We believe in transparency. We love letting you know what is coming. It makes us happy to see you excited for all the awesome things coming up. Now, you must know, this is NOT the full list, but some of things. 

This is in no particular order.  But it will give you a good idea of what you can look forward to.  We work hard every day to make sure we deliver the best product we can and fun features as fast we can.  Not a day that goes by without us being better than the day we were before.  We are so happy you are here for our journey!  


  • Approve before sending workflow action
  • Lead tracking and reporting


  • Vendors - Being able to add other people in the address book and not just clients!
  • Xero integration
  • Task Board updates - updating task boards with some more features
  • Bulk Archiving


  • External Button Links for emails
  • Contract and other forms expiration date
  • Wave integration
  • Email list integration (mailchimp/convertkit, etc...)
  • Form logic.  By a client selecting one answer it triggers a series of different questions based on that answer.
  • send questionnaires to others and not have them apply to a job (ex: simliar to jotform, typeform)
  • More Zapier triggers and actions
  • An app.  We are working on it, but want to get a few of the LARGE features released before we launch the app.

To view the features we have launched and other updates, you can see those here:

Did this answer your question?