Roadmap

Building the future of AI-powered CRM

Follow our journey as we ship new features, expand integrations, and push the boundaries of what voice AI can do for your business.

Shipped
In Progress
Planned
Q3 2024

Foundation

Shipped

Multi-Tenant CRM Core

CRM

Organization-scoped contacts, companies, and deal management with role-based access.

AI Voice Agent Engine

Voice AI

Retell-powered voice agents with real-time transcription and natural conversation flow.

Auth & Security

Platform

NextAuth.js with Google, Microsoft SSO, email/password, 2FA, and org-level permissions.

Subscription Billing

Platform

Stripe integration with tiered plans, usage metering, and self-service billing portal.

Q4 2024

Intelligence

Shipped

11Labs Premium Voices

Voice AI

Ultra-realistic voice synthesis with custom voice cloning and multilingual support.

Pipeline Management

CRM

Visual deal pipelines with drag-and-drop stages, weighted forecasting, and activity tracking.

Workflow Automation Engine

Automations

n8n-powered automation with triggers, conditions, and multi-step action sequences.

Real-Time Analytics

Analytics

Live dashboards with call metrics, conversion funnels, and agent performance tracking.

Q1 2025

Scale

Shipped

Public REST API

Platform

Full-featured API with Swagger docs, API key management, and rate limiting.

Branded Client Portal

Client Portal

White-label portal for end clients with custom branding, document sharing, and messaging.

Email Campaign Engine

Automations

Automated email sequences with templates, scheduling, and engagement tracking.

Team Collaboration

CRM

Shared inboxes, internal notes, task assignments, and @mentions across deals.

Q2 2025

Acceleration

In Progress

AI Conversation Intelligence

Voice AI

Automatic call summaries, sentiment analysis, and coaching recommendations.

Advanced Workflow Templates

Automations

Pre-built automation recipes for common sales, onboarding, and follow-up workflows.

Custom Reporting Builder

Analytics

Drag-and-drop report designer with filters, grouping, and scheduled delivery.

Zapier & Make Integration

Integrations

Native connectors for 5,000+ third-party apps via Zapier and Make platforms.

Q3 2025

Expansion

Planned

Multi-Language Voice Agents

Voice AI

Voice agents that converse fluently in 20+ languages with automatic language detection.

AI Lead Scoring

Analytics

Machine learning model that ranks leads by conversion probability and engagement signals.

Client Portal Mobile App

Client Portal

Native iOS and Android app for the client portal with push notifications.

HubSpot & Salesforce Sync

Integrations

Bi-directional sync with HubSpot and Salesforce for seamless CRM migration.

Q4 2025

Mastery

Planned

Autonomous Sales Agent

Voice AI

AI that independently qualifies leads, books meetings, and follows up without human intervention.

Revenue Intelligence

Analytics

Predictive revenue forecasting, deal health scoring, and pipeline risk analysis.

Marketplace & App Store

Integrations

Third-party integrations marketplace with installable apps and custom extensions.

Enterprise SSO & Compliance

Platform

SAML/SCIM provisioning, SOC 2 compliance, audit logs, and data residency controls.

Ready to start?