Improvements
- The contact and company property forms now avoid displaying trash icons for key fields, reducing visual clutter and preventing accidental deletions.
- The contact creation process is now more streamlined, with a clear “New Contact” button that opens a focused modal for adding contacts.
- The Apps import panel now highlights which integrations use Zapier and provides clearer descriptions, making it easier to understand your available app connections.
- Improved product descriptions offer better insights into app functionalities and integration pathways.
- The fine-tuning creation form now lets you specify exactly how many contacts to nurture, providing more precise control over audience development.
- When importing from Zapmail, clearer instructions let users know that mailbox exports may take up to 24 hours to appear in FirstQuadrant.
Fixes
- Email processing rules have been improved to ensure nurturing activities and open deal workflows don’t overlap, resulting in more accurate automation and fewer errors.
- Instructions in contact nurturing activities are now more informative and relevant, giving users actionable next steps.
- The CRM’s action deletion now works more intelligently, only targeting draft activities without follow-ups, and adds helpful reasoning when steps are generated or omitted.
- Activity formatting in the CRM has been revamped for better performance and to ensure email content is displayed more clearly and consistently.
Behind the scenes
- Integrated an Accordion UI component across mailbox and membership forms to improve organization of advanced settings.
- Updated backend logic to filter and process only active memberships, reducing unnecessary queries and improving data handling efficiency.
- Implemented new actions and icons for managing team memberships, including backend filtering for active status and removing legacy checkbox logic.
- Added a “hideTrash” property in property forms and refactored activity logging for a cleaner UI and better user control.
- Zapier-based integrations are now more clearly labeled in both UI displays and import actions.
- Fine-tuning schema and logic have been updated with a “count” field and support for nurturing triggers, including new backend routes to support enhanced nurturing workflows.
- Improved email processing logic to better handle nurturing scenarios when contacts are not involved in open deals.
- CRM backend has been optimized, including updated data structures for nurturing activities, enhanced reasoning fields, and more robust activity management logic.
- Added Slack notifications for subscription events (cancellations and renewals) via Stripe integration for improved timely operational visibility.
- Upgraded authentication tokens and workflow automation in CI/CD processes to secure changelog generation and increase automation reliability.
- General backend refactoring, test enhancements, updated dependencies, and internal documentation improvements support long-term product quality and maintainability.