Product Roadmap

See what we've built, what we're working on, and what's coming next

Current Phase: Calling & Texting (2025 Q3)

Development Progress

Track our journey from concept to full-featured CRM platform

🎯
Foundation
100% Complete 20/20 Features
🌐
Lead Generation
100% Complete 16/16 Features
📊
Advanced Features
75% Complete 10/15 Features
📞
Calling & Texting
0% Complete 0/6 Features
📱
Mobile Optimization
0% Complete 0/5 Features
🖌️
Website Customization
0% Complete 0/6 Features
🔍
Lead Filter Improvements
0% Complete 0/5 Features
🔗
3rd Party Integrations
0% Complete 0/6 Features
📢
Buyer/Seller Alerts & Automation
0% Complete 0/8 Features
📝
DocuSign & Forms
0% Complete 0/5 Features
🔍
Data & Skip Tracing
0% Complete 0/4 Features
🏢
Enterprise Features
0% Complete 0/8 Features
🌎
National Expansion
0% Complete 0/3 Features

Development Timeline

Our journey from MVP to enterprise-ready platform

2024 Q4

Phase 1: Foundation (2024 Q4)

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

  • User authentication and account management
  • Lead database and contact management
  • Task and calendar management
  • Deal pipeline with custom stages
  • File management and document storage
  • Basic reporting and analytics
  • Responsive web interface
  • Automated lead import
2025 Q1

Phase 2: Lead Generation (2025 Q1)

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
2025 Q2

Phase 3: Advanced Features (2025 Q2)

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
2025 Q3

Phase 4: Calling & Texting (2025 Q3)

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

  • Calling & texting integration
  • Dialer
  • Communication templates
  • Advanced call/SMS tracking
  • Voicemail drop
  • Power dialer
2025 Q4

Phase 5: Mobile Optimization (2025 Q4)

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

  • Mobile responsiveness
  • Mobile-specific features
  • Progressive web app (PWA)
  • Push notifications
  • Mobile onboarding
2026 Q1

Phase 6: Website Customization (2026 Q1)

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
2026 Q2

Phase 7: Lead Filter Improvements (2026 Q2)

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
2026 Q3

Phase 8: 3rd Party Integrations (2026 Q3)

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
2026 Q4

Phase 9: Buyer/Seller Alerts & Automation (2026 Q4)

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
2027 Q1

Phase 10: DocuSign & Forms (2027 Q1)

Integrate DocuSign and provide advanced forms and files management.

  • DocuSign integration
  • Advanced forms management
  • File storage & sharing
  • E-signature templates
  • Document automation
2027 Q2

Phase 11: Data & Skip Tracing (2027 Q2)

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
2027 Q3

Phase 12: Enterprise Features (2027 Q3)

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
2027 Q4

Phase 13: National Expansion (2027 Q4)

Expand CRM coverage beyond Northeast Ohio to national markets.

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

Currently Available Features

Everything you need to manage your real estate business effectively

👥

Lead Management

Comprehensive lead database with custom fields, tags, and advanced filtering. Track every interaction and never lose a potential client.

📊

Deal Pipeline

Visual pipeline management with custom stages. Track deals from first contact to closing with detailed progress tracking.

🌐

Lead Generation Website

Custom websites with property search, lead capture forms, and SEO optimization. Generate qualified leads 24/7.

📁

File Management

Store and organize documents, contracts, photos, and other files. Secure cloud storage with easy sharing.

📈

Reporting & Analytics

Track performance with detailed reports on leads, deals, activities, and revenue. Identify trends and opportunities.

🔒

Security & Backup

Bank-level security with SSL encryption, regular backups, and secure data centers. Your data is always protected.