Managing contacts, campaigns, and organizations is now more powerful than ever. You can now apply new boolean filters—such as “Has a deal” and “Has a campaign”—across action, company, and contact lists, giving you precise control when searching and segmenting your records. The filtering experience is smoother and more flexible, letting you quickly pinpoint exactly the information you need.

Additionally, organization management is easier and more robust. Admins now have the ability to delete, clear, and even restore organizations, directly from settings, with all membership, connection, and subscription impacts handled automatically. This makes workspace clean-up, resets, and recovery truly seamless should your team ever need to reorganize or start fresh.

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Improvements

  • The CRM now prevents users from starting campaigns or creating contacts if their subscription is past due, paused, or inactive, complete with clear notifications guiding you to take action.
  • Contact activity lists now sort follow-up drafts more intuitively, with updates to both labeling (“Draft sequence” now appears for sequence drafts) and ordering for easier review.
  • The billing page now shows detailed usage, including improved AI credit feedback, enriched display of usage types, and better links to related contacts and campaigns to help you track your plan.
  • Usage records in billing can now be deleted instantly with smooth, optimistic feedback in the interface.
  • You can now manage notes more easily for imported contacts—when you add or update a contact, any associated notes from the import are created and linked automatically for stronger documentation.
  • Buttons now support a new “icon-sm” visual size for more consistent and compact layouts throughout the app.
  • Billing plan options and usage displays have been enhanced with Select inputs and dark mode support for alerts, making plan management more user-friendly.
  • Campaign and contact navigation has been improved with clearer credit usage tracking and additional detail when working with sequences.

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Fixes

  • Improved sequence filtering and “Has a campaign” status display for contacts and actions, making search filters and results more reliable.
  • Improved the default values for auto-import email settings to prevent accidental, unintended email imports.
  • Fixed inconsistencies in displaying and updating contact actions and CRM records, reducing user confusion.
  • Updated image URLs and refined type imports in billing and sequence components, ensuring consistent visuals and clearer code management.

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Behind the scenes

  • Upgraded and then rolled back the @prisma/client package to ensure stability and compatibility across database operations.
  • Enhanced the database schema for contacts by adding an “internal” designation, and updated backend CRM logic so internal contacts are now properly tracked and filtered for organizations.
  • Major backend improvements for organizations: added deletion, clear, and restoration event handling, including cron jobs for scheduling and executing deletions, full auditing, and Stripe subscription management for subscription cancellations and restoration flows.
  • Optimized pipelines and stage movement by streamlining stage reordering and improving backend resource handling, including batch updates and better error handling.
  • Improved queue and task processing with a new concurrency limit for background tasks—boosting system reliability under high load.
  • Enhanced backend logic for handling enrichment and usage increment events, now with more granular checks and enforcement of unique constraints.
  • Refactored and improved README and project documentation, including clearer installation steps and a more accurate project structure overview.
  • Upgraded development dependencies (TypeScript, ESLint, Vite, Sentry, Prettier) across all packages for stronger type safety, faster builds, and more modern development features.
  • Refactored and streamlined backend code for pipeline, contact enrichment, activity logging, and sequence status mapping, improving long-term maintainability and clarity.
  • Improved and expanded test coverage, as well as updated dev workflows for package management and build reliability.