Product roadmap
What we ship, in beta, and building next
We'd rather be honest than oversell. Every capability on this page maps to a claim on our marketing, pricing and comparison pages. If it says Beta or Coming soon, treat it as an intent, not a promise.
Core CRM
The daily surface reps and managers live in.
- Contacts, companies & multi-company affiliations
One contact can belong to many companies with a designated primary employer.
Shipped - Pulse Board (Kanban pipeline)
Drag-and-drop deal stages, weighted forecasting, quick-adjust deal value on the card.
Shipped - Deal line items (once-off + recurring + term)
Deal value is computed from line items with a full audit history of value changes.
Shipped - Activities: calls, meetings, notes, tasks
Timeline per contact, company and deal, with task notifications.
Shipped - Duplicate detection with side-by-side merge
Cluster likely duplicates, review deltas, merge without losing history.
Shipped - Contact silencing / suppression
End-to-end suppression so silenced contacts stay out of birthday and automated sends.
Shipped
Automation & integrations
How Pulse plugs into the rest of your stack.
- REST API & signed webhooks
Per-workspace API keys and endpoint config for deal, contact and company events.
Shipped - SignFlow / AssetTrack / Companion sync
Won deals hand off to SignFlow to raise contracts and to finance for invoicing.
Shipped - Contract management with renewal reminders
Auto-created contracts on won deals with 90/60/30-day reminders to account managers.
Shipped - Public booking / meeting scheduler
Shareable per-user booking links with buffers, availability and cancellation flow.
Shipped - Birthday reminders + automated greetings
Daily cron sends branded birthday emails, respecting opt-outs and suppression.
Shipped - Board automations (Business tier)Beta
Rule-based triggers on stage change, due date and field updates. Live for a small cohort while we iterate.
In beta - CSV import from HubSpot & PipedriveBeta
The importer accepts these exports today via the generic CSV mapper. A first-party guided flow with field detection lands next.
In beta - Automatic retry-with-backoff for failed handoffsComing soon
Today, failed deal-won handoffs stay in the log with the reason and can be resent from the deal. Scheduled retries are next.
On roadmap - Two-way sync connectors (Zoho / HubSpot / Pipedrive)Coming soon
Scheduled outbound delta sync back to the primary CRM for RevOps overlay deployments.
On roadmap - Xero invoicing connectorComing soon
Won deals push draft invoices directly into Xero instead of the current email-based handoff.
On roadmap
Team & governance
What keeps large orgs safe on Pulse.
- Workspace roles (owner / admin / manager / rep)
Role-based access enforced by row-level security on every table.
Shipped - Audit log on all paid plans
Permanent record of who changed what, viewable per record.
Shipped - Domain-aligned shared workspaces
New sign-ups from a claimed company domain join the shared workspace automatically.
Shipped - Per-record privacy toggles
Mark a deal, contact or company private so only its owner and admins can see it.
Shipped - Plan-tier limit enforcement
Contacts, deals, seats and custom-field caps are enforced in the database, not just the UI.
Shipped - SAML SSO & SCIM provisioningComing soon
Enterprise identity provider integration for centralised user lifecycle.
On roadmap - Multi-workspace consolidation dashboardsComing soon
Roll up KPIs across multiple Pulse workspaces for holding companies and groups.
On roadmap
Have a request that isn't listed? Email hello@salescollab.co.za — we prioritise the roadmap based on what customers actually ask for.