Managing your contacts and team just got easier and more powerful. You can now unarchive and resubscribe contacts with a single click—giving you greater flexibility in keeping your outreach lists up to date. Membership activation and deactivation actions have also been added, making it easy to manage your team’s access and permissions. Intuitive new icons clearly indicate each action, and the interface has been streamlined to keep everything clear and clutter-free.

Advanced options and settings, such as reply-to address customization, are now neatly organized in expandable sections (Accordions) within key forms. This new design keeps advanced controls accessible but out of your way during everyday use, streamlining mailbox and member management.

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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.

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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.

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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.