The CRM has become more customizable and actionable than ever. With powerful new “views,” you can filter, segment, and save different perspectives of your contacts, deals, and companies—making it simple to monitor exactly what matters to your workflow. Add custom properties to contacts and companies for richer data organization, while new activity tracking keeps a detailed timeline of emails, notes, and calendar events for every record.

A more intelligent activity system now automatically logs all emails sent and received, added notes, file uploads, calendar connections, and even event participations. With these advances, you can manage every interaction, update, and touchpoint from one unified timeline—ensuring nothing slips through the cracks as your team grows and your deal cycles become more complex.

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Advanced email and suppression list management

Campaign management just got safer and more efficient. Suppression lists are now available, letting you easily exclude entire domains or specific email addresses from outreach—removing the risk of accidental emails to competitors or opted-out contacts. Enhanced domain and property enrichment ensures your contact data is always up-to-date and actionable. Adding or updating contacts now automatically enriches data fields like company, job title, and domain for faster, smarter targeting.

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Secure API keys and file attachments

FirstQuadrant now supports the creation and management of API keys for seamless integration with other tools and platforms. You can also attach and track files in your CRM records and activities, helping you keep agreements, collateral, or contracts right where your sales team works—all safely and centrally managed.

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Improvements

  • Calendar events and external connections are now fully tracked in contact and company timelines, giving you a single view of all interactions.
  • Notes are easier to add and view in activity logs, helping you keep important details always accessible.
  • More sources are visible for rows, activities, and imports, providing improved transparency into where your data comes from.
  • Property enrichment has been improved for domains and company data, minimizing manual data entry.
  • CRM activities and actions are now easier to scan and manage thanks to clearer labels, status indicators, and a unified organization of notes, emails, and events.
  • The CRM router and session management ensure a seamless experience as you navigate between contacts, activities, and records.
  • Suppression lists are easier to maintain and update, now with richer interface controls and direct list editing.
  • Email campaign actions let you filter, search, and organize by source or activity, giving you more power to analyze performance.
  • Draft email support is improved, letting you better track working drafts directly in the contact and action timelines.

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Fixes

  • Corrected display and handling of suppressed emails in campaign reports, ensuring suppressed contacts never receive outreach.
  • Improved validation and error handling in property creation, activities, and draft entries—so you’re always alerted to issues before they block your workflow.
  • Interface and navigation glitches have been addressed across the new CRM sections, providing a smoother, more reliable user experience.
  • Resolves inconsistencies in activity logs related to notes, calendar events, and contact enrichment—now every touchpoint is accurately represented.

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Behind the scenes

  • Added new database models and schema updates to support custom properties, domain enrichment, suppression lists, files, activity logs, and external source tracking.
  • Refactored and modularized backend logic for handling CRM views, activities, emails, notes, and external connections for greater scalability.
  • Upgraded core dependencies and optimized codebase for faster load times, more robust session management, and improved reliability.
  • Implemented new audit logging and enriched source tracking for data imports, added robust logic for domain and property enrichment.
  • General backend improvements to support file attachments, updated validation logic, and new schema for streamlined data handling.
  • Set up new automated routines and jobs to keep enrichment, suppression lists, and property data accurate and fresh.
  • Added new routes and logic for API key management and integrated authentication for external system access.
  • Enhanced backend test coverage, linting, and workflow automation for higher code quality and deployment reliability.