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