Version 3.1.2 – Marketing Intelligence Reports
- New: Marketing Intelligence dashboard with real-time visitor, audience, conversion, traffic-source, and page-performance reports.
- New: Conversion Journey and visitor-level Audience Journey tracking.
- New: Recent Conversions, Top Audience Segments, Top Traffic Sources, and Top Page Insights.
- New: Conversion drop-off, recovery opportunity, revenue, and average conversion-time insights.
- Improved: Visitor-to-contact matching, wildcard path matching, event counting, duplicate detection, and responsive report interfaces.
- Fixed: Prepared-query placeholder notices, missing conversion counts, revenue mapping, visitor information, and JavaScript rendering errors.
v3.1.1 – Advanced Reports and Analytics
- New: Added a comprehensive Reports dashboard for monitoring NextCRM performance and key metrics.
- New: Added contact growth reports with visual trends across selected date ranges.
- New: Added email delivery reports for sent, delivered, failed, and bounced emails.
- New: Added email engagement reports for opens, clicks, and unsubscribe activity.
- New: Added revenue and purchase reports for tracking campaign and automation conversions.
- New: Added contact summary reports with active subscribers, new contacts, and unsubscribe data.
- New: Added contact source reports to identify where subscribers originate.
- New: Added top tag and list reports with contact totals and growth comparisons.
- New: Added campaign, automation, and sequence performance reports.
- New: Added flexible date filters, including custom date ranges and previous-period comparisons.
- New: Added status and contact-type filters for more focused report analysis.
- New: Added PDF export support for downloading and sharing selected report sections.
- Improved: Improved report charts, tables, responsive layouts, and metric presentation.
- Improved: Improved percentage-change calculations between current and previous reporting periods.
- Fixed: Fixed report layout and chart rendering issues across different screen sizes.
v3.1.0 – MCP Integration for ChatGPT & Claude
- New: Added Model Context Protocol (MCP) integration for connecting NextCRM with ChatGPT, Claude, and other supported AI assistants.
- New: Added secure OAuth 2.0 authorization with automatic client registration and scoped permissions.
- New: Added 48 MCP tools for contacts, lists, tags, campaigns, automations, sequences, settings, dashboards, and reports.
- New: Added interactive dashboards and CRM reports inside supported AI conversations.
- New: Added contact creation, editing, status management, and list or tag assignment through natural-language instructions.
- New: Added list and tag creation, editing, state management, and protected deletion.
- New: Added campaign creation, editing, scheduling, reporting, and separately confirmed activation.
- New: Added automation creation and editing with dynamic triggers, actions, delays, and conditional workflows.
- New: Added separately confirmed activation and readiness validation for campaigns and automations.
- New: Added preview and confirmation workflows for permanently deleting contacts, lists, tags, campaigns, and automations.
- New: Added an MCP settings dashboard with connection testing, tool information, connected clients, and recent activity.
- New: Added revision and dependency validation to protect CRM data during editing and deletion.
v3.0.9 – Email Tags
- Fixed an issue where form submissions could fail in certain cases.
- Fixed errors when saving plugin settings.
- Resolved issues with Email Tags not working correctly.
- Fixed Email UTM source tracking issues.
- Fixed an issue where forms continued to display after a visitor subscribed. Forms now respect the display rules after a successful submission.
- Fixed the default form display option not being disabled correctly.
v3.0.8 – Contact Preview, Email Validation & Test Send
- New: Added contact preview in the contact list for quick access to contact details.
- New: Added dynamic column support in the contact list.
- New: Integrated Email Validation API to verify email addresses before adding contacts.
- New: Added Test Send option while building HTML campaigns.
v3.0.7 – AI Assistant & Mailbox Validation
AI Assistant Improvements
- Added smarter AI-powered campaign, automation, form, and contact generation
- Improved structured JSON generation for campaigns, automations, forms, and CRM data
- Enhanced AI response validation and parsing stability
- Better prompt optimization for accurate workflow generation
- Improved AI preview and create flow inside the assistant panel
- Added stronger schema handling for automation conditions and goals
- Improved support for dynamic lists, tags, contact types, and contact statuses
Mailbox Validation System
- Added mailbox validation before sending campaigns
- Improved SMTP authentication validation
- Added IMAP authentication checking for bounce mailbox connection
- Better invalid credential detection and error handling
- Improved sender email validation and mailbox verification process
- Added validation support for reply-to and sender domain alignment
Email & Deliverability Improvements
- Improved Gmail compatibility for tracking and image rendering
- Reworked email tracking system for better reliability
- Improved List-Unsubscribe email headers
- Added better Message-ID generation based on sender domain
- Improved email encoding and header formatting
- Enhanced tracking link handling and UTM support
- Better email image handling and domain trust optimization
Automation Improvements
- Improved contact tag and list add/remove detection
- Better automation trigger matching for tags, lists, and status changes
- Enhanced condition matching logic for CRM automations
- Improved EDD automation flow generation
Forms Improvements
- Improved AI-generated form structures
- Better form schema validation and parsing
- Enhanced field mapping and settings generation
Performance & Stability
- Improved REST API JSON parsing and validation
- Better handling of malformed AI responses
- Improved campaign queue processing reliability
- Enhanced campaign scheduling stability
- Multiple bug fixes and optimization improvements
v3.0.6 – API Integration & Incoming and Outgoing Webhook
New Features
Pabbly Connect Webhook Integration
- Added native Pabbly Connect webhook integration inside NextCRM
- Connect your Pabbly webhook URL directly from NextCRM settings
- Instantly send contact activity and CRM events to external workflows
Webhook Trigger Events
Added support for 8 webhook trigger events:
- New Contact
- Update Contact
- Delete Contact
- Add Tag
- Remove Tag
- Add List
- Remove List
- Update Contact Status
REST API Key Manager
- Introduced a dedicated API key management system
- Create and manage multiple API keys from:
Settings → API Integration → Create & Manage - Assign custom names and manage API access status easily
Contact REST API Endpoints
Added new Contact API endpoints:
POST /v1/contact
Add or update contactsGET /v1/contact/[EMAIL]
Retrieve contact informationDELETE /v1/contact/delete/[EMAIL]
Remove contacts from CRM
Form REST API Endpoints
Added new Form API endpoints:
POST /v1/form/submit/[form_id]
Submit form data remotelyGET /v1/form/get/[form_id]
Retrieve form configuration and data
Improvements
- Improved webhook payload formatting and response handling
- Better nested JSON mapping support for external integrations
- Enhanced API authentication and validation handling
- Improved REST response consistency
- Better external application compatibility
Fixes
- Fixed webhook response mapping issues
- Fixed duplicate key handling during webhook processing
- Improved API data sanitization and validation
- Multiple stability and performance improvements
v3.0.5 – SureCart, LMS & AI
- SureCart – contact sync, purchase segmentation, abandoned cart automations, and order event webhooks
- LMS integrations – Tutor LMS, LearnDash, LifterLMS, Academy LMS, and LearnPress, with enrollment triggers, tagging, and course progress in contact timelines
- AI builder – smarter generation, Gemini multilingual improvements, ChatGPT reliability fix, and a new context-aware mode that pulls from LMS and SureCart data
v3.0.4 – AI Integration & Campaign Builder
- ChatGPT Integration – Added native ChatGPT AI support inside the campaign builder to generate subject lines and body content.
- Gemini Integration – Integrated Google Gemini as an alternative AI engine for campaign content generation with multilingual support
- AI Campaign Builder – Introduced a unified AI-powered campaign builder.
v3.0.3 – Forms Builder & Enhancements
- Forms Builder – Added new form builder with multiple visual fields (Checkbox, Dropdown, Email, Heading, Image, Input, Link, List, Paragraph, Radio, and Textarea)
- Embed Code – Added secure embed code functionality to easily display and submit forms on external pages
- Form Submission – Implemented automated tracking for Contact Status, Type, Tags, and Lists during form submission
- Form Analytics – Added form tracking feature to count the total number of contacts generated per form
- UI/UX Improvements – Introduced new Toast Notifications, Skeleton Loaders, and dynamic Pagination controls