SalesWise Public Roadmap

Features

Lead Export/Import

Users can import leads via CSV as well as export them in CSV/Excel format.


Default Template Library

Users can use templates like proposals, invoices, etc from our default template library.


Kanban Board

Users can visually filter and manage their leads with drag-and-drop Kanban Board


WhatsApp Notification

Users will get todo list reminders over WhatsApp


Role-based Customization

Users can customize their CRM based on roles.

Timeline

June 2023 –
July 2023

July 2023 – August 2023

August 2023 – September 2023

September 2023 – October 2023

October 2023 – November 2023

Priority

High

High

Medium

Medium

Medium