VENMATE release note

Hi everyone,

This release doubles down on what matters most: smarter AI, stronger revenue management, and more insight-driven workflows for Customer Success teams. We’re laying the foundation for continuous AI upgrades while significantly enhancing opportunities, contracts, and revenue visibility.

🏅 New modules and features

1. Customer overview - Bubble chart analysis

Your entire customer portfolio, now visualized at a glance.

The new Bubble Chart on the Homescreen maps health, revenue, opportunities, and contract expiration in one view. Quickly spot which accounts need attention and why.

What’s next: Further improvements of the analysis by implementing filtering options and timeframe selection.

2. Opportunity management & contract integration

Opportunity management is now more powerful and directly tied to revenue outcomes.

Create opportunities linked to products and convert them into contracts once won.
Deadlines, analytics, and insights bring revenue forecasting to the next level.

What’s next: Fully fledged option to track your NRR on a per customer and overall company level.

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3. AI Chat richer, faster and smarter responses

Our AI Co-Pilot just got sharper. Faster, clearer, and more context-aware responses. If you haven’t used it yet, now’s the perfect moment. New design library for an even smoother chat experience. Upload screenshots or PDFs directly, the Co-Pilot processes them instantly.

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4. AI Churn watchlist & growth panels

See risks and opportunities before they happen. New intuitive panels showing churn signals and expansion potential in the Homescreen. Direct actions are suggested for every insight.

What’s next: More data points to further strengthen predictive accuracy.

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5. CSV contract upload & error handling fix

Uploading contract and revenue data is now easier than ever. Contract and revenue data can now be imported, and uploads can be fully automated. Improved validation with clearer, more actionable error messages.

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6. AI Dashboard UI & UX enhancements

Better structure. Faster navigation. Cleaner insights. Refined layout and improved readability across all dashboards.

Next: Closing the beta and rolling the Dashboard out to all users.

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