Roadmap
What's shipped, working, and on deck.
Public roadmap, three columns. Recent shipped, currently in-flight, and what we've actually committed to next. We don't list anything we wouldn't bet on. Older shipped entries graduate to the full changelog.
Recently shipped
7
In the last few weeks
Daily operator digest email
9 AM UTC email summarizing the last 24h — signups, leads, testimonials, conversions, cancels, past-due — sent to a configurable recipient.
PlatformShipped 2026-05-13
Customer health score in super-admin
Per-workspace weekly active users + AI-usage ratio rolled up into a green/amber/red band, with a top-line 'healthy paid' tile.
PlatformShipped 2026-05-13
AI next-step preview on kanban cards
Every deal card carries a gradient-bordered next-step preview and a colored health chip so reps see what to do without opening the deal.
PipelineShipped 2026-05-13
Activities CSV importer
The last 'Coming soon' migration card now live. Drop a CSV of past calls / emails / meetings / tasks / notes; Claude maps columns; we link to existing contacts and deals.
PipelineIntegrationsShipped 2026-05-13
Single-key shortcuts (N, U, ?)
N opens new-deal on /pipeline; U opens the unified update modal on any deal page; ? shows the keyboard help. The shortcut chip on each button makes it discoverable.
PipelineShipped 2026-05-13
Public changelog auto-pull
/changelog now renders the curated entries above a live shipping log auto-generated from git history at build time.
MarketingShipped 2026-05-13
Stripe self-serve billing
Direct REST integration: hosted checkout, customer portal, signature-verified webhook, grace-period semantics. No SDK dependency.
PlatformShipped 2026-05
In progress
3
Active this week
Tasks bulk actions + filters
Multi-select complete + snooze on the /tasks list, type + overdue + search filters. Sticky action bar shows once any row is selected.
PipelineMid-May
Forecast accuracy backtest
/performance now shows AI health prediction accuracy on closed deals over the last 90 days. Next: snapshot the prediction at close so future backtests are point-in-time clean.
ForecastLate May
CSV export on every list view
One-click export for pipelines, contacts, activities, companies, and marketing leads. Useful for handoffs and external analysis.
PipelineIntegrationsLate May
Planned
6
Committed next-up
Slack operator notifications
Real-time pings into a single Slack channel on new leads, testimonials, signups, conversions, cancels, past_due. Already implemented — moving to 'shipped' on next push.
PlatformLate May
One-click deal snooze
Snooze a deal for 1 day / 1 week / pick-date from the deal page. Pushes the AI next-step task and surfaces a 'snoozed until' chip.
PipelineLate May
Direct HubSpot + Salesforce sync
OAuth + bi-directional sync for the two biggest source CRMs. The CSV path stays — the API path becomes the default for new workspaces with credentials.
IntegrationsQ3 2026
Slack-native deal updates
Post a one-sentence update in #pipeline or DM the Outcome Engine bot — same unified-update modal logic, with the rep never leaving Slack.
IntegrationsPipelineQ3 2026
SOC 2 Type I
External auditor engaged, security policies + access reviews tracking through Vanta. Type II follows naturally after the observation window.
SecurityQ3 2026
Multi-currency forecasting
Today everything assumes USD. Deal value carries a currency field already; rolling that up correctly into the forecast is the gap.
ForecastQ4 2026
Shape the roadmap
Founding customers shape what ships next.
Book a demo or drop a note — what would move the needle for your team? We re-prioritize weekly based on what early customers actually need.