Changelog
Weekly product updates from the July team.
August 1, 2025
Earnings → Talent Portal
As our favorite month comes to a close, we’re waving goodbye to the memories and locking in for what’s next. Or, in the wise words of Matt: “Keep the blinds closed. It’s time to lock in.”
This week, we rolled out a slew of sharp upgrades: currency conversions, earnings on talent dashboards, and new deck filters. We improved our OG product, tightened up copy, and squashed every bug in sight (as always).
Quiet wins, but solid ones.
Close those blinds and stay locked in,
The July Team
New
Talent can now view their earnings from the Talent Portal
Added currency conversion to deal headers and homepage
Talent birthdays can now be logged in July
Improved
When creating decks, talent can now be filtered by rate, age and average views
Deal values are now shown in talent's default currency in Talent Portal
Fixed
Improved ⌘ + K menu performance
Invalid rate values are now hidden on Media Kits
Removed email placeholder text on all Media Kit contact buttons
June 25, 2025
Tasks → Talent Portal
The days are hot and the summer rains are long and unforgiving.
All the while we stay cracking. This week brought acres of improvements and small wins. Most notably in the Talent Portal (which, for the sake of time, will be referred to as TP). All tasks in the TP are now shown in their own page, and talent will get notified via email when they have something they need to do. Its a beautiful world out there, sometimes we need reminders.
Til we meet again,
The July Team
New
All tasks are now shown on the Tasks page in talent portal
Invoice status is now visible on deal previews in CRM
Talent now receive email notifications for new messages in Talent Chat
Improved
Improved loading behavior on the Roster page
Custom profiles are now included in the Connected Accounts section on the Talent page
Fixed
Fixed an issue with content types for TikTok content added to Reports
June 11, 2025
Notifications!
Sheeeeeesherson,
Through draw battle and team dinners, we still managed to get more done than you’ve ever completed in your entire life. And when I say you, I mean anyone that has or will ever try and compete with us. Notable additions this week are our very own notifications. Teams can stay up to date with exactly what’s going on in their businesses… and uh we think thats pretty neat!
Happy fourth, happy July,
The July Team
New
In-app notifications
Added NZD (New Zealand Dollar) as a currency option
Improved
Added 'completed at' dates to tasks
Added custom creators as options when filtering deals
Rounds can now be searched
Fixed
Fixed an issue with platform icon theming on Media Kits
Contacts are now optimistically updated
Custom profiles now count toward talent total audience
Fixed issues with Cmd + K search
Removed assignee for unassigned default tasks
Fixed an issue updating deal notes in Talent Portal
June 27, 2025
New permissions & cleanup
This week was all about the gravy on top.
The many weeks before have been defined by the meat and the potatoes. What do I mean by that? It’s simple. We’ve been shipping massive features, onboarding disgustingly large customers, and have laid the groundwork for a very powerful product. But, the devil is in the details, and so that was this weeks focus. We cleaned things up, fixed a few bugs, and continued on in the endless pursuit of greatness.
Others are simply built regular,
The July Team
New
Additional (more granular) user permissions have been added
Improved
Additional fields added to Deck CSV downloads
Added creator count to Deck header section
Fixed
Fixed a bug when deleting deals
Fixed minor bugs in Decks
Fixed an issue updating deal color when moving deals between columns
June 20, 2025
Commission Management
Commission is finally here, and it’s self-serve!
You can set your own rates and customize splits per talent to override default manager settings, because “one-size-fits-all” is for socks. Not deals. If you are trying to stop Karen from giving herself 90%, you’re in luck. Whether you’re rewarding top performers, or keeping things lean, you’re now in full control of how the money moves — no spreadsheets, no awkward Slack convos, and best of all, no more “can you just CashApp me?” moments.
It’s totally your world, and we just charge a small percentage in it.
Interns rule,
The July Team
New
Commission management — You can now update the default commission percentage for your agency and individual managers
Improved
Links to Media Kits can now be hidden from Decks
Fixed
Fixed a scroll issue on the Deal Drawer
Fixed an issue with duplicating multi-round deals
Fixed an issue with YouTube section labels on Media Kits
Fixed an issue caused by messaging talent who've been removed from agency rosters
Fixed a subscription management bug occasionally found when switching plans
June 13, 2025
Privacy!
Has your marketing team accidentally emailed Béyonce? With Permissions V1, flexibility meets control. Assign admin access to your power users such as your overachieving, extremely handsome, and humble intern. Stop that one teammate from "accidentally" editing everything. Whether you're scaling fast or keeping it tight, this update puts you firmly in the driver's seat—no backseat admins allowed.
Our intern wrote this,
The July Team
New
Permissions
Public-facing CRM — anyone can explore the feature with a few free deal cards
Added support to deal rounds and currency in CSV upload
New option to set deal commission as fixed amount
Explainer video when managers join July for the first time
Improved
Creators can now rejoin an agency after being removed
Removed paywall for legacy accounts
Monthly billing amounts now visible in Settings
Organization members can now access Media Kits
Added tooltip to organization menu logos in enterprise view
Invoice due date now updates automatically based on status changes
Fixed
Custom content categories now scroll correctly
June 6, 2025
CRM goes public!
BIG WEEK — we just opened up the CRM to everyone. If you manage creators, this is the only tool you’ll ever need. Track deals, send contracts, monitor payments, split commissions — all in one place, finally. No more spreadsheets, no more chaos. Just a beautifully simple system built specifically for how this industry actually works.
c u l8r,
The July Team
New
CRM is now available for everyone!
Talent can now chat with managers directly in July
Improved
Notes are now visible to Talent
Agency settings now have a dedicated navigation menu
Fixed
Fixed an issue assigning brands to deals
Fixed an issue with account reconnections via Talent Portal
Fixed an issue with fetching highlighted posts
Booked date is now added when deliverables are added
Managers can now rejoin agencies without external support
May 30, 2025
Billing overhaul (and more)!
As our favorite entrepreneurial crustacean put it…
“MONEY MONEY MONEY”
This week was alllllll about money (our billing update). Since we launched our Pro plan, the team has been manually updating each new customer that upgrades to our Pro plan. That arduous process is no longer our problem thanks to Matt’s triumphant display of gumption. Now, all of our customers can upgrade to whatever plan they choose, whenever they choose.
Which makes us more money.
Other fixes listed below,
The July Team
P.S. Dawg of the week? Matt Hobbs, who who stayed in the office until 11:15pm on Thursday updating each agency’s billing system one by one.
New
Updated our entire billing system for all agencies
Improved
Removed the time condition from Instagram stories query
Set the booked date automatically when adding a deliverable (if none was set)
Cleared out unused AWS stacks
Managers can now rejoin agencies
Fixed
Catch error when refetching highlighted posts
May 23, 2025
Comments → Deals
Although it does not feel like spring here in New York, we did some spring cleaning (around the office, yes — and in our CRM suite).
Stay golden ponyboy,
The July Team
New
Managers can now add private comments to deal cards, visible for internal view only
Search by deal title directly from the Deals page
Deals now support multiple rounds for easier tracking
Improved
Disabled July Payments onboarding flow
Custom profile stats header is now hidden if no stats are available
The “Top Earner” badge will no longer appear when earning are $0
Tasks now retain their assignee when rounds are duplicated
Improved error message when trying to delete a non-existent brand role
May 9, 2025
One thing and one thing only
If you take a look to your right, you’ll see something visionary.
Something that needs no introduction.
Something that many folks have requested.
Drum roll please…
We shipped ASSIGNING TASKS AND TALENT CALENDAR VIEW!
Phew, that was exciting to get off the chest. Basically, in a nut shell, managers now have the ability to assign tasks to their team members or their talent.
And on top of that, talent can now have their own calendar view from the talent portal.
Really appreciate your time on this one Mr. Hobbs,
The July Team
New
Tasks in Talent Portal
Calendar view in Talent Portal
Improved
Tasks can now be assigned to managers and talent
May 2, 2025
Last virtual changelog
Nothing this week. Back next.
(jk see below)
Cheers innit,
The July Team
New
Deal IDs
Improved
Updated the layout of the Invoice section
SOOOOO many migrations (so say the engineers)
Fixed
Fixed an issue with engagement rate reach calculation on select posts
Fixed an issue with CRM CSV upload
Various deal fixes
April 25, 2025
Deal Duplication and more!
Gadies and Lentleman,
This week we said NO MAS to death by a thousand paper cuts. We took the fight to the bugs. We made our deal card information (even) more robust while fixing a ton of small issues that we had neglected for quite some time. And that will continue to be the theme of these updates for the weeks to come. Before we add any new major features, we’re gonna make July the best software product in the history of the world. Mark my words.
Thanks for your time,
The July team
New
Deals can now be duplicated
Deals can be exported via CSV
Currency conversion is now supported for deals
Improved
Deals can now be deleted from the main Deals page
Inbound/Outbound tracking field & booked date field added to Deals
Fixed
Fixed a data routing issue with Weekly Recaps
Removed depricated Facebook API metrics
Various minor contact database fixes
Fixed an issue with letter case in creator profile settings
April 18, 2025
Introducing Weekly Recaps
Hello again!
This week, we're introducing a powerful new way for agency owners to see their team's activity. Every Monday, agency admins will receive an email summarizing everything that happened in the past week: Audience growth, new Decks and Reports, payments received and more.
We've also been working hard to improve Deal CRM and Asset performance, with a number of small fixes listed below!
ttyl,
The July team
New
Weekly recaps (for select customers)
Improved
Deals in List view are now labeled with dots to indicate category
Added 'No invoice needed' option to Deals
Fixed
Fixed an issue with scrollbar z index
Fixed an issue with duplicate deal categories
Fixed an issue with deck content thumbnails on multi-profile accounts
Fixed an issue displaying highlighted content without video IDs
Fixed an issue with task sorting in Deals
April 11, 2025
One small step for CRM, one giant leap for agencies
At long last —
The triumphant blare of Gonna Fly Now (yes, the Rocky theme) echoed through the office speakers as we crossed Talent Portal off the whiteboard roadmap. This marks the final new “feature” we’re building for CRM before we go back over everything with a fine-tooth comb and clean up any bugs that might be lurking — which, to be fair, should be none. Bugs aren’t usually our thing…
Big week, bigger coming,
The July team
New
Talent Portal
Improved
Calendar date ranges are now maintained when switching between pages
Deal columns can now be reordered
Improved task performance on Home
Fixed
Fixed an issue completing tasks from Deal cards
Fixed an issue with Instagram data expiration
Fixed an issue with TikTok data
Fixed an issue with deal status updates
Fixed a scrolling issue on the Creator Details page
Fixed an issue with Media Kit stats on mobile
Fixed a cosmetic issue on the Deal drawer
Fixed an issue with assigning multiple managers to deals
Fixed various issues updating brand primary contacts
Fixed an issue with task ordering
April 4, 2025
Making July better
"It was just like little fixes everywhere"
-Matt from Engineering
New
Additional managers and third parties can be added to commission splits
Improved
Added a contact button to Decks
Fixed
Fixed an issue with historical data for deleted brands
Fixed a scrolling issue on the Decks page
Fixed a padding issue on Media Kits when viewed from Roster
Fixed a typo on the Decks editor
Fixed an issue with custom stats on Media Kits
Fixed an issue differentiating YouTube Shorts & Longs
Misc. calendar & contact database fixes
March 28, 2025
Introducing Calendar and Home
Wow wa WE woah (borat voice)
Today marked the 190th week of Wells being like “woah, I didn’t think we could ship that much in one single week but we did it again.”
Notable highlights include adding in two MEGA features for our beloved customers:
Dashboard home view — Agency owners can now better understand their business’s cashflow and their top earners.
Calendar view for tasks — At a glance you can now see all of your tasks mapped out on a monthly calendar view and it’s SICKO MODE.
Please see all of the other cool things we added below :)
Cordially,
The July Team
New
Calendar!
Home!
Improved
Colors can now be assigned to Tasks
Adjusted agency role permissions
Fixed
Fixed an issue with Media Kit stat toggles
Fixed an issue toggling Impressions on and off
March 21, 2025
Power users 🤝 July
We obliterated the week by:
Adding ⌘+K (global search), overhauling our transactional emails, integrating Deals with Brand Contacts, tightening up invoicing in Deals, and a host of small fixes!
Same time next week,
The July Team
New
⌘+K
Improved
All transactional emails have been given a fresh coat of paint!
Brands are now directly linked within Deals
Added two new invoice statuses in Deals
Added 'Sent on' date to invoices in Deals
Fixed
Fixed an issue downloading Media Kit PDFs
Fixed an issue with Highlighted Posts expiring early
Deleted talent are now hidden from Decks
Fixed an issue with email case sensitivity
March 14, 2025
We're back from Florida!
Our team offsite was last week and it was epic. We already miss the Florida sun. Anyhow, get ready for two full weeks of shipping.
The main update is that we FULLY BUILT AND LAUNCHED Contact Database! Brand and Marketing Agency contacts can now be stored in July (and you can say goodbye to that spreadsheet you have nightmares about).
Also, one of our most requested features was adding city demographic data to all of our assets — so we delivered that on a silver platter for our fantastic users.
Up next? We'll never tell,
The July Team
New
Contact Database 🥳
Invoices can now be recorded in Deals
Instagram city metrics are now shown on Media Kits and Decks
Improved
Deal deliverables can now be saved with a value of $0.00
Deal Category can now be changed from within Deals
Talent attempting to access incorrect agencies are now redirected
Non-roster talent can now to added to Deals
Location is no longer required on Talent Survey
Streamlined creator onboarding on mobile
Fixed
Fixed a bug with TikTok thumbnail URLs
Fixed deleted content being shown on duplicated Decks & Reports
February 28, 2025
Did someone say Contact Database?
The sun was FINALLY out this week here in New York City... So we made sure to close the blinds and keep working.
This week we tackled: CRM deal card glow-up (redesign, baby), fixed CRM reordering issues (because chaos isn’t a feature), added backend routes, serializers, hydrated queries for our contact database (coming soon), and squashed a whole buncha bugs with many little fixes 🔧
🚀,
The July Team
New
Added backend routes, serializers, and hydrated queries for contact database
Improved
Improved card design for Deal CRM
Added a scrollbar to talent section in Reports
Fixed
Fixed issues with reordering deals in Deal CRM
Fixed an issue displaying follower ranges
Fixed an issue deleting invoices from Invoices
February 21, 2025
Contracts and Cashflow
It may have been a short week, but we still…
HUH!? YOU THINK WE TOOK A DAY OFF??Absolutely not, here at the JulOffice its #nodaysoff #grindset without exception.
With our first customers onboarding to our CRM, we’re locked in on a highly tailored and effective roadmap. New CRM features include: cashflow stats in deals, contract uploads, deal view with scroll bar, adding cents to deliverables, deal commissions, and other smaller fixes.
Unrelated to CRM, we added an enterprise portal for larger agencies who want access to multiple agencies on July.
“What did you get done this week?”
The July Team
New
Contracts can now be uploaded to Deals in CRM!
Admins can now view agency cashflow from Deals
Commission can be tracked for individual deals in CRM
Enterprise users can now switch between multiple agencies
Improved
Added a horizontal scrollbar to Deals (you're welcome, non-trackpad users)
Added cents to CRM deliverables
Fixed
Fixed an issue with the content categories checklist
Fixed a scrolling issue in Reports
Added a tooltip when downloading reports from file view
Updated UsernameSchema to restrict spaces
Fixed an issue with the back button in Billing Settings
February 14, 2025
Love (and CRM) is in the air
💘
Roses are red, violets are blue, our CRM remembers every deal—so you don’t have to.
As love fills the air this week, so does our RELENTLESS COMMITMENT TO PERFECTION. This week’s focus: you can now assign managers to deals… pretty thrilling stuff.
We've also released small fixes by the bowlful. Read below to take it all in.
Happy Valentine's Day,
The July Team
New
Managers can now be assigned to deals!
Deal filter visibility can now be restricted
Improved
Agencies now have specific URLs
Fixed
Cosmetic CRM fixes
Fixed an issue with Deck brand logos
Fixed an issue with lowercase content categories
Payout accounts are now required when applying for a July Payments account via Stripe
Improved routes for Folders
Year is now included in invoice due dates (if it isn't the current year)
$500k+ payments can no longer be made via credit card
February 7, 2025
Getting Enterprise-Ready
Me oh my, what a WEEK!
Started the week by rolling back the “better text editing” we released last Friday (sigh), but we will bring it back even BETTER very soon. Sometimes you gotta crawl before you can… fly?
After that, we got to work by immediately shipping a ton of CRM updates (file upload, deal filters, category management) and adding Facebook as an option in our campaign reporting tool. Both of those tools are becoming incredibly “OP” (over-powered). Oh, and if you couldn't tell, we've been signing enterprise customers left and right. More on that soon!
Bugs were OBLITERATED as always and if you’d like to know which ones, take a look below!
Thanks for playing,
The July Team
New
It's now possible to sign into multiple agencies at once
Facebook is now available for Reports
Files can now be uploaded to brand deals in Deals!
Deals can now be sorted by manager
Deal Categories can now be created, renamed and removed
Improved
Talent can now be removed from the top level of the Decks editor
The Content Category question can now be hidden while adding talent
Fixed
Fixed a cosmetic issue with multiline deliverables in the Invoice editor
Fixed an issue with content category capitalization
Fixed a typo in agency settings
Removed Rich Text Editor (security fix, will be back soon!)
January 31, 2025
Better text editing
Bit of a light week while we finish up some exciting features for CRM!
We gave July's rich text editor a much-needed refresh. Plus, you can now duplicate and publish Reports straight from the Reports browser (you're welcome Chesirée)!
A few smaller but mighty tweaks: seat types are now in billing settings for better team management, Deck data loads faster with batch processing, and Enter finally submits emails during talent sign-in (because that just makes sense). As always, more improvements coming next week!
Sorry the Supabase outage broke July for 28 minutes,
The July Team
New
A revamped text editor is now available for Media Kits, Decks & Reports
Reports can now be duplicated and published from All Reports view
Improved
New seat types are now visible in Billing Settings
Deck data is now pulled in batches for faster page load
Pressing Enter now submits email address during Talent Portal sign in
A new alert banner can now be triggered from Posthog (don't worry about what this means)
Fixed
Fixed an issue deleting custom stats from Reports
January 31, 2025
Little fixes everywhere (and CRM!)
We completed the Alpha version of CRM! We’ve already demoed it with a few select customers, and they’re excited to start using it.
We also revamped Intercom, moving it from the annoying floating widget (no one liked that) to a more user-friendly spot in the sidebar (everyone liked that).
On top of that, we rolled out several small but impactful fixes to enhance the overall user experience and gave some extra polish to Reports and Media Kits.
We squash bugs & anyone in our way,
The July Team
New
CRM v0 (Alpha) is now available for select customers!
Intercom is now accessible from the sidebar
Browser tab names now change to match the current page
Improved
The sidebar can now be scrolled on smaller devices
Voided invoices are now shown in their own tab
Improved the talent hover animation on Roster
A new alert banner can now be triggered from Posthog (don't worry about what this means)
Fixed
Fixed a sorting issue affecting Roster
Switched the default browser scroll bar to dark mode
Fixed an issue with written responses in the Talent Onboarding Survey
January 17, 2025
Payments → All Customers
We're keeping January rolling with Payments released to all customers and quite a few product fixes! We also created a little one-click invite button so that WHEN everyone and their mothers get onboarded to payments (because it's the best), they can get their existing talent's payment details easily. Everyone will also now get emails when they get paid, which is hype.
A few of our customers requested the ability to add links to media kits, decks, and reports, so of course we delivered.
And finally, we fixed every single issue in the product (until more came up) as shown below ↓
HBD WELLS & MATT,
The July Team
New
Payments is now available for all customers!
Bank details can now be individually requested from talent
Email notifications are sent for incoming payments
Improved
Links can now be added to Media Kits, Decks and Reports
Fixed
Fixed a scrolling issue in the Deck editor
Fixed an image rendering issue for custom content in the Report editor
Removed hidden No Auth accounts from billing calcuations
January 1, 2025
It'S tImE to BUild
Happy New Year!
We're kicking January off with improvements across the entire product. Decks can be marked as favorites (thanks Mia!), Media Kits can be downloaded as PDFs, and Deck creation is now easier with filtering by Content Category.
In the next six months, you will watch us completely dominate the landscape as we launch our CRM, expand our payments tooling, and build the COMPLETE software stack for talent management agencies.
Good luck to anyone in our way 🫡
We're a dog-friendly office (us),
The July Team
New
Decks can be favorited
Rosters can be embedded onto agency websites
Media Kits can be downloaded as PDFs
Talent can be filtered by content category when creating a deck
Billing has been added for No Auth and non-exclusive seats
Rate currency can now be set for individual creators
Improved
The Talent Portal has been refined (cosmetic changes only)
Talent with missing bank account information are indicated during invoice creation and payment splitting
Fixed
Fixed a scrolling issue on the Roster editor