What is live, what is next.
We publish our roadmap because our customers plan around us. Items move between columns as work lands. Nothing here is a contractual promise, and we would rather adjust a date than ship something half-built.
CRM with mail built in
Organizations, contacts, and engagements with linked email threads, compose from any record, and global search.
Programs, streams, and workflows
Model any support stream, then build the workflow your team actually follows. No code, no consultants.
Owned AI document generation
Every generated document carries a Context Manifest and its assumptions need a named owner before filing.
Document emulation
Generate into your existing formats. Your funder's spreadsheet stays your funder's spreadsheet, filled correctly.
Intake forms, hosted and embedded
Bilingual multi-step forms with save and resume, file uploads, and submissions that create real records.
Rubric scoring and reporting
Committee scoring cards, KPI tracking, and funder reports that print like documents, not web pages.
Website module with governed publishing
Run your public site from the same system. Pages with unowned AI assumptions cannot be published.
Setup wizard and integrations
Guided onboarding, Monday.com and Eventbrite sync, IMAP mail, and per agency data isolation from day one.
Google and Microsoft mail sign-in
One-click OAuth connections for Gmail and Microsoft 365 mailboxes, alongside the existing IMAP path.
Try it without risk
A guest pass into a working demo agency, reset nightly, so you can evaluate with real workflows and zero setup.
Lead pipeline
Track interest before it becomes an engagement: lead stages, conversion into any stream, and pipeline reporting.
Meeting capture
Meeting transcripts tied to calendar items and client records, with AI summaries and proposed follow-ups you approve.
Scheduling links
Let clients book advisory time directly, through built-in booking pages or a calendar tool integration.
Visual skill builder
Attach document skills to workflow steps and teach new ones from a source example, so output matches what your team already uses.
Stream playbooks
Objectives, eligibility rules, and working documents attached to each stream, visible where the work happens.
Self-serve signup
Create your agency, invite your team, and start a trial without talking to anyone. Per seat billing.
Committee portals
External reviewers score and vote in a scoped portal, never inside your workspace.
Full French interface
Public surfaces are bilingual today. The full working interface follows.
SOC 2 Type II
The audit program is planned. Our security practices are documented on the security page today.
US data region
A per agency US hosting option for American organizations, on the same isolation model.
Want something on this page?
Tell us what your team needs. The roadmap is shaped by the agencies using it.