Changelog

Multi-theme sourcing tags

Deal teams that operate across multiple theses can now tag people, companies, and deals with as many sourcing themes as apply. Coverage is no longer siloed by single tags, so everything is cross-referenced and your full view of a company or contact is always complete.

Meridian Inbox

Forward any email to your dedicated Meridian address and Scout handles the rest — automatically logging the interaction, creating a note, and tagging the activity to the right existing records. No manual data entry, no missed touchpoints. Every communication ends up exactly where it belongs.

Chrome extension and Google Workspace integration

Meridian now connects directly with Gmail and Google Calendar, so emails and meetings sync to the CRM with a single click, no manual logging required. The Chrome extension takes it a step further, letting deal teams add companies to Meridian in real time without ever leaving the webpage they're on. Your CRM stays current without interrupting your workflow.

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Reports and new reporting views

Meridian now includes a full reporting suite built directly into the CRM — no exports to Excel, no third-party tools required. Deal teams can generate customizable, presentation-ready reports across every core data view: deals, companies, people, interactions, activities, and staffing. Whether you're preparing for an IC meeting or tracking pipeline health, everything you need is already inside Meridian and ready to share.

February Enhancements & Usability Improvements

A collection of targeted updates across the platform in this release:

1. Notes are now searchable by keyword.
2. Tabs in table views can be reordered via drag-and-drop.
3. Companies can be searched and added from the global database directly from Search.
4. Formatting is preserved when copying and pasting from OneNote, Google Docs, and Outlook.
5. Attribute extraction from deal documents has been expanded.
6. Table loading speed has been improved.
7. Deal pipeline views now include a "Days in Stage" filter.
8. The Deal Source Person list is automatically pre-filtered based on your Deal Source Company selection.
9. Companies can now be created and tagged to existing objects in one click.
10. File upload limits have been increased to 100MB.
11. Meetings can now be manually logged directly from the interaction table.