Refinement week: tables that see further and one click to Claude

Call this one refinement week. Speed week took the waiting out of Ahoy; this week is about finish - the same surfaces you already work in, made more complete and more trustworthy. Tables answer questions they used to make you click for, your notes and tasks make the move from Attio with you, and your CRM is one click from Claude.

Columns from related records

The headline this week: lookup columns. Any CRM table can now carry columns from related records - add one by picking a relationship, then a field on the other side. Choose Company, then Industry, and every row of your contacts list shows the industry of the company that contact belongs to. Deals can surface fields from the attached company, and custom objects can reach into whatever they're linked to.

Filters learned to reach across records in July; now the columns themselves do. Lookup columns sort like regular ones when the relationship points at a single record, and they save into your views, so the table you set up is the table your team sees.

One click from your CRM to Claude

Ahoy has an MCP server, which means tools like Claude can work with your CRM, with your permission - ask Claude about a deal and the answer is grounded in your actual pipeline. Setting that up used to mean copying a server URL into Claude's settings. Now there's an Add to Claude button next to that URL: one click opens Claude with the Ahoy connector pre-filled, and your CRM is on hand wherever you're thinking.

Moving from Attio? Your notes and tasks come too

The Attio import now brings your notes and tasks along with your records, filed against the right contacts, companies, and deals. The history that made your old CRM useful - who said what, and what's still owed - arrives with you instead of staying behind.

Also this week

• Email threads got a design pass: open one and you read the conversation itself, oldest first and divided by day, with reply right there - and name-shaped addresses display as names
• Deals: Move stage and Change pipeline now sit right on the record, in the slideout header and the row menu alike
• Inviting a teammate past your seat count adds a seat automatically instead of blocking the invite
• Voice input sends your message on its own after a few seconds of silence - talk, pause, sent
• Type a colon for emoji autocomplete in email, notes, and chat - :tada: and friends, Slack-style
• An AI action's chat now survives navigation and refresh, so you can leave mid-thought and pick it back up - and email actions sort to the top of the panel
• Dropping a pipeline card settles in one motion, with no board reshuffle a few beats after you let go
• A single click on a contact or company badge in a table opens it, and sorting by stage follows your pipeline's order, not the alphabet

Fixes

A refinement week earns its name below the fold. The rest is the quiet kind of quality - things that now behave the way you always assumed they did:

• Booking availability errs on the side of busy: every calendar you've connected is read, and one that can't be read counts as busy instead of open
• Everyone on a booking now lands in the CRM as a regular contact - the booker and any guests they added
• Emails no longer go out unsigned: your signature is resolved into the draft before sending
• Incoming email keeps the sender's display name, so auto-created contacts get real names, on Gmail and Microsoft 365 alike
• Microsoft 365 accounts: the initial email sync now backfills your history the way Gmail's does
• The notetaker no longer joins meetings from a recurring series you already deleted
• On mobile, email drafts no longer hide behind the keyboard, and the chat composer got its margins back
• Imports: creating a new custom property for a column is now opt-in rather than pre-selected, and linking records across files in a multi-file import works reliably