Get instant insights without reading entire conversation histories. The new Summary button in the top right of the contact page displays 5-7 key bullet points about your contact—their role, interests, and important context from your interactions. This AI-powered summary gives you everything you need to know at a glance, perfect for quick preparation before calls or meetings. Plus, keep your CRM clean with the new merge functionality—duplicate contacts can be merged directly from the related contacts panel with clear confirmations, and the system automatically redirects old links to the merged record.

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Improvements

  • Choose whether to process a new contact as you create it, with a clear toggle in the new contact dialog and success messages that reflect your choice.
  • Import settings now include an option to process imported contacts, row counts for pending/unqualified/qualified entries, and a confirmation dialog that estimates AI credit usage before you start.
  • Imports are simpler: only the email column is required to proceed, with clearer guidance for common mapping scenarios.
  • Bulk action controls add Approve, Unapprove, and Regenerate options (with confirmation), plus an Enrich action for on-demand enrichment; layouts are cleaner and more responsive.
  • Context panel employment management is easier with quick switching between multiple roles, a streamlined popover for options, and better handling of company associations.
  • Properties are cleaner and faster to manage: irrelevant fields are hidden when appropriate, edits show success toasts, and the UI refreshes immediately.
  • Action tags are clearer with new labels and colors for “Reply now,” “Follow-ups,” and “Reply later.”
  • Links in email drafts, email views, calendar event activities, and chat now open in a new tab for easier navigation.
  • Deleting a task now takes you to a sensible next screen, reducing extra clicks.
  • Tables show sorting only on truly sortable columns, avoiding confusion.
  • You’ll now see clear notifications if your organization exceeds AI credit limits.
  • The customer actions view displays each account’s trial end date for better subscription visibility.
  • Contact activity skeletons have refined spacing and a more compact progress bar for a cleaner look.
  • Activity guidance text has been improved for clearer next steps.

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Fixes

  • Email subjects now compare correctly even when “Re:” is present, so changed subjects display as expected.
  • Fixed email parsing errors when messages had no real subject line (“Insert a subject line” no longer causes issues).
  • The date selector in the new activity dialog stays anchored and no longer jumps on smaller screens.
  • Removed duplicate activities in action suggestions by reliably identifying items across activity types.
  • Property updates work reliably across multiselect, boolean, number, and date-time fields, and “UNKNOWN” values are ignored where appropriate.
  • Opening a deleted or merged contact now behaves correctly, redirecting to the live merged record or showing a clear message.
  • Calendar event cards always show a readable organizer fallback when the contact isn’t available.
  • Bulk action bars no longer get hidden behind other elements.
  • Marketing changelog links and slugs have been updated for consistency and accuracy.

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Behind the scenes

  • Upgraded the AI stack to use GPT-5 for many tasks with simplified prompt parameters and better control, plus improved detection of mentioned contacts in email threads.
  • Added a confidence parameter to prompts across campaigns, communication, and CRM to support more nuanced decision-making; removed legacy “reasoning effort” flags.
  • Introduced smart contact deduplication as a background job, a new summary field on contacts, and a service to summarize conversation history.
  • Set up background processing for calendar events that classifies sales-related meetings and writes actionable tasks and metadata.
  • Added organization sync tasks on updates and subscription changes to keep account data aligned across systems.
  • Built foundational support for bulk email enrichment via a new enrichment service and usage tracking, including environment configuration.
  • Standardized schemas to use null-friendly fields for due dates and deal pipeline attributes, reducing edge-case errors.
  • Streamlined CRM task creation with clearer fallback steps and richer context (memory, connection, related activities) for action processors.
  • Improved activity shaping by adding stable item IDs and deduplication during prompt assembly.
  • Hardened property enrichment and update logic across data types for more consistent writes.
  • Tightened import processing around visit timestamps and UTM parameters to avoid duplicates and exclude unknown values.
  • Optimized merge logic and activity logging for merged contacts; excluded enrichment-only activity types from usage calculations.
  • Enhanced subscription tracking with start and trial end fields, plus automated notes when trials end to support timely follow-up.
  • Polished UI infrastructure with a custom markdown renderer for consistent link behavior and minor layout refinements.