Product Changelog

Our biggest release of the year, MarketrixAI now scores every deal in your pipeline using historical win/loss patterns, and sequences can adapt their next step based on engagement signals.

• NewAI deal scoring: every deal gets a 0–100 win-probability score updated hourly based on activity, stage velocity, and historical patterns
• NewAdaptive sequences: automatically skip or accelerate steps based on email opens, link clicks, and reply sentiment
• NewSmart reply detection: inbound replies are parsed by LLM to classify intent (interested / not now / unsubscribe) and route accordingly
• ImprovedPipeline board now shows deal score badges inline, hover for the full score breakdown
• ImprovedSequence analytics now include per-step conversion rates and drop-off heatmap
• FixedFixed edge case where adaptive step skipping could create duplicate tasks in the activity feed

A focused patch addressing reported issues with contact import, email deliverability tracking, and dashboard load times.

• FixedFixed CSV import silently dropping rows when the 'company' column contained commas inside quoted fields
• FixedFixed bounce tracking not updating contact email status when using custom sending domains
• FixedFixed dashboard pipeline chart showing incorrect totals when multiple currencies were in use
• PerformanceDashboard initial load time reduced by 38% through query batching and deferred non-critical widgets
• PerformanceContact search now returns results in under 120ms for workspaces with 100k+ contacts

Data Enrichment now runs a waterfall across multiple providers, if the first source doesn't have a field, it automatically tries the next. LinkedIn profile data is now pulled directly into contact records.

• NewWaterfall enrichment: configure provider priority order (Apollo → Hunter → Clearbit → Lusha) with automatic fallback
• NewLinkedIn profile enrichment: pull headline, current role, company size, and industry from LinkedIn URLs
• NewBulk enrichment jobs: enrich up to 10,000 contacts in a single background job with progress tracking
• NewEnrichment audit log: every field change from enrichment is logged with source, confidence score, and timestamp
• ImprovedEnrichment credit usage dashboard now shows per-provider breakdown and monthly trend
• FixedFixed enrichment not respecting the 'do not overwrite existing values' setting for phone numbers

This release focuses on security improvements and GDPR compliance features requested by enterprise customers.

• SecurityAdded IP allowlisting for workspace access, admins can restrict login to specific IP ranges
• SecuritySession tokens now rotate on every API call for workspaces with 'high security' mode enabled
• NewGDPR data export: contacts can now request a full data export from the unsubscribe page
• NewRight to erasure: admins can permanently delete a contact and all associated activity from a single action
• ImprovedAudit log now captures all admin-level actions including role changes, API key creation, and data exports
• FixedFixed a rare race condition where two simultaneous logins could result in one session being silently invalidated

Revenue Analytics has been rebuilt from the ground up with a new forecasting engine, customisable dashboards, and direct CRM-to-revenue attribution.

• NewForecasting engine: ML-based pipeline forecast with best-case, commit, and worst-case scenarios
• NewCustom dashboards: drag-and-drop widget builder with 18 chart types and saved layouts per user
• NewAttribution reports: trace revenue back to the original lead source, campaign, and sequence
• NewGoal tracking: set quarterly revenue targets per rep, team, or region with live attainment bars
• ImprovedAll analytics charts now support date range comparison (e.g., this quarter vs. last quarter)
• ImprovedCSV and PDF export for all report types, with scheduled email delivery

A series of improvements to email sending infrastructure, warming, and reputation monitoring to help customers maintain high inbox placement rates.

• ImprovedAutomatic sending domain warm-up: new domains are automatically ramped over 14 days to build sender reputation
• ImprovedReputation dashboard: real-time inbox placement rate, spam rate, and DMARC pass rate per sending domain
• NewSpam trap monitoring: alerts when sends hit known spam trap addresses so you can clean lists proactively
• NewOne-click unsubscribe header (RFC 8058): automatically added to all outbound emails for Gmail/Yahoo compliance
• FixedFixed SPF/DKIM verification check incorrectly reporting 'not configured' for some DNS providers

MarketrixAI now supports multi-team workspaces with granular RBAC, deal ownership, and shared views, built for sales orgs with 10+ reps.

• NewRole-based access control: Admin, Manager, Rep, and Read-only roles with field-level permission overrides
• NewDeal ownership and visibility: deals can be private, team-visible, or workspace-visible
• NewShared views: save and share filtered pipeline views, contact lists, and report configurations with teammates
• NewActivity feed: a unified workspace-level feed showing all deal updates, notes, and calls across the team
• ImprovedMentions in notes (@name) now trigger in-app and email notifications for the mentioned user
• FixedFixed deal assignment not sending notification email when assigned from the bulk action menu

The new REST API v2 brings a consistent, versioned interface for all CRM, campaign, and enrichment data. Native integrations with Slack, HubSpot, and Salesforce are now generally available.

• NewREST API v2: consistent resource naming, cursor-based pagination, and webhook subscriptions for all events
• NewSlack integration: deal updates, task reminders, and sequence completions posted to configurable channels
• NewHubSpot sync: bi-directional contact and deal sync with field mapping and conflict resolution rules
• NewSalesforce sync: one-way or bi-directional sync for Leads, Contacts, Opportunities, and Activities
• ImprovedWebhook delivery now includes retry logic with exponential back-off and a delivery log in the dashboard
• SecurityAPI keys now support scoped permissions (read-only, write, admin) and per-key rate limits

Build multi-step automations triggered by CRM events, no code required. Automate lead routing, task creation, notifications, and sequence enrollment based on any combination of conditions.

• NewVisual workflow builder: drag-and-drop trigger → condition → action canvas with 40+ action types
• NewCRM event triggers: contact created, deal stage changed, form submitted, email replied, and 20+ more
• NewBranching logic: if/else conditions with AND/OR operators and nested groups
• NewBuilt-in actions: send email, create task, update field, enroll in sequence, notify Slack, create deal
• ImprovedWorkflow run history with per-step execution logs and error details for debugging
• FixedFixed workflows with 'wait X days' steps not resuming correctly after workspace timezone changes