Changelog

Creating an account now takes a name, an email, and one click — we email you a secure link that signs you in and drops you straight into workspace setup. Prefer a password? Set one during signup, or add one any time later from Settings. Either way you can always sign in with an emailed link.

The workspace switcher’s "Create a workspace" quietly bounced you back to your dashboard if you already had one. It now opens the creation form as intended. Each workspace stays fully separate — its own clients, team, and billing.

Search now lives in one place: the search field in the sidebar (⌘K / Ctrl+K), which finds clients, contacts, tasks, messages, comments, tracking points, and files — scoped to what you have access to. The separate Search page showed the same results with an extra click, so it’s gone; old links land on your overview.

The printable tracking-health report now shows the client’s whole pipeline as one glanceable line — labeled lanes, every tracking point with its health color — so the PDF you hand a client carries the picture, not just the numbers. And every row of the cross-client overview now carries a compact pipeline (capped dots per lane), so you can see where in a client’s setup the trouble sits before you click through.

Every tracking node can now record whose login the account lives in: agency-owned, client-owned, or unknown. Agency-owned items are the ones a client loses access to if they ever leave, so the map rolls them up into one line — "N items live in agency-owned accounts — plan a handover" — the offboarding-risk view no other agency tool models. And when you map a Google Ads account, you can now pick it from the accounts your connected Google login can actually see instead of typing the customer ID by hand — a typo-shaped ID can look perfectly valid and still be nobody’s account.

On the tracking map, "Last verified: 2 days ago" now says who verified it — a verification is a teammate’s claim, so the claim carries its author (recorded from today onward; older ones stay date-only). The node editor also explains its two buttons: Save keeps your edits, Save + mark verified stamps the node as checked today. And drawing a connection got smarter: Phloz pre-selects the likely relationship from the two node types, warns when a drag is probably pointing the wrong way, refuses a duplicate drawn backwards, and gives every connection a one-click Swap direction. Select a node or a connection and its edges now animate in the direction the data moves — direction you can see, only where you’re looking (and switched off entirely if your system asks for reduced motion).

When a card payment fails after your trial converts, Stripe retries on its own schedule — and until now the app said nothing while that happened. A banner now appears on every page of the workspace while payment collection is failing, says plainly what happens if no card works (the workspace moves to the free tier; nothing is deleted), and takes the owner straight to the card form to fix it in one click.

The 14-day trial now shows a countdown on every page of your workspace, with a one-click button that opens the card form directly — not the billing portal’s front page. Reminder emails go out 7, 3, and 1 days before the end, and they say the honest thing: with no card on file, nothing is ever charged — the workspace simply returns to the free Starter tier, with all your data intact. Deadline dates now include the time and timezone, and new workspaces pick up your timezone automatically, so “ends Aug 28” means Aug 28 where you are.

After signing up, the page now switches to a clear “check your email” panel instead of leaving the form live — no more wondering whether the click worked, and no accidental duplicate confirmation emails. On the tracking map, pressing Backspace with a node selected used to permanently delete every connection attached to it; connections are now only deleted when you select them deliberately, and connection lines land exactly on the dots they belong to.

If someone on a view-only seat clicked Save on a tracking-map node, deleted a file, or sent an AI-drafted reply, Phloz was right to stop them — but the only thing it said was the word "forbidden", and the button was there to click in the first place. Across the app, controls a seat cannot use no longer render for that seat, and where the surface stays visible it now says plainly what the role can and cannot do. Every error message anywhere in Phloz was rewritten at the same time: instead of an internal code, you get a sentence that says what happened and what to do about it. No permissions changed — what changed is that the app now tells you the truth before you click.

A new Analytics platform node type covers non-GA4 stacks — Matomo, Piwik Pro, Adobe, Plausible, Fathom — so privacy-first clients can finally be modelled properly, and the audit stops asking them where their GA4 is. Two new checks bring the tracking audit to 20 rules: a Microsoft Ads account with no UET tag, and a LinkedIn Ads account with neither an Insight Tag nor conversions sent server-side. Both platforms were previously invisible to the audit — an account running with no tag at all scored a clean 100. Separately, suppressing a rule now removes it from the printable report and from the 0-100 score, not just from the findings list: telling the audit a rule does not apply to a client used to stop it appearing in one place while it quietly kept costing points forever.

Connect Google and Phloz now audits every client’s Google Ads account weekly, ranked worst-first: search terms that burned money with zero conversions (with the dollars attached), conversion tracking that broke or was never set up, campaigns whose budget is starving your best performers, disapproved ads, and more. Every account gets a 0–100 score you can watch move. Thresholds compare each account against its own history and Google’s own signals — never invented industry averages. Read-only: Phloz never writes to your Google Ads. Available on Growth and above.

When the tracking-health card is enabled for your portal, clients now see a compact pipeline strip of their own setup — the same labeled lanes your map uses, with verified points in green and monitored points in blue. It is deliberately client-safe: it shows generic tracking-point types rather than your internal node labels, and never surfaces broken or critical states, findings, or scores — that diagnostic detail stays on your side. Clients see coverage: what is tracked, and that it is looked after.

Click Arrange and the map now lays out in named pipeline columns — Sources, Tag management, Pixels & analytics, Ad platforms, Conversions & CRM — with a header over each column your map actually uses (a two-lane map gets two tidy columns, not five with gaps). Every client’s map reads the same left-to-right way, so anyone on your team can parse an unfamiliar stack in seconds. Your saved layouts are untouched until you click Arrange, and the headers only appear while the map is actually in columns.

Connections on the tracking map are directional — a pixel fires, a tag reports conversions to an account, an account pushes audiences to another — but they were drawn as plain lines, so you could not tell direction at a glance without opening each one. Connections now carry an arrowhead pointing at the destination. Nothing about your existing maps changed; they just read correctly now.

The confirmation dialog for an in-place plan change decided its wording from the direction of the change alone, so every downgrade said "nothing is charged today". That is only true when you stay on the same billing period — switching between monthly and annual bills the prorated difference immediately, which meant some downgrades charged a card under a message promising they would not. The dialog now states what will actually happen for your current billing period. No charge behaviour changed; the message did.

Magic links were landing clients on the agency login screen instead of their portal. If you sent a portal invite recently and the client said they could not get in, this was why — the link and their access were always fine. Fixed and verified end to end. Nothing to resend unless the link has since expired.

The reminder sent a few days before a trial converts was going out with a password-reset subject line and a password-reset body. It is now a proper notice: which plan you are moving to, the date it happens, and one link to change or cancel it. If you got a confusing "reset your password" email from us during a trial, that was this, and nothing was wrong with your account.

Cmd/Ctrl+K now opens node search on the map — the shortcut was documented but never actually reachable. Two related fixes: the node drawer no longer closes and discards what you typed when a save fails, and dragging a node now tells you if the new position could not be saved instead of silently reverting on the next reload.

Retainer burn showed the next month’s empty bar for a few hours around every month boundary, and the daily digest could name the wrong day in its subject line. Both now use your workspace timezone, matching the numbers inside them. Workspaces behind UTC saw this most often.

Convert an intake-form lead into a client and three onboarding tasks appear on the new client automatically: the kickoff call, collecting access (GA4, GTM, ad accounts), and building the tracking map — due-dated over the first week. They are ordinary tasks: edit, reassign, or delete them like any other. New clients start with a plan instead of a blank page.

Settings now has a Privacy & cookies card: see whether analytics cookies are on for your browser and switch them on or off in one click, without leaving the app. It shares one preference with phloz.com, so setting it in either place covers both — and analytics stay off until you say otherwise.

The one-click workspace backup download stays a paid feature, but the right to your data does not depend on your plan: email privacy@phloz.com on any tier — including the free tier, and for 30 days after you cancel — and we will send you the same full export at no charge. Our Terms and DPA now say so in writing. Paid plans also see clearer terms and auto-renewal wording at the point of purchase.

The Plans tab can now pull live Search campaigns from a client’s connected Google Ads account — each one becomes a campaign blueprint with its ad groups, RSA headlines and descriptions, keywords with match types, negatives, and geo targeting. Read-only against Google: your live campaigns are never touched. "Import from Google" on the tracking map also lists your Ads accounts now, so mapping a client is a checkbox instead of typing a customer ID — and an empty tracking map greets you with a one-click starter setup instead of a blank canvas.

Clients with a mapped Google Ads account get an Ads insights card: last-30-day spend, clicks and conversions, the ten priciest keywords and search terms by CPC, campaigns being throttled by budget, and any disapproved ads — pulled live and read-only from the Google Ads API, right next to the GA4 insights card.

phloz.com/legal now hosts the full policy set: Terms of Service, Privacy Policy, a GDPR Data Processing Addendum, an Acceptable Use Policy, and a public subprocessor list with change notifications. The client portal links Privacy and Terms too, and signup asks for explicit agreement.

Portal links are now single-use and short-lived: your client clicks the link once, and a secure session keeps them signed in for 30 days — the link itself no longer works if forwarded or leaked. Clients can request a fresh link themselves from the new portal sign-in page, and a Sign out link ends the session on shared machines.

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.