Changelog
What’s new in ContactRoll
Each feature on the day it arrived in ContactRoll, newest first, in one line each. Every feature, by area, is on its own page.
- The Free plan PlatformFree for up to 3 people, with contacts, deals, cases, support email, calling and a help center, within its limits.
- 14-day trial of Plus PlatformA new organization starts on Plus for 14 days with no card.
- Connect your appStandard and Plus PlatformMake a key, copy a ready request in curl, Node or Python, and see the last 20 things your app sent and what each did.
- Upsert by your own idStandard and Plus PlatformKeep contacts and companies in step with your app by its own id for each, made or changed in one request.
- Events about an accountStandard and Plus SalesName the company in an event from your app, and ContactRoll finds or makes it and links the person to it.
- A sidebar for every section PlatformEvery section in one grouped sidebar that folds to icons, a menu on a phone, and dark mode for anyone who picks it.
- Your own ContactRoll address SalesCopy your own ContactRoll address on an email you send, and it’s saved on the timeline of each existing contact it went to.
- Phone setup guide CallingSet up calling in seven steps, buy a US local number from your own Twilio account at Twilio’s price, and make a test call to see it works.
- Lead scoringStandard and Plus SalesGive each person a number from who they are and what they did lately, then sort by it, segment on it or start a flow when it crosses a line.
- Bulk actions PlatformChange many contacts, companies, deals or cases at once — give them to someone, set a field, tag them, add them to a list, or close them.
- The audit log Roles and securityOne page shows who did what and when across the organization — sign-ins, role changes, exports, deletes, bulk actions, settings and API keys.
- Field-level permissions Roles and securityChoose, for each custom field and each role, whether the role sees and changes it, only sees it, or does not see it at all.
- Pipeline analytics Automation and reportsReport the stage-to-stage conversion, the average days in each stage, the win rate and the deal velocity of a pipeline.
- Satisfaction survey SupportWhen a case closes, the customer is asked one question from 1 to 5, and the score shows on the case and in reports.
- Was this helpful? SupportEvery public article asks whether it helped, and the least helpful ones show in your Knowledge measures.
- Macros SupportOne click puts a reply in the box and sets status, priority and owner, or adds a note; you still press Send.
- Saved queue views SupportSave the queue's filters and sort as a view of your own or one the whole team shares.
- Someone else is replying SupportThe case page warns you when a colleague is already writing a reply.
- Automatic assignment SupportNew cases go round-robin or to the least busy member, skipping anyone away or outside their hours.
- Backup codes Roles and securityTen one-time backup codes, shown once at setup and made again on request, let you sign in without your phone.
- Targets by priority SupportGive urgent and high-priority cases their own reply targets, counted from when the wait began.
- Forecast SalesSee weighted, best-case and won amounts per month and owner, with deals past their expected close flagged.
- Missed targets Automation and reportsThe Support report lists the cases that missed their reply targets, worst first.
- Report builder Automation and reportsBuild your own report on seven record types, save it, and share it with your team.
- Dashboards Automation and reportsArrange report cards on dashboards, starting from Sales, Support and Calling dashboards made for you.
- Reports by email Automation and reportsEmail a saved report weekly or monthly, each person seeing only the records they can reach.
- Goals Automation and reportsSet monthly or quarterly goals for a member, a team or everyone, and see progress above the queue and on dashboards.
- Do not call SalesMark a contact Do not call, and their numbers show as plain numbers that ContactRoll's phone places no call to.
- Merge duplicates SalesFind likely duplicate contacts and companies, choose field by field what to keep, and merge them with a record of it.
- Task types and Due today SalesGive tasks a type such as a call or an email, and see everything due today in one list.
- Weighted pipeline list SalesThe pipeline's list shows each stage's total and weighted value, per currency.
- No-activity warning SalesFlag deals with no activity in a number of days you set for each pipeline.
- Custom fields SalesAdd fields of your own, in eleven types, to contacts, companies, deals and cases; use them in lists, segments and flows.
- Two-factor sign-in Roles and securityMembers can add an authenticator app, and an Owner can require it for the whole organization.
- Lost-phone reset Roles and securityAn Owner can reset a member's lost second factor, recorded and emailed to the member.
- Forwarding confirmations SupportWhen Gmail or another provider asks to confirm forwarding, ContactRoll shows a Confirm button instead of opening a case.
- Links you can trust SupportWeb and email addresses in a customer's message become links that say exactly where they go.
- Pictures in articles SupportPublic articles show the pictures you added from your own media library.
- Several support addresses SupportEach support address can have its own response-time target, kept by every case written to it.
- Call transcriptsStandard and Plus CallingSwitch transcripts on and recorded calls are written out speaker by speaker by your own Twilio, and found by search.
- Public help center SupportPublish your articles on a help center page for each product, with your brand kit's colors and logo.
- Ask a question form SupportThe help center's question form suggests articles as the visitor types and opens a case that says where it came from.
- Help widget SupportPut a help button on your own site that searches your published articles.
- Bluesky, Mastodon and XStandard and Plus MarketingConnect Bluesky, Mastodon and X accounts and post to them from ContactRoll.
- Posting queueStandard and Plus MarketingSet each account's posting times and add an approved post to its queue, or give it a time of its own.
- Drag to rescheduleStandard and Plus MarketingDrag a post on the calendar to move it, for every account or just one.
- Post composerStandard and Plus MarketingWrite one post with its own text per network, up to four pictures with descriptions, and a first comment.
- Post resultsStandard and Plus MarketingLikes, reposts, replies and followers are read daily for each post and account.
- Where a contact came from SalesEvery contact records how it arrived: by hand, an import, a sign-up form, an email or your app.
- Reports Automation and reportsSales, Support, Calling and Marketing reports for any dates up to a year apart, for everyone, a team or one member.
- Reports as CSV Automation and reportsDownload any report as a CSV file that opens safely in a spreadsheet.
- Import from other CRMs SalesFiles exported from HubSpot, Pipedrive, Salesforce and Zoho are read with their own column names.
- Getting started PlatformA new organization's queue shows six steps to set up, each ticked as it is done.
- Sample data PlatformAdd sample records to try ContactRoll and remove them all in one press; each is marked Sample.
- Standard and Plus PlatformStandard and Plus are priced per user; moving down keeps everything you made and freezes what the plan above had.
- Marketing contact limits PlatformStandard holds 2,000 marketing contacts and Plus 10,000; an import that would go over is refused whole and says why.
- Twilio's signature checked CallingOptionally give your Twilio Auth Token so every call request is checked as Twilio's own; it is used for nothing else.
- Roles of your ownPlus Roles and securityCopy a role, rename it and change its permissions and reach; nobody can make a role with more than their own.
- View as a rolePlus Roles and securitySee ContactRoll as a role sees it before you give that role to anyone.
- A member's page Roles and securityEach member has a page showing their role, what it allows and its history of changes.
- Warm transferPlus CallingTalk to a colleague first while the caller waits, then complete the transfer or take the call back.
- Ring the owner firstPlus CallingRing the caller's own account owner alone for a few seconds before the rest of the group.
- Hold music CallingCallers on hold hear gentle tones or one of three Bach recordings that are free for anyone to use.
- One timeline per record PlatformEvery contact, company, case and deal has one timeline of notes, calls, tasks, emails and changes, newest first.
- Notes and comments PlatformWrite team notes on any record and comment under any timeline entry; notes are never emailed to a customer.
- Mentions PlatformMention a colleague or a team in a note to bring them in, and see everything you were mentioned in on one page.
- Ask and hand off SupportAsk a colleague a question on a case, or hand it to them or a team's queue with a note of what they need to know.
- Follow a record PlatformFollow a record to hear about new notes on it, and choose to be told at once, in your daily email or never.
- The voice callers hear CallingChoose the voice that reads your greeting and messages to callers.
- Who sees what Roles and securityNarrow a role to everything, its team's records, its own or none, per record type, with or without unassigned ones.
- Hold CallingPut a caller on hold with music and take them back when you are ready.
- Transfer CallingTransfer a call to a member or a call group, with its case and recording carried across.
- What each number does CallingGive each number its hours, greeting, group to ring and closed message, start from a template, and undo in one press.
- Phone menusPlus CallingOffer callers a menu of up to four keys, each ringing its own group or playing a message.
- Call it yourself CallingPreview each step a caller will hear before switching a number's setup on.
- Nine ready-made roles Roles and securityGive each member one of nine ready-made roles, from Owner and Administrator to Agent, each with its permissions listed.
- Flag it or fix it SupportAnyone can mark an article wrong or out of date; its owner gets a task and it shows flagged until cleared.
- Article from a case SupportTurn a solved case into a draft article, with the customer's details checked out first.
- Articles reviewed on a schedule SupportEach article has an owner and a review date, and its owner gets a task when it falls due.
- Knowledge measures SupportSee which articles are used on cases and which searches found nothing.
- Call groups CallingA number rings a group of members together or one at a time, skipping anyone already on a call.
- Callers wait in line CallingWhen everyone is busy, callers wait in the group's line with music until someone answers.
- Calls now CallingOne page shows every call ringing, waiting and in progress right now.
- Listen to recordings CallingPlay a recording on the call's row at 1x, 1.5x or 2x, with every listen recorded.
- How long recordings are kept CallingKeep recordings forever, or delete them at Twilio after 30, 90 or 180 days or a year; administrators can delete one any time.
- Internal articles stay internal SupportAn article marked internal is never sent to a customer, and a reply that quotes one is refused.
- Everything about one person Roles and securityExport everything held about one person to answer a data request.
- Knowledge articles SupportWrite how-tos, known problems, policies and what-to-say articles, each save a version that is never rewritten.
- Articles on a case SupportThe Knowledge panel on a case suggests articles and drops one into your reply in a press.
- Known issues SupportA known-problem article lists the cases it answers and is offered first when a matching case arrives.
- Lifecycle stages SalesEach person and company is marked trial, activated, at risk or churned from what your app and billing report.
- Import from a file SalesImport contacts from a CSV file, with a choice for people already here and the rows that failed handed back.
- Integrations page PlatformSee every connection — Stripe, GitHub, Twilio, Google, HeyGen, YouTube, keys and webhooks — and whether each is working.
- APIPlus PlatformRead and write contacts, companies, cases and more over a documented API with keys your administrators make.
- WebhooksPlus PlatformSend signed notices to your own server when records change, such as a case closed or an owner changed.
- Your own Twilio CallingConnect your own Twilio account; Twilio bills you directly and ContactRoll adds nothing to the minutes.
- Call from your browser CallingPlace calls from a contact, company or case in your browser, with mute, hang up and the reason a call failed.
- Calls on the record CallingEach call lands on the person's timeline with its length and outcome, and your notes stay internal.
- A cap on minutes CallingSet the month's calling minutes and see what they cost at Twilio's published prices before you call.
- Inbound calls open cases CallingEvery call to your number opens a case, answered or not, and finds the caller by their number.
- Taking calls CallingMembers switch Taking calls on to ring in their browser, and are only rung once their line is ready.
- Voicemail CallingA missed call goes to voicemail, and the message is kept on the caller's case.
- Callers without an email CallingAn unknown number becomes a caller you can later give an address or fold into a contact; callers are never emailed.
- Call recording CallingSwitch recording on and every recorded call is announced first; the audio stays in your own Twilio account.
- Domain warm-up MarketingA new sending domain is held to a rising daily limit for its first four weeks.
- Sequence goals and stagesStandard and Plus MarketingA sequence can start on a lifecycle stage and end as soon as its goal is reached.
- Preference center MarketingEach person chooses the topics they hear about and how often.
- Weekly cap and quiet hours MarketingCap how many marketing emails a person gets each week, and hold sends during their night.
- Replies become cases MarketingA reply to a marketing email opens a support case naming the email it answered.
- Survey question in an email MarketingAdd one NPS or 1-to-5 question to an email; each person's answer is kept on their contact.