ProInsightsAnalytics
Product Roadmap · Customer Feedback

Product Roadmap

Track active core development. See what we have completed, what is in progress, planned next, and vote on customer requests.

Completed
  • AI activity summaries
    Auto-summarize lead and deal timelines.
  • WhatsApp Business integration
    Two-way messaging, templates, and broadcasts.
  • Custom dashboards v2
    Drag-drop widgets, sharing, and exports.
  • Mobile app v1 (iOS & Android)
    Pipelines, activities, and approvals on the go.
In Progress
  • Forecasting engine
    Weighted, AI-assisted revenue forecasting.
  • Quote-to-cash module
    Quotes, orders, invoices, and approvals.
  • ERP connector framework
    SAP, NetSuite, Tally, and Zoho Books.
  • New automation builder
    Visual triggers, conditions, and actions.
Planned
  • Native marketing automation
    Journeys, segments, and lifecycle messaging.
  • Customer portal
    Self-serve hub for end customers.
  • Field service module
    Schedules, work orders, technician app.
  • Lakehouse exports
    Native S3, BigQuery, and Snowflake sync.
Customer Requested
  • Supabase DB Adapter
    Native database adapter supporting Supabase instances as custom DB layers.
  • Dark Mode Toggles
    Toggle visual interface themes directly in the user preferences panel.
  • HubSpot Data Exporter
    Script to export contact and activity history into a clean JSON for migration.
  • API Key Rotation
    Support multiple active API keys and auto-rotation schedules.

Have a custom feature request?

Get in touch with our operations advisory team. We prioritize custom development blocks and system integrations to fit your business perfectly.

FAQ

Roadmap & Scheduling FAQ

How can I request a custom feature or integration?

You can submit custom feature requests and ERP integration needs via our contact portal. Customer-requested capabilities are regularly prioritized in our development cycle.

How often is the roadmap updated?

Our product roadmap is updated at the beginning of each development sprint cycle (every two weeks) based on client feedback and market requirements.

Do you build custom plugins for specific companies?

Yes. Our custom software development teams are available to construct company-specific databases, reporting connectors, or dashboard layouts.

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