You can now track every touchpoint and meaningful engagement with your contacts in a detailed activity feed. This new feature delivers a comprehensive view of contact history—including emails, notes, and tasks—all linked and searchable from within each profile. With dynamic filters, improved navigation, and an intuitive layout, understanding past interactions and planning future outreach has never been easier. You’ll benefit from faster context switching, clearer timelines, and smarter sales follow-up decisions right where you work.

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Smarter, more flexible data tables and filters

Work faster and with greater precision using dynamic filters and flexible table controls across contacts, campaigns, and actions. Group, sort, and filter by status, date, number, or relationship—down to the null values—with powerful, new filter types and column management tools. You’ll see only the information you need, organized exactly how you want it, enabling sharper prospect targeting and effortless data analysis.

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Improvements

  • Enjoy a streamlined user interface thanks to enhanced typography, richer text rendering, and improved component layouts that deliver a clearer and more consistent experience.
  • Loading indicators and spinner visuals across the app have been refined to provide smoother feedback during navigation and data fetching.
  • Activity-related components now include better error handling and toast notifications for instant feedback during tasks or email sends.
  • Workspace navigation and membership management have been enhanced, supporting seamless movement between organizations and direct access to key features through a restructured main menu.
  • Experience more reliable session handling and region-specific routing—ensuring your data is always stored and processed in the right location (EU or US), with persistent, secure cookies.
  • Improved workspace and authentication flow means you’ll receive clearer prompts during login and switching, plus faster redirects and better empty state messaging.
  • Table columns for contacts, deals, and memberships now offer more customization, including grouped filter support, new actions, dynamic sorting, and clear visual cues for pending and completed tasks.
  • The CRM’s activity logs, draft approval flows, and email error feedback are now more intuitive, preventing you from losing progress and supporting smarter retry actions.
  • Calendar and email-related features now include empty state visuals and richer notification feedback.

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Fixes

  • Draft email approval and sending now provide clearer error messages and the option to retry if delivery fails.
  • Ensured that activity feeds and data tables no longer display unresolved or irrelevant drafts, resulting in less clutter and confusion.
  • Fixed layout inconsistencies in filters and data views, providing a more polished and stable visual experience during data refreshes or quick navigation.
  • Improved cookie management means workspace and regional settings remain accurate and up to date in multi-user environments.
  • Fixed edge cases that previously caused empty or missing feedback states in calendar events, emails, and new workspace routes.

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Behind the scenes

  • Overhauled backend and frontend routing to use a unified workspace structure, streamlining navigation, improving code maintainability, and enabling easier future enhancements.
  • Integrated Radix UI and additional component libraries (Tiptap, TanStack query persist, etc.) to power rich text editing, advanced filters, and modern forms with optimal performance.
  • Refactored and cleaned up large portions of the component library—removing obsolete elements, standardizing import paths, and aligning file organization with best practices.
  • Migrated authentication, region, and workspace context management to a new, more scalable model, reducing boilerplate and supporting more secure session handling.
  • Upgraded API logic for tasks and activities, including endpoint additions for contact and import management, plus improved error structures for better debugging.
  • Added strong back-end support for orderBy and advanced filter logic, boosting the accuracy and performance of server-side search and sorting.
  • Implemented custom plugins and configuration upgrades (Vite plugins, ES2023, path helpers) to speed up build and deployment pipelines.
  • Removed unused dependencies and enhanced test coverage with automated linting and CI/CD refinements, ensuring a lower error rate and easier code reviews.
  • Updated global environment management to support new security variables, such as global authentication passwords and API keys, for more robust platform access controls.
  • Enhanced API base URL resolution for multi-region support, ensuring that user requests automatically route to the correct infrastructure.