AgentticCRM
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Roadmap

Product roadmap

What we are working on now, what comes next and what is already available. When something ships, we mark it here with the version that brought it.

In progress1

What the team is building right now.

  • Documents

    Invite people from outside the organization to folders and documents

    With permission to view or to edit.

Planned9

What follows once the work in progress is done.

  • Sales

    Find prospects by category and region, and import them into the pipeline

    With a duplicate check before importing.

  • Calendar

    Move a meeting to another day by dragging it

  • Reports

    Scheduled report sends to addresses outside the team

  • Client portal

    The client joins their tasks' conversation from the portal

  • Inbox

    Know why an email did not reach its recipient

  • Invoices

    Your clients' subscriptions with recurring charges

  • General

    What's new inside the application

  • Inbox

    Expand your email storage from the application, without asking for it

  • Agents

    A chat of its own to talk with your agent, connected to your organization from the first message

Shipped23

What you can already use, with the version it arrived in.

What has already changed Read what each version changed: new features, improvements and fixes. See the changelog

See what AgentticCRM already does for your team

In a demo we walk you through what is already available, with a real case from your business on the table.

Request a demo See plans and pricing

Prefer to explore on your own? Work out your current costs, see how the Assistant works or use the CRM evaluation guide.