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next · Roadmap

What we are building now and what comes next.

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SOC 2 Type II audit

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

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Cross-module analytics dashboards

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

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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.

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Multi-currency billing engine with FX snapshots

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

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One-click import from Salesforce

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