Powerful contact merging and flexible note management
Week 2, 2025 — January 6 to January 12
Keeping your contact database clean and informative just got much easier. You can now merge duplicate contacts directly from the UI—simply choose two entries and consolidate their information into one, streamlining your CRM and eliminating clutter. Additionally, every contact now supports a rich notes field, so you can add custom context, important reminders, or background details that travel with each contact record wherever it’s viewed or updated. Together, these new capabilities empower you to build a more organized and insightful outreach database with less manual effort.
Enhanced outbound email and integration management
We’ve upgraded the email and integrations workflow with several impactful changes. In Mailbox settings, the new signature field lets you manage custom email signatures per connection—making branding, sign-offs, and compliance easier to manage. We’ve also added new outbound sales tool integrations (including Reply.io, Outreach, Smartlead, and Warmly) with clear icons and descriptions, and improved the clarity of settings for connecting and managing these tools. All connection-related settings are now grouped under “Outbound sales tools,” providing a cleaner and more intuitive experience for configuring your team’s outreach stack.
Advanced campaign property management
Users can now add and manage custom property fields specifically for each campaign. Property filters, improved association tools, and a dedicated UI make it easy to customize, group, and analyze campaign data precisely how you need. Whether you’re segmenting by region, role, or customer fit, these new tools put full control of campaign-level data and fields in your hands.
Seamless pagination for large lists
Navigating long lists of contacts or activities is now a breeze. We’ve added modern pagination controls to the main app header and page views, making it easy to jump between pages, keep track of your position in larger datasets, and never lose your place while prospecting or managing tasks.
Effortless email address management for contacts
Quickly add, edit, or remove email addresses for any contact directly from the contact panel with a new streamlined dialog. Optimistic UI updates ensure your changes appear instantly, and you can manage multiple email addresses without hassle.
Improvements
- Email connection and campaign creation forms have new controls for daily send limits, minimum send intervals, campaign ramp-up, and customizable reply-to addresses, offering granular control and improved deliverability options.
- The activities section now displays clear badges for follow-up emails and sorts drafts by delay, making it easier to prioritize and see when each activity will occur.
- The campaign property management interface features instant updates, search filters, and better handling of campaign-specific custom fields.
- Resource management for fine-tuning activities is now clearer, with improved labels and popovers for selecting targeted contacts or groups.
- Mailbox integration settings now use “Connect” instead of “Install,” with improved descriptions and icons for each available tool, reducing confusion.
- Signature management is simpler, allowing you to set unique email signatures for each mailbox connection.
- Activity and action displays now use more helpful icons and improved layouts for easier scanning and processing.
- Calendar events in the CRM show richer details—including conferencing info, location, and join links—right within each event and related actions.
- Improved activity logs ensure more accurate sorting and highlight the most relevant actions first.
Fixes
- Addressed various issues with unclear sorting and status indicators in activities and actions, ensuring drafts, follow-ups, and completion states display in the correct order with intuitive visuals.
- Updated all page titles and fallback states to maintain consistency and improve navigation throughout the app.
- Resolved UI inconsistencies in email signature and reply-to address editing, making advanced settings easier to access and update.
- Fixed API and backend bugs around property and campaign synchronization, ensuring property fields and values are always up to date across imports, actions, and related campaigns.
- Eliminated multiple sources of duplicate data during contact and campaign syncing, improving accuracy and reliability of connections and activity tracking.
- Improved error handling for contact merging and note creation to prevent data loss or inconsistent states.
Behind the scenes
- Extended database schemas to support new fields for connections, organizations, and members—like signature, reply-to address, and campaign sending controls.
- Added robust backend routes and validation for merging contacts, note handling, and synchronization of properties with campaigns, views, and imports.
- Improved concurrency, cron scheduling, and background job management for more efficient recurring operations.
- Upgraded event schema handling and API key management to improve security, flexibility, and data integrity (including API key regeneration workflows).
- Enhanced synchronization, error handling, and rate-limiting logic for contacts, emails, calendar events, and campaign pipelines.
- Made UI and code refactoring improvements for maintainability, such as consolidating filtering logic, updating SEO strategies, and modernizing hooks and component structures.
- Boosted test coverage and integrated new automation and CI/CD tools for more reliable deployments and faster development workflows.
- Improved audit logging, debugging, and system audit trails for sensitive data operations like deletion, merging, and campaign property changes.
- Refined performance for large data lists through pagination at the query and presentation layer.
- General cleanup: removed deprecated libraries, updated dependencies, and clarified internal documentation and code comments.