Clear roles, live updates and tables that edit. Project roles and item ownership are clear and consistent, what others change appears for you as it happens, record pickers stay fast as you grow, and more tables let you edit right where you are.
- Clear Project roles and item ownership: work on assigned Actions as a Contributor, create Private or Project Boards, and share items through one consistent owner-controlled access model.
- Live updates everywhere: what other people change appears for you as it happens, across pages, widgets, the Inbox and Following, without a refresh.
- Faster everywhere: record pickers, boards, recent items and dashboards stay fast however much data your Organisation holds.
- Tables that edit like boards: change a person’s teams and Permissions, or a file’s Project and who it is shared with, right in the table.
- Clearer messages: the Inbox, messages and empty pages say exactly what happened.
- Support you hear back from: Saphion confirms your support request straight away and tells you, with a message, when it is finished.
Faster, steadier and quieter. Saphion AI’s tool calls in Claude and other assistants stay fast however long the conversation, empty pages and lists look right, and imported records no longer flood you with notifications.
- Fast connected assistants: Claude and other connected assistants answer quickly however long the conversation gets, and a call that runs too long stops cleanly.
- Empty pages and lists look right: a whole page or table with nothing in it shows one clear message in the middle; a comments section or widget shows one quiet line.
- No notifications for imported records: importing records no longer makes you follow every one of them, and earlier imports are tidied up.
- Hover cards show presence: hovering a person shows their status, or Online, or when they were last active.
- Board sections: a board with sections shows each section as a group with its count, sorted within each.
Saphion on your phone, and simpler sharing. Saphion fits your phone, sharing and inviting take a few taps, a won job becomes a numbered Project, and the people you work with see your changes as they happen.
- Saphion on your phone: a bottom bar, Beacon as its own tab, Settings as one row of tabs, and pages and toolbars that fit the screen.
- Sharing and inviting are simpler: add several people at once and see each person’s role at a glance. Inviting is email addresses, a role, product seats and Send.
- A won job becomes a Project: marking an opportunity won offers to create its Project in the same step, numbered for you.
- Changes appear as they happen: when someone changes something you can see, it updates on your screen without a refresh.
- Import only the actions you need: choose which template rows to import into a Project, add single rows later, and keep the template’s numbering.
- Activity in plain sentences: activity says who changed what, and Admins can filter the audit log and see each change’s before and after.
Seats, programmes and one Bin. Products are a seat or nothing with Members and Managers, every new thing starts private, a Project’s programme has its own place, and everything you delete rests in one 30-day Bin.
- Members and Managers: a product is used with a seat, as a Member or a Manager. Managers configure their product and set their team’s targets, and an Admin with a seat is a Manager.
- Yours until you share it: everything new starts private to you and the people you invite. Only an Admin can open something to the whole Organisation, and then only to view.
- A Project’s programme has a home: upload or update a programme from the Project’s menu, and it opens in the Project’s Programme tab. New milestone asks for a name and a date.
- One Bin for everything: dashboards, boards and generated files you delete rest in the Bin for 30 days, and Files and Creations get the bulk bar.
Assistants keep working, and imports read as one line. Claude and ChatGPT keep reading your work after Saphion updates, an import shows as one line in Activity, and dashboards treat records loaded from another system honestly.
- Assistants keep working after an update: a Claude or ChatGPT conversation that was open while Saphion updated keeps reading your records, instead of failing until you start a new chat.
- An import is one line: loading records shows once in Activity, for example “imported 120 new Opportunities via Claude”, and the records keep their own history.
- Honest dashboards for loaded history: past work loaded from another system counts as imported, not new, and wins or losses with no date are counted and said.
- Your own import is one undo: undo a whole import of yours in one step from History.
Clickable links, honest forecasts and a stronger assistant. Websites, emails and phone numbers open with a click, forecast categories follow their stage, lost and no-bid work is found when you ask for it, and Beacon, Claude and ChatGPT can update many records at once.
- Websites, emails and phones open: a Company’s website, a contact’s email and a phone number show as links you can click, everywhere they appear.
- Forecasts follow their stage: set a stage’s forecast category once and the opportunities standing there follow it, while a category someone chose themselves is kept.
- Ask for lost work and get it: searches, counts and dashboards include lost, no-bid and finished records whenever you ask for them, and say what they left out when you don’t.
- Change many records from chat: Beacon, Claude and ChatGPT can set a field on many records at once, as one job you can follow and undo in the app.
Steadier setup and a truthful Archive. Deleting a field asks about the field, field changes save first time and appear at once, the Archive and Bin find anything and list what you acted on, and your AI tools keep working after something they read is archived.
- Deleting a field asks about the field: the confirm names the field the moment you press Delete, and a row’s menu names its record.
- Field changes save first time: changing one field no longer makes the next change say the table changed, and an open board shows the change at once.
- Archive and Bin you can search: search finds any item, paging no longer breaks, and items deleted together show under the one you acted on.
- AI tools keep working: Claude or ChatGPT no longer stop answering after something they read earlier is archived or deleted.
One Inbox, and your history. Notifications live in one Inbox that shows each item the way it should be read, you no longer hear about your own changes, and records you load from another system arrive as history.
- One Inbox: every notification is in one Inbox, and each opens as work to do, a conversation or an event, with Done and Restore.
- Quieter notifications: you’re no longer notified about your own routine changes, and unread notifications reach your email after about half an hour.
- Load past records as history: bring won, lost and no-bid work across from another system through Saphion in other AI tools, without it counting as this month’s work.
- Beacon can deliver several files in one answer, and read the files inside a .zip attachment.
Tidier work from other AI tools. Work you do from Claude or ChatGPT stays out of your Recents, the Projects page can show archived Projects, and the Archive and Bin show only the Organisation you’re in.
- Work from other AI tools stays tidy: what you do through Claude or ChatGPT no longer fills your Recents or search, and you can see it in Settings.
- Archived Projects: turn on Show archived in the Projects page’s status menu to see archived Projects and restore them.
- Archive and Bin for this Organisation: the Archive and Bin show and restore only the Organisation you’re working in.
- Clearer reasons a Project can’t be archived: you’re told whether it’s already archived, a template or being deleted.
Archive you can trust. Every board can show what you archived and restore it, archiving tells you what is in its way, open Actions stay with their owners, and maps appear in Beacon’s answers.
- Show archived: turn on Show archived in any board’s filter to see archived records beside the rest and restore them.
- Clear reasons when something can’t be archived: you’re told what kind of record is in the way and what to do next.
- Open Actions stay with their owner: archiving a record no longer takes the open Actions that follow it.
- Maps in Beacon’s answers: places Beacon finds show on a map again.
- Saving a dashboard: a dashboard saves even when you haven’t changed its filter.
Fixes and connections. Files load again, Microsoft 365 only counts as connected once you finish signing in, and Admins can set up stages and remove people who have left.
- Files load again.
- Connecting Microsoft 365: a sign-in you didn’t finish no longer shows Reconnect, connected places or a calendar error.
- Your own stages: set each stage’s meaning, probability and forecast group for your Organisation.
- Remove people who have left: remove a deactivated person from your Organisation; their name stays on their work.
- Beacon in other AI tools: connect Claude or Codex to Saphion and work with your records from there.
Saphion launches.Beacon, your assistant
- Chat with Beacon, attach files, choose a model and how thoroughly it works, and decide who can open each chat. See Chat with Beacon.
- Give each Project a home in Beacon with its own chats, instructions, context and memory. See Projects in Beacon.
- Type
@to point Beacon at a record, document or person of yours. See Chat with Beacon. - Run saved procedures with Skills, or write your own. See Skills.
- Connect the systems you use, such as Microsoft 365, and decide when Beacon may use each tool. See Connectors.
- Home, My actions and Projects bring your Actions, files and conversations together. See Actions and Projects.
- Open any record in the record panel, with Attachments, Comments and Activity. See Record panel and attachments.
- Keep the business people and companies you work with in Contacts. See Companies and people.
- Run your sales pipeline in CRM: Leads, Opportunities, Bids and a Forecast of whether you will hit your target. See CRM overview.
- Invite people, set Access, group them into teams and give them Permissions. See Members and roles.
- Choose which connectors your Organisation offers and set each tool’s ceiling. See Connectors for your Organisation.
- Guide Beacon with Organisation instructions. See Instructions.
- Archive work, and restore deleted records from the Bin within 30 days. See Bin and restore.