A new “Weighted value” column is now available in the deals section, allowing you to see a weighted calculation of your deal pipeline based on each stage’s probability. This enhancement makes it easier to forecast revenue, prioritize opportunities, and gain better financial insight directly from your deal actions—helping you focus on the most promising prospects and understand your sales momentum at a glance.

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Contact export to CSV

Managing and sharing your contacts just got easier. You can now export your contacts as CSV files directly from the settings page, making it simple to back up your data, analyze it in spreadsheets, or move it to other platforms. Just click the download button and your contact list is ready to go.

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Import tracking for actions and contacts

A new “Import” column has been added to both action and contact tables. This makes it easy to see which records originated from imports, allowing for better data organization and traceability. You can search, filter, and manage imported contacts and actions with more precision.

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Mailbox recommendations for contact activities

When sending an email from a contact’s activity page, FirstQuadrant will now recommend the best mailbox to use based on previous communications. The compose experience is more streamlined, with auto-suggestions ensuring you’re always sending from the most relevant email connection.

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Enhanced draft email and follow-up management

The draft email form in contact activities now lets you handle follow-up emails more intuitively. You can update all follow-up addresses in a sequence, view relevant follow-up data within drafts, and benefit from more accurate email address suggestions. This update makes managing and personalizing outreach sequences even simpler.

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Improvements

  • Contact activity processing is now faster and more accurate, with completed tasks and drafts excluded from irrelevant results.
  • Activities marked as complete now use their actual creation date for more precise tracking.
  • The visual style of table headers has been improved for better readability in both light and dark modes.
  • When composing emails in the app, signature formatting and quote handling have been refined for improved readability.
  • CRM tables and forms now better highlight imported records, increasing transparency of data sources.
  • The sign-up process provides immediate, clear feedback if you use a non-work email, making onboarding smoother.
  • Changelog entries and the changelog page layout have been enhanced for a more engaging update experience, with improved image presentation and clearer week/titles.
  • The contact import process now links notes more reliably to contacts, ensuring information is accurately associated.
  • The contacts and actions tables now include import search options for easier filtering.
  • Switching mailbox addresses for entire follow-up email sequences is now seamless and integrated in the draft workflow.

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Fixes

  • Prevented the sign-up modal from appearing unless a pricing plan is selected on the pricing page, streamlining registration.
  • Email activities within contact workflows now display accurately, with improved logic for skipping drafts and future tasks.
  • Fixed an issue with calendar events not respecting the correct start date, ensuring event scheduling is always accurate.
  • Improved system feedback and error handling when creating notes via contact imports to ensure better data consistency.
  • Cleaned up unused code in webhook processing to streamline integration and reduce clutter.
  • Multiple issues with CSV imports and data association have been resolved, improving overall reliability during bulk operations.

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Behind the scenes

  • Enhanced backend logic for email address selection in activities, improving suggestive accuracy for drafting and sending emails.
  • Refactored contact activity and CRM data processing for performance, reducing unnecessary queries and ensuring accurate task handling.
  • Upgraded documentation and changelog generation tools, including a new image generation function for richer changelog visuals.
  • Improved testing infrastructure by updating test coverage, adding integration with new testing tools, and refining automated workflows.
  • Updated workflow automation for changelog creation and CI/CD pipeline permissions, increasing deployment reliability.
  • Improved activity variable handling to exclude unnecessary data and provide clearer sequencing logic behind the scenes.
  • Optimized contacts schema for imports and activity associations, facilitating better bulk data management.
  • Enhanced subscription usage and credit management logic for precise plan tracking and credit exhaustion handling.
  • Various codebase refactors to streamline logic, remove deprecated integrations, and keep the platform maintainable and robust.