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Product changelog

What changed, when, and why.

A dated record of product features, workflow improvements, and fixes shipped to ClientSignal.

  1. Latest

    Permanent Free plan and clearer paid trials

    improvement

    The Free plan now has one simple promise: up to 2 clients, no card, no expiration, and no automatic paid conversion. Paid-plan selections now stay attached from pricing through signup and Stripe Checkout. A first paid subscription includes 14 days before billing starts; reactivations show the exact immediate charge before checkout.

  2. Delivery-confirmed reporting and stronger review controls

    featurefix

    Report views now separate drafts awaiting review, confirmed deliveries, failed attempts, tests, and skipped runs. Client engagement and lifecycle metrics count only real provider-confirmed deliveries, while review-first reports remain clearly marked as unsent until approval.

  3. Recommendations and expanded reporting data

    feature

    Agency reports can include campaign-specific recommendations from available campaign data. Klaviyo reporting is available on Growth+. Mailchimp and HubSpot remain in development and are not sold as available. Paid plans support metered overages beyond their included client counts.

  4. Team seats, annual billing & new integrations

    feature

    Five new features ship today: team seats (3/10/unlimited per plan) so your whole team can collaborate on client reports, annual billing that saves ~17% (pay for 10 months, get 12), Google Search Console integration for SEO data in every report, an engagement dashboard to track opens and client satisfaction at a glance, and sample report templates on the Agency plan to jumpstart new client onboarding.

  5. Permanent Free workspace

    feature

    New agencies can create a no-card Free workspace for up to two active clients. There is no expiration or automatic paid conversion. First paid subscriptions use a separate 14-day card trial.

  6. Report frequency options

    feature

    Choose how often each client gets reports: weekly, biweekly, or monthly. Pick the send day too. Configurable per client in client settings.

  7. Security hardening & email compliance

    improvementfix

    Hardened tenant access, request rate limits, unsubscribe handling, OAuth request binding, signed email webhook verification, and error monitoring.

  8. Report engagement analytics

    feature

    The Reports page now shows email-open signals, satisfaction scores, and response breakdowns alongside delivery metrics.

  9. Referral rewards

    feature

    When an agency you referred starts a standard software subscription, you both earn a one-month software credit. Sales-assisted packages and service fees are excluded. Check your referral card in settings to see earned rewards.

  10. GDPR data export

    feature

    Download all your data — clients, reports, feedback, alerts — as a JSON file from Account Settings.

  11. Paid-trial lifecycle

    feature

    First paid subscriptions receive trial reminders and transition according to Stripe state. The permanent Free plan does not expire.

  12. TikTok Ads integration

    feature

    Connect TikTok Ads accounts to include TikTok performance data in weekly reports. Available on Growth and Agency plans.

  13. Exit-intent email capture

    improvement

    Added an email capture popup for visitors about to leave the landing page.