Changelog
What's new
in Matrix.
Monthly digest. Pipeline, reports, integrations, workflow, platform — what shipped each month and why it matters.
What shipped.
Apollo.io enrichment lands. The Sales Readout reads on phones. Default templates centralize.
- IntegrationsMTX-1403, MTX-1404, MTX-1405, MTX-1406
Apollo.io integration: enrich leads, accounts, and contacts.
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.
- ReportsMTX-932
The Sales Readout is responsive.
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.
- WorkflowMTX-981
Centralized default template management.
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.
- ReportsMTX-1434, MTX-1439, MTX-1383
Client Meeting + Sales Readout fixes.
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.
What shipped.
Sales Readout becomes editable. BEOs and group resumes go bulk. Event Tracking lights up across every entity.
- ReportsMTX-1376
Sales Readout customization.
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.
- PipelineMTX-1271
BEOs in bulk.
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.
- PipelineMTX-949
Group Rooms and Events Control.
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.
- PipelineMTX-1359, MTX-1360, MTX-1361, MTX-1362, MTX-1363
Event Tracking foundation across every entity.
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.
- PipelineMTX-787
Kanban board updates.
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.
- WorkflowMTX-1274
Multi-stage deposits.
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.
What shipped.
The weekly report becomes The Sales Readout. Group resumes go bulk. Group Rooms Pace ships. Big month for group sales.
- ReportsMTX-1230
The Sales Readout (formerly Weekly Sales Report).
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.
- PipelineMTX-1035
Group resumes in bulk.
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.
- PipelineMTX-1114
Group Rooms Pace.
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.
- PipelineMTX-873
Group Opportunity form rework.
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.
- PlatformMTX-860
Property-level taxes and fees.
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.
- WorkflowMTX-1074, MTX-1275
Lead response time + AI Summary refinements.
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.
What shipped.
AI summaries on the Kanban. Calendar gains a Function Space view. Document workflow tightens up.
- PipelineMTX-1238
AI Summary on every Kanban card.
Click any opportunity tile and Matrix surfaces a context summary — what's been said, what's outstanding, what to do next — without making your team scroll through the activity log. Background-processed so the summary is ready when the card opens.
- PipelineMTX-1150
Calendar by Function Space.
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.
- PlatformMTX-1258
Soft archive for rooms and rate tiers.
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.
- WorkflowMTX-1058, MTX-1122, MTX-1278
Activity email deliverability + reply routing.
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.
- PipelineMTX-1262, MTX-1256
Event Grid conflict tooltip.
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.
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