ClosingDealz Roadmap

See what’s live, what’s in progress, and what’s coming next. The ClosingDealz roadmap highlights key
features built to simplify sales, automate work, and help agencies grow.

01

Organizations and Workspace

01

Organizations and Workspace

Multi-tenant architecture with workspace control.

02

Leads

02

Leads

Track leads with status stages and source attribution.

03

Deals

03

Deals

Manage opportunities linked to leads.

04

Google Auth

04

Google Auth

Login using Google accounts.

05

Public API

05

Public API

Integrate with other systems using our REST API.

06

Deal Stage Customization

06

Deal Stage Customization

Customize your sales pipeline.

07

Analytics

07

Analytics

Get visual insights into your pipeline and conversions.

08

Contacts

08

Contacts

Track all people related to leads.

09

Team Collab

09

Team Collab

Assign teammates and collaborate with your team.

10

Dashboard

10

Dashboard

Customizable dashboard with key metrics.

11

Forms

11

Forms

Embed forms to capture leads directly into your CRM.

12

Calendar

12

Calendar

CRM-native scheduling view.

13

Activities

13

Activities

Create/track meetings and tasks.

14

Google Calendar Integration

14

Google Calendar Integration

Sync meetings and tasks directly with Google Calendar.

15

Google Meets Integration

15

Google Meets Integration

Auto-create and attach Google Meet links.

16

Chatbots

16

Chatbots

Website lead-gen chatbot to capture and qualify leads.

17

Automation

17

Automation

Custom trigger-based automations.

18

Mobile App

18

Mobile App

Stay connected on the go with instant notifications and access to your business from anywhere.

19

Personalized AI Assistant

19

Personalized AI Assistant

A personalized AI employee that understands your business, assists your team, and automates daily operations.

20

Business Intelligence

20

Business Intelligence

Advanced insights of your prospects and smarter AI.

21

In App Call

21

In App Call

Call leads directly inside your CRM.

22

SMS follow-up

22

SMS follow-up

Send SMS reminders to leads.

23

DM & Email Outreach Automation

23

DM & Email Outreach Automation

Advanced email and social media outreach system powered by AI.

24

Zapier Integration

24

Zapier Integration

Connect to 6,000+ apps through Zapier.

25

AI Summary from Meeting

25

AI Summary from Meeting

Automatic call summarization and insights from meetings.

26

Affiliate Program

26

Affiliate Program

Refer users and earn commission.

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