Roadmap
Prioritized by what moves the revenue workspace forward for customers already on the platform — then net-new apps that complete the cycle from marketing through service and ops.
Platform
Momentum · Workspace · Ledger · Insight · Auto
Deepen the apps customers run on today — richer CRM workflows, Workspace polish, Ledger depth, Insight dashboards, and Auto at scale. Everything shares one data layer and Salestrics AI.
In progress
Customer service
Service cloud for revenue teams — cases, SLAs, queues, and knowledge tied to the same Accounts and Contacts in Momentum. Think Salesforce Service Cloud, native to Salestrics.
Next up
Communications
Voice, video, and email on live CRM records — log calls, join meetings, and send from {org}@mysalestrics.com without a separate dialer or inbox.
Planned
Marketing
Magnetic Marketing — campaigns, journeys, and attribution that feed leads straight into Momentum. Built for teams that outgrew spreadsheets but do not want a standalone MAP.
Planned
Commerce
Quotes, catalogs, and orders connected to opportunities in Momentum and revenue in Ledger — one thread from pipeline to payment.
Planned
Productivity
Task manager for cross-app execution — assign work, track deadlines, and link tasks to deals, cases, and projects without leaving the platform.
Planned
Workforce
Scheduling and shift planning for field, service, and retail teams — capacity planning that connects to Resolve cases and Momentum accounts.
Planned
Supply chain
Supply chain management — inventory, fulfillment, and vendor flows for product-led businesses that need ops and revenue on one login.
Planned
Platform
Discover and install third-party and partner apps into your workspace — extending Salestrics without breaking single sign-on or org scope.
Future
Priorities shift as customers ship and we learn. Shipping beats slides — follow the blog for what actually landed.
