Changelog

Every intake form now has a copy-paste embed script. Grab it from the form builder, drop it on your site, and the form appears right there — auto-sizing to fit, with submissions landing in your inbox and lead pipeline as usual. Prefer an iframe? That is one click away too.

Every tracking-map node now keeps an edit history. Open a node and expand "History" to see who created it and each change since — health status flips, renamed labels, updated IDs — with names and timestamps. Handy for "when did this pixel get marked broken, and by whom?"

Shift-drag a box (or shift-click) to select several nodes on a tracking map, then set them all to the same health status or delete them together — perfect after spotlighting everything that’s unverified or broken. Setting a batch to Working also stamps them as freshly verified.

The tracking map now has a health legend in the corner showing how many nodes are broken, missing, unverified or working. Click a status to spotlight just those nodes — everything else dims out — so you can glance at a client’s setup and see exactly what needs fixing.

Emails your clients receive from a conversation now carry the team member’s name and email address, not just the agency name. And when the recipient has portal access with a live link, the email includes a "Continue in your portal" button that lands directly on that conversation.

A full contrast pass over the light theme: status badges, amber warnings, approval pills in the client portal, form errors and delete buttons that were washed out on white now meet proper contrast in both themes.

Running the same stack across clients? The map tab now has "Copy from client" — it clones another client's tracking map (nodes, connections and layout) onto the current one in one click. Copied nodes arrive marked Unverified so you know to swap in the right account IDs for the new client.

When you @-tag a teammate or client contact in a conversation or comment, the tag now displays their name (hover shows the address) — the email only appears when no name is on file.

Changing plans on a subscribed workspace now shows a confirmation that says exactly what happens: upgrades charge the prorated difference to your card on file immediately, downgrades credit unused time to your next invoice. Plan and billing changes are also now limited to the workspace owner.

The app sidebar is now reachable on phones — tap the menu button in the top bar to jump to any section (clients, tasks, messages, tracking health, settings) from anywhere. And every conversation composer, in the app and the client portal, now carries a standing reminder not to share passwords, card details or other sensitive information in messages.

If two people (or two tabs) edit the same plan document, the second save no longer silently overwrites the first — Phloz detects the conflict and asks you to reload before saving. Inbound email processing also got sturdier: a delivery retry from your email provider can no longer create a duplicate message in a conversation.

Onboarding a client that looks like one you already run? Duplicate creates a full copy — profile, contacts, account directory, tasks, plans and tracking map — in one click. You can also import a client export file to recreate a client, which makes moving a client between workspaces (or restoring one) a two-step job. Portal access always starts switched off on the copy, so nothing is shared until you say so.

Need one more teammate without jumping a whole tier? Every paid plan can now add extra seats from the billing page — pick a quantity, check out, and the seats are available immediately. Plan changes also got smoother: upgrades and downgrades apply to your existing subscription (no juggling multiple subscriptions), and every tier change sends a confirmation email.

Client files can now be organised into folders — pick or create one when uploading, move files later, and filter by folder with one click. Files shared to the client portal show up grouped under the same headings, so clients see the structure too.

Conversation notifications, mention alerts and client-facing replies now arrive in a clean branded layout — with your agency’s accent colour on client-facing messages — instead of plain text. Same information, much easier to scan.

Connect your Google account once (Settings → Integrations, read-only — Phloz never changes anything in your accounts) and every client map gets an “Import from Google” button: pick the GA4 properties and GTM containers that belong to that client and they appear as map nodes with their real IDs — no more copy-pasting measurement IDs from five consoles. Re-importing skips what is already mapped.

Owners and admins can export everything about a client — profile, contacts, account IDs, tasks, plans, tracking map, time log — as a single file from the client header. Your clients get a “Report a problem” link in their portal that emails your support address directly, and every team member has a “Send feedback” button in the sidebar that goes straight to the people building Phloz.

The Plans tab now imports the files you already have: download an Ad report or Keyword Planner export from Google Ads and drop it in — it becomes a campaign blueprint or keyword research list, ad groups, match types and all. Prefer a spreadsheet? Grab a blank CSV template from the import dialog. Every plan also exports back to CSV, so nothing is locked in.

Every client gets a Plans tab with planning tools per department. Draft Google Search and Performance Max campaigns (plus Meta and LinkedIn) with live character counters on every headline and description — the same limits Google enforces — along with keywords, negatives, geo targeting and sitelinks. SEO gets page plans with title-tag and meta-description counters, and every department gets keyword research lists and strategy notes. Each plan is internal by default; flip one to “Client can see” and it appears read-only in their portal.

Type @ while writing an email to a client to loop in a teammate: they get notified and it lands in their Mentions inbox, while your client just sees the teammate’s name — never a raw @-handle. Connecting Claude (claude.ai) to your workspace via the custom connector also works now, and the client Overview keeps a single, simpler Accounts editor.

Conversation notifications got a full upgrade: they now show the client’s entire message (not a snippet), come from “ClientCo (Your Agency)” with the conversation as the subject, list which teammates were also notified — and you can simply reply to the email. Your reply is sent to the client and logged in the conversation, exactly as if you’d sent it from the app.

The Team page is read-only for non-admin members (management controls are owner/admin-only), a member’s dashboard counts only the clients they can access, the new-task form puts the client choice front and center (and labels internal tasks as “Internal” everywhere), the Google ID quick fields show their Save button permanently, and conversations whose last message was a note now open on the note tab so @-mentions are right there.

The “New conversation” button on a client can now open with an email instead of an internal note — pick the contact, write the subject and message, and the reply threads straight back into the same conversation. You no longer have to wait for a client to write in first. Teammate @-mentions now autocomplete when starting a conversation with a note, too.

The retainer terms, this month’s burn bar, and the time ledger moved from the (very long) client Overview to their own Retainer tab, with an hours-vs-budget chip in the client header that jumps straight to it. The Overview also folds the Google IDs quick fields into the Accounts card — one place for every account ID.

Portal branding has a new “Portal contact email” field — set a shared inbox like hello@youragency.com and that’s what clients see as their agency contact, instead of the workspace owner’s personal login email.

Tasks belonging to archived clients now stay out of the Tasks page (a pill reveals them when you need the history), an open task links to its client so you always know whose work it is, and the client Files tab accepts drag-and-drop uploads.

Every conversation now has a Participants control: limit which of a client’s contacts can see it in their portal (leave it open to share with the whole client), and choose which teammates get notified when the client replies. When you reply, everyone on the conversation gets a heads-up — not just the one address. Great for a thread that should stay between one stakeholder and a specific person on your team.

Clients can now type “@” in a portal conversation to tag an assigned teammate or one of their own colleagues on the account — the person tagged gets an email, and teammate mentions also show up on your Mentions page and sidebar badge, right alongside internal-note mentions.

The client portal now leads with a “New conversation” button — your clients can open a fresh thread and give it a subject, instead of only replying to existing messages. The name they choose shows on the conversation for both sides.

Added honest Phloz-vs-GoHighLevel comparison and "GoHighLevel alternative" pages (the two are usually complementary — GHL for marketing automation, Phloz for the tracking layer and delivery work). Our Terms and Privacy Policy were also rewritten to be clearer and more complete, and comparison pages now carry a standard trademark/fair-use note.

Priority badges now read clearly in both light and dark themes (they were washed out on light backgrounds), and the task filter row is monochrome — colour on the tasks page now means one thing, priority urgency, and only on the task cards themselves.

Typing quickly in a search box could lose the last few characters as the URL updated behind the scenes. The input now keeps exactly what you type.

The agency logo you upload in branding now shows as your workspace mark in the sidebar and as the browser-tab icon on your client portals — no more placeholder square, no more anonymous tabs.

Task rows and board cards dropped the per-row color soup: departments are now plain labels, and color only fires for urgency — urgent and high priorities show as a single tinted pill. Department and status colors still appear where they act as legends (filters, pickers, group headers).

The dashboard’s browser-tab icon was being swallowed by the login redirect. app.phloz.com tabs now show the Phloz mark.

Set a planned monthly ad budget per platform (Google Ads, Meta, Microsoft, TikTok, LinkedIn) on each client — the clients list now shows the total alongside retainer MRR, plus the website platform and up to six account-ID chips per card. Google Business Profile, Search Console, and Merchant Center also gained fixed quick-fields on the client overview.

Your profile, theme toggle, and the marketing-site link now sit at the top of the sidebar, right under the workspace name — they had drifted below the fold as navigation grew.

The tracking map’s “Add node” dropdown could extend past the bottom of the window, making the last group unreachable. It now caps its height to the available space and scrolls inside the viewport.

Some inbound notifications arrive with no message content at all. Phloz now fetches the full email from the provider by ID when that happens, so the reply text shows up in the thread instead of an empty bubble.

Some inbound client replies arrived with the message content only inside the raw email payload — the thread then showed an address instead of the reply. The inbound parser now decodes the raw email itself (and will never mistake an email address for the message body).

Typing a login URL without https:// (like “agency.com/wp-admin”) now opens the real site — previously the link resolved inside the app. Bare domains are normalized automatically.

The client overview’s platforms card grew up: expanded provider suggestions across website, booking, newsletter, e-commerce, and a new chat category; contact forms now accept multiple providers as chips; every category can carry an admin login URL with a one-click “Log in” button; and a new Business identifiers card records GST/HST, PST, business number, incorporation number, DUNS, and EIN per client.

Cards on the task board can now be dragged to a manual position inside their column — an insertion line shows where the card will land. Columns you never reorder keep sorting by priority and due date, as before.

Intake submissions now move through a lite new-business funnel — new, contacted, proposal, won, lost — with stage counts on the submissions view. Converting a lead to a client marks it won automatically. Deliberately lightweight: no deal values or forecasting.

Unread badges on each client’s conversation rail, an unread dot on global-inbox rows, and an unread-conversations counter on the Messages nav item. Opening a conversation marks it read, and inbox rows deep-link straight to the conversation they reference.

The weekly tracking-health digest now flags clients at or over their monthly retainer hours. The “where the hours went” card splits logged time by department, and time entries can be edited inline after logging.

Set monthly retainer hours per client, log time against tasks, and watch a live burn bar on the client overview. Deliberately lightweight — no invoicing or job costing, just “are we over-serving this retainer?” at a glance.

Every client’s tracking setup now rolls up to a single 0–100 score — on the client report, the Audit tab, the cross-client list, and the CSV export — with week-over-week deltas in the weekly digest.

A weekly email that leads with what changed: clients whose tracking health moved, new audit findings, and (since July) retainer-burn alerts. Sent only when there is something worth reading.

A call-tracking node type for the tracking-infrastructure map, including dynamic number insertion (DNI), plus an audit rule that catches DNI setups that would break session attribution.

Per-client approval policy (none / optional / required) and lock-on-approve: once a client approves a task, it can’t be quietly edited afterwards.

An editable directory of every platform account per client (GA4, GTM, ad accounts) with card chips on the client overview, plus a record of which service providers each client uses.

GA4 nodes gained account/property structure and cross-domain fields; Google product links (Ads, Search Console, Merchant Center, Business Profile) and a GTM link toggle round out the map’s fidelity to real setups.

Message threads now carry titles — name a conversation, rename it later, and start a new conversation on any client without waiting for an inbound email.

Clients can confirm the tracking-health report in their portal. Sign-off snapshots the report state and emails the agency — a paper trail for “yes, we saw it.”

An opt-in scheduled monthly email sends each client a branded tracking-health report with a PDF attachment — agency name, logo, and accent color throughout. Pro tier and above.

Business tier and above can serve the client portal from their own domain, completing the white-label story alongside the earlier “remove Powered by Phloz” option.

A third free tool: paste a page’s HTML and get an on-page SEO audit — title, meta description, canonical, robots, headings, Open Graph, structured data, image alts. Runs entirely in your browser; nothing is uploaded.

One screen ranking every client by tracking health, with CSV export and a per-client print-to-PDF report. The weekly audit engine (17 rules) feeds it automatically.

Paste campaign URLs and catch typo’d UTM keys, case splits, source synonyms, and mediums GA4 buckets as Unassigned. Browser-side, nothing uploaded.

The Phloz MCP server now supports OAuth — connect Claude to your workspace in one click from claude.ai, no token pasting. Reads and gated writes stay scoped to workspace, role, and client assignment.

Connected AI assistants can draft replies to client messages. Drafts land in a review queue — a human always sends or discards; nothing is ever auto-sent.

Phloz ships a built-in MCP server — connect Claude or any MCP client to read clients, tasks, messages, and tracking maps, and perform audited write actions. Growth tier and above.