Changelog

2026-07-23

New users start with transcript processing off

Newly added users now start with AI transcript processing off unless an admin enables it when creating or editing the user. Existing user settings are unchanged.

GTM Engine Call Recorder auto-recording is still opt-in per user. Transcript processing controls AI processing for calls and transcripts; it does not automatically send the built-in recorder bot to anyone's meetings.

2026-07-22

Choose how Live Campaign emails are written

Live Campaign email steps now support Full AI, Plain Text, and HTML modes. Plain Text sends true text-only email for simple 1:1-style notes, while HTML supports designed, Liquid-personalized messages and Full AI can generate richer email-safe HTML when the campaign brief calls for it.

Genie can now help navigate that authoring flow too: it can switch between Setup and Build & test, select the sequence step to edit, choose sending mailboxes, adjust per-step wait timing, move between Configure and Test, and change an email step's mode before drafting or refining content.

2026-07-15

Classify campaign replies automatically

GTM Sending replies in the unified Inbox now show whether each reply is Positive, Negative, or Out of office, with a short explanation. Positive and negative replies still stop the campaign sequence so reps can follow up manually.

Out-of-office replies are handled differently: GTM Engine keeps the contact in the campaign and resumes the remaining sequence after the return date found in the email, or one week later if no date is included.

Understand and manage sending capacity

Generate Pipeline → Sending now shows cold-outbound capacity from fully warmed live outbound mailboxes, compares it with upcoming scheduled sends and the past week of actual sends, and recommends when to add or warm mailboxes and domains. Mailboxes now default to 30 emails/day, and the page documents the 30/day/mailbox and 3 live mailboxes/domain guidance.

Warmup is now stricter: warming mailboxes are a hard waiting period for real campaign sends. Domains can also be tagged as outbound or marketing and moved between Live, Warming pool, and Deactivated states so teams can keep reserve sending capacity ready without putting it into live rotation.

Schedule mailbox health checks

Generate Pipeline → Sending now supports organization-wide weekly health checks for active GTM Sending mailboxes. Admins and RevOps users can turn the checks on once, keep the latest last-checked time visible on each mailbox, and optionally auto-disable active mailboxes whose completed health score falls below 50.

2026-07-14

Pick cleaner sending domains

Generate Pipeline → Sending now suggests five distinctive, business-like sending domains at a time, checks each one for availability before showing its price, automatically replaces unavailable names, and lets you dismiss or generate more options. Suggestions avoid disposable-looking try-, get-, mail-style patterns, and overly obvious brand+generic names that are usually already taken.

Warm outbound mailboxes directly

Generate Pipeline → Sending now treats warmup as a mailbox-first action for cold outbound. You can warm an individual mailbox, start warmup while creating one or bulk-adding mailboxes, or use Bulk Warm Mailboxes to start all eligible mailboxes across selected domains. Mailboxes that are already warming or warmed are skipped automatically.

Domain warmup remains available as a separate marketing-domain flow for newsletters, release notes, and other broadcast-style sends. GTM Engine now explains the distinction and requires acknowledgement before starting either domain warmup or mailbox warmup.

Fine-tune when the call recorder bot joins

Admin and RevOps teams can now control when the GTM Engine recording bot joins each meeting with a slider ranging from 10 minutes before to 10 minutes after the scheduled start (defaulting to right at the start time), alongside the existing bot name and image controls on the Integrations page. Only one bot joins per meeting even when several attendees have recording enabled, and rescheduled meetings keep their bot pointed at the right time.

2026-07-13

See whether warmed mailboxes are reaching the inbox

Admin and RevOps teams can now run inbox-placement checks from Generate Pipeline → Sending for a mailbox, selected domains, or the full sending pool. Live progress, exact inbox percentage, placement details, SPF/DKIM/DMARC authentication, and clear Excellent-to-Poor guidance make it easier to decide whether a mailbox is ready to send.

Domain health uses the lowest current mailbox result instead of implying a separate domain score. Stale, not-checked, and failed states stay visible, and failed checks can be retried.

Keep obsolete CRM pipelines out of your working views

Admin and RevOps teams can now hide individual HubSpot or Salesforce pipelines from Close Pipeline → Sales Process. Hidden pipelines no longer appear in Forecast, Pipeline, Grow customer summaries, forecast history, or pipeline selectors, while remaining available in Sales Process if they need to be reviewed or restored.

Pipeline visibility only changes what GTM Engine shows. CRM sync continues, existing opportunity history is preserved, and at least one pipeline must remain visible.

2026-07-12

Make forecast categories match your sales process

Admins on plans with field configuration can now choose whether GTM Engine forecasting follows the forecast categories maintained in HubSpot or Salesforce, or derives confidence from opportunity stages. Map each CRM value or stage to Commit, Upside, Stretch, Pipeline, or Omitted, and mark values as Not used when they should stay out of forecasting.

The organization-wide setup applies across every pipeline in both Sales Forecast and Renewal Forecast, keeping totals, filters, opportunity tables, and forecast history aligned with the way your team actually forecasts.

2026-07-11

Keep GTM Engine data clean without an external CRM

Paid teams can now use Record Cleanup, Activity Hygiene, and Rules without connecting HubSpot or Salesforce. Admin and RevOps users can manage cleanup and record-creation rules, while Members can resolve activity associations.

When no external CRM is connected, changes stay in GTM Engine. CRM Assessment continues to require CRM-backed data.

2026-07-10

Team Performance: focus on your active team, filter by team, and replay the last 12 weeks

Team Performance (Close Pipeline → Team Performance) now opens on your active users only, so managers see the current team by default; flip the Active only toggle off to include people of every status. Managers and executives narrow the view with a single searchable team & people filter: one popover shows your whole team hierarchy (nested subteams included) with the path to each team, so you can pick a team, jump straight to an individual, or reset to All teams in one click. The same filter is used across Forecast, Pipeline, and Team Performance.

The Sales Performance Matrix can now group reps into teams. Use the Group by control to view one bubble per top-level team — each combining every member, including those in nested subteams — then step down through subteams to individual reps. Team bubbles show a team icon and member count; click one to see the team's combined stats (quota attainment and pipeline coverage are recomputed from the combined numbers) and drill into that team. When a team is already selected, the grouping is relative to that team, and only the reps currently loaded (respecting the Active only toggle) are rolled up.

Open an individual and you can now replay their last 12 weeks: press play to watch quota attainment, pipeline health, pipeline coverage, and their matrix position move week by week, or use the scrubber to jump to any week. A fading path traces every weekly matrix position from the oldest snapshot to today. Historical weeks are measured against the rep's current quota, and opportunities that were permanently deleted aren't part of the reconstruction.

Pipeline coverage across this page and the Home widget is a single, consistent measure — unweighted open pipeline as a percentage of annual quota — and the Pipeline Overview labels now stay readable on any screen size.

2026-07-09

Use the revenue field your business forecasts on

Admin and RevOps teams can now choose separate Opportunity revenue fields for new-business and renewal forecasts in Close Pipeline → Sales Process, including custom fields that store numeric values as text. Forecast totals, quota calculations, filters, and historical movement views use the selected field while retaining Amount as a safe fallback.

Teams can also replace the Amount card on Opportunity details with the configured revenue field, so metrics such as ARR remain visible and editable in the context where sellers work.

2026-07-04

Custom webhook triggers

You can now start workflows from events that happen outside GTM Engine. Create a webhook trigger to get a unique inbound endpoint that external systems POST JSON to — form submissions, sign-ups, product events, and more. Review recent deliveries right on the trigger.

Every endpoint requires a secret: select a specific shared webhook key you create once on the API Keys page and reuse across many triggers (perfect when one marketing site fires lots of different events), or give a trigger its own unique secret. A shared-mode trigger accepts only its selected key, not every webhook key in the organization. Either way the key/secret is sent in the X-Webhook-Secret header. Unique secrets are shown once at creation and stored only as a hash — rotate to generate a new one if you lose it.

Delivered payloads are flattened into fields you can map straight into workflow inputs (for example payload.user.email), and a one-click "Map entire body" option hands the whole JSON body to your workflow.

2026-06-24

2026-07-07

Schedule, manage, and enroll into campaigns from anywhere

Scheduling a contact for a future campaign start is now a first-class, manageable thing. When you enroll with a future start date (e.g. "connect with me in September"), the enrollment is saved right away and shows up in a new Scheduled section on the campaign's roster — with the contact, the start time, and a Cancel button to call it off before it begins. Genie can now schedule the same future Live Campaign enrollment when you ask it to enroll a contact later. You can also Enroll in Campaign directly from the Accounts and Contacts record pages: from the list pages via the Actions menu (your selection or all records) and from each record's detail page (its overflow menu is now labeled Actions). Accounts open the bulk-enrollment planner; contacts open a campaign picker where you choose a campaign and enroll now or on a scheduled date.

2026-07-01

Campaign replies, in one Inbox

Replies to your GTM Sending campaigns now land in a unified Inbox (under Generate Pipeline → Campaigns). See every reply with the contact who sent it, the campaign it came from, and the mailbox it arrived in; read the full thread; and reply straight from the original mailbox — no jumping between accounts. Filter the Inbox by mailbox, sending domain, owner, campaign, status, or unread to focus on what needs a response. (A reply still automatically stops that contact's sequence, as before.)

Tasks: a personal to-do list, with tasks from campaign steps

GTM Engine now has a dedicated Tasks page (in the top nav and profile menu) where you can view, create, complete, and dismiss your to-dos, and a Tasks card on your Home Day Planner shows what's active today. On opportunity details, open the right-side deal activity drawer to view tasks alongside Comments and Notes, create a task linked to the deal, or open an existing task's read-only details and email draft. Live Campaign manual steps can also create tasks for you automatically: the Connect on LinkedIn and Interact with posts steps (on by default) and any Send message step you flag for manual send will, at the step's scheduled time, drop a task into the assigned rep's list linking the contact's LinkedIn — and, for message steps, the exact message to send.

Auto-enroll contacts into Live Campaigns on CRM triggers

Live campaigns can now enroll contacts automatically when a CRM event fires — no more manual or workflow-only enrollment. Add enrollment triggers in the Live Campaign builder (GTM Sending) or campaign settings: choose a plain-language event ("When an opportunity is updated"), add optional point-and-click record conditions (e.g. Stage is Closed Lost for a closed-lost re-engagement play), and set a cooldown. For opportunity and account triggers, the contacts associated with that record are enrolled — not the opportunity/account itself — and you can narrow that to only contacts with recent activity (with an optional day window). See Auto-enroll contacts into a Live Campaign.

2026-06-29

Live campaign content modes & deliverability-aware tracking

Each step in a live campaign is now explicitly Templated or AI-Generated — pick the mode per step instead of mixing inline AI markers. Templated steps are a static email or message you write once (with Genie's help) using {{ contact.* }}/{{ account.* }} variables, sent verbatim per recipient; AI-Generated steps write fresh, unique copy for every contact at send time from their account/contact research (great for cold outreach), validated with the test preview. Both Genie and the AI generator are now deliverability-aware by campaign type: cold-outbound emails are kept plain and text-style (no images or links) to protect deliverability, while warmer streams — like a Consideration stream for open opportunities or a Lifecycle stream for customers — get richer, on-brand HTML design with images and CTAs. Open tracking is also deliverability-aware: it defaults off for cold-outbound campaigns (open pixels can hurt cold-email deliverability) with a warning if you turn it on, while link-click tracking stays on by default. Scheduled broadcasts and their defaults are unchanged.

Email open & link-click tracking

Campaigns can now measure engagement. Flip on Track opens to embed an invisible pixel that records when each email is opened, and Track link clicks to route links through a redirect that records the click before sending the recipient to the original page. Both work on live and scheduled campaigns and are applied automatically at send time (you don't touch the HTML). Every open and click is logged on the contact's timeline — so you can see exactly who engaged — click tracking records which link was clicked, and each campaign's analytics show unique and total opens/clicks plus your top-clicked links.

2026-06-27

One unified email builder for every campaign

Authoring campaign emails is now a single experience. Whether you're writing a step in a live campaign or designing a scheduled broadcast, you use the same rich builder: type plain text or full HTML, click Insert variable to personalize with {{ contact.* }}/{{ account.* }}/{{ user.* }}, and click Insert AI section to let AI write part — or all — of the email. Drop a single AI section to have AI write the whole subject and body, or mix AI sections into your own copy to template the rest. One short instruction guides every AI section, and the builder figures out the right send behavior automatically.

Scheduled campaigns: newsletters, announcements, and release notes

Campaigns now come in two flavors. Live campaigns are the per-contact sequences you already know — each contact runs the steps on their own timeline. Scheduled campaigns are one-time broadcasts: define an audience, design a single email, and pick a time, and everyone receives the same message at once — perfect for newsletters, product announcements, and release notes. Build audiences with the same contacts query builder (re-resolved at send time so late additions are included) or pick contacts by hand, design the email with the rich HTML builder and Genie, and either send now or schedule for later. Broadcasts use the same native sending, tracking, and unsubscribe handling as live campaigns. Switch between Live and Scheduled views right from the Campaigns list.

2026-06-26

Hybrid email content, an HTML email builder, and enroll-in-campaign workflows

Three improvements make GTM Sending campaigns far more flexible:

• Inline hybrid content. Write a campaign message that mixes hard-coded copy, {{contact.*}}/{{account.*}} personalization, and inline AI-generated portions. Drop a {{ai_generate}} marker wherever you want AI to take over and give one short instruction for the step — the rest stays exactly as you wrote it.
• Rich-text HTML email builder. A new builder lets you design full marketing emails with a live preview and a raw-HTML view, and a dedicated Genie that edits the email from your feedback until it's right.
• Enroll in Campaign workflow task. Workflows can now enroll a contact into a native GTM Sending campaign as a step — so you can score, wait, branch, and then drip qualified contacts into the right campaign automatically.

Native campaign sending, end to end

GTM Sending campaigns now actually send. Choosing GTM Sending as a campaign's delivery method sends each step natively from your own warmed inboxes — replies, bounces, and unsubscribes automatically remove a contact from the sequence. You can set per-step timing (wait minutes, hours, or days after the previous step) and add an Enroll in another campaign step that hands a contact off to a different campaign after a delay, so you can chain outreach into nurture without manual re-enrollment.

2026-06-23

Native sending domains and mailbox warming

You can now send cold outbound natively from GTM Engine on dedicated sending domains. Buy a fresh domain (paid with credits, at cost) or connect one you already own via DNS, then provision mailboxes that automatically warm up to protect your sending reputation. Campaigns sent this way detect replies and bounces — automatically pausing those contacts — and report delivery, open, click, reply, and bounce rates. You can do all of it from a campaign's Domains tab or just ask Genie to suggest, buy, connect, and warm domains for you.

2026-06-19

Shareable call recordings with a speaker timeline

Recorded call pages now lead with the video and a Gong-style speaker timeline that shows who spoke when, each participant's share of speaking time, and whether they're internal or external. You can generate a public share link so people without a GTM Engine account can watch the call — share the full recording or trim it to a specific clip, and choose whether to include the transcript and a download. Share links use an unguessable URL and can be revoked at any time.

2026-06-16

Campaign-aware reporting

Genie report building can now filter accounts and contacts by outreach campaign enrollment and enrollment date. Teams can ask questions like "show contacts enrolled in campaign X before July 17, 2025" and get a reusable report without manually joining campaign roster data.

2026-06-08

Public documentation and automation guides

GTM Engine now has a dedicated public documentation site covering platform concepts, setup guides, automation tasks, API reference docs, and release notes. The docs are designed to help revenue teams understand what the platform can do, and to help technical teams build against the API without reverse-engineering product behavior from screenshots or internal support threads.

The automation guide also explains how workflows use triggers, inputs, outputs, steps, parallel tasks, Liquid variables, structured CRM writes, and user-facing messages. This makes the automation model easier to reason about before teams build real processes on top of it, reducing trial-and-error when moving from a simple workflow to a full CRM data automation system.

2026-06-03

Smoother workflow authoring

Workflow authors now get a more stable canvas, a clearer Add Task picker, better array variable guidance, source-record writeback controls, and easier workflow deletion from the editor. The goal is to make building and maintaining workflows feel less like configuring a hidden backend process and more like working in a reliable visual editor.

This release solves several common authoring pains: losing context on a crowded canvas, choosing the wrong task from a long list, being unsure which variables represent arrays, and needing extra navigation for routine workflow maintenance. Teams can now move faster while still understanding exactly what each workflow is going to change.

2026-05-29

Scalable workflow operations

Bulk workflow runs now have stronger progress tracking, batch history, cancellation controls, queue visibility, and clearer handling for large record selections. Teams can run automation across real pipeline segments without wondering whether work is still running, stuck, complete, or safe to retry.

This is especially valuable for data cleanup, enrichment, backfill, and scoring jobs that touch hundreds or thousands of records. Instead of treating large automation runs as a black box, operators get visibility and controls that make high-volume GTM operations manageable.

2026-05-22

Unified Automation Library

Workflows, triggers, agents, folders, comments, version history, diagnostics, and runs now live together in an IDE-style Automation workspace. Automation assets are easier to find, organize, inspect, and edit because the related pieces of a process are no longer scattered across separate surfaces.

The pain this solves is coordination. Revenue operations teams often need to understand which trigger starts a workflow, which agent can call it, what changed in the latest draft, and why a past run behaved a certain way. Bringing these pieces together makes automation easier to govern as the library grows.

2026-05-15

Self-serve signup and billing

New teams can sign up, start on a free plan, manage seats, buy credits, and track billing usage through the product without waiting on manual setup. Onboarding now discloses that historical CRM record processing after transcript import costs 10 credits per opportunity, contact, or account record enqueued, while transcript import and system-default field tasks remain included. Billing Usage Detail separates that Historical record backfill charge from targeted Custom field backfill processing and any AI Prompt or Research usage produced by selected custom field tasks.

This reduces dependency on manual provisioning and support handoffs. Admins can understand what their workspace includes, what usage has been consumed, and what steps remain before the team is fully configured.

2026-05-08

Generate pipeline and outreach content

GTM Engine added target-account generation, propensity-guided account actions, and an outreach content builder that creates structured drafts from CRM context. Teams can move from "which accounts should we work?" to "what should we say?" without exporting records into disconnected spreadsheets or prompt documents.

The release solves the gap between data and action. Account signals, CRM fields, ICP context, and prior activity can now feed directly into prospecting workflows and outbound draft generation, so reps and operators spend less time stitching context together manually.

2026-05-01

Generate, Close, and Grow navigation

The app navigation was reorganized around pipeline generation, deal execution, and customer growth so teams can find core workflows more quickly. Instead of navigating by internal product modules, users can now orient around the GTM motion they are trying to improve.

This makes the platform easier for mixed teams to adopt. Sales leaders, RevOps, account executives, and customer-facing teams can get to the right surface without already knowing where a feature lives under the hood.

2026-04-24

Genie across the workspace

Genie gained broader page context, product help, dashboard and report assistance, workflow-building support, and a public product assistant for demo and setup questions. The assistant can now help across more of the workspace instead of being limited to isolated chat answers.

This solves the "what can I do here?" problem that appears in flexible systems. Users can ask questions in context, get help configuring GTM Engine, and move from an idea to a concrete report, dashboard, workflow, or next step faster.

2026-04-17

Workflow versioning and reusable triggers

Workflows now support publish and draft states, version history, rollback, active/inactive controls, reusable triggers, and recommended automation templates. Teams can make changes to important automations with more confidence because drafts and live behavior are separated.

This release addresses the risk of editing production automation directly. Operators can test changes, compare versions, pause automation when needed, and use recommended starting points rather than rebuilding common processes from scratch.

2026-04-10

CRM hygiene and cleanup

GTM Engine added guided cleanup for duplicate, stale, empty, orphaned, and stray records, with previews, dismissals, merge flows, and CRM-safe preservation of unmapped fields. CRM hygiene is now an active workflow rather than a quarterly spreadsheet project.

This helps teams fix the data quality problems that block forecasting, routing, reporting, and automation. Instead of guessing which records are safe to merge or ignore, operators get focused cleanup queues with enough context to act safely.

2026-04-03

Reporting and dashboards

Reports and dashboards gained folders, tags, visualizations, date grouping, cross-entity filters, saved views, and Genie-powered report creation from natural language. Teams can build more useful views of pipeline, activity, account, and contact data without waiting for custom BI work.

This solves the friction between questions and answers. Users can ask for the view they need, refine it with filters and visualizations, and save it as a reusable operating dashboard.

2026-03-26

Forecast history and sales process intelligence

Forecasting now shows how pipeline and risk changed over time, with movement details, risk flows, methodology scoring, and richer Path to Close context. Sales teams can understand not just where the forecast stands, but why it moved.

This release targets the recurring forecast review pain of arguing over stale snapshots and anecdotal deal updates. GTM Engine connects deal movement, activity evidence, qualification progress, and next-step gaps so managers can coach from actual signals.

2026-03-12

AI auto-fill fields

Admins can create and configure AI-filled fields, map CRM fields, test prompts against real records, provide feedback, and use typed outputs such as picklists, dates, numbers, booleans, and users. AI outputs can become durable CRM fields rather than one-off notes.

This solves one of the biggest gaps in AI-for-sales workflows: useful context gets generated, but it does not become structured data that reports, filters, agents, and other workflows can reuse. AI auto-fill turns unstructured activity into fields the organization can trust and query.

2026-02-26

Built-in call recording and activity intelligence

GTM Engine added built-in meeting recording, transcript ingestion, activity matching, recording playback, meeting prep, and user-level recording preferences. Meetings can now become structured GTM context without relying on reps to manually summarize every call.

This helps teams capture the evidence behind deal health, next steps, objections, competitors, and buying process signals. Calls and meetings become part of the CRM data layer, not just files that someone might search later.

2026-02-12

Account and contact discovery

Teams can find accounts and contacts from criteria, similarity, ICP presets, company context, and existing records, with enrichment, credit tracking, and batch progress. Prospect discovery is connected to the same CRM and ICP model the rest of the platform uses.

This reduces the manual work of building target lists, checking whether records already exist, enriching missing details, and deciding what to run next. Teams can move from market definition to usable records faster and with clearer usage visibility.

2026-01-29

Records workspace and bulk actions

Accounts, contacts, opportunities, and activities gained richer record pages, inline editing, CSV import and export, saved views, bulk updates, and workflow runs from selected records. The records workspace became a place to operate on GTM data, not just inspect it.

This solves day-to-day RevOps friction: cleaning fields one-by-one, exporting lists for basic edits, rebuilding views repeatedly, or jumping elsewhere to trigger automation. Users can now find a cohort, edit it, export it, or run a workflow from the same context.

2026-01-15

Team setup and onboarding

GTM Engine added guided onboarding, team hierarchy management, role-aware access, user invitations, quotas, and view-as controls for managers and executives. The platform now better reflects how revenue organizations are actually structured.

This helps managers and operators see the right data for the right people. Teams can set up hierarchy, access, and targets in a way that supports forecasting, coaching, and day-to-day pipeline review.

2025-12-18

Agents and Genie foundations

GTM Engine introduced configurable agents, workflow tools for agents, prompt libraries, suggested prompts, and page-aware Genie assistance across core workspaces. AI assistance became configurable and connected to real GTM tools instead of being limited to generic chat.

This release laid the foundation for agentic work in GTM Engine. Teams could start turning repeatable expertise into assistants that understand context, use tools, and help users complete tasks inside the product.

2025-11-20

Workflow automation foundation

The workflow builder gained triggers, nested workflows, API execution, reusable system workflows, variables, drafts, task testing, and structured task outputs. This made GTM Engine capable of supporting repeatable automation rather than isolated point actions.

The pain it solves is operational drift. When GTM processes live in ad hoc scripts, manual checklists, and one-off automations, they are hard to inspect or improve. Workflows gave teams a shared model for defining, testing, and reusing process logic.

2025-10-16

CRM sync and pipeline foundation

GTM Engine added CRM sync, field mapping, pipeline and stage configuration, forecast category mapping, user sync, and initial onboarding for connected workspaces. The platform could now sit on top of a team's CRM data while preserving the structure needed for forecasting and automation.

This solved the first integration hurdle: GTM data is only useful if accounts, contacts, opportunities, users, stages, and fields are mapped correctly. With this foundation, GTM Engine could become a reliable operating layer rather than a disconnected sidecar.

2025-09-10

Records and CRM hygiene foundation

The first records and hygiene experiences shipped with accounts, contacts, custom views, filtering, pagination, custom fields, orphaned-record cleanup, and ownership repair. Teams got the early tools needed to inspect and improve their CRM data quality.

This addressed the messy reality most revenue teams inherit: duplicate records, missing owners, incomplete fields, and hard-to-filter lists. GTM Engine began turning the CRM from a passive database into something teams could actively maintain.

2025-08-06

Forecasting and opportunity workspace

Pipeline and forecast views gained opportunity tables, forecast maps, owner filters, quota progress, opportunity notes, activity timelines, and history charts. Sales teams could start reviewing pipeline and forecast health in one place.

This release focused on replacing scattered deal inspection with a shared operating surface. Managers and reps gained more visibility into ownership, timing, stage movement, activity, and quota progress.

2025-07-21

Initial GTM Engine foundation

The first GTM Engine foundation shipped for CRM-connected records, opportunity workflows, team dashboards, activity processing, and early automation primitives. It established the core data model and product direction for a first-class GTM automation platform.

This solved the starting problem: before teams can automate revenue work, the system needs a reliable model for people, companies, opportunities, activities, ownership, and process. The initial release created that base so later CRM sync, workflows, agents, and forecasting features could build on the same foundation.