and the two always match.
    • Start from Light, Dark or Minimal, or select Use brand colours.
    • A warning tells you when text would be hard to read; you can still save.
    • The Preview shows the form on a desktop or a phone, on a white or a dark page, as you change it.
  • Web forms. A published web form now has its own page, so visitors to your website can fill it in without an account. It works on phones, shows the visitor what to fix field by field, and can ask them to tick a consent box with a link to your privacy policy.
    • Spam protection is always on: a hidden trap field, a minimum time to fill in the form and limits per visitor and per day.
    • Spam is kept apart and never reaches your contacts, and the robot sees the same thank-you message as a person.
  • Web forms. Each form can also ask visitors to pass Cloudflare Turnstile, under Web form notifications > Submission settings. Turnstile needs to be set up for ASTRO CSM first; until then saving the setting says so. Spam protection and the consent box change on the page when you publish the form again.
  • Form submissions. What visitors send through your web forms now arrives in Form submissions. Open one and select Add to ASTRO: ASTRO finds the person or company you already have, or creates them, and adds the message as an activity.
    • Nothing you already have is overwritten: empty fields are filled in, and anything the visitor typed differently is written into the activity.
    • Choose Link to this contact when ASTRO suggests the right person, or Dismiss and Mark as spam to tidy the inbox.
    • You are told in the app when a submission is assigned to you.
  • Web form notifications. Choose who gets an e-mail about each new submission under Administration > Company > Web form notifications. Each address is sent a link first and is used once its owner confirms it. The e-mails go through your company's own e-mail provider; without one they wait and the inbox says so.
    • Per form, under Submission settings: add submissions to ASTRO straight away, choose who they are assigned to, and use the company addresses, the form's own, or both.
    • A short thank-you e-mail to the visitor can be switched on together with Turnstile. Its text is fixed and never repeats what the visitor typed, and limits stop anyone using it to send e-mail to strangers.
    • The Review form submissions permission opens the inbox; Admin / Finance has it.
  • Web forms. Every published web form now has its own page, so you can share it without a website: in an e-mail, a post or a QR code. Find the link on the form's Publish tab under Hosted link and select Copy link.
    • A form published under one of your brands' names shows that brand's logo and colours.
    • If you rename a brand's name, old links keep working for 90 days and lead to the new address.
    • Search engines leave the page alone unless you tick Let search engines list the hosted page.
  • Web forms. Copy a short snippet from the form's Publish tab and paste it into your website, so visitors fill in the form without leaving your site. The form fits its height to its content and uses the look you chose on the Theme tab.
    • For WordPress, paste the snippet into a Custom HTML block.
    • If your site builder removes scripts, use Copy frame code instead.
    • List your own sites under Websites that may show this form so nobody else can show it; while the list is empty, the Publish tab warns you.
  • Web forms. The new Statistics tab of a form shows the last 30 days: how often it was seen, started and sent, its conversion, and the pages and campaigns that brought the most submissions. A New web form submissions tile on the dashboard opens what waits in the inbox.
    • Select Export in Form submissions for a CSV or Excel file of what the filters show.
    • Delete one submission, or every submission a person sent with Delete a person's submissions. Records already in ASTRO stay.
    • Views are counted without cookies; nobody is tracked.
  • Web forms. Under Web form notifications > Keeping submissions you can have submissions deleted after a number of months. It is off by default, and the nightly deletion starts once ASTRO CSM switches it on for your company.
  • Menu. Type in Search menu at the top of the menu to find a screen. The words can come in any order: "rates tax" finds Tax rates, and a section's name lists every screen in it. Press Enter to open the first match.
    • When the menu is narrowed to icons, select the magnifying glass at its top to search.
  • Menu. Select the star beside any screen to keep it under Favorites at the top of the menu.
    • Drag your favorites into the order you like.
    • Choose Favorites to see only them, and Show all to see the whole menu again.
    • Your favorites follow you to your phone and every other device, separately in each company you work in.
  • Contacts. Counts above the list show how many contacts you have, and how many have a follow-up overdue, a follow-up due soon, or no contact in 30 days. Select a count to see just those people.
    • Choose 3, 7 or 14 days in Due within to change what "due soon" means.
    • With a search or a filter, the first count reads, for example, "12 of 128".
  • Contacts. Each row is numbered and shows the contact's next follow-up as a coloured badge, the systems their company runs, and "No contact in 45 days" once someone has gone quiet.
  • Contacts. Select ⋮ at the start of a row, or right-click it, to Edit, E-mail, Call, Schedule follow-up, Log call or note or Delete that contact without opening it.
    • The same menu is on each contact on a company's Contacts tab, which now numbers its contacts and shows their next follow-up too.
  • Contacts. E-mail a contact without leaving ASTRO: select E-mail on the contact, or E-mail in a row's ⋮ menu. It goes from your company's address, replies come to you, and it is recorded on the contact's timeline.
    • Start from a team template, one of your own, or one of ASTRO's starters. The contact's name, their company and your name are filled in.
    • Choose Follow up to add a follow-up for the contact in 3, 7, 14 or 30 days.
    • Select Save as my template to keep the text for next time.
  • Contacts. Open Write with ASTRO in the e-mail window to have ASTRO write a new prospect e-mail, a follow-up or a check-in from your notes and deals with the contact, or to improve or shorten what you wrote. You read it and press Send; ASTRO never sends anything itself.
  • E-mail templates. A new screen keeps the team's e-mail templates and your own. Insert the contact's first name, their company and your name where you want them, and see a preview.
  • Settings: E-mail templates. Team e-mail templates are under Administration > Company > E-mail templates. Changing them needs the new Manage team e-mail templates permission (Admin / Finance has it). Sending e-mail to contacts needs E-mail contacts, which every role that can edit contacts now has.
    • E-mail goes through the e-mail provider connected on Company settings; without one, the window says so and nothing is sent.

What's new in Help, a What's new e-mail for your team, commission worked out every day, and more

2026-11-08

  • Resellers. The Resellers page shows the date commission counts from. Invoices issued before it earn nothing, so past business is not paid again. Someone who manages commission agreements can change the date with Change.
  • Reseller performance. Lifetime billed, collected and MRR now follow each invoice, like commission: after a subscription changes reseller, what was billed before stays with the reseller that earned on it, and you see the figures of the invoices in your brands.
  • Notifications. Notifications can now come by e-mail as well, right away or as a daily digest, as you choose in your notification settings. They are sent from your company's own e-mail account once it is connected.
  • Notifications. An overdue follow-up is now mentioned once a day for its first week overdue, then no more. It stays on your follow-ups list.
  • Notifications. Every role except Brand Viewer now has the bell, including roles your company made or changed. Notification e-mail goes out only once your company's e-mail account is connected under Administration, Company.
  • Upcoming renewals. A renewal that already has a renewal opportunity now links to it, with its stage, instead of offering Create renewal opportunity again.
  • Subscriptions. The Onboarding tab is no longer shown on a subscription that has no checklist when your company has no onboarding checklists set up.
  • Subscription automation. The Renewal opportunities and Auto-send of recurring invoices cards now say whether the scheduled run behind them is switched on, so you can tell a confirmed setting from one that is actually working. The switch itself stays with the ASTRO CSM operator.
  • Subscription automation. Renewal opportunities are now made by the scheduled run for every company that turned them on. Recurring invoices are still not sent by themselves.
  • Subscription automation. With daily proration, a credit for unused days is now always a draft credit note on the invoice that billed those days, naming the line it credits. It no longer appears as a discount on the next invoice.
  • Your morning briefing. Your morning briefing is now written for you each morning at the time you chose. Open Your morning briefing to change the time, or untick Write me a briefing each morning if you do not want one.
  • Payment reminders. If you work with some brands only, stopping a customer's reminders now stops them for your brands only. Reminders for the company's other brands carry on, and the list of customers who get no reminders says which brands each stop covers.
  • Payment reminders. A stop that covers every brand can only be lifted by someone who works with every brand.
  • Help. What's new is now the first page of Help. It shows what changed in the newest release, written for the people using ASTRO CSM.
    • Under Show, choose the newest release, the last 7, 30 or 90 days, or type a number of days. Your choice is remembered on this computer.
    • Changes to the same screen are listed together, so you can read everything new about Quotes in one place.
    • Search Help also looks through every release, not only the newest one.
  • Help. A small dot on Help in the menu and in your account menu means something new has arrived since you last looked. It goes away when you open What's new, on every device you use.
  • Help. Notes about setting up ASTRO CSM for your company are marked Admin and only shown to administrators.
  • What's new. After an update of ASTRO CSM, your company's administrators can now send you a short e-mail saying what changed for you, screen by screen. It comes from your company's own e-mail address.
  • What's new e-mail. A new page under Administration, What's new e-mail, shows the e-mail for the latest update. Change the Opening, untick changes you want to leave out, select Send me a test, then Send to my team. Nobody gets the same update twice, and people who join later can be sent it with one click. Send each update to my team without review sends updates automatically. It is off unless you turn it on.
    • After each update, administrators get a notification and a review copy by e-mail. Nothing goes to your team until one of you sends it.
    • Notes meant only for administrators are shown on the page but never go to the team.
    • The e-mail goes through your company's own e-mail provider only. Without a verified connection on Company settings nothing is sent.
  • Help. Some guides in Help now show a picture of the screen they explain, such as the dashboard, the Companies list and My profile, so you can see what to look for.
  • Assistant. Ask ASTRO how to do something in ASTRO CSM, for example "How do I issue a credit note?". It answers from Help: the steps, where to find the screen in the menu, and a link to the full guide.
    • It only describes screens you can use, and it tells you when Help does not cover your question.
    • In Help, type your question in Search Help and select Ask the assistant to send it straight to ASTRO.
  • Activities. When you log a call, meeting or note, you can tick Internal: keep this note out of e-mails to the customer. The timeline marks it Internal, and the assistant never uses it when it drafts an e-mail to the customer, wherever the private words are in the note. Older notes with a line that starts "Internal:" or "Do not share" are now marked internal as a whole.
  • Company settings. The e-mail provider list now shows the names you know: Amazon SES and SMTP server instead of short codes.
  • Signing in. Help now says to contact ASTRO support if you lose the phone with your authenticator app.
  • Companies. If you work with some brands only, a company that has only been invoiced under another brand no longer shows in your lists. It shows again as soon as it has an invoice, an opportunity or a default brand of yours.
  • Companies. Members limited to some brands can no longer start a scheduled job by hand; the scheduled runs still cover every brand.
  • Briefing. When your company keeps money amounts to the finance team, the meeting briefing no longer shows other roles the value of open deals.
  • Commissions. Commission is now worked out every day. It is taken back when an invoice is voided or credited or a payment bounces, even if the subscription's reseller has changed since.
    • Only what a subscription bills earns commission. A charge typed onto its invoice by hand, such as consulting, does not.
    • An invoice issued while an agreement was Active still earns when it is paid after the agreement Ended.
    • A one-time referral fee is earned by the first invoice that asks for money; an invoice of zero, or one credited in full, is passed over.
  • Subscriptions. A referred subscription now shows which commission agreement pays on it. If the agreement tied to it has ended, the page says it earns nothing more from it.
  • Resellers. The reseller page no longer has Default rate %, Commission basis and Months. What a reseller earns is set only on its commission agreements.
  • Commissions. Changing the reseller of a subscription that already earns commission now needs someone who manages commission agreements, with access to every brand. A subscription can only be tied to an agreement whose dates include the day it started.

A new Help center, and fewer sign-in codes

2026-11-07

  • Signing in. When ASTRO CSM asks for your six-digit code, you can tick Remember this device for 7 days. That browser then only asks for your e-mail address and password for the next 7 days.
    • Only tick it on a computer or phone that you alone use.
    • Sign out keeps the device remembered. Sign out everywhere or Forget this device in your account menu makes it ask for the code again.
  • Help. ASTRO CSM now has its own Help, with guides that show you how to do things step by step. Open it from the menu or your account menu, or press the ? key. You only see the guides for the screens you can use.
    • Select ? next to a screen's title to read the guide for that screen.
    • Type a few words in Search Help to find a guide; the words are marked in the text and Enter jumps to the next one.
    • Copy link sends a colleague straight to the guide you are reading, and Print gives you a clean copy.
    • Start with Getting Started: signing in, finding your way around, switching company, the assistant and notifications.
  • Help. Help now has a guide for every everyday screen, written as short steps: the dashboard, companies and contacts, the pipeline, follow-ups and the calendar, quotes and proposals, subscriptions, reports and the forecast, notifications, the ASTRO assistant, your profile and using ASTRO on a phone. You only see the guides for the screens you can use.
    • Select ? next to a screen's title to open its guide.
    • New answers to common questions: "I don't see a screen or a button", "My code is not accepted", "An e-mail did not arrive" and "A number looks wrong".
    • Each guide ends with links to the guides that go with it.
  • Help. Help now has step-by-step guides for invoices, credit notes, payments, AR aging, payment reminders, resellers and commissions. Select ? next to the title of any of these screens to open its guide. You see the guides for the screens your role lets you use.
  • Help. Administrators now have guides for every screen under Administration: company settings, users and roles, brands and brand material, the e-mail connection, products, price lists and tax rates, lookup lists and custom fields, import, export and the recycle bin, and how sign-in security works.

Welcome to ASTRO CSM: your customers, your pipeline and your revenue in one place

2026-11-05

  • Home. Your dashboard opens with the numbers that matter this week: open pipeline, deals closing soon, recurring revenue and what customers owe. Click a tile to see the records behind it.
    • Switch between Mine and Team at the top.
    • Your follow-ups for today and the latest activity sit beside the charts.
  • Companies and Contacts. Every customer has one page with everything about them: contacts, deals, quotes, subscriptions, invoices, notes and the full history of calls and e-mails.
    • Call or e-mail a contact with one tap, then Log this call without typing who it was with.
    • Bring in your existing customer list from a spreadsheet.
    • ASTRO warns you before you add a company or a person that is already there.
  • Pipeline. See every open deal as a list or as a board with a column per stage. Drag a card to move it on; each column shows its count, its total and what it is likely to bring in.
    • Set a follow-up on any deal and find it again under My Follow-Ups and in the Calendar.
    • Mark a deal won or lost and record why, so the lost-deal report can show what to fix.
  • Quotes and Proposals. Build a quote from a deal with your products and prices, download it as a PDF in your brand, and e-mail it to the customer from ASTRO.
    • Revise a quote and keep every earlier version.
    • Proposals lists every open quote with how long it has been waiting and when you last spoke to the customer.
    • When the customer accepts, turn the quote into a subscription without retyping it.
  • Subscriptions. Each customer contract lives here: the dates, the term, what is billed and how often. Monthly and yearly recurring revenue add up from these by themselves.
    • Renewals and trial ends show on the Calendar so none slips by.
    • Pause, cancel or renew a subscription and see its full history.
  • Invoices. Recurring invoices are prepared from your subscriptions each period, and you can raise a one-off invoice at any time. Every invoice gets the next number in sequence and its own PDF.
    • Fix a mistake with a credit note, or void an invoice that should never have gone out.
    • Send a customer a statement of everything open on their account.
  • Payments and Collections. Record a payment by cheque, transfer or wire and apply it to one invoice or several. Receivables shows who owes what and how late it is.
    • ASTRO suggests friendly reminders for overdue invoices; nothing is sent until someone approves it.
  • Forecast and Reports. Forecast shows where recurring revenue is heading, and What-if answers questions like "what if these deals close?". Reports covers pipeline, lost deals, team activity, open invoices, expected cash and renewals.
    • Save the filters you use as a view, and export any report to Excel.
  • ASTRO assistant. Ask ASTRO about your customers, deals and revenue in plain words, from the button at the top of every screen. Each figure in an answer links back to the records it came from.
    • ASTRO can prepare a follow-up, a note or an update for you; nothing changes until you press Confirm.
  • Notifications. The bell tells you when something needs you: a follow-up is due, a deal goes quiet, a renewal is coming up. Choose which ones you also get by e-mail, and when.
    • Set quiet hours, or get one summary e-mail a day instead of one per notice.
  • Brands. If you sell under more than one name, each brand has its own logo, colors and sender. Quotes, invoices and e-mails go out in the brand of the deal, and the sales material you share shows when the customer opened it.
  • On your phone. ASTRO works in your phone's browser and can be added to your home screen. The menu button opens the navigation, lists turn into cards, and the dashboard and My pipeline fit on one screen.
  • Signing in. Signing in asks for a code from your authenticator app. Tick Remember this device for 7 days on a computer or phone you trust and it will not ask again there for a week.
    • Lost a laptop? Forget this device and Sign out everywhere are in your user menu.
  • Company settings. Administrators set up the company under Admin: users and their roles, billing details and tax rates, products and price lists, brands, and the company's own e-mail account that quotes, invoices and reminders are sent from.
    • Until an e-mail account is connected, ASTRO does not send any e-mail for your company.