What's new
in Matrix.

A portfolio with a property outside the US was doing the conversion in someone's head. Each property now carries a default currency and date format, and every opportunity carries its own currency from the property it belongs to. Generated contracts print money and dates the way the client on the other side of them reads them, and you pick the date format at generation time.

The reporting side moved with it. Single-deal views show the currency the deal was written in, dashboard rollups and the Group Rooms Pace report handle mixed-currency totals by converting rather than adding unlike numbers together, and the pace chart's revenue axis stopped labelling everything in dollars.

June put the Sales Readout on a schedule. July moved the recipients over and shut the old plumbing off, so there is one screen that answers what goes out, to whom, and how often. Group Rooms Pace and Group Rooms & Events Control can be scheduled the same way now, and each frequency comes with a sensible default reporting window instead of a blank field.

New users get a scheduled Sales Readout without having to ask for one, and properties arriving through an onboarding import get theirs created during the import. The emails say which report they carry and link back to the schedule that sent them.

Turning a property off used to be half a switch. The property left the header, but its leads still appeared in the leads list, its deals still counted toward dashboard stats, and its records still came back in search. July closed that across the app: lists, boards, pickers, the dashboard calendar, activity streams and exports, account and contact totals, stat boxes, bulk BEO and group resume jobs, and Agent Neo all stop at active properties.

Global search deletes those records rather than filtering them at read time, and reindexes when a property is switched back on, so reactivating a property brings its history back with it.

Apollo.io landed in May. ZoomInfo is now a second enrichment source, wired across leads, accounts, and contacts the same way. Enrichment also stopped making you choose: it used to hand back candidate matches and wait for a selection before filling anything in, and it now fills the gaps on its own.

Matrix authentication now runs on a dedicated identity platform purpose-built for secure sign-in. Signing in looks the way it always did. The account layer underneath it is new.

What you'll actually see: signing up and changing the email on an account both confirm with a one-time code sent to that address, so an account can't be walked over to a different inbox by whoever happens to be logged in at the time. Password creation and reset run through the same system, and the signup and set-password screens show password strength while you type instead of rejecting the password after you submit it. Users who sign in through an outside identity provider can no longer change their email inside Matrix, which keeps that record where it is actually managed.

The old sign-in stack was retired in the same month rather than left running beside the new one. One door into Matrix, not two.

Agent Neo is still in open beta, and July was mostly about it knowing more about what is actually happening on property. Ask for a recap and it surfaces in-house, arriving, and departing groups, and calls out the properties with no activity logged at all. After 4pm in the property's own timezone the prompting chips switch from a morning game plan to today's recap. Answers are shaped by the position on your user record, so a director of sales and a GM asking the same question get it framed differently.

Smaller ones: the chips stay put while you scroll, every answer has a copy button, the default opportunity lookback went out to three years, group pace answers show actual pickup next to rooms blocked, and the stage filters now agree with what the report table shows.

Group Rooms & Events Control has a dedicated print and PDF layout, so the week ahead leaves the screen in a shape ops can hand out at a stand-up. It and Group Rooms Pace both picked up new date range options. Opportunity internal notes are rich text now, with versioning, and undo and redo behave in the editor. The group opportunity form got another round of layout work.

Elsewhere: rate load requests can carry a written email body instead of going out as a bare attachment, an account can be created straight from the contact flyout, RFP and LNR cancellation policies added a 72 hour option, and Esc closes modals and flyouts consistently.

On the fix side: leads with long website URLs save, the leads CSV export survives an empty Type filter, activity times stop shifting after save for users in timezones without daylight saving, activity card icons are visible in browser dark mode, the AI summary panel checks property permissions before it answers, contract open tracking reads Docuseal events, scheduled reports send one shared email instead of one per recipient and recover a missed send, and Group Pace last-year comparisons line up on a fixed 52 week lookback.

The Sales Readout no longer waits on someone remembering to run it. Pick a cadence, daily, weekly, or a custom range, and Matrix builds the report and delivers it on time. Set one up the way an owner asked for it, then copy that schedule for the next property or the next meeting instead of rebuilding it from scratch.

Agent Neo is still in open beta, and it got more useful in June. Paste or attach a file straight into the chat instead of describing what is in it. A thinking indicator shows the work in progress rather than leaving you on a blank screen. Two new tools landed: one answers group pace questions, and one handles account questions like which of my accounts have gone quiet.

A report that says a lead arrived at 11pm is wrong if the property sits three timezones from the server. Properties now capture their timezone from Google Places, and subscriptions carry a default for the ones that do not. Reports, automatic activity dates, imports, and scheduled jobs all read the property clock. Existing properties were backfilled, so this applies to the history already in Matrix, not just what lands next.

An account with twenty contacts does not tell you who actually picks up the phone. The Contacts tab now shows a relationship strength indicator and sorts strongest first, so a seller taking over an account can see who to call without reading a year of activity history first.

Email activities can be scheduled to go out later, with the send timezone shown, so a 7am send means 7am where the planner is. The notes editor picked up color and alignment controls, automatic linking on pasted URLs, and a panel you can resize. Documents preview in place instead of downloading.

On the fix side: a converted lead is now marked converted, the group board survives a scope change mid-load, Sales Readout portfolio filters sort and show every portfolio, and the Guestrooms date range stat box reports the right number.

When a lead arrives without a phone number, a contact lands without a LinkedIn URL, or an account is missing a website, Matrix calls Apollo.io and fills the gap automatically. Less hunting, more dialing. Enrichment runs across leads, accounts, and contacts on a single integration.

The weekly readout now reads on phones. The GM checks it from the airport instead of "I'll look at it Monday." Same data, same layout intelligence, viable on a 6-inch screen.

Document templates that used to live per-property now centralize at the subscription level. Update the BEO header once; every property inherits. Property-specific overrides still possible where the brand standard requires it.

The Client Meeting activities stat now shows only completed activities in the last 30 days (the open/future-meeting bug is gone). A handful of Sales Readout polish items addressed alongside.

Every property can now configure its weekly Sales Readout: pick which sections appear, who it goes to, and how it's framed. One report engine, multiple ownership audiences. Property A gets response-time + pace; Property B gets AR aging + group resume slate.

Generate BEO documents for every definite event in a window, in one pass. Catering and ops download the week ahead in a single PDF instead of one-PDF-per-event email.

Group blocks and on-property events now live on the same control surface: rooms blocked, rooms picked up, function space committed, and event-day outputs across the property's full booked window. Ops uses it to pace setups; sales uses it to spot inventory left on the table.

The activity log gets a new layer. Every state change on Leads, Opportunities, Accounts, and Contacts now writes a traceable event record: who changed what, when, in what context. The Sales Readout already taps it; audit trails and ownership-handoff workflows that build on top come next.

Kanban tiles got denser and faster. Rate, room nights, GC code, and need date now visible without opening the card. Drag-stage transitions write less data so the board loads quicker on multi-property accounts.

Deposit schedules now support multiple stages: 25% + 50% + balance, or whatever your contract says. Reminders fire on the Activity Log when a deposit is due, no more chasing dates from a calendar tab.

The weekly sales report has a new name and a new posture: The Sales Readout. Same data shape, more report-grade design, and the foundation for the customization layer that lands in April. Operator-named, not vendor-named.

Generate group resumes for every definite block on a date range, in one job. Rather than print-and-stack one at a time, ops downloads the full week ahead in a single PDF, replacing the print queue ritual every property has been running.

A new pace surface for group rooms. Track block pickup against the cutoff date with the same visibility revenue management already has for transient. Group production stops being a lagging indicator on Friday afternoons.

The Group Opportunity form has been re-shaped around how operators actually fill it out. Fewer required fields up front, smarter defaults from account history, conflicts surfaced on the Event Grid before save. Less typing, fewer save-then-fix loops.

Configure taxes and fees per property, flat dollars or percentage. The numbers flow to BEOs and quotes without per-document overrides. Change the rate in property settings; every document downstream picks it up.

Every lead now carries a response-time field: first-activity-logged minus lead-arrival timestamp. Matrix surfaces leads aging past your team's response SLA on the leads list, and reports response-time medians on the Sales Readout. Plus: AI Summary on the Kanban card got a structural rework: clearer sections, faster generation.

Click any opportunity tile and Matrix surfaces a context summary: what's been said, what's outstanding, what to do next. Nobody has to scroll through the activity log to reconstruct it. Background-processed so the summary is ready when the card opens.

Calendar got a new pivot. View every booking through the lens of which room, ballroom, or breakout it fills. Catering and ops finally see the venue's day at a glance, not just the sales team's pipeline.

Add and archive room types and rate tiers without losing historical bookings. Properties evolve; the inventory list should evolve with them, without breaking next year's pace report.

Activity emails now route through a deliverability-tightened path: spam-trigger heuristics blocked at send, undeliverable addresses surfaced in the activity flyout instead of failing silently. When a contact replies to a Rate Load Request or a signature email, the reply lands with the sender on your team, not in a generic shared mailbox.

When a group's event date conflicts with another booking's setup or breakdown window, the Event Grid now flags it inline with a tooltip explaining the conflict. Caught before save instead of after the BEO is in the catering manager's inbox.