Roadmap
What we're building next.
The work in flight and what follows it. No dates we haven't committed to. When something ships it moves to the changelog.
- 9
- In progress
- 12
- Planned
In progress: Being built now.
9 items
Lead capture
Digital business cards
A card for everyone on your team, built into the CRM. Share it with a tap of an NFC card, a QR code, a link, or from Apple Wallet and Google Wallet, with no app for the other person. They save your details and send theirs back in one tap, and they land in the CRM as a person, with where you met and who met them. Change your details once and every card you have shared is up to date. Team cards in your brand, and for agencies, in each client's.
Messaging
WhatsApp automation
Start a workflow when a WhatsApp message arrives, reply automatically with the AI or with your own rules, and send approved templates to the people who opted in, as campaigns and follow-up sequences. Today a workflow can already send a WhatsApp template, and the inbox drafts replies for you to send.
Languages
Translation across the CRM
The app is already in nine languages: Spanish, French, German, Italian, Portuguese, Chinese, Japanese, Korean and Arabic. Now translation goes further: more languages to choose from, and the pages and documents your customers see in the language they read, from forms, booking pages and the client portal to quotes, invoices and emails.
Funnels
Checkout upsells and subscriptions
Order bumps, one-click upsells and downsells that don't ask for the card again, and subscription prices, on your funnels' checkout pages.
Funnels
Split testing for pages and funnels
Run two or more versions of a page or a funnel step against each other, with visitors split between them and each version's results side by side. Forms can already be A/B tested.
Advertising
Meta Conversions API
Send leads, bookings and purchases to Meta server-side, alongside your pixel, so your ads keep measuring results when a browser blocks tracking.
Courses
Courses and memberships
Sell and deliver courses and members-only content to your customers, with their own member logins, under your brand.
Integrations
QuickBooks Online sync
Invoices, payments, estimates and credit memos kept in step with QuickBooks Online, both ways. Built; waiting on Intuit's app approval before it can be switched on for every workspace.
Apps
Mobile app
AutomateNexus CRM on iOS and Android, with real push notifications for replies, hand-offs and meetings, instead of the installable web app.
Planned: Committed, not started.
12 items
Developers
Connect Claude on the web and mobile
Add AutomateNexus CRM to Claude on the web and on your phone as a custom connector, signing in with your account instead of pasting a key. Today the MCP server works from Claude Desktop with a key.
Developers
API and MCP for every part of the CRM
The website builder, funnels, forms, workflows, store, projects, client portal and client organisations through the REST API and MCP, not only contacts, deals and tasks.
Integrations
Zapier, Make, n8n, Pabbly and Activepieces apps
Native apps on the automation platforms you already use: start their workflows from events in the CRM, and create or update records from theirs.
Integrations
Two-way GitHub sync and automations
Changes made to your site in GitHub come back into the website builder, and events in your repository can start a workflow. Today publishing to GitHub is one-way.
AI
Every new lead scored within 5 minutes
Every new lead gets its score within five minutes of arriving, on every plan.
Pricing
Pay yearly and save 20%
Yearly billing on every monthly plan, at 20% less than paying month by month.
Reporting
Retention analytics
Cohorts, churn and lifetime value on the report builder: which customers stay, which leave, and what each is worth over time.
AI
A notetaker that joins your video calls
The meeting notetaker joins Zoom, Google Meet and Teams calls on its own, so notes, follow-ups and the recording land on the right contact without anyone pressing record. Today it records on your own microphone.
Advertising
Google and YouTube ads management
Search, display and YouTube campaigns for local businesses, reported next to the leads and revenue they produced.
Advertising
Meta ads management
Build, launch and report on Facebook and Instagram campaigns for the businesses you look after, without leaving the CRM.
Local marketing
Google Business Profile management
Manage a local profile end to end: sync and reply to reviews, answer questions, and read what people did after they found the listing. Posting to a profile already works today.
Community
Community
A members space inside the product — spaces, threads and moderation — so a team, or an agency’s clients, can talk in the same place they work. Agencies get it under their own brand.
Something missing?
This list is shaped by what customers ask for. Tell us what would make the biggest difference to your week, and it gets weighed against everything here.
Bring every customer
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