ROADMAP
A transparent look at what we've shipped, what we're building, and what's next for the Convertec CRM platform.
Automatic prioritisation of inbound leads based on engagement and fit signals.
AIReusable, branded templates for outreach, follow-up, and nurture sequences.
MarketingReal-time win rate, velocity, and stage conversion reporting across pipelines.
AnalyticsGranular role-based access control for teams, clients, and contractors.
AdminBulk CSV and CRM import with automatic deduplication and field mapping.
DataCustom, drag-and-drop dashboards with saved views and scheduled exports.
AnalyticsNative iOS and Android apps for pipeline, tasks, and client messaging on the go.
MobileTwo-way sync for deal alerts, task assignments, and client updates in Slack.
IntegrationSend and receive client messages directly from the CRM via WhatsApp Business.
IntegrationVisual automation builder for approvals, hand-offs, and lifecycle triggers.
AutomationRedesigned portal with live project boards, files, and approvals in one place.
Client PortalDrag-and-drop proposal creation with e-signature and pricing tables built in.
SalesDraft ad copy, emails, and reports from campaign data with a single prompt.
AIForecast churn, revenue, and campaign performance ahead of time.
AIConnect third-party agencies, freelancers, and tools directly inside the CRM.
PlatformAutomatic call and meeting transcription with searchable summaries.
AIYOUR INPUT
Tell us what would make Convertec work harder for your team. We read every request and use them to shape this roadmap.