GTM Tech Index: Revenue Intelligence & Forecasting changes https://gtmtechindex.com/categories/revenue-intelligence Material product changes at Revenue Intelligence & Forecasting vendors, tracked by GTM Tech Index. Every entry is dated and cited to a public source. en-us Free to reuse with a visible link to gtmtechindex.com. Terms: https://gtmtechindex.com/use-this-data Fri, 25 Sep 2026 12:00:00 GMT 720 https://gtmtechindex.com/icon-192.png GTM Tech Index: Revenue Intelligence & Forecasting changes https://gtmtechindex.com/categories/revenue-intelligence HubSpot Sales Hub: HubSpot released the HubSpot Sales Plugin for Claude, a free plugin that installs the HubSpot connector for Claude plus eight packaged… https://gtmtechindex.com/changelog/hubspot-sales-hub gtmtechindex.com:change:6ab94d1abae534b71b03efae Fri, 25 Sep 2026 12:00:00 GMT Integration / interoperability Sales Engagement & Outreach CRM & Systems of Record Revenue Intelligence & Forecasting HubSpot released the HubSpot Sales Plugin for Claude, a free plugin that installs the HubSpot connector for Claude plus eight packaged sales skills: /daily-brief, /call-prep, /follow-up, /import, /log-call, /pipeline-pulse, /contact-lookup and a catch all /hubspot skill. Reps can prep for calls, log call notes, update deal stages, create follow up tasks, draft follow up emails saved as HubSpot drafts, and import contacts with field mapping and duplicate detection from inside Claude. HubSpot states that before Claude writes anything to the account it shows the proposed change and asks the user to confirm.

Why it matters: Sales teams that already work in Claude can read and write HubSpot pipeline data without switching tools, which widens where CRM updates originate. The stated confirm before write step matters for admins deciding whether to allow an outside AI client to change deal and contact records.

Impact: Medium. Verification: Verified. Type: Integration / interoperability.

Evidence: Vendor announcement

Source: GTM Tech Index change log. Free to reuse with a link back. Terms.

]]> Proposify published an MCP (Model Context Protocol) server at https://mcp.proposify.com/mcp that users add as a custom connector in Claude… https://gtmtechindex.com/changelog/proposify gtmtechindex.com:change:6ab94dd5c700f29c9782cb34 Thu, 24 Sep 2026 12:00:00 GMT Integration / interoperability Revenue Intelligence & Forecasting Sales Enablement & Readiness Proposify published an MCP (Model Context Protocol) server at https://mcp.proposify.com/mcp that users add as a custom connector in Claude and authorize through Proposify. Once connected, Claude can create, update and personalize Proposify documents from a chat, for example rewriting company details, bios or next steps from a prospect's website. Proposify labels it a new integration and a first draft tool whose output, such as auto selected images, needs manual review.

Why it matters: This is Proposify's first agent facing developer surface, so teams already working in Claude can draft and tailor proposals without opening the editor. Buyers should note that the vendor positions it as human reviewed drafting, not autonomous sending.

Impact: High. Verification: Verified. Type: Integration / interoperability.

Evidence: Vendor documentation

Source: GTM Tech Index change log. Free to reuse with a link back. Terms.

]]> Membrain added Company and Contact discovery inside the CRM through Insight Engine: Find New Companies filters by industry, size and… https://gtmtechindex.com/changelog/membrain gtmtechindex.com:change:6ab94d1abae534b71b03efa8 Thu, 24 Sep 2026 12:00:00 GMT Product / capability CRM & Systems of Record Sales Enablement & Readiness Revenue Intelligence & Forecasting Membrain added Company and Contact discovery inside the CRM through Insight Engine: Find New Companies filters by industry, size and location, and Find Contacts filters by seniority, job title, keywords and location, with both searches matchable in one pass. Selected results are added as Company and Contact records or created directly as Prospects, with a link to the list of everything just added. Earlier, the enrichment dialog only found new contacts at a company already linked to a project.

Why it matters: Net new contact sourcing now happens inside Membrain and draws on Insight Engine credits, which can replace a separate prospect data tool for some teams. Buyers should confirm which provider supplies the records, since the enrichment guide names Membrain's own source, Apollo and ZoomInfo.

Impact: Medium. Verification: Verified. Type: Product / capability.

Evidence: Vendor announcement

Source: GTM Tech Index change log. Free to reuse with a link back. Terms.

]]> GetAccept released an MCP server in beta at https://mcp.getaccept.com/mcp that connects Claude and any other remote MCP client to a… https://gtmtechindex.com/changelog/getaccept gtmtechindex.com:change:6ab94d1abae534b71b03efa4 Wed, 23 Sep 2026 12:00:00 GMT Integration / interoperability Sales Enablement & Readiness Sales Engagement & Outreach Revenue Intelligence & Forecasting GetAccept released an MCP server in beta at https://mcp.getaccept.com/mcp that connects Claude and any other remote MCP client to a GetAccept account through OAuth 2.1 sign in, limited to what the signed in user can already see. It can read Deal Room content, engagement data, contract status and Knowledge Base entries, and can create Deal Rooms from templates, log meetings from pasted call transcripts, upload files, update action plan tasks and, on request, publish a room and email the invitation to the buyer.

Why it matters: Reps can run deal room work from the AI assistant they already use, but that assistant can now send customer facing invitations on a typed instruction. The help article only recommends reviewing AI generated content before publishing, so admins should decide who may connect it.

Impact: High. Verification: Verified. Type: Integration / interoperability.

Evidence: Vendor documentation

Source: GTM Tech Index change log. Free to reuse with a link back. Terms.

]]> Fullcast Pay added a Tier Payout setting on Basic Commission attributes for set amount tiers. https://gtmtechindex.com/changelog/fullcast gtmtechindex.com:change:6ab94d1abae534b71b03efa3 Wed, 23 Sep 2026 12:00:00 GMT Product / capability Revenue Intelligence & Forecasting Sales Enablement & Readiness Sales Engagement & Outreach Fullcast Pay added a Tier Payout setting on Basic Commission attributes for set amount tiers. Admins can keep Cumulative, where every band a payee has passed pays its amount, or choose Tier reached only, which pays just the band attainment lands in and trues up across a run when a later transaction moves the payee into a higher or lower band. Cumulative remains the default, so existing plans calculate as before until opted in.

Why it matters: Comp teams whose payout tables are keyed to attainment can run them as designed instead of rebuilding them around cumulative band math, with band moves reconciled inside the run rather than by manual adjustment.

Impact: Medium. Verification: Verified. Type: Product / capability.

Evidence: Vendor documentation

Source: GTM Tech Index change log. Free to reuse with a link back. Terms.

]]> Alta added GPT-6 Astra, Claude Fable 5.1, Claude Opus 5.5 and Gemini 3.8 Flash to its premium model list, selectable per step from a model… https://gtmtechindex.com/changelog/alta gtmtechindex.com:change:6ab94d1abae534b71b03efa0 Wed, 23 Sep 2026 12:00:00 GMT Model / architecture AI SDR & Outbound Agents Dialers & Voice Revenue Intelligence & Forecasting Alta added GPT-6 Astra, Claude Fable 5.1, Claude Opus 5.5 and Gemini 3.8 Flash to its premium model list, selectable per step from a model picker under any prompt: email, LinkedIn, SMS and WhatsApp steps, AI conditions, AI enrichments, the call flow, the web assistant and Workflow AI actions. A campaign level Default AI model setting can also be applied to steps already built. Premium models are limited to Professional and Enterprise plans, and a premium model in AI enrichments uses more credits per row.

Why it matters: Buyers can see and choose which named third party model drafts each outbound touch, and the plan gating and higher enrichment credit cost decide which tier and budget a team needs to use them.

Impact: Medium. Verification: Verified. Type: Model / architecture.

Evidence: Vendor announcement

Source: GTM Tech Index change log. Free to reuse with a link back. Terms.

]]> Qwilr shipped a native Gong integration for its AI Smart Proposal Engine, letting users search Gong call transcripts inside Qwilr and… https://gtmtechindex.com/changelog/qwilr gtmtechindex.com:change:6ab94dd5c700f29c9782cb33 Tue, 22 Sep 2026 12:00:00 GMT Integration / interoperability Revenue Intelligence & Forecasting Sales Enablement & Readiness Qwilr shipped a native Gong integration for its AI Smart Proposal Engine, letting users search Gong call transcripts inside Qwilr and attach up to 10 calls to a page. The engine's AI pulls deal details from the transcripts to fill template variables, generate content such as executive summaries, and trigger conditional content rules. It is connected once per account by a Gong Technical Administrator and is available on the Scale plan.

Why it matters: Call recordings now feed AI drafted proposals directly, so buyers should note that Gong authorizes Qwilr company wide: every Qwilr user sees the same account wide call list, with only calls marked private in Gong excluded.

Impact: Medium. Verification: Verified. Type: Integration / interoperability.

Evidence: Vendor announcement

Source: GTM Tech Index change log. Free to reuse with a link back. Terms.

]]> Planhat introduced Pi (Planhat Intelligence), an AI agent inside the new Planhat OS that reads customer emails, calls, tickets and usage… https://gtmtechindex.com/changelog/planhat gtmtechindex.com:change:6ab94dd5c700f29c9782cb32 Tue, 22 Sep 2026 12:00:00 GMT Product / capability Customer Success & Retention CRM & Systems of Record Revenue Intelligence & Forecasting Planhat introduced Pi (Planhat Intelligence), an AI agent inside the new Planhat OS that reads customer emails, calls, tickets and usage data, answers questions in chat Sessions, builds rules based Agents and HTML dashboard pages, and raises Signals such as churn risk and expansion opportunities. Pi is rolling out to a limited set of users first, with availability for all Planhat customers stated for the following month, and it can also be reached through Planhat's MCP server and API.

Why it matters: Revenue and customer success teams on Planhat get an agent that can draft replies, update records and run renewal or onboarding processes, with Planhat stating that Pi routes decisions for human approval under existing permissions. Buyers should confirm rollout timing for their tenant and which actions Pi may take without approval.

Impact: High. Verification: Partially Verified. Type: Product / capability.

Evidence: Vendor announcement

Source: GTM Tech Index change log. Free to reuse with a link back. Terms.

]]> PandaDoc formally launched contract lifecycle management inside its existing platform: a contract repository with AI extraction of over… https://gtmtechindex.com/changelog/pandadoc gtmtechindex.com:change:6ab94dd5c700f29c9782cb31 Tue, 22 Sep 2026 12:00:00 GMT Product / capability Revenue Intelligence & Forecasting Sales Enablement & Readiness PandaDoc formally launched contract lifecycle management inside its existing platform: a contract repository with AI extraction of over 100 fields (the help center says 122), natural language AI Search, AI renewal alerts, an AI Digest of documents needing attention, Microsoft Word editing and MCP access from ChatGPT and Claude. The help center lists CLM on Business and Enterprise plans with a gradual rollout that had started before the launch date.

Why it matters: Sales teams already sending proposals and quotes in PandaDoc can track renewals and contract terms after signature without buying a separate CLM tool. Buyers should confirm the rollout has reached their workspace, since the help center says it is still gradual.

Impact: Medium. Verification: Partially Verified. Type: Product / capability.

Evidence: Vendor announcement

Source: GTM Tech Index change log. Free to reuse with a link back. Terms.

]]> SAP Sales Cloud Version 2 added a Custom Instructions field to its AI duplicate check, generally available from 22 September 2026. https://gtmtechindex.com/changelog/sap-sales-cloud gtmtechindex.com:change:6ab94d1abae534b71b03ef9d Tue, 22 Sep 2026 12:00:00 GMT Product / capability CRM & Systems of Record Sales Engagement & Outreach Revenue Intelligence & Forecasting SAP Sales Cloud Version 2 added a Custom Instructions field to its AI duplicate check, generally available from 22 September 2026. Admins can enter instructions that help the AI model process duplicate checks, layered on top of the predelivered logic rather than as new rules. It applies to the account, contact, individual customer and lead duplicate checks.

Why it matters: Teams importing leads and contacts can tune how the AI flags duplicates to their own data conventions without building rule sets, which affects CRM data quality and routing.

Impact: Medium. Verification: Verified. Type: Product / capability.

Evidence: Vendor documentation

Source: GTM Tech Index change log. Free to reuse with a link back. Terms.

]]> Airspeed switched on Mach 1, which its 24 Sep newsletter describes as deep analysis, for every workspace by default, with no request or… https://gtmtechindex.com/changelog/airspeed gtmtechindex.com:change:6ab94d1abae534b71b03ef98 Tue, 22 Sep 2026 12:00:00 GMT Pricing / packaging Conversation Intelligence Revenue Intelligence & Forecasting Airspeed switched on Mach 1, which its 24 Sep newsletter describes as deep analysis, for every workspace by default, with no request or admin toggle needed. Each user gets a published allowance of 16 Mach 1 runs per month.

Why it matters: A stated per user monthly run limit tells buyers what the deep analysis feature includes before they sign, and it is a usage cap to plan around for heavy users.

Impact: High. Verification: Verified. Type: Pricing / packaging.

Evidence: Vendor documentation

Source: GTM Tech Index change log. Free to reuse with a link back. Terms.

]]> The Gainsight CS September 2026 release added a CS MCP Logs object that records every AI tool call made through Copilot, the Gainsight AI… https://gtmtechindex.com/changelog/gainsight gtmtechindex.com:change:6ab94d1abae534b71b03ef91 Sat, 19 Sep 2026 12:00:00 GMT Safety / governance Customer Success & Retention Revenue Intelligence & Forecasting The Gainsight CS September 2026 release added a CS MCP Logs object that records every AI tool call made through Copilot, the Gainsight AI Agent in Slack and the Gainsight CS MCP server, capturing the tool invoked, the user, the source platform and the call status. A new Update Source field on CTAs and Success Plans flags records created or last updated by Copilot or MCP, and Ask Staircase now answers account questions from email, meeting, call and ticket history inside those same three AI surfaces, with inline citations and an admin on or off toggle.

Why it matters: Teams connecting ChatGPT or Claude to customer records get a reportable audit trail of which AI tools ran, for whom, and which records they changed, which supports governance review before widening agent access.

Impact: Medium. Verification: Partially Verified. Type: Safety / governance.

Evidence: Vendor documentation

Source: GTM Tech Index change log. Free to reuse with a link back. Terms.

]]> Membrain now includes Insight Engine Basic for every customer, with 500 credits and 100 MCP calls a month. https://gtmtechindex.com/changelog/membrain gtmtechindex.com:change:6aaf42546b90df6660784c0c Sat, 19 Sep 2026 12:00:00 GMT Pricing / packaging CRM & Systems of Record Sales Enablement & Readiness Revenue Intelligence & Forecasting Membrain now includes Insight Engine Basic for every customer, with 500 credits and 100 MCP calls a month. The release also adds proactive meeting preparation, suggested follow up tasks, links to newly found records and individual OAuth authentication for Claude through MCP. Advanced enrichment and automation stay in paid packages.

Why it matters: AI that was a separate subscription is now part of the base product, so every buyer can test the core workflows before paying for more. The monthly allowances and the line between included and paid automation are what decide the real cost.

Impact: High. Verification: Verified. Type: Pricing / packaging.

Evidence: Vendor announcement

Source: GTM Tech Index change log. Free to reuse with a link back. Terms.

]]> HubSpot Sales Hub: HubSpot's 2026.09 developer release expands the Sequences API to create, read, update and delete sequences and adds an Email Template API… https://gtmtechindex.com/changelog/hubspot-sales-hub gtmtechindex.com:change:6aaf42546b90df6660784c09 Tue, 15 Sep 2026 12:00:00 GMT Product / capability Sales Engagement & Outreach CRM & Systems of Record Revenue Intelligence & Forecasting HubSpot's 2026.09 developer release expands the Sequences API to create, read, update and delete sequences and adds an Email Template API, both requiring authorization at the user level. New read only Forecasts and Notetaker Recap APIs expose forecast submissions and history and processed call and meeting summaries for Sales Hub Professional and Enterprise. Object Tags and a Task Series API for repeating tasks are open to Sales Hub Starter and above.

Why it matters: Sequences were the part of Sales Hub an integration could watch but not build. With create and update access, outreach setup can be automated, and forecast and meeting data can flow to outside reporting. Check seat entitlements first, because several of these APIs depend on the tier.

Impact: High. Verification: Verified. Type: Product / capability.

Evidence: Vendor documentation

Source: GTM Tech Index change log. Free to reuse with a link back. Terms.

]]> Planhat shipped four Automation releases between 9 and 14 September. https://gtmtechindex.com/changelog/planhat gtmtechindex.com:change:6aaf42546b90df6660784c0f Mon, 14 Sep 2026 12:00:00 GMT Product / capability Customer Success & Retention CRM & Systems of Record Revenue Intelligence & Forecasting Planhat shipped four Automation releases between 9 and 14 September. Workflow Mode creates a record for every Automation run, so teams can inspect sequence progress, email engagement and outcomes in dashboards. The others add permitted sending hours and days for email steps, an AI shared inbox template that triages inquiries and drafts replies, and an AI outreach template that matches underused features to customer objectives.

Why it matters: A record per run makes automated customer outreach auditable one account at a time, which is what a customer success leader needs before trusting it. Sending windows are the small control that keeps an automation from emailing a customer at three in the morning.

Impact: Medium. Verification: Partially Verified. Type: Product / capability.

Evidence: Vendor documentation

Source: GTM Tech Index change log. Free to reuse with a link back. Terms.

]]> Gainsight extended KMS encryption and masking of saved secrets to its Salesforce, S3, Slack, Databricks, Snowflake and DataSphere… https://gtmtechindex.com/changelog/gainsight gtmtechindex.com:change:6aaf42546b90df6660784c07 Mon, 14 Sep 2026 12:00:00 GMT Security / compliance Customer Success & Retention Revenue Intelligence & Forecasting Gainsight extended KMS encryption and masking of saved secrets to its Salesforce, S3, Slack, Databricks, Snowflake and DataSphere connectors. Saved credentials no longer display when an admin edits a connection, and rotation is done by overwriting the masked value. In the same fortnight its Skilljar academy product made multiple login methods a self service setting, where they used to be a Professional Services add on.

Why it matters: Credentials that show on an edit screen are a classic audit finding, and existing connections do not need to be rebuilt, so this is a security gain with no migration work. The Skilljar change removes a services engagement from what should always have been a setting.

Impact: Medium. Verification: Verified. Type: Security / compliance.

Evidence: Vendor documentation

Source: GTM Tech Index change log. Free to reuse with a link back. Terms.

]]> Airspeed rebuilt its MCP server so that AI assistants such as Claude can read calls and deals from the browser rather than through a… https://gtmtechindex.com/changelog/airspeed gtmtechindex.com:change:6aa5929eeff7db0b9cf1cc28 Fri, 11 Sep 2026 12:00:00 GMT Integration / interoperability Conversation Intelligence Revenue Intelligence & Forecasting Airspeed rebuilt its MCP server so that AI assistants such as Claude can read calls and deals from the browser rather than through a desktop installation. The release also fixes installation problems Windows users had reported and reduces the latency between a question and its answer.

Why it matters: Moving the MCP server out of a desktop install and into the browser removes the step that stalls most MCP rollouts, which is getting an installer past IT on a fleet of Windows laptops. The Windows fix and the latency work say the earlier build was rough in production, so the rebuild is the version to evaluate.

Impact: Medium. Verification: Partially Verified. Type: Integration / interoperability.

Evidence: Vendor documentation

Source: GTM Tech Index change log. Free to reuse with a link back. Terms.

]]> Outreach's September release adds approval previews before its Omni assistant changes Prospect, Account or Opportunity records, along with… https://gtmtechindex.com/changelog/outreach gtmtechindex.com:change:6aaf42546b90df6660784c0d Thu, 10 Sep 2026 12:00:00 GMT Safety / governance Sales Engagement & Outreach Revenue Intelligence & Forecasting Conversation Intelligence Outreach's September release adds approval previews before its Omni assistant changes Prospect, Account or Opportunity records, along with persistent user preferences and mobile survey and record actions. It also expands participant tagging in Kaia and the call and meeting data sent to ServiceNow. The rollout runs from 10 to 24 September.

Why it matters: The approval preview redraws the line between an AI suggestion and a CRM write, which is the control most buyers ask about first. The rollout is staged, so confirm it has reached your tenant before relying on it.

Impact: High. Verification: Partially Verified. Type: Safety / governance.

Evidence: Vendor documentation

Source: GTM Tech Index change log. Free to reuse with a link back. Terms.

]]> Clari's September release adds Clari Forecast MCP, seven permission scoped tools that let Claude and ChatGPT analyze forecast data under… https://gtmtechindex.com/changelog/clari gtmtechindex.com:change:6aaf42546b90df6660784c02 Wed, 09 Sep 2026 12:00:00 GMT Product / capability Revenue Intelligence & Forecasting Sales Engagement & Outreach Conversation Intelligence Clari's September release adds Clari Forecast MCP, seven permission scoped tools that let Claude and ChatGPT analyze forecast data under the user's existing access. Conversation Intelligence, formerly Clari Copilot, gains separate retention settings for recordings, game tapes and shared snippets. Recording storage is capped at three years from 15 September, while transcripts, AI insights and metadata stay available beyond that.

Why it matters: Forecast questions can now be asked from the assistant a revenue leader already uses, without widening what that person can see. The three year cap on recordings is the item for admins, since coaching libraries and retention policies both assume the audio is still there. The release is published under the Salesloft name, following the two companies' move to one brand on 2 September.

Impact: Medium. Verification: Verified. Type: Product / capability.

Evidence: Vendor documentation

Source: GTM Tech Index change log. Free to reuse with a link back. Terms.

]]> Rox introduced Artifacts, which generate decks, documents and reports from account data such as meeting transcripts and CRM records. https://gtmtechindex.com/changelog/rox gtmtechindex.com:change:6aa5929eeff7db0b9cf1cc27 Wed, 09 Sep 2026 12:00:00 GMT Product / capability AI SDR & Outbound Agents Revenue Intelligence & Forecasting Sales Engagement & Outreach Rox introduced Artifacts, which generate decks, documents and reports from account data such as meeting transcripts and CRM records. Output downloads as PPTX or DOCX, a team can upload its own templates and have generated files restyled to them automatically, and agents can be added directly from the pre meeting briefings tab.

Why it matters: Rox logged auto prospecting last week and artifact generation this week, which is the shape of a platform widening from research into execution. The template upload is the practical part: a deck that lands in the house style is one a rep will send, while one that lands in the vendor's style gets rebuilt by hand and the time saving evaporates. Same caution as with Airspeed's decks a week ago: an artifact built from CRM data is easy to send without reading.

Impact: Medium. Verification: Verified. Type: Product / capability.

Evidence: Vendor documentation

Source: GTM Tech Index change log. Free to reuse with a link back. Terms.

]]> HubSpot Sales Hub: With the /2026-09/ version of the HubSpot Pipelines API, which ships on 8 September, a delete request against a pipeline or pipeline stage… https://gtmtechindex.com/changelog/hubspot-sales-hub gtmtechindex.com:change:6aa5929eeff7db0b9cf1cc26 Tue, 08 Sep 2026 12:00:00 GMT Product / capability Sales Engagement & Outreach CRM & Systems of Record Revenue Intelligence & Forecasting With the /2026-09/ version of the HubSpot Pipelines API, which ships on 8 September, a delete request against a pipeline or pipeline stage that is still in use is blocked by default and returns a validation error, matching what the pipeline settings page in the HubSpot UI already does. Integrations that relied on deleting in use pipelines or stages will receive a 400 after moving to /2026-09/ unless they pass validateReferencesBeforeDelete=false, or validateDealStageUsagesBeforeDelete for deal pipelines, or stay on an earlier version. The change was announced ahead of time on the developer changelog and applies only from /2026-09/ onward; the current version and earlier ones are unchanged.

Why it matters: This is a breaking change and a sensible one: an integration that could silently delete a stage with live deals attached was a data loss path nobody asked for. The action for a sales operations owner is to ask each integration vendor whether it has moved to /2026-09/ and, if it deletes pipeline objects, whether it handles the new 400. The same version also carries HubSpot's earlier announced enforcement of admin configured validation rules on CRM write paths, so September is the month the API starts behaving like the UI.

Impact: Medium. Verification: Verified. Type: Product / capability.

Evidence: Vendor documentation

Source: GTM Tech Index change log. Free to reuse with a link back. Terms.

]]> Qwilr extended Conditional Content from whole blocks to individual text, images, videos, columns and contract clauses. https://gtmtechindex.com/changelog/qwilr gtmtechindex.com:change:6aaf42546b90df6660784c12 Mon, 07 Sep 2026 12:00:00 GMT Product / capability Revenue Intelligence & Forecasting Sales Enablement & Readiness Qwilr extended Conditional Content from whole blocks to individual text, images, videos, columns and contract clauses. Rules can combine AND and OR conditions and draw on CRM, meeting or transcript inputs inside the Smart Proposal Engine, which needs the Scale plan and consumes credits. On 18 September Qwilr also added Zoho CRM automations that update deal fields and stages when a proposal is accepted, declined or expires.

Why it matters: Proposal teams can put approval and personalization rules into one template in place of a dozen variants, and the credit consumption is the cost to model first. Zoho shops get the deal hygiene that Salesforce and HubSpot users already had, in exchange for renewed write access to the CRM.

Impact: Medium. Verification: Verified. Type: Product / capability.

Evidence: Vendor documentation

Source: GTM Tech Index change log. Free to reuse with a link back. Terms.

]]> Qwilr released a data export feature covering account data, proposal performance and platform usage across the whole account. https://gtmtechindex.com/changelog/qwilr gtmtechindex.com:change:6a9c2d876b0fb727220c5f41 Thu, 03 Sep 2026 12:00:00 GMT Product / capability Revenue Intelligence & Forecasting Sales Enablement & Readiness Qwilr released a data export feature covering account data, proposal performance and platform usage across the whole account.

Why it matters: Export is graded here as portability rather than reporting. A proposal library and its performance history are among the least reproducible assets a revenue team accumulates, and a vendor that ships a self serve export is answering the exit question before a buyer has to ask it in a renewal.

Impact: Medium. Verification: Partially Verified. Type: Product / capability.

Evidence: Vendor announcement

Source: GTM Tech Index change log. Free to reuse with a link back. Terms.

]]> Airspeed expanded what its agents can produce, adding chart generation, presentation decks and code. https://gtmtechindex.com/changelog/airspeed gtmtechindex.com:change:6a9c2d876b0fb727220c5f3f Thu, 03 Sep 2026 12:00:00 GMT Product / capability Conversation Intelligence Revenue Intelligence & Forecasting Airspeed expanded what its agents can produce, adding chart generation, presentation decks and code. The Deal Board now displays CRM fields inside the view rather than requiring a jump to the CRM.

Why it matters: Moving from summarizing a conversation to producing the artifact that follows it is a real widening of scope, and it is also where output quality becomes harder to check. A deck an agent builds from call data is easy to accept without reading, which is a different risk from a transcript nobody reads.

Impact: Medium. Verification: Partially Verified. Type: Product / capability.

Evidence: Vendor announcement

Source: GTM Tech Index change log. Free to reuse with a link back. Terms.

]]> Rox introduced auto prospecting, in which agents build and evaluate prospect lists against user defined buyer criteria. https://gtmtechindex.com/changelog/rox gtmtechindex.com:change:6a9c2d876b0fb727220c5f3e Wed, 02 Sep 2026 12:00:00 GMT Product / capability AI SDR & Outbound Agents Revenue Intelligence & Forecasting Sales Engagement & Outreach Rox introduced auto prospecting, in which agents build and evaluate prospect lists against user defined buyer criteria. The system scores each contact for fit, gives its reasoning for the score, and can route approved prospects straight into outreach sequences without a human reviewing them first.

Why it matters: The published reasoning behind each score is the good part, because a fit score a rep cannot interrogate is a number they will learn to ignore. Routing into sequences without manual review is the part to configure carefully, since it moves the last human checkpoint from before the send to after it, and the sending domain carries whatever the agent gets wrong.

Impact: High. Verification: Partially Verified. Type: Product / capability.

Evidence: Vendor documentation

Source: GTM Tech Index change log. Free to reuse with a link back. Terms.

]]> Qwilr refreshed its Salesforce integration to connect directly to its Smart Proposal Engine, so proposals can be generated from CRM data… https://gtmtechindex.com/changelog/qwilr gtmtechindex.com:change:6a9c2d876b0fb727220c5f3d Wed, 02 Sep 2026 12:00:00 GMT Integration / interoperability Revenue Intelligence & Forecasting Sales Enablement & Readiness Qwilr refreshed its Salesforce integration to connect directly to its Smart Proposal Engine, so proposals can be generated from CRM data rather than assembled from it by hand.

Why it matters: Proposal tools live or die on whether the data arrives without a human retyping it, and a direct connection between the CRM and the generation step is the whole value of the category. What the announcement does not say is which fields the engine reads, which is the first question to ask in a demo.

Impact: High. Verification: Partially Verified. Type: Integration / interoperability.

Evidence: Vendor announcement

Source: GTM Tech Index change log. Free to reuse with a link back. Terms.

]]> Membrain added Product Revenue Graphs, which aggregate the product rows from Sales Projects, Quotes and Orders into a single visualization… https://gtmtechindex.com/changelog/membrain gtmtechindex.com:change:6a9c2d876b0fb727220c5f3c Wed, 02 Sep 2026 12:00:00 GMT Product / capability CRM & Systems of Record Sales Enablement & Readiness Revenue Intelligence & Forecasting Membrain added Product Revenue Graphs, which aggregate the product rows from Sales Projects, Quotes and Orders into a single visualization of revenue, products and commercial activity.

Why it matters: Useful mainly to teams whose quotes and orders originate in an ERP and sync in, because that is where the product level view usually fragments across two systems. For everyone else this is a reporting convenience rather than a change in what the platform can do.

Impact: Medium. Verification: Partially Verified. Type: Product / capability.

Evidence: Vendor announcement

Source: GTM Tech Index change log. Free to reuse with a link back. Terms.

]]> Clari updated Copilot with an Ask Copilot feature that queries up to 15 selected calls at once and an AI Themes capability that analyses… https://gtmtechindex.com/changelog/clari gtmtechindex.com:change:6a9c2d876b0fb727220c5f3a Wed, 02 Sep 2026 12:00:00 GMT Product / capability Revenue Intelligence & Forecasting Sales Engagement & Outreach Conversation Intelligence Clari updated Copilot with an Ask Copilot feature that queries up to 15 selected calls at once and an AI Themes capability that analyses up to 1,000 calls to produce a structured report on recurring topics. The iOS app can now record in person meetings, which are transcribed and synced to the CRM automatically.

Why it matters: Conversation intelligence has been stuck at the single call for years, and coaching a team from one call at a time does not scale past a small floor. Published ceilings of 15 and 1,000 give a buyer something concrete to test rather than a claim about cross conversation insight. In person recording also closes a real gap for field teams, and brings the two party consent question with it.

Impact: Medium. Verification: Verified. Type: Product / capability.

Evidence: Vendor documentation

Source: GTM Tech Index change log. Free to reuse with a link back. Terms.

]]> Membrain shipped a built in AI Assistant and an MCP Connector. https://gtmtechindex.com/changelog/membrain gtmtechindex.com:change:6a9c2d876b0fb727220c5f37 Sat, 29 Aug 2026 12:00:00 GMT Product / capability CRM & Systems of Record Sales Enablement & Readiness Revenue Intelligence & Forecasting Membrain shipped a built in AI Assistant and an MCP Connector. The connector lets external tools such as Claude and ChatGPT reach Membrain's sales data directly, so questions about stalled opportunities and account risk are answered against the CRM record rather than against whatever the rep pastes into a prompt.

Why it matters: The interesting half is the connector, not the assistant. A built in assistant is table stakes in this category now, whereas letting a buyer bring their own model to the data is a different posture, and it means the vendor is competing on the record it holds rather than on the chat window it wraps around it.

Impact: High. Verification: Partially Verified. Type: Product / capability.

Evidence: Vendor announcement

Source: GTM Tech Index change log. Free to reuse with a link back. Terms.

]]> HubSpot Sales Hub: HubSpot's August 2026 developer rollup introduced updates to CRM workflows, including the ability to preserve active workflow enrollments… https://gtmtechindex.com/changelog/hubspot-sales-hub gtmtechindex.com:change:6a92d4a34470e92a57253208 Thu, 27 Aug 2026 12:00:00 GMT Product / capability Sales Engagement & Outreach CRM & Systems of Record Revenue Intelligence & Forecasting HubSpot's August 2026 developer rollup introduced updates to CRM workflows, including the ability to preserve active workflow enrollments when primary records are merged. The release also adds app object support to association workflow actions, allowing automations to reference third party app data.

Why it matters: Sales operations teams can now merge duplicate contact or company records without accidentally dropping prospects from active automated outreach or internal routing workflows. The expanded app object support also allows revenue teams to build more sophisticated automations that trigger based on integrated third party data.

Impact: Medium. Verification: Verified. Type: Product / capability.

Evidence: Vendor documentation

Source: GTM Tech Index change log. Free to reuse with a link back. Terms.

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