Product updates from the July team.
June 2, 2026
CRM Updates
This month we’re shipping some of the most-requested updates yet — with improvements across the platform designed to help you stay more organized and move faster.
Here's what's new:
Deliverables have been updated
Add due dates and go-live dates to each deliverable, link out to content once it's posted, and include internal notes for you or your talent. These dates will show up directly in your calendar view, so you have full visibility of what's upcoming.
You can now add Usage & Exclusivity
Add usage and exclusivity terms directly to a deal. Set a start date, end date, and a note on posting restrictions. All exclusivity periods will automatically populate in your calendar so nothing gets missed.
Rounds have been reworked (for the better)
Rounds got a ground-up rethink. Previously, each round operated as its own independent deal. Now, rounds live within a single parent deal — each with its own status, its own deliverables and its own card in the table view. Click into any round and it takes you back to the parent deal so everything stays connected. Multiple invoices are still supported.
Invoice tracking has been cleaned up
Invoices have a fresh look and a smarter workflow. Drop in a PDF and AI will automatically pull the information for you. Prefer to do it by hand? Manual entry is still there.
January 22, 2026
Introducing July 3.0
After months of building behind the scenes, we're excited to officially welcome you to July 3.0 — a major step forward in how we support talent managers and agencies as the only all-in-one management solution.
Here's everything new:
Complete Internal Rebuild
July has been rebuilt from the ground up to be faster, cleaner, and more efficient — unlocking a wave of new features rolling out soon. And yes — light mode is finally here.
Table View in CRM
A new table view in the CRM allows deal details to be seen and updated inline for a faster, more intuitive workflow.
Financial Reporting for CRM
See exactly how money is moving through your agency — with earnings broken down by manager, brand, and talent, plus a clear view of what’s coming in next.
Dedicated Tasks Page
Everything you need to do, in one place — organized by today, tomorrow, this week, and what’s overdue so nothing slips through the cracks.
Team Page
A simple way to see who manages who across your agency, which is especially helpful as teams grow.
Overhauled File Browsers
Decks and Reports are now organized into folders, making it much easier to find what you need and keep things tidy.
Refreshed Talent Portal
Talent has more visibility into deals and can start conversations directly. Code-based sign-in and a talent app coming soon.
Creator Birthdays
Collect and store creator birthdays in July so you can sort by age across the platform. Birthdays will also appear on your calendar.