What's New

Standardized industry data across the app, expanded campaign filtering, and a more robust assets and file-upload workflow.

New Features

Standardized Industry

• Industry values standardized across campaigns, contacts, and companies
• New "exclude industry" filter
• Industry filter now available for all verticals

Campaign Filtering

• Added "previously attended / registered" filters
• Added a registration filter on campaign edit
• Campaign asset filter updates

Assets & Uploads

• Assets page now reads from an updated source table
• Status column added to the leads-tagging table
• Suppression file uploads support matching by domain and company name
• Improved behavior when deleting an uploaded file

Bug Fixes

• Fixed file-upload issues on the assets page
• Auto-release cast-number fix

Fixes to how verticals are set and displayed across campaigns, contacts, and activity, plus auto-release UI refinements.

New Features

Auto-Release UI

• Refinements to the auto-release controls
• Vertical text is now color-coded for quick scanning

Bug Fixes

• Fixed Benefits vertical naming
• Campaign list now correctly sets the vertical
• Campaign edit now correctly sets the vertical
• Activity page: restored the missing campaign-leads join so records display correctly

Multi-organization sign-in, smoother login feedback, refreshed branding, and export activity logging.

New Features

Multi-Organization Login

• Clerk-based multi-org login with an organization-selection screen
• Displays all organizations a user belongs to

Login & Signup Feedback

• Loading states on all login CTAs (Sign in → "Signing in…", MFA verify → "Verifying…", Send Reset Link → "Sending…", password reset)
• Sign Up button now shows "Signing up…" and disables during submission to prevent double-clicks

Export Logging

• Integration/export actions are now logged and surfaced in the activity view
• New released-exports detail page

Branding & Mobile

• Updated logos and icons
• Assorted mobile layout fixes
• Updated Slack notification name

Bug Fixes

• Fixed organization-list pagination on multi-org login

A dedicated Exports workspace, a more capable Integrations editor, and richer contact insight on the list page.

New Features

Exports

• New Exports section with its own list and editor
• Export submenu, a configurable default export value, and a new contact export

Integrations

• Integration editor now supports editing field names
• Combined parameter tables with a sort-order control
• Added export-type selection

Contact List

• Hover popover on a contact's current solution showing solution rating, pain points, and more

Filtering

• Campaign list saved filters now support auto-release
• New "past 7 days" / "past 30 days" quick date filters

New client verticals, source and suppression tagging, and smarter filter behavior across contact and campaign pages.

New Features

New Verticals

• Additional verticals added to client configuration

Source & Suppression Tagging

• Full CRUD for source and suppression tags on contact edit page
• Source tag displayed on contact list leads
• Sponsored by filter added to contact list

Job Title Filter

• Job title filter added to campaign list and campaign edit pages

Auto-Release on Saved Filters

• Saved filters on contact list and campaign list now support auto-release

Bug Fixes

• Fixed tooltip visibility on SQL score slider when filter modal is initially opened

Streamlined data import experience, integration management, and consistent export behavior across the app.

New Features

Integration Management

• Clone existing integrations for quick setup
• Edit integration titles inline

Contact List Multi-Release

• Release multiple contacts at once from the contact list
• Job title filter added to contact list

Data Imports

• "Data Uploads" renamed to "Data Imports" throughout the app for clarity
• Updated Data Import UI with polish and improvements

Export Improvements

• Export file columns renamed and reformatted for cleaner output
• Export buttons synced across contact list, campaign list, and campaign edit for consistent behavior

Bug Fixes

• Fixed company list solution rating filter not working correctly
• Fixed white screen when navigating to app while already logged in

Saved filters rebuilt on database-backed storage with new pinning, counting, and export improvements.

New Features

Database-Backed Saved Filters

• Saved filters migrated from localStorage to database columns
• Filter state now persists reliably across sessions and devices
• Filter reset functionality improved

Pinned Columns & Filter Counts

• Pin your most-used columns for quick access
• Saved filter count displayed for at-a-glance reference

Contact List Export

• New export button popup on contact list page

Campaign Edit Export

• Export unhidden for PII use case on campaign edit

Data Upload Disposition Mapping

• Map dispositions directly during data upload process

Improvements

• Send To button hover behavior improved
• Checkbox column click protection added — no more accidental selections
• Saved filter UI refreshed with better spacing

New ICP page, session analytics, company page improvements, and key layout fixes.

New Features

ICP Page

• Ideal Customer Profile page with data integration

Session Analytics

• Entire.io session tracking configured for usage insights

Company Edit Improvements

• Vertical tabs added for better navigation on company edit pages

Campaign Export

• Campaign edit leads now selectable for individual export

Improvements

• Deployment notifications added for Rover platform development environments

Bug Fixes

• Fixed contacts table and sidebar not staying fixed on scroll — now sticky
• Fixed sidebar scrolling away with page content

A major update introducing an interactive guided tour system, campaign asset uploads, and an upgrade to Ant Design v6.

New Features

Guided Tour System

• Welcome tour auto-runs on first visit and chains into page-specific tours
• Dedicated tours for Campaigns, Contacts, Companies, Activity, and Integrations pages
• Detail page tours for Contact, Company, and Campaign detail views
• History page tour for contact engagement history
• Tours highlight specific UI elements — filters, export buttons, vertical cards, tags, and more
• Individual granular steps for search and filter walkthroughs
• Skip button and hybrid help controls for flexible navigation
• Reset Tours control added to Account Settings

Asset Uploads

• Upload assets directly to campaign pages with download button
• Campaign dropdown for selecting upload targets
• Upload type tracking on CSV files
• File upload mappings and disposition base
• Lead tagging from file uploads
• View matched records from file uploads

Saved Filters for Companies

• Saved filters functionality added to Companies page
• API endpoints for companies-filters
• All saved filters merged into a single database table

Campaign Enhancements

• Contact name now clickable to open in new tab alongside full row click and drawer
• Improved left menu icon padding
• UTM source added back to campaign exports
• Empty columns filtered from campaign exports
• PII blur expanded to additional fields

Improvements

• Ant Design upgraded to v6 (antd and @ant-design/icons)
• LEAD_SCORES table removed — data consolidated elsewhere

Bug Fixes

• Fixed contact name showing "Undefined Undefined" when navigated from campaign page
• Fixed campaign detail page loading wrong tour
• Fixed modal overlap during tour by adjusting close-to-open delay
• Fixed help link doing nothing on contact detail pages
• Fixed tour not scrolling on re-open via help button
• Fixed account popover flash-close by forwarding refs
• Resolved account popover conflict by switching help menu to Dropdown

New account settings area, CSV file upload capabilities, and privacy controls for client-facing demos.

New Features

Account Settings Page

• Brand new account settings area with organized sub menus
• Upload CSV files directly through the interface

File Upload Management

• Delete previously uploaded files
• Export contact list data to file
• Pagination refresh for smoother browsing of uploaded records

Privacy Controls

• New Clerk-based hide_content variable for demo-safe viewing
• PII blurring now uses consistent hashing instead of random values
• Apply content hiding across all major pages

Improvements

• Contact list UI tweaks and polish

Bug Fixes

• Resolved Upsun build memory errors — optimized build hooks and resource allocation
• Fixed memory ratio minimum build errors
• Stabilized deployment with proper resource sizing

A major update with new campaign tools, saved filters, analytics dashboards, and role-based features.

New Features

Saved Filters

• Save your most-used filter combinations for quick access on campaigns and contacts

Campaign Integrations

• New integration options for campaigns
• Track "Sponsored By" information on engagement history
• View integration details directly from lead records

Enhanced Contact Views

• See complete digital history for each contact
• Track download dates and transaction history
• New attendance filters for finding specific leads

Analytics Dashboard

• Interactive analytics tab on campaign pages
• Visual graphs that update as you filter
• Real-time KPI cards showing campaign performance

Multi-Vertical Support

• Support for EXP vertical
• Select multiple markets at once or choose "All"
• Filter contacts and campaigns across all your verticals

Role-Based Access

• Tailored views for different client tiers (Spark, Seed, Digital Only)
• Sensitive information automatically hidden based on your access level
• Simplified interface for Spark tier users

Better Filtering

• Industry filter with multi-select
• Employee count filters
• Enhanced date range selectors
• Improved filter layouts throughout the app

Improvements

• "Delivered" status renamed to "Released" for clarity
• Better page size controls when viewing small lists
• Updated filter button styles
• Enhanced typography and spacing throughout

Bug Fixes

• Fixed campaign data loading issues
• Improved filter reset functionality
• Better handling of multi-vertical scenarios

New analytics capabilities with interactive visualizations.

New Features

• Analytics Tab: View campaign performance with interactive graphs
• Dynamic KPI Cards: Real-time metrics that update as you filter
• Digital Contact Filters: Better ways to segment your digital contacts
• Multiple Market Selection: Select multiple markets at once, or choose "All" as default
• Contact Metrics: View key metrics directly on SQL and MQL contact pages

Improvements

• Faster analytics loading
• Better vertical selector positioning

Introducing Digital Only tier and enhanced Spark tier features.

New Features

• Digital Only Tier: New client tier with specialized features
• Enhanced Spark Tier: Streamlined interface with focus on essential information
• Role-Based Views: Interface adapts based on your client tier
• Client Tier Display: See your tier level in the application header

Changes

• Sensitive information automatically hidden for Spark and Digital Only tiers
• Simplified access controls based on your tier

Better filtering with industry and employee data.

New Features

• Industry Filter: Filter SQL and MQL contacts by industry
• Multi-Select Industry: Select multiple industries at once
• Employee Count: Filter and view employee count on contact pages
• Vertical Cards: Quick visual identification on company listings

Improvements

• Enhanced filter reset functionality
• Tailored data visibility for Spark tier users

Adding EXP vertical support and market-based filtering.

New Features

• EXP Vertical: Full support for the EXP vertical
• ATS Market: New market integration
• Market Selection: Choose specific markets for contact metrics and analytics
• Multi-Market Views: View data across multiple markets

Bug Fixes

• Fixed campaign table sorting
• Improved campaign list pagination

Better ways to filter and find campaign leads.

New Features

• Attended Filter: Filter leads by attendance status
• Lead Type Filters: Filter by SQL, MQL, or unqualified leads
• Persistent Results: Your lead detail view stays when you navigate away
• Date Range Selectors: Filter campaigns and leads by date ranges
• Status Tags: Call and digital tags on contact lists for quick identification

Improvements

• Clearer date selector labels
• Better filter button styling
• Improved table column formatting
• Consistent "Send To" button design

Bug Fixes

• Fixed horizontal scrolling on campaign tables
• Better filter reset including attended status

New tools for releasing leads from campaigns.

New Features

• Lead Release: Release leads directly from campaign list and edit pages
• Campaign Lead Table: View all leads for a campaign in one place
• Export All: Export all webinar lead details at once
• Market Integration: Release leads to specific markets
• Attended Filter: Filter by whether contacts attended your campaigns

Improvements

• Better campaign metrics display
• Enhanced campaign header showing launch dates
• More columns and filters on campaign pages

Introducing comprehensive campaign management tools.

New Features

• Campaign List Page: View all your campaigns with filtering and sorting
• Campaign Edit Page: Manage leads and campaign details
• Campaign Lead Table: See all leads with advanced sorting
• Campaign Metrics: Track KPIs and campaign performance
• Campaign Drawer: Quick campaign details without leaving your page
• Bulk Lead Release: Release multiple MQL contacts at once
• Multiple Status Support: Handle complex release workflows

Improvements

• Dashboard renamed to "Campaigns" for clarity
• Better date formatting throughout
• Client sub-tier information now displayed

Select multiple options when filtering your data.

New Features

• Multi-Select for SQL Contacts: Select multiple filter values at once
• Multi-Select for MQL Contacts: Choose multiple criteria simultaneously
• Company Multi-Select: Filter by multiple companies
• Additional Metrics: More data columns available throughout the app

Improvements

• Better filter clearing
• Dashboard visibility controls

Major performance improvements and new dashboard features.

New Features

• Dashboard Page: New dashboard with webinar information
• Delivered Status Filter: Filter leads by delivery status

Improvements

• Significantly faster data loading across the entire application
• Better overall performance and responsiveness

The first complete version of Rover CSM with all core features.

Features

• User Authentication: Secure login and authorization
• Account Settings: Manage your preferences and settings
• Keyboard Shortcuts: Customize shortcuts for faster navigation
• Company Management: View and manage company details
• Contact Management: Track all your contacts and interactions
• Lead History: Complete lead scoring and history
• Vertical Filtering: Filter by Payroll and other verticals

What You Can Do

• View company listings and detailed company pages
• Search and filter contacts with advanced options
• Track lead scores and visualize performance
• Review call history with duration tracking
• Customize your account settings
• Use keyboard shortcuts for efficient workflow

This release provides everything you need to manage companies, contacts, and leads across multiple verticals.

Track webinar attendance and engagement.

New Features

• Attendance Metrics: See detailed attendance statistics
• Webinar Time Tracking: Track how long contacts attended

Bug Fixes

• Removed duplicate attendance entries

Account management and interface improvements.

New Features

• Account Settings: Manage your user preferences
• Company Details: View company phone numbers and lead scores
• Lead History: See complete lead history on contact pages
• Lead Next Steps: Track what needs to happen next with each lead

Improvements

• Better contact sidebar with icons
• Improved phone number formatting
• Updated color scheme
• Enhanced call duration display

Full company management with real data.

New Features

• Company Listings: Browse all your companies
• Company Pages: View detailed information for each company
• Lead Scoring: See lead scores on company and contact pages
• Contact Lists: View all contacts for a company
• Vertical Filtering: Filter companies by Payroll and other verticals

Improvements

• Better sidebar design
• Improved typography
• Company search with pagination

Bug Fixes

• Fixed page loading issues

Custom Rover branding throughout the application.

New Features

• Rover Branding: Custom logo, favicon, and menu icons
• Contact Pages: Full-page contact views with all details
• Quick Contact View: Pop-up drawer for quick contact information

Improvements

• Updated to latest framework version
• Better logo placement and styling
• Consistent branding throughout

Application ready for production use with real data.

New Features

• Real Company Data: Live data integration
• Enhanced Company UI: Better data visualization

Improvements

• Production hosting configuration
• Optimized for reliability and performance

Welcome to Rover CSM!

Features

• User Login: Secure authentication system
• Company Listings: View your companies
• Modern Interface: Clean, responsive design

This is the first release establishing the foundation for managing your companies and contacts.