Email channel auto re-connect
When an IMAP connection hits a persistent auth error, the channel is automatically flagged as 'needs re-authorization' and stops unnecessary retries.
All updates
Archive
What changed in Rocketly in June 2026?
74 updates across 4 releases published during June 2026. Newest first.
- 74updates
- 4releases
Charts show a clear empty state when there's no data
Analytics and AI charts now display an understandable empty state instead of an error when there's no data yet.
Dates now follow your chosen language
When you switch the interface language, date formats update accordingly (short month-name bug fixed).
Faster forms
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.
Pre-accounting and inventory signals in your workspace
Due payables/cheques and reorder/backorder alerts now appear in your workspace summary (by plan) — see what needs attention at a glance.
Expiry (FEFO) control in inventory
Block the allocation/issue of expired stock per warehouse (FEFO). Spot it at a glance with an 'expiry-blocked' badge in the warehouse list.
Lead and Customer cards redesigned
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.
Make the menu your own
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.
Dashboard presets and new widgets
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.
New accounting reports
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.
Pre-accounting is now far more complete
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.
VAT withholding: invoice, PDF line, return impact and collectible amount
Bank statement (CSV) import with automatic matching and reconciliation
Transfers between accounts
Bulk e-invoice sending + bulk PDF (ZIP) download
Send an invoice via WhatsApp, SMS or email in one click
Collection screen + remaining balance, e-invoice status timeline and PDF preview
Cheque due-date calendar + capture an expense from your camera on mobile
Pre-Accounting scenarios on sector pages
Added Pre-Accounting use-case scenarios and FAQs for 20 industries (in three languages).
Polished confirmation dialogs
Brand-styled, smooth confirmation dialogs replace the browser's plain 'are you sure?' box.
Locked packages now visible in the menu
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.
Smart Filters
Narrow down Leads, Appointments and Contacts with ready-made smart filters (like 'Awaiting attention') in one click. (The former 'Smart Views' has been refreshed.)
Marketplace integration
Trendyol orders turn into draft invoices automatically via webhook; connect the marketplace from Inventory and track bulk-import status live.
Accounting now talks to your CRM
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.
Pre-Accounting is here
From invoicing to collections, manage your pre-accounting inside Rocketly — e-invoices, expenses, checks/notes and cash in one place.
Issue official documents via e-Invoice / e-Archive (EDM Bilişim)
Incoming e-invoices become expenses automatically (with a source badge)
Invoices, expenses, checks/notes and cash — all in one place
Export to Excel + bulk select (bulk delete & bulk finalize)
Customer and supplier account statements
QuickBooks & Paraşüt connection + test with 'Verify'
Automation: incoming webhooks, scheduled triggers & folders
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.
System status page
We now have a public status page: see the real-time operational status of the system (English / Turkish / Russian).
Weekly leaderboard email digest
Get your team’s leaderboard as a weekly email digest. Turn it on or off in one tap from organization settings (opt-in).
Blog management, revamped
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.
Tasks: drag-to-reorder, time tracking & dependencies
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”).
Team Chat just got stronger
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.
Quotes: approval flow, e-signature & version history
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.
Inventory Management module
Multiple warehouses, variant tracking, batch/serial records, stock-count sessions and auto-replenishment. Keep your stock levels under control in real time.
Call / Conversation Analysis
Automatically transcribes call recordings and extracts sentiment, talk/listen balance, objections and a summary. See what your team actually talks about.
Activity feed: pin, archive and export
Pin important activities, archive old records, filter by actor type and export to CSV. Sensitive IP information is masked automatically.
Files: bulk operations and pagination
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.
Role and user management
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.
reCAPTCHA v3 spam protection on web forms
Form submissions are protected end-to-end with reCAPTCHA v3; low-score suspicious entries drop into a separate review bucket, keeping your pipeline clean.
Marketing: Lead → Revenue attribution and ROAS
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.
Unified inbox expanded
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.
CSV / PDF export on analytics dashboards
Export Voice of Customer and analytics dashboards to CSV or PDF in one click — ready for a management deck or a team meeting.
Automation: change history and new triggers
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.
My Day: guided actions and bulk operations
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.
Opportunities: Forecast & Performance panel
A revenue forecast and velocity widget for your pipeline. Plus bulk stage/assign/delete, a currency selector and pipeline CSV export.
On-demand AI "Next Best Action"
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.
Voice of Customer dashboard
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.
Manage Meta Ads without leaving Rocketly
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.
Outgoing webhooks & integrations
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.
An AI assistant that gets things done
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.
Inbox contact management, improved
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 AI model
Connect your own OpenAI-compatible endpoint (Ollama, vLLM and similar). On provider outages the system gracefully falls back, so AI features keep working.
Construction CRM: broker ledger and late fees
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: threads, read receipts and much more
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.
Click a person, see their profile
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.
Super Agents: you set the rules, they do the work
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: real-time ticket updates
Support tickets now update live without refreshing the page, and a customer satisfaction (CSAT) survey kicks in when a ticket is resolved.
Automatic pre-meeting brief
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: demand forecasting and at-risk alerts
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.
Smart Segments: build, preview, act
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.
AI Chat: ask, and see it as a chart
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 every record — and search across all of them
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.
AI and voice in your notes
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.
Workspace Notes — one place for everything you jot down
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.
Lead score: see why it changed
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: team breakdowns and loss analysis
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.
Tags: one system, usage trends and smart cleanup
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.
Files: Office preview, folder permissions and secure sharing
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.
Workflow designer: multi-branch, version history and more
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.
Automation Queue Manager: run everything from one screen
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.
Role-based data scope: everyone sees only what they should
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.
Teams: organize your sales force
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".
Integrations page tidied up
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.
Avatars everywhere
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.
Smarter back navigation
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.
Opportunities: win probability and "rotting" deal alerts
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.
Bulk discovery actions and sequence enrollment
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.
Product/service info in the discovery pool is more accurate
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.
Needs Search is now broader and smarter
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.
Empty the trash, search across modules
You can permanently empty (purge) the trash of deleted records, and run a global search across all modules from a single search box.
Channel statistics in the inbox
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.
Opportunity Radar: controlled search in a discovery pool
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.
Narrow a candidate list with filters
Review possible duplicate records
Need Search: "I sell this — who should I sell to?"
Search Agents: define the scope first
Sales Profile and fit signals
My Saved: manage your prospect pool on a kanban board
No updates match these filters.
Elsewhere in the archive
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