Etendo 2026 Updates: Native CRM, Connected AI and Smart Warehouse

Did you know that in just two months, Etendo shipped improvements across nine critical areas of business management? The Etendo 2026 updates from February and March are not just technical patches — they are changes that directly impact how your sales team, warehouse, and finance department work every day.

In this article, we break down what changed, why it matters, and what you should keep in mind if you use Etendo or implement it for your clients.

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What are the Etendo 2026 updates?

Unlike many ERP systems that release major updates once or twice a year, Etendo publishes frequent versions with concrete improvements designed for business users. February and March 2026 bring updates covering CRM, artificial intelligence, warehouse operations, UI, finance, and more.

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1. CRM Lead Management: sales teams no longer need to leave the ERP

The most significant update of March 2026 is Sales Extensions 4.0.0, which introduces the CRM Lead Management module — a native CRM built directly into Etendo ERP.

What does this mean in practice? That the sales team can manage the full prospect lifecycle without leaving the system they already use for orders, invoices, and warehouse operations. No need to synchronize data between tools or maintain two systems in parallel.

How does the lead pipeline work?

Each prospect is tracked as a Lead record that moves through configurable pipeline stages: New → Contacted → Qualified → Converted → Dead. Every status change is automatically logged in the Status History tab, giving full traceability of the commercial lifecycle.

Two metrics update automatically on every save:

• Success Probability (0–100%): calculated from the current status, task activity, and linked quotations.
• Estimated Value: sum of active quotations in Under Evaluation or Order Created status.

The sales rep always knows at a glance where each opportunity stands and what it is worth.

How does a lead become a customer?

The Generate Task button creates follow-up activities linked to the lead: calls, emails, meetings. When the lead is ready, changing its status to Converted automatically creates a complete Business Partner — with location and contact— immediately available in the sales flow. Quotations can be linked directly to a lead: when a quotation reaches Order Created, the lead is automatically marked as Won.

Mobile app and CRM Agent

The module ships a mobile sub-app for field sales teams: tasks are listed by priority and due date, and completing a task boosts the lead’s probability score in real time.

A CRM Agent integrated in Copilot allows querying the full pipeline in natural language — leads by status, overdue tasks, new customers, conversion rates, average closing time, sales performance rankings — without writing any query.

For teams already working in Etendo, having the CRM in the same system as sales, warehouse, and invoicing eliminates the data gap between commercial and operations teams.

📎 Documentation: CRM Lead Management

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2. Copilot Extensions 4.0.0: featured agents and secure external connections

March also brings a major update to Etendo’s AI layer with Copilot Extensions 4.0.0.

What are Featured Agents?

Agents can now be marked as Featured. Featured agents appear at the top of the Copilot chat list and are shown by default when the chat opens. A star button lets the user switch between the featured view and the full agent list. The practical result: the most-used agents for each team are always within reach, without having to search for them.

External connections with MCP and OAuth 2.1

Copilot agents can now connect to external AI applications using the Model Context Protocol (MCP) — the open standard that allows external tools to interact with Etendo without manual token handling. The connection uses OAuth 2.1 authentication: the user logs in through the standard Etendo login page and the external application receives authorization automatically. No token copying, no complex setup.

This opens the door to securely connecting external AI tools directly to Etendo’s data pipeline.

📎 Documentation: How to Use an Agent as MCP Server

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3. Email in Etendo: finally works the way it should

One of the most appreciated Etendo 2026 updates is the complete overhaul of the email sending system, available from version 26.1.0.

With version 26.1, email configuration works in a three-level cascade:

• User — if the user has an email address configured, messages are sent from their address.
• Organization — if not, Etendo uses the address of the corresponding organization.
• Company — as a last resort, the global company address is used.

Etendo automatically selects the most specific one. No manual configuration per send. Additionally, the email popup now suggests recipients automatically based on configurable rules.

If you manage multiple brands or organizations from a single Etendo instance, this improvement fundamentally changes how you handle communications with clients and suppliers.

📎 Documentation: How to Configure Email in Etendo

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4. Infrastructure update: do I need to do anything?

Version 26.1 also updates the technology stack. It requires Java 17 on the server and adds official support for PostgreSQL 17.

What does this mean for the business user? Nothing, in practice. This is exclusively a task for the IT team or the implementation partner. PostgreSQL 17 support is optional: existing databases require no changes.

📎 Technical guide: API Change Documentation

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5. Task management: automatic numbering, due dates and PDF download

With Platform Extensions 3.16.0 and 3.17.0, internal work gets better organized across three fronts.

Automatic numbering per task category

Each task now receives a unique reference number within its category. Delivery tasks are numbered independently from approval tasks or purchase tasks. Finding a specific task is immediate, without numbers overlapping across different types of work.

Start and due dates

Tasks now include start date and deadline fields. You can plan timelines and track deadlines directly in the ERP — no need for external spreadsheets or third-party project management tools.

Direct PDF document download

The print pop-up now includes a Download option that generates the document as a PDF and downloads it directly to the browser — without requiring a physical printer or a configured print provider. When multiple records are selected, they are merged into a single PDF. Records that fail to generate do not block the download of the successfully generated ones.

📎 Documentation: Task Management Module · Print Provider

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6. The new Etendo UI: attachments, aggregates and bug fixes in 0.11.2

The Etendo Main UI — the modern interface that coexists with the classic one — has been evolving steadily. February brought beta version 0.11.0 and March brought 0.11.2, with visible improvements for any user.

The highlights in version 0.11.0:

• Attachments from the toolbar — attach files to any record directly from the toolbar, without hunting for auxiliary tabs.
• Auto-refreshing grid aggregates — aggregate values (sums, averages, counts) recalculate automatically when data changes. No page refresh needed.
• Packaging process available — warehouse teams can run it from the new UI without switching to the classic interface.
• Improved security — the UI no longer redirects users to windows they are not authorized to access.

Version 0.11.2 added specific fixes: the remittance process now executes correctly, automated purchase invoice workflows generate their financial transaction without manual steps, and the error preventing users from adding details in the Payment In window has been resolved.

📎 Documentation: UI Improvements

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7. Mobile warehouse: complex pallets and stock under control

For warehouse teams, the Etendo 2026 updates in Warehouse Extensions 3.7.0 and 3.8.0 are probably the most operationally impactful.

What are nested Logistic Units?

Imagine receiving a pallet that contains several boxes, each with its own GS1-128 label. The Etendo mobile app now supports Logistic Units (LU) nested inside other Logistic Units: you register the pallet and, within it, each individual box. The system displays GS1-128 barcode data in plain text alongside the scanned code — the operator can verify what was received at a glance, without interpreting raw character strings.

This is especially useful in distribution, food, pharma, or any sector with multi-level packaging.

What happens if stock is already reserved for another order?

The mobile warehouse app now validates in real time whether the stock you are trying to move is already committed to a sales order or reservation. If it is, the system blocks the action and alerts the operator before the movement is executed.

The result? Zero stock shortages from oversight. Zero conflicts between orders. No manual cross-checking required.

In a high-volume warehouse, this kind of automatic validation can prevent errors that cost hundreds of euros in returns, compensations, and lost working hours.

📎 Documentation: Stock Logistic Unit · Reception Tasks

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8. Finance and business intelligence: more robust where it matters most

February brought two improvements for finance teams with Financial Extensions 3.10.0 and 3.11.0.

Account Structure Validation: zero errors in the chart of accounts

This new module automatically validates the consistency of your account tree every time you create or modify a subaccount. If anything does not add up — the parent at the wrong level, inconsistent search key length, mismatched account type or sign — the account is not saved. It is a safety net that prevents imbalances in the Balance Sheet and Income Statement before they happen, not after.

📎 Documentation: Account Structure Validation

Budget Export to Excel: no more stuck popups

The export process has been migrated to a Process Definition. Result: the popup closes correctly when the download finishes. Small change, huge relief for those who used it daily.

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Etendo vs. other ERP systems: the difference is in the pace of improvement

Systems like SAP Business One or Microsoft Dynamics concentrate their updates in large semi-annual or annual releases. Between versions, companies wait months for improvements that are already developed.

Etendo publishes continuous improvements, with frequent versions that partners can deploy without long waiting periods. The addition of a native CRM, AI agents connectable to external tools, and deeply integrated modules makes Etendo a particularly competitive option for mid-sized companies that do not want to absorb the cost and rigidity of large ERP vendors.

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Summary

The Etendo 2026 updates from February and March strengthen the platform across nine fronts: native CRM Lead Management with a full lead pipeline, mobile app, and an AI agent for natural language queries; Copilot Extensions 4.0.0 with featured agents and secure connections to external tools via MCP and OAuth 2.1; email configuration with a three-level cascade (user, organization, company); infrastructure update to Java 17 with optional PostgreSQL 17 support; task management with automatic category-based numbering, due dates, and direct PDF download; evolution of the new UI with attachments, auto-refreshing aggregates, and fixes in the remittance and Payment In workflows; mobile warehouse operations with nested Logistic Unit support and committed stock validation; and more robust finance with automatic chart-of-accounts validation and a corrected budget export process. Together, these updates reflect Etendo’s commitment to continuous improvement focused on the business user and the implementation partner.

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FAQ — Frequently asked questions about the Etendo 2026 updates

What is MCP and what does it do in Etendo?
MCP (Model Context Protocol) is an open standard that allows external AI tools to connect to Etendo securely without manual token handling. With OAuth 2.1, the user authenticates once through the standard Etendo login page and the external tool receives authorized access automatically. This allows, for example, connecting an external AI assistant directly to Etendo’s data pipeline.

Do I need to update the server to use Etendo 26.1?
Yes. Version 26.1 requires Java 17 on the server. This is a task for the IT team or the implementation partner. Business users do not need to do anything.

Do the email improvements affect all Etendo modules?
Yes. The new cascade configuration system applies to all modules that send notifications or documents by email: invoices, orders, alerts, and so on.

Is the mobile warehouse app available for Android and iOS?
Yes. The Etendo mobile app is available on both platforms, and the Warehouse Extensions 3.7.0 and 3.8.0 improvements are available on both versions.

Can I keep using the classic Etendo interface?
Yes. The new Main UI coexists with the classic interface. You can activate it gradually by module or by user without needing to migrate the entire operation at once.

What is Account Structure Validation and who is it for?
It is a Financial Extensions module that validates the consistency of the chart of accounts when creating or modifying subaccounts. It is especially useful for CFOs and accountants managing complex accounting structures.

Do the Etendo 2026 updates require purchasing new licenses?
No. Improvements to bundles like Warehouse Extensions, Platform Extensions, Financial Extensions, or Sales Extensions are included in the active subscription if you already have those modules.