Product Roadmap

Built the core CRM infrastructure with essential features for lead management and basic automation.

• ✓Lead management system
• ✓Email templates
• ✓Task management
• ✓Basic reporting
• ✓File storage
• ✓User authentication
• ✓Lead import/export
• ✓Basic automation
• ✓Deal pipeline
• ✓Contact management
• ✓Activity tracking
• ✓Lead scoring
• ✓Email integration
• ✓Basic notifications
• ✓User roles
• ✓Data backup
• ✓Security features
• ✓API access
• ✓Responsive web interface
• ✓Automated lead import

Added comprehensive lead generation capabilities with custom websites and property search integration.

• ✓Custom lead generation websites
• ✓Property search and listing integration
• ✓Advanced contact forms and lead capture
• ✓SEO optimization and analytics
• ✓IDX feed integration

Enhancing the platform with advanced automation, team collaboration, reporting, and calendar integration.

• 🔄Advanced email automation workflows
• 🔄Team collaboration and lead sharing
• 🔄Advanced reporting and dashboards
• 🔄Pipeline automation
• 🔄Task automation
• 🔄File/document management improvements
• 🔄User roles & permissions
• 🔄Bulk actions
• 🔄Improved notifications
• 🔄UI/UX enhancements
• ⏳Calendar integration

Add calling/texting integration, dialer, templates, and advanced communication tools.

• ⏳Calling & texting integration
• ⏳Dialer
• ⏳Communication templates
• ⏳Advanced call/SMS tracking
• ⏳Voicemail drop
• ⏳Power dialer

Full mobile responsive/adaptive design and mobile-specific features.

• ⏳Mobile responsiveness
• ⏳Mobile-specific features
• ⏳Progressive web app (PWA)
• ⏳Push notifications
• ⏳Mobile onboarding

Enable deep website customization: themes, drag-and-drop builder, branding, widgets, SEO, and custom domains.

• ⏳Custom website themes/templates
• ⏳Drag-and-drop page builder
• ⏳Custom branding and color schemes
• ⏳Custom widgets/blocks
• ⏳Advanced SEO controls
• ⏳Custom domain support

Advanced filtering, saved filters, multi-criteria, and improved lead management tools.

• ⏳Advanced lead filtering
• ⏳Saved filters
• ⏳Multi-criteria filtering
• ⏳Filter sharing
• ⏳Lead filter UX improvements

Integrate with Zapier, direct API, webhooks, social media, landing page builder, and white label options.

• ⏳Zapier integration
• ⏳Direct API access
• ⏳Webhooks
• ⏳Social media integration
• ⏳Landing page builder
• ⏳White label options

Automated property alerts, reports, lead scoring, drip campaigns, email automation, and workflow automations for buyers and sellers.

• ⏳Buyer property alerts
• ⏳Seller property alerts
• ⏳Automated reports
• ⏳Lead scoring and qualification
• ⏳Email drip campaigns
• ⏳Workflow automations
• ⏳Custom alert templates
• ⏳Email automation

Integrate DocuSign and provide advanced forms and files management.

• ⏳DocuSign integration
• ⏳Advanced forms management
• ⏳File storage & sharing
• ⏳E-signature templates
• ⏳Document automation

Integrate seller lead sources (FSBO, expired, preforeclosure, etc.) and skip tracing.

• ⏳FSBO/expired/preforeclosure data integration
• ⏳Integrated skip tracing
• ⏳Seller lead enrichment
• ⏳Data source management

Scaling to enterprise-level capabilities with advanced integrations, custom development, and dedicated support.

• ⏳Custom development services
• ⏳Dedicated support and training
• ⏳SLA guarantees
• ⏳Multi-office management
• ⏳Advanced security and compliance
• ⏳Custom integrations

Expand CRM coverage beyond Northeast Ohio to national markets.

• ⏳National MLS/property data expansion
• ⏳Multi-region support
• ⏳Compliance for new markets