OMB Cloud AES

Roadmap

What we are building now and what comes next.

now

WhatsApp Business API integration

Native WhatsApp messaging from CRM and AI agents, with cost metering per tenant.

now

Native iOS and Android apps

Mobile companions for CRM, Calendar and Conversations — push notifications and offline read.

now

Public REST API v2 + webhooks

Versioned REST API with per-tenant tokens, scoped permissions and a webhook subscriptions panel.

next

SOC 2 Type II audit

Complete the SOC 2 Type II audit window and publish the report to enterprise prospects.

next

Cross-module analytics dashboards

A dedicated analytics layer that joins data from CRM, Invoices, Collections and Agent conversations.

next

SSO via SAML 2.0 (Okta, Entra, Google Workspace)

Enterprise SSO for tenant admins through SAML 2.0 — Okta, Microsoft Entra and Google Workspace identity providers.

next

Multi-currency billing engine with FX snapshots

Invoice a single client in USD, EUR, MXN, BRL or CAD with locked FX rates at issuance.

next

One-click import from Salesforce

Migrate accounts, contacts, opportunities, activities and attachments from Salesforce in one guided flow.

later

Agent Marketplace for vertical agents

A marketplace of pre-trained AI agents specialized for verticals — chartering, real estate, professional services.

later

Self-serve tenant signup with guided onboarding

A self-serve signup flow with guided 15-minute onboarding for SMBs that do not need a sales call.