Key Enhancements CRM Experience
Smarter Segmentation – Create and edit audience segments in a streamlined drawer, view a full change history, and see live user counts that update daily.
Targeted Actions – Send communications to any saved segment in one place; the drawer now closes automatically and confirms success or failure.
Interview Invites – Invite users to 1-on-1 interviews directly from the CRM by selecting a segment and adding your Calendly link.
Powerful Filtering
Advanced multi-select filters, instant search and filter-based queries make it easier to locate specific customers in large datasets.
Navigation & Access
New “Customers” menu (Admins only) under the renamed Audience section.
Upgrade Button Logic – Free collaborators no longer see upgrade prompts when viewing projects owned by paid users.
Concierge & Communication
Red-dot unread indicator on Concierge chat for Project Managers.
Updated promotion links and cleaner pricing labels on the payment page.
Iteration & Project Controls
Iteration lists show the start date first for quick scanning.
Exclude individual iterations from analytics with a single flag.
Finished projects now display a clear finalisation banner with hover details.
Collaboration Permissions
Admins can now add, remove and change collaborator roles in one place.
Only Editors may finalise a project, protecting key workflows.
Builder Performance
Section images have been migrated to cloud storage for faster loading and better scalability.
Reliability & Monitoring
Automatic email and Slack alerts inform our team if a survey-data sync job ever fails, ensuring quick resolution.
As always, we’d love to hear how these improvements help your workflow. Thanks for choosing Prelaunch.com!