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• Granular Email Notification Preferences with Role-Based Permissions

  ➡️ Next

• Allow invoice pdf to be sent via email

  ✅ Completed

• ACH support from Stripe

  In test

• Allow managers to be added as "assignees" for a task

  ✅ Completed

• Portal Walkthrough

  ✅ Completed

• Send Email again

  ✅ Completed

• Send Task reminders to team members.

  ➡️ Next

• Change order of services in the Catalog

  In test

• Internal team chat like teamwork has

  ➡️ Next

• Light/Dark mode toggle for us & our clients when loggin in

  ➡️ Next

• *More design control on client portal please*

  ➡️ Next

• Iframe in sales process/forms - eg Calendy

  ➡️ Next

• Add time form form type in intake

  ⏳ Later

• Custom Roles & Permissions

  ⏳ Later

• Sandbox Live

  ➡️ Next

• Split Payments

  ⏳ Later

• Shareable URLs for Uploaded Files

  ➡️ Next

• Option to create invoices without the need of an order

  🚧 In Progress

• Post Purchase Landing/Message

  🚧 In Progress

• Messenger tab with the customer

  ➡️ Next

• Dynamic Proposal to Contract

  🚧 In Progress

• Frame io integration

  ⏳ Later

• Conditional fields in intake forms

  ⏳ Later

• Client Portal: Add Widget or Link for Knowledge based

  ➡️ Next

• Whatsapp Integration

  ⏳ Later

• Calendar for leads appointments

  ⏳ Later

• Automatic check of client payments

  ➡️ Next

• File size for upload to Increase.

  ➡️ Next

• Custom fields to clients and contacts

  🚧 In Progress

• Custom Login Screen

  🚧 In Progress

• Quickbooks Integration

  ⏳ Later

• Slack Integration

  In test

• Google Drive & One Drive Integration

  In test

• Payoneer

  ➡️ Next

• Zapier

  🚧 In Progress