Release Notes

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 DashboardPreview 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).

Contacts Import

• Introduced full Contacts Import with support for CSV and XLSX files.

• Users can now create or update Contacts, create/link Companies, and link Contacts to existing Leads — all in a single import file.

Reasons for Loss

• Added an optional Reason for Loss field when marking a Deal as Lost.

• Reason is shown in Deal details only for Deals where a value has been provided.

Activities

• Improved sorting across all blocks in the Activities module.

• Added clearer highlighting for overdue Deals and other UI refinements for better readability.

UI & Performance

• Interface improvements and minor fixes across Notifications, Change Logs, and Leads Import.

• General performance optimizations for smoother daily use.

Leads Import

• Introduced Leads Import from CSV and XLSX files.

• Added field and value mapping, duplicate handling, and background import progress.

• Imports now appear in the Settings → Data Administration tab and in the Leads filters.

Notifications

• Added a Notifications module with detailed activity updates for Leads, Deals, Tasks, Meetings, and Imports.

• Added options to mark all or individual records as read and filter unread notifications.

• Upcoming behavior: while viewing the page, new records won’t appear instantly but the counter in the menu will stay updated.

Notes Editor

• Added a WYSIWYG editor for Notes, allowing formatted text, checklists, and lists.

UI & Performance

• Various UI refinements and minor fixes for improved stability and user experience.

Contacts & Companies

• Added CRM statuses: Active, Inactive, and Prospect.

Linked work items

• From the Jira issue right panel, you can now link/unlink Leads, Deals, Contacts, and Companies.

• Improved search for Jira work items when linking to CRM entities.

Activities & Tasks

• When Tasks are created with a date in the past, they now remain in the Planned section as Overdue (previously they were marked Done and moved to Timeline).

Leads & Deals

• Fixed creation for users without “Browse users & groups” permission in Jira.

UI & Performance

• Minor UI fixes and general improvements.

Activities

• Introduced a new Activities module showing the current Jira user’s assigned CRM tasks, meetings, Leads, Deals, and linked Jira work items.

• Added filtering by activity type (Tasks, Meetings, Notes, etc.).

Open

Jira Integration

• Added a structured Mria CRM panel to Jira issue view, displaying linked Leads, Deals, Contacts, and Companies with their status and assignee details.

• Improved sync between CRM records and Jira work items for better visibility.

Open

UI & Performance

• Optimized performance for all filters across modules.

• Refined interface and logic behavior for smoother navigation.

• Improved error handling and stability across the app.

Leads & Deals

• Introduced a dedicated Linked work items section (moved out of Activities).

• Deal conversion now opens the newly created Deal, not the Lead.

• Added automatic Deal amount suggestion based on selected Products.

• Fixed filters behavior in Deals Kanban view.

Contacts & Companies

• You can now link Jira work items directly to Contacts and Companies for better traceability.

Products

• Fixed issue with Product prices not being applied correctly when added to a Lead or Deal.

UI & Performance

• Fixed filters UI glitches in Safari.

• Cleaned up 403 error reporting so only relevant messages appear.

• Improved website link validation.

Settings

• Unified Created/Updated timestamps across all entities for consistency.

Other

• Added a brand-new “Get started” page in Manage Apps to help new users quickly find their way.

Leads

Leads Management

Deals

Deals Management

Contacts

Contacts Management

Companies

Companies Management

Products

Products Management

Settings

Basic Roles & Permissions

Other

Demo Data available for testing