Every release, we publish what was added, what improved and what was fixed. Newest first — each entry carries its own date and version.
Amazon, Shopify, WooCommerce, eBay, Etsy, Walmart Marketplace, TikTok Shop, Mirakl, Mercado Libre, Allegro and Kaufland now join Trendyol, Hepsiburada, n11, Çiçeksepeti and Pazarama. Orders are imported into Rocketly as draft invoices, with product, tax and warehouse mapping checked separately for each provider.
Connections now have one home where you can see their owner, health, items needing attention and service-level usage. Manage a Google Calendar connection here and preview cross-channel campaign impact in the same context.
Save a report layout you use often for yourself or your team, then open it again when needed. See alerts when a threshold is crossed and open an authorized shared report view in a print-friendly format.
For supported CRM and reporting questions, you can see a visual summary alongside the answer. Drill into the relevant record or report breakdown; answers are generated only from data and permissions available to you.
Share the way you are working in the media library. The link preserves the selected folder, filters, sorting and view preferences, so the recipient opens the same context without rebuilding the full media workspace.
Readers can search for a relevant post within a category and copy a direct link to a section of an article. Finding and sharing the exact part of a long article is faster.
You can see where your competitors stand on the keywords you track. Ranking data now comes from the search results page, not only from your own click data, and visibility in AI search is brought together with search engine visibility in one place. Content intelligence shows which page is thin on which topic.
Topics the AI could not answer now turn into a draft: an FAQ suggestion filtered by subject, stripped of personal data and free of links. You can also see which conversations a single answer affects — every chat that draws on the same piece of knowledge, in one list.
A coaching profile you share can now be protected with a password and capped to a number of views. You can also see whether the link was opened and when. On top of that, items in an improvement plan turn into real tasks with one click.
Giving one person an extra permission no longer means cloning a role. The permission is granted directly to the user, so your role list stops filling up with near-identical copies. There is also a report that finds and groups existing cloned roles — it shows you what exists first, and applying the change is a separate step.
Granting critical permissions and assigning sensitive roles can no longer be completed by one person; a second authorised user must approve. Whoever declines must give a reason, so the rationale stays on the record. Pending permission changes follow the same path.
Call recordings that need reviewing collect in their own queue, so the quality team picks up the next one instead of scanning the whole list.
Customer satisfaction scores were already aggregated on the dashboard, but you could not act on them. Now you can ask for calls at or below a score — one filter to find the conversations dragging the average down.
Live agent status and queue wait time on one screen, in type large enough to read from across the room. The quality leaderboard sits on the same display. Each block runs inside its own error boundary, so if one cannot load its data the rest keep working, and the clock updates in step.
The score from the analysis model is now compared with the score a reviewer gave. Three numbers are shown together: the direction of the gap (do reviewers score more generously or more harshly than the model), the typical size of the gap, and the share of reviews where the two scores are within 10 points. If the average gap is near zero but the typical gap is large, the model is right on average and wrong case by case — you can only tell those apart by looking at both. How many reviews could actually be compared is stated separately.
Define a review form of weighted criteria and score calls straight from the call detail. A criterion you leave blank is not counted as zero; the score is calculated only from what you filled in, and the screen shows how many criteria were counted. Agents can dispute their own review — a dispute never erases the score, it is recorded alongside it. Two reviewers can score the same call, so you can measure consistency between reviewers.
Upload a target list, set the calling hours and the retry rule, and let agents work through it. Hours apply in your organisation's time zone, so customers are never called at the wrong hour. The do-not-call list is re-checked at dial time — including numbers added after the list was uploaded. You are told how many uploaded numbers are suppressed rather than having them silently dropped. Preview and power dialing are supported because they never abandon a call; predictive dialing stays with the phone system.
Did the person who filled in your ad form actually reach the CRM? You no longer have to guess. The new centre at the top of the Lead Forms tab measures every step of delivery: open issues, per-form delivery performance, provider readiness and the queue of records that could not be delivered. It covers Meta, TikTok, LinkedIn and Snapchat, and the panel never shows personal data.
You can pull back the historical records lost when a connection dropped or a permission lapsed. Before anything runs you get a preview of how many records will be scanned, the limits are written on screen, and the job can be stopped while it is running. Available for Meta and LinkedIn forms.
When your ad reports do not show the day you expect, one dialog tells you why: is the connection up, what is the latest day of data and how old is it, when did the background worker last finish successfully, when was account metadata refreshed, and is the access token still valid. The token value is never printed on screen — only its state.
For TikTok, LinkedIn and Snapchat forms, a provider's display name or a free-form UTM label was never a campaign id. Now you map the form — and optionally a specific UTM campaign — to the real campaign id yourself, and the lead → deal → revenue report reads from that audited mapping.
The list of pages losing traffic can now be reviewed by team members without task-writing permission, and every row jumps straight to that URL's lifecycle. When an internal link draft is being prepared you can see which row is working, audit results download in three formats, and rank tracking can measure the same keywords on another device or country and show you the gap.
Guardrail thresholds now carry the currency of the ad account they belong to: in an organisation whose base is one currency and whose account is another, "500" meant two different real thresholds. When a button is disabled the reason is written on screen, and an empty list now tells you what to do next.
Agents switch their status from the softphone header in one click. In the supervisor panel the idle team is no longer one pile: available, on break and wrapping up after a call each get their own heading, with how long they have been there next to them. Nobody can put someone else on break — only agents change their own status.
Convert a recording from the voicemail inbox and the title fills in with the number, the description with a transcript preview; the task opens at high priority and is due four hours later. If the number matches a lead or a customer, the task is linked to that record. The same voicemail cannot become a second task — the existing one opens instead.
You set how many seconds and what share of calls should be answered within them; when the measure slips, users with supervisor permission get a notification. An abandoned call always counts as a breach, no alert is raised while the sample is too small, and you decide how often the same alert may repeat.
Search the text of analysed calls: a refund, the word "expensive", a competitor's name, a campaign name. Results show only the passage the match sits in, with the term highlighted, rather than the whole transcript, and each row jumps straight to that call. Turkish dotted and dotless i are matched correctly.
Changing a call's outcome no longer means opening the record — you pick it from the list. You decide which boxes stay in the indicator strip at the top, and that choice is remembered on the device. Expanding an agent's row in the leaderboard draws their quality curve over 7, 30 or 90 days.
One card sits above the inbox list: the conversation that genuinely needs you right now. The order comes from delivery problems, breached response times and conversations waiting for approval, and the card says how long it has been waiting. You can assign an owner or open a follow-up task without leaving it.
The "All history" panel in a contact's detail brings that person's WhatsApp, e-mail and other channel messages, internal team notes and CRM events into a single timeline. Events such as lead created, converted to customer or record merged appear as blue rows, and team notes are marked in yellow so they are never mistaken for something the customer saw.
When a reply is written together, nobody's work is lost: if two people edit the same draft the second sees "the team draft has changed, load the current version" and their colleague's text is never overwritten. Team notes that never reach the customer can be left under the draft. Admins can route by channel, language, product or segment.
On e-mail channels that send through Resend you can see what actually happened to a message: the provider accepted it, reported a delay, delivered it, could not deliver it, or failed permanently. "Accepted" and "delivered" are deliberately kept apart — handing a message to the provider is not the same as handing it to the recipient.
At the bottom of softphone settings, a table lists row by row what AloTech and Bulutfon provide: agent attribution, queue breakdown, voicemail box, queue wait time, recording and analysis, live call state, transfer legs. Every closed cell carries its reason — either the provider never sends that data, or it simply has not been built yet.
Automated follow-up sequences no longer wake people at night or bury them in messages. If a message comes due during quiet hours it is not skipped — it is sent when the window ends. You can set a per-person daily cap, and that cap counts every automation message reaching them, not just this one sequence.
Search now looks at the body as well as the name and subject — remember a sentence and you will find the template. The list can be ordered by default first, by name, by most used or by last updated. Before you send a saved template to anyone, you can send yourself a test copy.
At the top of the tasks page sit at most three cards: the work to do now. They are labelled overdue, due today, high priority and next up. Debt older than thirty days no longer clogs the queue — one representative card is shown and the rest becomes a count in the heading.
A lead who called five times and hung up angry every time no longer scores the same as one who spoke warmly. Scoring takes into account the customer's sentiment in analysed calls and the objections they raised. Organisations that do not use call analysis are unaffected — nothing is deducted, the signal is simply not counted.
The copy button on an opportunity card gives you a link that opens the same card for whoever receives it. For cards that are done or dismissed the view is carried in the link too, otherwise the other person would land on an empty list. And when a run could not be measured, the verdict card now takes you to the measurement history with your period and engine filters intact.
When a total comes from more than one currency, or contains lines that were never converted, a warning mark appears next to the figure. The number is not hidden — you are simply told it cannot be labelled with a single currency symbol. It shows up in the collections list, expense payment reports, statement risk, exchange differences and cash flow projections.
The FAQ page went from 6 sections and 18 answers to 13 sections and 100 answers, in Turkish, English and Russian. Results filter as you type, the 13 topic shortcuts at the top jump straight to a section, and a live counter tells you how many answers are showing.
All 25 product pages were audited against the product's own code: every feature card describes behaviour that genuinely exists, and claims with nothing behind them were removed. Card count went from 348 to 498 per language. The 69 sector guides gained a section navigation bar, and the catalogue of 27 integrations gained search and category counts.
The integration centre no longer waits for everything to load — cards fill in as they arrive. Rarely used dialogs are downloaded only when needed, and document template bodies are fetched only when you open one to edit. Discovery lists moved to cursor-based paging, and the Kanban view no longer fetches a list you cannot see.
A screen on your phone that answers one question: who do I call now. The queue arrives in the order the server decides, and each row carries a coloured mark for the overdue, today, new and upcoming buckets, the person's name, their company and a callback time if there is one. Calls go through the app's own dialling flow, so conversations made from a phone are recorded too.
Follow your competitors' ads, keywords and search visibility in one place. Build your brand list, run a scan and see who is winning where, backed by your own data.
Scans now build up into a timeline, so you can put two moments side by side and see exactly what changed. Saved comparison sets, tags and filters, CSV/PDF export, scheduled automatic scans and an opt-in weekly email digest are all in. Turn a keyword gap into an AI content brief in one click, link a finding to a deal, and compare yourself with your sector without exposing anyone's identity. Multiple brands and multiple branches are supported.
Score banners, videos and landing pages the moment you upload them, and see where you stand against the sector average line. There is a dedicated video tab, side-by-side creative comparison and landing page review. The price is shown on screen before you spend anything, and your credit is reserved when the job starts — no surprises.
The menu was rebuilt around four questions — where do I stand, who is ahead, what should I do, what does the evidence say — with everything else gathered under Advanced. A Simple / Advanced view mode lets you strip the screen back to what you need. Every number on the dashboard is a door into its own detail, and “not measured” no longer looks like “zero” in the tables.
Accounting now shows your CRM customers and companies as current-account cards without copying them into a second table. One card carries the roles, the document timeline and the movements together, and the column manager lets you shape the list your way. The card appears only when the accounting module is on and the person's CRM data scope allows it.
The cash ledger, reconciliation, statement preview, cheque form and the invoice and recurring invoice/expense forms all moved into a wider workspace, and cash movements can now open full screen. Duplicate an invoice design safely, and see the outcome of a statement delivery right on screen.
The customer list surfaces the next action by priority, response risk on leads turns into a clickable piece of work, and companies that need intervention gather in their own focus area. You can look at the list and answer “who should I touch right now”.
Save your own quick views on the customer and lead lists and switch between them in one click. If you like a view your team shared, you can copy it to yourself and customise it without touching the original.
The calendar flow was simplified, you can start a follow-up straight from an appointment's detail, and reminders now have a quick-start setup. On import, a preflight screen shows what will happen before the file is processed, and calendar export and empty-metric states are clearer too.
Notes are part of global search, with the visibility rule written into the query itself, so a note you are not allowed to see never appears in the results. Tab badge counts show the real number of matches, and picking a tab narrows the search to that area only. A matching index took search from 445 ms down to 0.06 ms.
The contract PDF was produced in Turkish only and printed status fields as raw codes. It now follows the customer's language and shows statuses as readable labels. Documents for existing customers who never picked a language are left unchanged.
When the contracts screen is empty it now offers two paths instead of a single “New Contract” button: start by picking an accepted quote, or create the contract manually. Picking a quote lets the contract inherit its details, and nothing is created until you confirm. On contract analytics, the filter button now carries a badge showing how many filters are active.
Campaign results are now filled from Meta's own delivery receipts: how many messages were delivered, how many were read, how many failed — measured, not estimated.
You can export the coaching comparison as a CSV that respects your permission boundaries. On the Voice of Customer side, sentiment breakdowns are now clickable: pick a sentiment and drill into the conversations behind it.
List rows, detail actions, filter bars and mobile headers moved to a compact density system. The same rule now applies across customers, leads, tasks, quotes, appointments, accounting and construction: actions get tighter while accessible touch targets stay intact.
With the app open in several tabs, each tab no longer opens its own connection: they share a single live stream, and missed events are replayed after a drop. A change you make in one tab shows up in the others straight away.
The page you are reading is generated from a single source: every update carries its own date and version, and releases line up as a timeline. Narrow it down with area and type filters, and find anything in the history with the search box — in all three languages.
3D model loading is now bounded and the scene stream is isolated from other work, so large models no longer hold up the rest of the page. Scenes opened from a shared link use the same protection, and the workspace controls were unified into a single layout.
Review your AI agents' real conversations from one screen, rate them and mark them for training. Close the loop with review progress, pending review and average rating; move fast even at high volume with search, filters and saved views.
Present your project's real 3D model, floor plans, 360° panorama and in-unit photo gallery through a public link. With presentation/kiosk mode, a clickable site plan and spam protection on the showcase form — built for construction and real-estate sales.
A new module that measures your brand's visibility in generative-AI answers. Define the set of prompts to track, watch each engine's answer and the sources it cites; whether you were mentioned, with what wording and from where — all on one dashboard.
Incoming conversations route to the most suitable AI agent, and a handoff map finally answers “why did it go to this agent?”. With load balancing, threshold simulation and handoff to a human when needed — your rules, a traceable decision.
Agent performance heatmaps, persistent improvement plans, manager coaching notes and you-vs-team benchmarking. Plus an opt-in weekly coaching digest email, and drill straight down to the real conversations behind every metric.
A business-hours- and priority-aware SLA engine with breach escalation, auto-assign on incoming messages, recurring scheduled messages, per-agent signatures, and template rendering in scheduled messages with “skip if the customer already replied”. Apply AI tag suggestions with one click, too.
Service level and ASA, shift planning from the intraday volume distribution, a sortable and exportable supervisor report, a two-axis disposition taxonomy and call-back from voicemail. Plus a persistent playback bar with scrubbing, speed and mute.
SLA tracking, ticket merging, canned responses, inbound email that turns straight into a ticket, and CSAT satisfaction surveys. Environment info is captured automatically and new replies are badged — fully working on mobile too.
Kick off outreach automatically when a signal you track fires (opt-in, off by default). With a ProspectMap heatmap view, prospect notes and tags, a “My Templates” outreach library, and a churn alert when a tracked prospect closes.
Bulk pause, resume and update budgets for TikTok, LinkedIn and Google Ads campaigns without leaving Rocketly. LinkedIn and Yandex now run in embedded mode, and the marketing hub is tidier with tabs.
See your sites' Core Web Vitals scorecard on one screen; catch performance regressions early with 40-week trend charts from CrUX history and regression signals. With automatic weekly refresh in the background.
Inspect incoming webhook payloads line by line, search by source and see each request's status. Plus an IP allowlist for security, the missing tracking-code snippet on the source card, and “call.*” events now wired into the pipeline.
Review who can access what from one screen, see your team tree and import invites in bulk via CSV. Ready-made persona roles tied to add-ons get new teammates started with the right permissions in minutes.
Enter your billing details (tax ID and address) and see the VAT note clearly; forecast where your AI-credit usage is heading before it runs out. With contextual upgrade nudges and cancel-reason capture.
The quote PDF — the one document your customer actually reads — is no longer Turkish-only; it's generated in the recipient's language. Your quotes reach international customers in the right language.
Site needs now flow end to end: from requisition items to quote collection (RFQ: save, compare, pick the winner) to a purchase order with a supplier picker. A new Cost & Profit panel shows project profitability, margin, cost per m² and BOQ budget usage on one screen, and every pending approval for a project is gathered in a single “Approvals” tab.
Supervisors can whisper-coach an agent on a live call, barge into a three-way conversation, or drop back to silent monitoring. During sensitive moments like payments, the agent can pause recording temporarily and resume it with a persistent badge — for PCI-DSS compliance.
Version your form changes and roll back to an earlier version whenever you need. Track submissions through a review flow with analytics, and see how each form fills in and converts.
With the new Rocketly browser extension (Manifest V3), select a phone number on any web page and call it in a single click. The call goes through Rocketly, applying your session’s Do-Not-Call check and softphone flow.
When one of your saved views crosses a threshold you set (e.g. the number of conversations awaiting a reply), its assigned owner gets alerted — catch problems before they grow. Conversations are handed over between agents in a controlled way.
Long lists like the customer timeline, contact directory, call history and call queue now render only what’s on screen through virtualization; scrolling stays fast and smooth even with hundreds of records.
On the call-center side, a Bulutfon integration (with connect, configure and call-history screens); on the messaging side, two new SMS providers — Posta Güvercini and Vatan SMS.
TikTok Ads, with campaign, spend and demographic data, in its own tab in the Marketing Center. TikTok now joins Meta, Google and Yandex.
Track supplier performance and operational queues from a single workspace, and see at a glance how each supplier performs on delivery and cost.
Rocketly Apps now builds more than internal tools: create multilingual, on-brand sites for your customers too. Compose the page, preview it across devices and themes, publish it and track conversion from the same workspace.
Company management is now much more than a record list. Manage corporate relationships, customer health, risk and day-to-day operations in one workspace, and see where to focus even across a large portfolio.
Set business hours, a second shift and holiday exceptions, then show delayed proactive messages by page URL. Localize greetings, offline messages and quick replies; follow the funnel from impression to first reply and conversion by goal, day and domain.
Run a simple HTTP load test, a real-browser/Core Web Vitals test or a multi-step transaction journey. Set p95 and error-rate thresholds, compare results with a previous baseline, save reusable templates, schedule runs and receive email alerts when a threshold is crossed.
Search the full transcript across every meeting, reassign speakers and jump to the right moment from sentiment and critical-moment timelines. Follow live recording progress, export the result as Markdown and import calendar events from an .ics file.
Save frequently used filters as views, see every reminder in one agenda and snooze when needed. Analyze call outcomes by distribution and person; on mobile, the offline queue safely syncs your changes when the connection returns.
Disconnected steps between accounting and inventory are now one guided process. See which document a payment closes, which account records it and which invoice a delivery becomes—without leaving the flow.
Keep an eye on saved target companies without repeated searches. Rocketly alerts you when high-intent, closure or digital-change signals appear, so you can plan a more relevant first outreach at the right time.
Collect form submissions from Google, TikTok and LinkedIn in one workspace. Manage platform connections, review new enquiries in a single flow and make sure your team never misses a request.
Scan an unknown barcode with your phone camera while receiving stock, then create the product or variant without interrupting the flow. Keep your physical stock and records moving together.
Beyond an assistant you ask one question at a time: agents that carry out work in the background. Define a playbook and the agent runs the steps in order — if the previous step succeeded do this, if it failed do that. Pause an agent without deleting it, see when and how recently it last ran, and stop a running job mid-flight.
When an agent proposes an action — a drafted email, a record update — you can now change the details before approving. No more rejecting the whole suggestion and starting over just because one field is off; fix it and approve.
A Resolution Analysis tab shows which conversations your agents closed and how. See the breakdown of outcomes by status; the queue card now surfaces average and maximum wait time plus timeouts. Where your agents get stuck is finally measurable.
Segments are far more powerful for both Contacts and Leads. Set criteria and matching records join automatically while non-matching ones leave — the list stays current even if no one touches it. Time-based rules (“not contacted in the last 30 days”) are re-evaluated on a schedule. See a live preview of how many records match as you build.
Assign every lead in a segment to a rep in one move, or set a follow-up reminder for all of them at once. Pick the segment and apply the action — no opening hundreds of records one by one.
Multiply each open opportunity’s value by its stage’s win probability to get a realistic revenue estimate. A grounded answer to “how much will we close this quarter?” — using your pipeline’s own math.
Quotes priced below cost or below your set profit margin can now route to approval automatically (optional). A loss-making quote gets a second look before it goes out.
AI Chat now breaks ad questions down by platform and ad account — it’s clear which channel and which account drove what. Ad Watcher notifications arrive with a logo’d account-breakdown card too.
Personal data in the meeting bot’s records is deleted automatically once the retention period ends. Stay within data-retention rules without the burden of clearing data by hand.
The mobile app is no longer a “viewer you carry around” — it’s a tool that gets work done. From the inbox to marketing, from converting a lead to sending a quote, do nearly everything you do on desktop right from your phone.
Turn a segment into a dynamic list: customers who match the criteria join automatically, and those who stop matching leave. Joins and leaves now trigger automations — “create a task when a customer enters At Risk” or “notify me when someone leaves Loyal”. You can also add someone manually as an explicit exception. Time-based rules (like “no contact for 30 days”) are re-evaluated on a schedule, so the list stays accurate even when nobody touches the record.
“How long is my sales cycle?”, “How long does lead-to-customer take?”, “What’s our first response time?”, “Who are my 10 most valuable customers?” — customer lifetime value (LTV), conversion times and first response time can now be asked directly. Chat also guides you through multi-step analysis and doesn’t just hand you a number: it suggests what to do next.
The “Code” tab now shows your app’s actual code. Ready-made CRM templates aren’t single-file samples any more — they’re working apps with 8-10 files, so you can use them directly or learn from them for your own build. Click an element on the canvas and jump straight to the file that defines it.
Sign in with your device’s fingerprint, face recognition or screen lock instead of a password. Add multiple passkeys under Settings → Security, name them, and remove any of them whenever you like. No password, no phishing risk.
Full-text search across notifications, keyboard navigation, and a filter sheet built for mobile. Toggle quiet hours with a single tap. Deleted something by accident? You can undo it.
Sales forecast now has a win-rate card, a conversion funnel and “compare with previous period”. Choose which columns you see in detail tables, and read trends at a glance from mini sparklines on the cards. If the underlying data is incomplete or inconsistent, the report now tells you.
Before you downgrade, a preview shows exactly which features will turn off — no surprises. Change your mind? There’s a recovery window. Plan changes now leave an audit trail.
Connect your Yandex Direct account and track impressions, clicks, spend and conversions in the same place as your other channels. Campaign breakdowns are on the dashboard too.
Filter by who deleted an item and when. Records nearing the end of their retention window are highlighted, so you notice them before they’re gone for good. Search now runs server-side — it looks through everything, not just what’s on screen.
Call center permissions now live in their own group: grant who can place calls and who can listen to recordings, separately. Call history follows role-based data scope too — everyone sees only the calls they’re meant to.
Create your own mini-apps right inside the CRM: pick a template from the gallery or just describe what you need and let Rocketly build it. Calculators, trackers and CRM boards — all live with your data.
Construction CRM is now a full technical office: from bills of quantity to procurement, quality control to progress payments — the whole process lives in Rocketly. Every step moves through an approval flow and links automatically to accounting and inventory.
You can now upload an Excel, CSV, PDF or Word file to AI Chat and analyze it right in the conversation. Summarize your tables, ask questions and get insights — without leaving the chat.
Lists and tables produced in the chat can now be downloaded as a real Excel or CSV file with one click. No copy-paste — the report is ready to use.
You can edit a message and regenerate the reply, get formatted answers (headings, lists, code blocks) and copy code blocks with one click. Plus, many combination and free-text questions are now credit-free.
Ask AI Chat about a customer and see invoices, collections and tasks at a glance. On top of that, anomalies in your data surface automatically as “insight cards” in the chat — brought to your attention before you even ask.
Write rules in plain language and backtest them — “how many times would this rule have fired in the last 7 days?” Roll a rule out to a slice of campaigns with A/B canary; plus anomaly detection, time-of-day rules (dayparting), bulk approval, budget undo and conflicting-rule warnings.
Rank tracking now pulls queries from Google Search Console and comes with segments, visibility and drop alerts. Compare two crawls across dates, track issue history with time-series charts; internal link graph, Core Web Vitals and PDF/CSV export are here too.
Copilot now covers every action, can build nested conditions/branches (then/else), and reveals the steps it creates on the canvas one by one. Changed nodes are highlighted live.
The AI hub, Rocketly Apps and Automation now live under a single “AI & Automation” section. Fewer clicks to reach the right tool, less getting lost.
We warn you before your usage quota runs out, show when the limit resets, and rate-limit notices now say which action they affect. The notice clears itself once the wait is over.
Describe what you want in plain language and Copilot builds the workflow on the canvas for you: “When a new lead arrives, send a WhatsApp message, then assign it to sales.” Follow-up messages don’t start over — they edit the EXISTING flow (“wait 5 minutes in between” → a Delay step is inserted) and changed steps are highlighted.
Automate your Meta, Google, TikTok and LinkedIn ads with rules (TikTok/LinkedIn beta): budget, bid and status changes without manual work. Everything starts OFF behind a master switch; preview never writes real changes and critical actions go through an approval queue.
Ask the AI assistant directly about your expenses, invoices, collections and stock levels. It can also take actions like drafting an expense/invoice or adjusting stock — with your approval (HITL). The assistant only sees the modules you have access to.
You can now pay a USD invoice from a TRY cash account (or vice versa). Each payment seals its own exchange rate, so your customer balance and reports stay accurate regardless of currency fluctuations.
On lead and customer forms, phone numbers are now entered with a country selector and stored in the international standard (E.164). Your organization's default country comes pre-selected, and duplicate records are caught automatically even if the same number is typed differently.
Permanently fixed the connection error that appeared after long idle/background periods, and stopped the softphone from getting stuck (and unclickable) behind the AI chat.
Fixed an error when creating corporate (company) customers and stopped companies from showing up without a name.
Tags you create without picking a color now get a unique color automatically everywhere, and existing colorless tags were backfilled too.
You can now assign an opportunity to several people and to a team at the same time.
The notification counter in the header now shows the real total, and a retention mechanism automatically clears out old notifications.
Added a customer address field (for e-invoicing), a net/VAT breakdown and invoice PDFs generated in the user's language. You can now edit tags/project/notes on finalized invoices, get suggestions for recently used accounts, and switch the Cash Flow projection between table and chart views.
The dashboard is now always unified — the account filter is gone. You get a blended GA4 + Search Console organic/web trend, Channel Mix & Efficiency, AI insights right on the dashboard, plus Audience insights that combine Meta and Google Ads demographics. Panels backed only by Meta data are clearly badged.
Corporate customers are now managed as a dedicated "Company", and account balances, statements and collections are company-aware. The company detail page brings together a payment score, an accounting summary, the invoice list, statements, one-click "Issue Invoice", an activity timeline and company files.
Softphone and AloTech calls now live on a single page — with time filters and metrics. Play call recordings inline, set a per-agent extension (SIP), and watch active calls from a live panel.
Make and answer calls right from your browser — no extra software needed. The provider-agnostic softphone runs on Twilio Voice, and every call is logged automatically to the matching customer/lead timeline.
The broad 'manufacturing/industry' pool was split into sub-sectors and mis-assignments (e.g. a company slipping into healthcare from a single 'Medical' mention) were fixed — so filtering by sector is more accurate.
Notification preferences were added for Construction/Real-Estate, marketing and accounting; notification links now open the right page.
The shared tag component works consistently everywhere, new tags get an automatic color, and your accounting records are now included in tag usage stats.
A 'typing' indicator while the agent replies, per-message credit transparency, a clear 'out of credits' notice and a 'Buy credits' button are here. Open an agent's details from its header in one click; scheduled summaries arrive as a repliable message in the agent's DM.
Column resize and freeze, a Leads-style bulk-selection bar, a row action menu ('…') and date-range quick filters are here. In invoice and expense forms you can add cash/bank accounts, projects and contacts (corporate/individual, auto-created) inline.
When creating an invoice you can now manually set the document type (e-Invoice ↔ e-Archive).
You can now search every menu item from the command palette (Cmd/Ctrl+K) and jump straight to the page.
Switch between Rocketly products (CRM, Pre-Accounting and more) in one click. The sidebar adapts to the active product, and the color theme and login screen follow it too.
When an IMAP connection hits a persistent auth error, the channel is automatically flagged as 'needs re-authorization' and stops unnecessary retries.
Analytics and AI charts now display an understandable empty state instead of an error when there's no data yet.
When you switch the interface language, date formats update accordingly (short month-name bug fixed).
Dialogs that open empty now focus the first field automatically (12 screens); the AI modules menu moved to a compact icon rail for more room.
Due payables/cheques and reorder/backorder alerts now appear in your workspace summary (by plan) — see what needs attention at a glance.
Block the allocation/issue of expired stock per warehouse (FEFO). Spot it at a glance with an 'expiry-blocked' badge in the warehouse list.
The quick view now has a pipeline / lifecycle stage bar, one-tap contact (call/WhatsApp/SMS/email), a key-facts summary and activity-first tabs. Convert a lead to a customer in a single step.
Hide or show modules in the sidebar and let category order follow your role. Smooth accordion menu, plus an 'Edit' mode for favorites/pins on mobile.
Switch your dashboard to a ready-made layout in one click. New quote, construction, meeting, opportunity radar, pre-accounting and inventory summary widgets (by plan), plus a 'due this week' widget.
Added Income Statement (P&L), Accounts Payable (AP) aging, Current Accounts (open receivable/payable balances), Cheque Portfolio and Expense Analysis reports — each exportable as CSV.
We've come a long way since pre-accounting arrived: from VAT withholding to bank reconciliation, bulk actions to collection tracking, your day-to-day accounting now lives entirely inside Rocketly.
Added Pre-Accounting use-case scenarios and FAQs for 20 industries (in three languages).
Brand-styled, smooth confirmation dialogs replace the browser's plain 'are you sure?' box.
Modules you don't own (Construction CRM, Inventory, Pre-Accounting, Store) appear in the sidebar with a lock badge, so you can discover the feature and upgrade.
Narrow down Leads, Appointments and Contacts with ready-made smart filters (like 'Awaiting attention') in one click. (The former 'Smart Views' has been refreshed.)
Trendyol orders turn into draft invoices automatically via webhook; connect the marketplace from Inventory and track bulk-import status live.
See open balance, recent payments, overdue-invoice alerts and a payment-behaviour score on the customer card. Payment-risk badge on deal cards. Overdue invoices turn into CRM follow-up tasks automatically.
From invoicing to collections, manage your pre-accounting inside Rocketly — e-invoices, expenses, checks/notes and cash in one place.
Trigger a workflow from an incoming webhook sent by an external system (secret key + ready-made URL). A frequency/time/day or custom-cron picker for scheduled triggers; organize your workflows in nested folders; an “update task” action and AND-precedence in conditions.
We now have a public status page: see the real-time operational status of the system (English / Turkish / Russian).
Get your team’s leaderboard as a weekly email digest. Turn it on or off in one tap from organization settings (opt-in).
Schedule articles for a future date and they publish automatically. A featured article on the homepage, popular/recent sorting and related posts; an automatic social-share image (OG) for cover-less articles; category pages and a live preview in the admin editor.
Drag cards on the Kanban board to permanently change their order. Time tracking on tasks is now available on the web too, and you can set task dependencies (“finish this first”).
Forward a message to multiple conversations and see who reacted to a message. An unfinished message is saved as a per-conversation draft; zoom and pan a full-screen image. An unread-messages divider, group avatars, a “scroll to bottom” button and a new-message counter were added. Resend a failed message with a single tap.
Send quotes for approval; managers approve or reject in one tap (status badge + a separate quotes.approve permission). View the customer’s e-signature, track each quote’s version history, and analyze across multiple currencies. All of it works on mobile too.
Multiple warehouses, variant tracking, batch/serial records, stock-count sessions and auto-replenishment. Keep your stock levels under control in real time.
Automatically transcribes call recordings and extracts sentiment, talk/listen balance, objections and a summary. See what your team actually talks about.
Pin important activities, archive old records, filter by actor type and export to CSV. Sensitive IP information is masked automatically.
Multi-select bulk move/delete, pagination in the file list, and a "file to analysis" bridge — jump straight from a file that has an analysis to its analysis detail.
Bulk role changes, bulk (soft) user deletion with an optional transfer target, saving a role as a template, and a role/permission change history. Module search was added to the permission matrix too.
Form submissions are protected end-to-end with reCAPTCHA v3; low-score suspicious entries drop into a separate review bucket, keeping your pipeline clean.
Track a lead from the ad all the way to closed revenue. With campaign-name resolution and revenue-based ROAS, you can see which campaign actually makes money.
Alongside WhatsApp Business, a personal WhatsApp line, Telegram and Facebook Messenger now sit in the same inbox. Handle every channel on one screen — nothing slips through.
Export Voice of Customer and analytics dashboards to CSV or PDF in one click — ready for a management deck or a team meeting.
Who changed what, and when, is now logged for every workflow. View execution logs step by step, and add new triggers for task and appointment events.
Complete a task or mark a lead "contacted" straight from your daily feed in one click. Bulk-complete or reassign overdue work, and set your own daily/weekly briefing preferences.
A revenue forecast and velocity widget for your pipeline. Plus bulk stage/assign/delete, a currency selector and pipeline CSV export.
Ask the AI for the most sensible next step on a lead with one click. A credit is charged only on the first calculation; the same lead isn't re-charged again within a short cooldown.
All your conversations turn into a single picture: sentiment breakdown, the most-raised needs, critical moments and trends over time. Click any theme to drill into the real conversations behind it.
Rename campaigns, adjust budgets and tweak ad-set targeting inline, preview how your ad looks across placements, and open anything in Meta when you need to. The daily-trend chart now lets you switch between 12 metrics.
Connect Rocketly to the tools you already use. Create outgoing webhooks that fire on key events, rotate API keys in one click for security, and pipe your data into Zapier, n8n or your own systems — no code required.
Ask the assistant in plain language and it no longer just answers — it acts. Create an opportunity, appointment, quote, task or call note, update a customer's status, or assign an owner, all from chat. Now on mobile too: streaming replies, inline charts, saved conversation history and message rating.
Contact-linking dialogs now use server-side search, so the 100-record limit is gone — search across all your contacts. Bulk link and unlink, stat counters, and channel/blocked filters were added, and the same experience is now available on mobile.
Connect your own OpenAI-compatible endpoint (Ollama, vLLM and similar). On provider outages the system gracefully falls back, so AI features keep working.
The construction module gains a broker ledger and commission ledger, a late-fee "last calculated" stamp, live preview for pricing rules, and a rebuilt 3D building viewer that stays smooth even with 1,000+ units.
Team chat grew up: Slack-style threads (keep replies on topic), "seen by" read receipts with a three-state checkmark, @everyone/@here announcements, per-conversation notification levels (all / mentions only / off), saved messages, online presence indicators, and one-click "create task" from any message.
In team chat or on the Users page, click someone's avatar to open a profile card with their role, online status, last seen, email, phone, job title and time zone.
Pick an agent from the template gallery or build your own. Give it a knowledge base, schedule automatic (cron) runs, assign it tasks, or summon it with @ in team chat to run instantly. Agents remember preferences, distill lasting insights from their runs (Beta), and consumption is always shown transparently in credits.
Support tickets now update live without refreshing the page, and a customer satisfaction (CSAT) survey kicks in when a ticket is resolved.
For your upcoming meeting, a brief is prepared automatically on your Workspace home: a summary pulled from the contact’s email, WhatsApp and website conversation history — instantly, with no AI needed.
Inventory now includes demand forecasting and an “At-risk products” panel: spot items about to run out and create a draft purchase order in one click. For kits/bundles, components are deducted automatically when a kit sells, the stock list shows a “makeable N” badge, and a backorder flow kicks in when stock falls short.
See how many people match while you build a segment (with a warning on zero matches and a sample member list). Add advanced filters: recency, open deal/stage/value, overdue task, upcoming appointment. Bulk-assign an owner, bulk-tag or export to CSV/Excel right from the segment card. Clone a segment in one click and rename it inline.
Questions you ask the CRM assistant now come to life visually: funnels, KPI cards, gauges, waterfalls, heatmaps, a geographic map and rich data tables. Drill down on pie and funnel charts, compare periods and forecast, switch between day/week/month granularity, catch anomalies automatically, see which data the answer is based on, and export any chart to Excel in one click.
Notes on leads, customers, deals, conversations and files now live in one unified system. Link a note to several records, mention a teammate with @ (they get notified), react with an emoji, leave comments and see the version history of every edit. “Search all” looks across every note you have, and conversation notes are now richer in the inbox too.
Your notes now do the work: get an AI summary in one click, break a note into task items, or ask for a suggested next step or sentiment read. Speak into the mic and your voice note turns into text automatically. Convert a note straight into a task, follow-up or appointment. And with “ask these notes” you can query all the notes on a customer or deal with AI — while the AI assistant and Super Agents can now search inside your notes too.
A new Google Keep-style notes board: colored cards, labels, pinning, archive, checklists and file/image attachments. Drag cards to reorder, set reminders (they turn into notifications the moment you set them, and export to your calendar as .ics in one tap) and mark each note as Private, Team or Shared. A color filter plus smart views like “mentions me / overdue / this week” help you find what you need in seconds.
The score card now shows "Reason for last change" badges: see at a glance which category (engagement, behavioral, demographic...) moved the score and by how much. Time decay — which kicks in after long inactivity — is now clearly labeled too.
AI Chat can now drill into opportunities and teams: ask "Which team closed the most this month?" or "What's the breakdown by loss reason?" and get answers across lifecycle, loss reason, priority and channel dimensions. Answers are scoped to your role and team permissions.
Every module — inbox included — now uses a single unified tag system. The tags page shows a 30-day usage trend chart; clean up unused tags in one click and get a warning before deleting a heavily-used one. Workflow-driven dynamic tagging assigns tags automatically by your rules.
Preview Word, Excel and PowerPoint files right in the browser — no download needed. Control who sees what with folder-level access permissions. Add passwords and expiry dates to public share links, with a full audit trail of who accessed what and when.
Split a flow into up to 6 conditional paths with the new "Multi-Branch" node — unmatched records flow to the "Else" branch. Every save takes a version snapshot: browse history and restore an older version in one click. A new pipeline shortcut starts a "when stage changes" automation instantly.
All workflow runs in a single org-wide queue page. Resume a failed run from the exact step it stopped at; automatic retries with backoff and sweeping of stuck jobs are built in. See each step's duration and status on a timeline, and cancel or retry in bulk.
The role editor now has "Data Scope": choose whether a role sees the whole organization, only its team's records, or only records assigned to the user. Enforced row-by-row across leads, customers, opportunities, tasks and conversations — including lists, details and exports.
Create teams under Users & Roles; assign leads, customers, opportunities, tasks, appointments and conversations to a team — one by one or in bulk. Team filters across all lists and 25+ reports, with colorful team pickers in the pipeline and inbox. Round-robin distribution shares new records fairly among members; members get notified on team assignments and every action is audit-logged. You can even trigger automations "when a lead is assigned to a team".
All integration logos are now the same size and the "Add Channel" and "Connect" buttons are aligned. Outlook Calendar is now managed on the same page alongside all other integrations.
User avatars now appear in the admin audit log, AI usage reports, the quote activity timeline and permission requests — so you can see who did what at a glance.
The back button now takes you to the right screen on both web and mobile. When you arrive via a deep link or with an empty history, it sends you to a sensible parent screen instead of unexpectedly leaving the app.
Deals now show a win-probability badge, a "rotting" alert for deals inactive too long, and a health score. Use the Win/Loss Analysis panel to see at which stage and why you win or lose.
Select businesses from the pool and save, add to Leads, send email, or enroll them into an automation sequence (drip cadence) in bulk. Your selections are preserved across multiple pages.
The "products/services offered" info on business cards has been overhauled: menu/cookie/navigation noise removed, real product names captured more completely, business-type translations and country flag/full name added. If a page is down (404), the root site is tried to recover more businesses.
The "I sell this, who should I sell to?" search has grown in coverage: a multilingual product/service dictionary, B2B manufacturer categories and self-learning brand–category matching from the pool connect many more businesses to the right need — without spending AI credits.
You can permanently empty (purge) the trash of deleted records, and run a global search across all modules from a single search box.
A statistics panel with 7 new metrics has been added to the unified inbox: see volume, response and performance per channel over any range with the period selector. See at a glance which channel is doing how much.
Narrow business records by province, district, category, digital maturity, and fit signals. Review possible matches before creating a Lead; visible data and results depend on source freshness, your access, and the filters you choose.
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