Roadmap

What works today,
and what comes next.

Built means it is in the product now. Planned means we intend to build it; nothing planned has a date yet. Tell us which one matters most to you.

Built

In the product today

Built

Six read-only MCP tools

Pipeline, win/loss, account lookup, churn signals, revenue, data health.

Built

HubSpot and Stripe connectors

Read-only credentials; Stripe linked to CRM accounts by email, then domain.

Built

Resolution engine

Companies deduped by domain, contacts by email, with a log of every merge and flag.

Built

Local dashboard and demo data

A loopback-only dashboard and a messy sample dataset to try before connecting anything.

Planned

Planned

More CRMs

Salesforce and Pipedrive.

Planned

Calls, support, and more billing

Call recorders, support desks, and other billing systems, linked to the same accounts.

Planned

Likely matches with review

AI-suggested matches for records that share no domain or email, approved by you before they merge.

Planned

Plan versus actual

Targets and quotas loaded once, so pacing questions compare against the plan.

Planned

Why did it move?

A tool that traces a change in pipeline or revenue to the records behind it.

Planned

Shared team workspace

One resolved graph for a whole revenue team, with sign-in and roles.

Planned

Fixes, with approval

Proposed corrections to CRM records, written back only after a person approves them.

Shape it