Managing CRM activities, follow-ups, and email-related tasks is now easier and more insightful. FirstQuadrant introduces a fully integrated task management system, letting you track, link, and update tasks directly from action lists and contact views. Each task now includes detailed titles and descriptions, direct links to related contacts, and clear statuses right in your activity timeline.

Thanks to enhanced relationships between tasks, emails, and actions, you can now see how follow-ups and activities relate to one another, making collaboration and sales progress tracking more intuitive. Email interactions are automatically classified and linked with the right tasks, simplifying approvals and boosting your team’s productivity. All of these improvements come together for a more organized, actionable workflow—whether you’re running sequences, collaborating with your team, or managing complex sales processes.

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Improvements

  • Email activities display clearer statuses and processing states, making it easy to monitor which emails have been sent, are pending, or require attention.
  • Contact and CRM activity feeds show improved organization, including new task and draft email integration for streamlined navigation.
  • Data tables throughout the app have improved numeric sorting, ensuring accurate order in task and campaign lists.
  • UI components such as action badges and icons have been refreshed for better clarity and visual consistency across the app.
  • Sending draft emails now provides real-time status updates and visual feedback, so you know when your messages are processing or delivered.
  • The interface now supports dynamic activity creation, letting you create and track specific activities linked to contacts with improved detail.
  • Rules and campaign selections have been enhanced with richer, more intuitive forms and filtering to speed up repeated actions.
  • Error messages and feedback on email actions are more descriptive, so you always know what happened—and why—with every step.

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Fixes

  • Improved accuracy of contact relationship strength scoring by factoring in all types of relevant CRM tasks and activities.
  • Enhanced email processing logic to provide more reliable indicators when emails are pending, sent, or require user review.
  • Fixed UI inconsistencies in action selection modals and updated terminology for better usability throughout campaign workflows.
  • Resolved rare timing issues where draft emails or activities were not correctly linked or displayed in sequence timelines.
  • Improved feedback on failed or retried draft email sends to prevent duplicates and reduce confusion.

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Behind the scenes

  • Overhauled task, email, and activity schemas on the backend, introducing richer relationships (including nullable run IDs, status enums, and detailed descriptions).
  • Integrated new database migrations for improved task and email tracking (including linking emails, campaigns, runs, and activities for better traceability).
  • Enhanced email processing logic: implemented structured classification, directionality (sent/received), external IDs for better cross-system matching, and improved synchronization events with more granular logs and error handling.
  • Refactored backend code to streamline relationships between rules, runs, and actions across the platform for cleaner, more maintainable data management.
  • Updated data validation and schema management for company, contact, campaign, and organization records, enforcing URL and naming standards.
  • Added and refined queue tasks for syncing email connection data, supporting more robust and automated activity processing.
  • Improved modularization and type safety in API routes, removing deprecated relations, aligning type imports, and updating code style for long-term reliability.
  • Introduced broad test coverage, new utility functions, and better error monitoring for critical email-processing flows.
  • Synchronized version and build metadata updates, supporting easier tracking and faster debugging across deployments.