Release Notes

Reports

• Added the Pipeline by Stage report — open Deals grouped by Deal Stage, with a Weighted amount (Deal amount × Probability) forecast and an amount-weighted probability per stage. See Reports.

• Added the Deal Contacts by Product report — Deals and their Contacts grouped by Product, with contact emails for outreach. Each product group shows the number of linked Deals and Contacts; in the CSV export, Product is always the first column.

Security

• Resolved third-party dependency vulnerabilities flagged by Snyk. Routine security maintenance.

Gmail Integration — Deals

• Extended Gmail Integration to Deal records -Deals now have an Emails tab.

• Emails of every Contact linked to a Deal are synced and shown on the Deal, and you can compose and send directly from the Deal.

• When a Deal has multiple Contacts, the To field is pre-filled with all of them (each a removable chip), so you can email one or several in a single message - sent as one email with multiple To addresses and linked to the Deal and each recipient Contact.

• Because a Deal's Contacts belong to the Deal's Company, the recipient list is scoped to that Company.

Gmail Integration — Cancel pending email

• Added a Cancel action on outgoing emails while they are still Pending (queued for the next 5-minute sync). Cancelling removes the queued email before it is sent.

• Sync is interval-based, so if a sync is already running at the moment you cancel, the email may still be sent (no duplicate or error).

Security

• Resolved third-party dependency vulnerabilities flagged by Snyk. Routine security maintenance.

Custom Fields

Introduced Custom Fields across all five core entities — Leads, Deals, Contacts, Companies, and Products. Ten field types are supported: Short text, Paragraph, Dropdown, Multi-select, Labels (with optional suggested labels), Number, Date, Timestamp, People, and URL. Each field appears on the entity's detail page in the More fields section, as optional columns in list views (via Customize table), in the filter panel, and in CSV exports. Custom fields are also supported in Leads Import, Contacts Import, and Companies Import.

Lead → Deal custom-field copy

When converting a Lead to a Deal, custom fields with the same name and the same type on both entities now carry their values over automatically. See Custom Fields for the full rule and example.

Change log for custom fields

Every custom-field edit on a Lead or Deal is recorded on the record's Timeline tab — who changed which field, when, and the value before and after. History is preserved even after a field is deleted.

Gmail Integration

Gmail Integration is now live — the scopes prepared in 4.3.0 are active, and Gmail sync runs in both directions every 5 minutes for connected accounts. Added CC recipients when composing emails from a Contact or Lead. Added links to the Gmail Connector banner in the Emails panel after approval, plus several smaller Gmail fixes and stability improvements.

Dashboard & Reports

Added the "All Pipelines" option to the Deals page, the Dashboard's Pipeline Funnels selector, and deal-based Reports — stages with identical names across pipelines (such as Won and Lost) are aggregated into a single row when this option is selected. Added a Total row below each table in Reports, including the Performance by Assignee Report. Improved the assignee filter across Dashboard and Reports. Deal probability is now available in reports and filters. When exporting with the Contact name column, an Email column is now included automatically.

Bug Fixes

Kanban: total of Lost Deals is now calculated correctly. Re-linking a board no longer fails after unlinking the previous one. Lead creation no longer fails when the default New status has been deleted. Products search in Leads and Reports now scrolls correctly.

Leads

• Introduced Leads Configuration — administrators can now manage Lead Statuses and Lead Sources under Settings → Leads.

• Lead Statuses support Open and Closed types, custom colors, drag-and-drop reordering, and safe deletion (Leads are reassigned to another status before deletion). System Closed statuses (Lost, Junk, Duplicate) are protected.

• Lead Sources can be added, renamed, reordered, and deleted to match how your team tracks where Leads come from.

Rovo

• Expanded Rovo Agent capabilities with bulk actions on Leads.

• Added bulk updates for status, assignee, and notes based on filter criteria (status, source, tag, or any combination).

• Added bulk tag management — add, remove, and replace tags across filtered Leads, including conditions like "no tags" or "leads with both tag A and tag B".

• Added bulk product management — add, remove, and replace products on filtered Leads.

Privacy & Compliance

• Implemented the Atlassian Personal Data Reporting API for both Jira and Confluence, ensuring Mria CRM meets Atlassian's privacy and GDPR-compliance requirements for apps that store personal data (such as user references and AccountIDs).

Deals, Contacts, Companies, Products

• Added ability to export data to CSV across all major entities.

Products

• Added filtering functionality to refine the Products list by key attributes.

Reports

• Introduced Reports section in the main menu.

• Added initial set of reports: Sales Performance by Assignee, Sales by Period, Open Deals by Period, and Lost Deals by Period.

• Added ability to export reports to CSV.

Leads

• Added Export to CSV functionality in Table view.

Leads, Deals, Contacts, Companies

• Added ability to customize visible columns in Table view.

Rovo

• Introduced initial ability to create Leads using names and emails.

• This is the first version of the feature and will be extended in future releases.

Leads

• Introduced Kanban view for Leads, enabling visual management by status.

• Leads can be moved across columns to update their status.

Companies

• Added Companies import, allowing bulk upload via .CSV and .XLSX files.

• Clicking on Linked Contacts now opens a filtered list of related Contacts.

Deals

• Added sorting in Kanban view (by Created date, Closing date, and Amount).

• Added Deal probability display on cards in Kanban view.

• Added average Deal probability per stage in Kanban columns.

Dashboard

• Clicking on funnel values now opens a filtered list of Deals for the selected stage and date range.

Jira Integration

• Added ability to link Jira boards to Leads, Deals, Contacts, and Companies.

• Introduced option to create Jira work items while linking them, allowing users to create and associate issues in one step.

Contacts & Companies

• Added ability to filter Companies by import source, making it easier to track records created via Contact imports.

UI & Navigation

• Introduced a collapsible sidebar for improved workspace navigation and more screen space.

General Improvements

• Minor UI enhancements and internal improvements.

Deals

• Added individual Deal probability, allowing manual override of stage probability per Deal.

• When customized, weighted amounts in Kanban are calculated using the Deal's individual probability.

Jira Integration

• Introduced ability to link Jira spaces directly from Leads, Deals, Contacts, and Companies.

• Linked spaces remain visible on the entity once added.

Lead → Deal Conversion

• Added option to transfer all links (Jira, Confluence, Web) when converting a Lead to a Deal.

Activities & Assignment

• Added quick "Assign to me" option for Leads, Deals, Tasks, and Meetings.

Meetings

• End time is now automatically set to 1 hour after the selected start time by default.

Pipelines

• Added Deal probability per stage, allowing each pipeline stage to have a configurable probability percentage.

• Weighted Deal amounts are now calculated automatically in the Deals Kanban view based on stage probability.

• Introduced pipeline reordering, letting administrators control the display order of pipelines. The first pipeline in the list is now used as the default across the CRM.

Deals

• Added visibility of weighted totals in Kanban view for more accurate pipeline forecasting.

UI & Performance

• Minor UI refinements and stability improvements related to pipeline configuration and Deal views.

Pipelines

• Introduced Pipelines Configuration allowing teams to fully customize sales stages.

• Added support for Multiple Pipelines so different sales workflows (sales, renewals, partnerships, etc.) can be managed independently.

Dashboard

• Added comparison with a previous period, making it easy to track performance trends and see how metrics change over time.

Dashboard

• Introduced a Dashboard providing a clear snapshot of sales activity, pipeline health, and conversion performance.

• Added key metrics for Leads, Deals, revenue, and performance indicators.

• Included visualizations for Pipeline Funnels and Revenue Trend to help track progress and identify bottlenecks.

• Added flexible filters for date range and assignees to analyze performance from different perspectives.

Fixes & Improvements

• Improved JQL search across CRM entities.

• Fixed a UI rendering issue in Safari.

Global Settings

• Added the ability for administrators to set a single workspace currency for Mria CRM.

• The selected currency applies to all users and all monetary fields across the instance.

• Only one currency can be used per Jira instance (no multi-currency support or conversion).

Deals

• Added Deal cloning: quickly create a new Deal based on an existing one.

• Cloned Deals open immediately in full view with a CLONE – prefix in the name and the pipeline reset to the first stage.

• All Deal fields, links, Products, and Contacts are copied; Activities (Tasks, Meetings, Notes) are excluded and Deal age is reset.

Notes & Linking

• Added support for links inside Notes across Leads, Deals, Contacts, and Companies.

• Links can be used to reference external resources, Jira issues, or documentation directly from CRM notes.

Leads & Deals

• Improved table-level actions: you can now change the assignee directly from the list view without opening the full Lead or Deal page.

UI & Performance

• Minor UI refinements and fixes across multiple areas for improved consistency and usability.

JSM Integration

• Released Jira Service Management Integration, bringing CRM visibility and linking directly to support requests.

• Added intelligent contact suggestions to help support agents identify whether a requester already exists in Mria CRM or should be created as a new Contact and Lead.

• Enabled one-click linking of matched Contacts, and automatic linking of associated Companies when applicable.

UI & Performance

• Fixed several issues related to time zones

• Improved notifications for upcoming events

• Adjusted scroll behavior

• Improved handling of long names in Contacts, Leads, Deals, and Companies (better wrapping and overflow control).

• Refined spacing, alignment, and general UI polish for a smoother experience.

Notes

• Added the ability to mention users in Notes using @username.

• Mentions trigger notifications for improved collaboration.

Confluence Integration

• Introduced Confluence Integration for linking Pages, Spaces, and Live Docs to Leads, Deals, Contacts, and Companies.

• Includes permission-based search — users see only what they can access in Confluence.

• Requires connecting Mria CRM to Confluence through Manage apps → Mria CRM → Manage connections.

Web Links

• Added ability to attach general Web links to CRM entities when Confluence access isn't needed.

• Works for Leads, Deals, Contacts, and Companies.

Notifications

• Improved Notifications UI for clearer visibility and consistency.

• Added a new upcoming meeting alert sent 1–2 hours before the event.

Analytics (Sentry Logging)

• Introduced anonymous Sentry error logging to help diagnose issues faster.

• No client or CRM data is collected — only technical crash reports used for rapid bug fixing.

• This adds a new Analytics permission request during update (required for proper operation).