CRM Ownership Workflows and Reporting Expansion

The biggest releases focused on reminder and event ownership, maturing the deal pipeline workflow, and adding a more serious analytics layer to the dashboard.

February 28, 2026

Private reminders and assignable CRM activity

Reminders have become more practical for real teams with private reminders and assignable ownership on both reminders and party events. Users can now keep personal follow-ups private while also recording who owns a reminder or an event without relying on whoever happened to create the record.

Deal ownership and pipeline operations

We've extended pipeline management with assigned users and departments on deals, a dedicated Party Funnels list view, custom deal names and descriptions, and the ability to run multiple active deals through the same funnel.

Dashboard analytics expansion

The CRM dashboard has gained broader analytics coverage, including party summary reporting, better event-count analysis, funnel stage and funnel completion visuals, and a country breakdown for organisations. Together these turned the dashboard into a more credible reporting surface rather than a simple landing page.