Core CRM platform
The foundation. Contact management, pipeline tracking and the reporting that has to be there on day one.
Three horizons, published because a roadmap you cannot see is a promise you cannot hold anyone to. Dates move - when they do, they move here first.
In the build, today.
4 items
The foundation. Contact management, pipeline tracking and the reporting that has to be there on day one.
Training the first models for email summarisation and sentiment, so the assistant reads threads before you have to.
Quote to agreement to renewal ledger, with cost, sell and margin carried on every line from the start - and Photon reading supplier PDFs, uploaded or straight from the inbox, into working quotes.
Custom dashboards and a report builder, for teams whose questions outgrow the standard set.
Scheduled, after launch.
3 items
Native iOS and Android, for managing relationships from wherever your customers happen to be.
Multi-currency with automated exchange-rate management, for teams operating across borders.
A visual workflow builder for branching logic, multi-step sequences and conditional triggers - all without code.
Direction, not dates.
3 items
An open API so developers can build their own integrations, and eventually a marketplace around them.
Carbon credits purchasable from the pipeline itself - the efficiency tenet followed all the way through.
Agents that work a book alongside your team rather than waiting to be asked.
The Now horizon is fixed. Everything after it is argued about, and the people already using it get the loudest say in what ships first.