Idea/Request

In Development

Done

Main Roadmap

Team Inbox is i think essential feature. Generally we required centralized communication in CRM. Please check if it can be done?

In Review

Team Inbox

sujit

Build internal knowledge base for teams. It would be helpful to store SOPs, client-specific notes, templates, FAQs, and training documents directly inside the CRM. Having this information in one place would make onboarding faster, improve team collaboration, and reduce the need to switch between multiple tools.

Internal Knowledge Base

anshusharma26

Integrate Google calendar to schedule meeting without leaving the CRM. This feature helps to create Google meeting for a client from CRM itself.

Completed

Google Calendar Integration

Ritesh Sharma

Create tasks/ or to do list to track deal related work performance. Assigned tasks should be visible to all staffs in their own dashboard.

High Priority

Task / To Do list for Deal

For important notifications like Invoice or Quote - Add option to send PDF directly to clients.

Add Email Notification to customers

Add feature to generate estimate and invoices if deal closed/Won. This feature help us to send proposal from CRM itself without switching to Accounting software.

Invoice and Estimate

webdesign

Add recurring services to each customers, so it will easy track renewal and overall income in CRM.

NeerSoft

Main Roadmap