Product Roadmap
Create custom viewsAllow agencies to create custom views by adding a name, filers and group by properties values. Make sure you can share those views with the customers or not...
Planned
New "Manager" roleThis role would allow to a user to manage other team members and invite new ones, assign them to tasks and so on, but wouldn't have access to financial data...
Planned
Milestone-based pricingCreate plan allowing you to define a payment timeline with milestones: - 50% upfront - 25% at MVP - 25% at delivery Also: - allow to create automations (Wait...
Planned
Usage-based pricingAllow you to create a usage based pricing with a credit system and custom conditional credit usage. Meaning you'll be able to do things like: - You get 20...
Planned
Plans with Upsells and cross-sellsAllow to create plan with upsells and cross-sells (addons), auto display those options in the client portal into a pricing catalog.
Planned
Add custom OG images (Open graph) + metadata in client portalAllows you to customize 100% all your metadata and how your links will be displayed in social media.
Planned
Community templatesLet you share and use templates from the community. Also let you export and import templates as JSON (Maybe to sell / share them?)
Planned
Sub-templatesAllow to create task and document templates with sub-items. - A task with sub-tasks - A document with sub-documents.
Planned
InvoicesAllow agencies to raise invoices for future payments and generate them automatically when payment occurs on Stripe. Make those invoices accessible in the...
Planned
Allow customers to set their notification preferencesFor now customers cannot change their notification preferences and it can get bothersome for them. Allow to enable / disable / change to other means their...
Planned
Slack integration for customers in client portalAllow to customers to connect their own Slack workspace and receive notifications there
Planned
Something missing?
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