Changelog
What’s new
Everything we ship to ClientFlow OS, newest first. Built with the agencies using it — if something here was your idea, it probably was.
The Enterprise plan, made true
Everything the Enterprise card promised now exists, and the card says exactly what it is.
- NewWhite-label client portal: your name, logo and colours on everything your clients see, and no mention of us. Enterprise.
- NewA read-only data API — clients, projects and tasks as JSON or CSV, for a spreadsheet, Power BI or a nightly sync. Keys live under Settings → API access. Enterprise.
- NewThree pages a procurement team asks for: /security (how data is protected, sub-processors, how to report a vulnerability), /sla (uptime target, response times, service credits) and /developers (the API).
- FixedThe client portal said “Trickle Up” to every agency’s clients. It now says your agency’s name — on every page, and in the sign-in error.
- BetterThe Enterprise feature list says what you actually get: a white-label portal, a data API, a written SLA — and a custom domain on request rather than as a tick-box.
Your data, and a record of who changed what
The parts of a tool you only notice when you need them.
- NewThis page, and the ✦ in the header that lights up when something has shipped since you last looked.
- NewSubscription → Recommend ClientFlow OS: your own link to share, and a month free for each agency that joins through it and stays.
- NewSettings → Your data: download everything we hold about you, or erase yourself.
- NewAdmin → Activity shows every change that affects someone else — who made it, and when.
- New“Sign out of every device”, for when you have signed in somewhere you no longer trust.
- BetterSessions now last a fortnight and refresh as you use them, instead of lingering indefinitely.
- FixedA page that failed used to be a shrug; now it is reported, and the team sees it.
Only your pods, and a calmer inbox
- BetterA pod manager sees their own pod’s clients and projects — not the whole agency’s.
- NewSettings → Email notifications: choose exactly which kinds reach your inbox, with mentions separate from ordinary messages.
- NewConfirm your email address, so password resets and invitations are certain to reach you.
Calls that ring
Pressing Call no longer drops you into an empty room.
- NewA call rings at the other end, with Answer and Decline, a ringing tone and a desktop notification.
- NewCalls start as voice calls — a quick “are you free?” no longer turns your camera on.
- NewA setup screen before you call: check your microphone, pick your devices, see yourself.
- BetterThe conversation now says what happened — Call declined, Missed call, or how long it lasted.
Share a task, drag it, drop a file on it
- NewA task can belong to several people. Everyone on it sees it as theirs, and it counts towards their workload.
- BetterDragging a card between columns works properly now, on a trackpad and on a tablet, and tells you where it will land.
- NewDrag files straight onto a conversation, or paste a screenshot with Ctrl+V — named for when it was taken, not “image.png”.
- BetterThe New task form is the same everywhere, whether you open it from a project or the Pod Board.
Reminders, the way you would actually use them
- NewSet a reminder with a name, a description and a time — for yourself or for a colleague, who is told straight away.
- NewPod Board gains List, Board, Table and Calendar views, with filters and task files.
- BetterAI briefs and reports now render as headings, lists and tables rather than raw Markdown.
Something missing that would make your week easier? Tell us — most of the list above started that way.