What's new

User-visible changes to Dealtrail CRM, newest first.

November 2026#

• New name. CRM for Jira is now Dealtrail CRM.
• Jira Automation actions. Move deals, create a lead, add a note or create a task from a rule.
• CRM fields in JQL. Find work items by deal stage, owner, lead status or company, and use them in filters and boards.
• Drag and drop. Drag cards between columns on the Deals and Leads boards.
• New look. Grouped side menu, which you can collapse, and redesigned tiles and boards.
• CRM panel on work items. See and change a work item's linked records from Jira.
• Your own deal stages. Rename, reorder, add and remove the stages before Won and Lost.
• Custom fields on contacts, companies, deals and leads.
• My CRM follow-ups gadget for Jira dashboards.
• Links follow work items when one moves to another project or a project key changes.
• Faster Dashboard and Reports, worked out from a summary that shows when it was made.
• Closed Atlassian accounts are now removed from records automatically.

October 2026#

• Faster on larger sites. Each section loads only its own records, and long lists are shown 50 rows at a time. Sections are designed for up to 5,000 records.
• Security fixes. A linked work item's summary and status are read live as the viewer, and CSV exports are protected against spreadsheet formulas.
• Removed to make that possible: global search, Potential Duplicates, and the Revenue by Product, Revenue by Category, Deal Contacts by Product and Average Days per Stage reports.

September 2026#

• Stat tiles are filters. Click a tile on the Dashboard or above a list and the list narrows to exactly those rows.
• Report snapshot. A pasteable text summary of the period for a Jira comment, a Confluence page or a chat.
• Period comparison in Reports. Won value, deals won and lost, win rate and deals created against the period before.
• Saved views. Name the filters you use and bring them back with one click.
• Bulk actions. Assign owners, change stages, status, rating or priority, complete or delete many records at once.
• Deep links. Every record card has its own address you can paste into a Jira comment.
• Tasks, notes and timeline as tabs on every record card, laid out in two columns.
• Audit trail with before and after values. Edits now read like rating: Cold → Hot. The trail keeps the latest 500 entries.
• New quick filters: Unassigned and No Next Step on Deals, Do Not Contact on Contacts, Unused on Products.
• Merge duplicate contacts and companies.
• CSV import and export on every list.
• Global search across all sections, including notes.
• Jira work item links on leads, contacts, companies and deals.
• Deal and lead details: next step, close date, type, win probability and weighted pipeline, won and lost reasons, lead source and rating, stale flags.
• Company hierarchy (parent and subsidiaries) and contact reporting lines.
• Products catalogue with line items on leads and deals.
• Tasks with type, priority, due date and assignee.
• Dashboard and Reports.

August 2026#

• First version: contacts, companies and deals with a Kanban pipeline.