An “Add Contact” icon has been added to the Tag Master screen.

Clicking the icon opens the Contact Master, allowing users to:

Selected contacts can be added to the chosen tag in a single action.

Faster and more intuitive tag management.

Reduced navigation and fewer steps to add contacts.

Improved efficiency when managing large numbers of contacts.

Better control through filtering before adding contacts.

A new Automation Toggle has been added to the Company Admin settings.

The toggle allows Company Admins to:

Changes made at the company level are applied consistently across all relevant users.

Centralized control of automation settings at the company level.

Consistent automation behavior for all users within a company.

Reduced administrative effort when managing automation preferences.

Improved flexibility to align automation with company policies.

Improved visibility into all email communications at the company level.

Easier auditing and tracking of campaigns and automated emails.

Better collaboration and transparency across teams.

Reduced time spent searching for email activity across different users.

Automations are validated before activation.

If an automation includes an inactive email template, the system:

Users cannot activate the automation until all inactive templates are resolved.

Prevents automation failures caused by inactive email templates.

Improves reliability and consistency of automated emails.

Clear visual alerts make it easy to identify and fix issues.

Reduces troubleshooting and support overhead.

Total Deals = total count of closed/funded transactions

Total Transactions = count of all transactions (Active + Funded or closed)

Average Deals = Total Volume / Total Deals [ Total volume = Sum of transaction amounts from closed/funded transactions ]

Close Rate (%) = (Total Deals / Total Transactions) × 100

Average Days to Close = (Funded Date−LOS Start Date)​ / Total Deals

Clear insight into referral partner performance and efficiency.

Ability to compare partners based on deal volume and close rate.

Better data-driven decision-making when managing referral relationships.

Improved visibility into pipeline performance trends.

Updated the Send Email action logic in Automations to respect the user’s Timezone set in the Profile Master.

Email send timestamps for Automations and Campaigns are now calculated and stored according to the user’s Timezone rather than the server default Timezone.

Provides accurate visibility into when automations and campaigns are actually sent from the user’s perspective.

Improves automation performance analysis and reporting accuracy.

Eliminates confusion caused by Timezone differences, especially for users managing automations across regions.

Ensures consistency between scheduled actions, delivery times, and reports.

Enhanced the New Contact creation popup model to include an option for adding the contact to the Vision Board.

When a contact is created with this option enabled, the contact is automatically added to the Vision Board under the chosen Pipeline.

This process occurs seamlessly as part of contact creation, without requiring additional actions after saving.

Saves time by reducing manual steps to add contacts to the Vision Board.

Ensures immediate visibility of newly created contacts within the Pipeline.

Improves workflow efficiency and keeps sales or process tracking organized and up to date.

Provides a smoother and more intuitive contact onboarding experience.

Added Bulk Actions functionality to the Company Contacts page.

Users can now select multiple contacts and apply updates in a single action.

Supported bulk updates ensure consistent and accurate changes across selected company contacts.

Saves time by eliminating the need to update contacts individually.

Improves productivity when managing large volumes of company contacts.

Ensures faster and more consistent updates to company contact data.

Simplifies contact management within a company.

A new option has been introduced in the Add Lead popup that allows users to select an existing contact while creating a new lead.

Users can search and choose from already available contacts instead of creating a new one.

The system automatically links the selected contact to the newly created lead.

This enhancement integrates seamlessly with the existing lead creation workflow without impacting current functionality.

Saves time by eliminating repetitive contact creation.

Reduces duplicate contacts, keeping the CRM data clean and consistent.

Improves data accuracy by reusing verified contact information.

Streamlines lead creation, making the process faster and more user-friendly.

The Unsubscribe page has been migrated to GridJS, providing a faster and more responsive table view.

Users can now load and navigate unsubscribe data more smoothly, even with large lists.

A new User filter is now available on the Company Unsubscribe page.

This allows you to quickly narrow down unsubscribed contacts by specific users, making data review easier and more precise.

Faster page loading and smoother navigation, even with large datasets

Better control and visibility with easy filtering by user

Quicker unsubscribe actions with a clearly accessible button

Improved overall usability for managing unsubscribed contacts efficiently

A new Schedule Link field has been added on the Profile page, positioned directly after the Website field.

The field stores a user’s personal scheduling URL (e.g., Calendly, HubSpot Meeting Link, etc.).

A new merge tag was created to pull the Schedule Link into:

The merge tag dynamically inserts the saved schedule link for each user when sending emails through the system.

Backend updates ensure the field is saved consistently and available through the templating engine.

Frontend UI updated to display the field clearly with validation for URLs.

Faster Scheduling: Users can automatically include their scheduling link in outbound emails without manually pasting it each time.

More Professional Emails: Consistent and personalized email signatures help present a polished, branded experience.

Better Workflow Automation: Email templates can now automatically embed the scheduling link for improved lead follow-up and client engagement.

Reduced Manual Work: Eliminates the repetitive task of adding a personal scheduling link to each email.

Higher Booking Rates: Contacts receive a clear call-to-action to schedule a meeting, improving overall engagement.

A new Automation Stats module has been added to the Marketing Automation section.

Stats are now available and aggregated at three levels:

The system now records and displays detailed email performance metric counts:

Users can now view complete email history for automation messages, improving transparency and allowing for deeper analysis of message performance at the user level.

Full Transparency: Users can now see the complete email history and performance metrics across global, company, and individual levels.

Better Decision-Making: Detailed stats help identify which automations are performing well and which need adjustments.

Improved Deliverability Insight: Tracking bounced, deferred, and defended emails helps diagnose deliverability issues earlier.

Enhanced Engagement Tracking: Open and click metrics provide clear insight into audience behavior and interest.

Higher Efficiency: Consolidated reporting reduces the need to check multiple systems for email performance.

Stronger Marketing Strategy: Users can optimize campaigns based on data-driven insights, improving conversion rates over time.

Added a new Email Template Usage Report accessible from the reporting or template management section.

Displays key metrics such as automation name, Type, User level and Scheduled On.

Integrated real-time data pulling so usage stats stay up to date with ongoing email sends.

Ensured permissions logic aligns with existing roles so the report is visible only to users with appropriate access.

Improved visibility into how often each email template is being used across campaigns and automations.

Helps users identify high-performing templates and make informed content decisions.

Provides actionable insights for optimization of messaging strategy and engagement performance.

Saves time by centralizing all usage information in one easily accessible report.