Roadmap

What we're building

A transparent look at what has shipped, what's in progress, and what's coming next.

Shipped11
Phase 3

SaaS Billing (Paystack + Stripe)

Full subscription management with plan tiers, usage limits, coupon codes, and automatic gateway selection by country.

v1.3

Meeting Scheduler with Google Calendar Sync

Schedule upcoming meetings, invite internal attendees, collect RSVPs, and auto-sync events to every attendee's Google Calendar. Google sync is currently in Beta pending verification.

v1.4

Configurable Pipeline Stages

Define your own sales stages per branch — label, order, won/lost flag, and probability — during the onboarding Pipeline step. Your stages drive the Kanban board, opportunity forms, and all pipeline reporting.

Phase 2

Onboarding Wizard & Email Verification

4-step registration flow, email verification, password reset, and split-screen auth UI.

v1.3

WhatsApp Interaction Logging

Log WhatsApp chats the same way you log a call — new tab in Communications, WhatsApp-style icon in contact and opportunity timelines.

v1.4

Custom Deal & Account Fields

Capture Lead Source, Next Action, and Next Follow-Up Date on opportunities, plus Account Category and Order Frequency on accounts. Dropdown options are tailored to your branch and appear on the create/edit forms and detail pages.

v1.3

Chat Read Receipts & Last-Seen

WhatsApp-style per-message tick indicators and dynamic 'Last seen Xm ago' in the team chat panel.

v1.4

Speed-to-Contact SLA Tracking

The CRM auto-stamps when a lead is first contacted and measures it against your target response window. Next-follow-up dates can be made mandatory at chosen stages, and the result is surfaced on the Pipeline Monitor.

UX

Searchable Dropdowns & Pinned Sidebar Favourites

Type-to-filter on every large-option picker (opportunities, accounts, contacts, users). Pin your most-used nav items to a persistent Favourites row.

Insights

Pipeline & Leakage Monitor

A new operational dashboard with a pipeline funnel, speed-to-contact SLA gauge, revenue-leakage alerts (no owner, overdue follow-up, or no next action), and a lost-deal reason breakdown.

Insights

Performance & Strategy Dashboard

A new management dashboard covering marketing-source conversion, a team win-rate and revenue leaderboard, and account retention (active vs at-risk vs dormant) with a needs-attention list.

In Progress3
Mobile

Mobile App (iOS + Android)

Native mobile experience for pipeline management, contact lookup, and activity logging on the go.

Integrations

Google Calendar Sync Verification

Submit SwiftlyCRM for Google OAuth verification to remove the 'unverified app' warning and lift the 100-test-user cap.

AI

AI Email Composer

Generate personalised outreach emails from contact data and deal context using GPT-4o.

Planned3
Marketing

Email Campaign Automation

Trigger-based drip sequences, open/click tracking, and A/B subject line testing.

Integrations

Outlook Calendar Sync

Two-way sync for Microsoft 365 users, mirroring the current Google Calendar integration.

Platform

Custom Fields & Object Builder

Create fully custom fields on contacts, deals, and companies without writing code.

Considering2
Integrations

WhatsApp Business API Integration

Move beyond interaction logging — send and receive WhatsApp messages inside the CRM via the WhatsApp Business API, with templates and webhook handlers.

AI

Revenue Forecasting

AI-powered revenue forecasts based on pipeline stage, deal velocity, and historical close rates.

Have a feature request?

We build for our users. If there's something you need that isn't on this roadmap, tell us — your feedback directly shapes what we prioritise.