CRM roadmap
Coming after the live MVP. Each card names the originating slug and the scope-change ADR it depends on. Nothing here ships with fabricated live data — these are deliberately out of the current 80-20 cut.
Power dialerRoadmap
Auto-dial queue, predictive call-centre-grade dialer with agent screen-pop. Out of SMB scope today — reserved for high-volume tele-sales teams.
ADR 3NNNCUT slug `crm.power_dialer` · out of SMB scope — reserved for high-volume tele-sales teams
LoRA per-tenant lead scoringRoadmap
Domain-fine-tuned adapter on the base model for industry-specific extraction and scoring. GPU cost unjustified at SMB scale until network depth grows.
ADR 3NNNCUT slug `crm.lora_lead_scoring` · GPU cost unjustified at SMB scale until network depth grows
Beat plan / route planningRoadmap
FMCG/pharma field-rep scheduling, geofence visit verification and route optimization for India distribution-sales motion. High implementation cost.
ADR 3NNNNew slug `crm.beat_plan` · needs manifest entry · high implementation cost
WhatsApp catalog + commerceRoadmap
Product catalog linked to WA messages with UPI checkout in-chat. Extends the native WhatsApp Cloud scope into transactional commerce.
ADR 3NNNExtends `crm.whatsapp_cloud` · depends on UPI checkout + WhatsApp Cloud API (MVP)
AI competitive battle-card retrievalRoadmap
When a prospect names a competitor in a call or WA thread, auto-surface the relevant battle card with positioning and pricing counters.
ADR 3NNNNew AI slug `crm.battle_card_ai` · depends on conversation capture (call/WA transcript) + RAG over the battle-card library
AI sales playbook adherenceRoadmap
Compare rep activity to the winning playbook and emit a gap score per deal — coaching reps toward the motions that close.
ADR 3NNNNew slug `crm.playbook_adherence` · depends on the activity-capture feed + per-deal stage telemetry
Customer Health AgentRoadmap
Automated churn-risk scoring and health-score alerting per account, with proactive intervention nudges before renewals slip.
ADR 3NNNOwned by Helpdesk module · churn / health-score scoring lives there · CRM surfaces the label only
Mobile CRMRoadmap
Native iOS/Android app for field reps — offline-capable pipeline, contact, and activity capture on the move.
ADR 3NNNCUT slug `crm.mobile_app` · depends on the offline-sync substrate + mobile shell phase
Click-to-callRoadmap
One-tap dialling from any contact or deal, with call logging and recording linked straight back to the timeline.
ADR 3NNNCUT slug `crm.click_to_call` · depends on a telephony/SIP provider integration + call-log capture
Conversation summarizationRoadmap
Auto-summarise call and WhatsApp threads into deal-context notes so reps never re-read a transcript.
ADR 3NNNCUT slug `crm.convo_summary` · depends on conversation capture + the AI summarisation substrate