Party Types, Deals-Based CRM and Subscription Automation

In so far the first major CRM expansion in this release window, changes include; configurable party typing, turning funnels into real deal records, and launching the new subscriptions plus trial-management platform.

January 31, 2026

Party Types Foundations Across CRM

CRM parties can now be organised by configurable Party Types rather than relying only on custom attributes with added Party Type setup, exposed types inside forms and navigation.

Funnels as deals plus party and funnel experience redesign

Funnels have been upgraded from a lightweight stage tracker into a usable deals model. Expected value, lost-state handling, richer funnel editing, and redesigned party and funnel views have made pipeline tracking possible without custom-attribute workarounds.

Subscriptions and trial-management automation

A new subscriptions platform has also been added to support trial creation, plan assignment, billing visibility, checkout flows, and self-serve subscription management.