SalesSavvy
SalesSavvy

Product Roadmap

We're building SalesSavvy toward an Autonomous CRM platform. Here's what's next.

Q1 2026Current

Individual Sales Efficiency

Pre-call insights → capture calls → post-call summaries & follow-ups.

✓AI-powered pre-call briefs
Complete
✓Real-time call transcription
Complete
⏳Auto-generated MEDDIC reports
In Progress
⏳CRM integration (HubSpot, Salesforce)
In Progress
Q2 2026

Pipeline & Forecasting

Deal health signals from conversations, smarter next-best actions, and forecast accuracy improvements.

○AI deal health scoring
Planned
○Smart next-best-action recommendations
Planned
○Predictive pipeline analytics
Planned
○Automated forecast reporting
Planned
Q3 2026

Team Collaboration

Coaching workflows, shared playbooks, and org-wide "what works" knowledge distribution.

○Team coaching dashboard
Planned
○Shared sales playbooks
Planned
○Best practices knowledge base
Planned
○Performance benchmarking
Planned
Q4 2026

Autonomous CRM

AI agents execute the end-to-end sales cycle with human review and governance.

○AI-powered lead qualification
Planned
○Automated follow-up sequences
Planned
○Smart deal prioritization
Planned
○End-to-end workflow automation
Planned

Release Notes

Phase 1.0 focus: Mastery of individual sales efficiency and the communication loop.

v1.3.0

patch
02/28/2026

Cleaner identity & navigation in Meetings

  • •Better name display: Avatars now display surname for clearer identification in participant lists.
  • •More consistent participant identity: Related meetings and participant display follow a unified "email first, name fallback" rule to reduce confusion.

v1.2.0

patch
01/31/2026

Faster discovery with smarter search & related meetings

  • •Related meetings that work even without email: If a participant has no email, we now use their name to link and retrieve related meetings.
  • •Search by email or name: Global search now supports both email and name inputs.
  • •More reliable Recording ordering: Recording list sorting updated to prioritize the most recent actual start time.

v1.1.0

minor
12/30/2025

Guardrails & resilience for pre-call generation

  • •Meeting Goals length limit: Added a 5,000-character input limit with an in-product message when the limit is reached.
  • •Pre-call output controls (quality loop): Added quick actions on generated insight modules to support iteration and feedback.
  • •More stable generation behavior: Tuned agent execution limits to reduce "stuck generating" experiences.

Beta 1.0

major
11/20/2025

Pre-call insights + core integrations (public beta)

  • •Connect your tools: Added integrations with HubSpot CRM, Zoom, and Aircall.
  • •Meetings hub: A unified workspace for upcoming meetings, live calls, and completed recordings.
  • •Pre-call insights: Client Brief, User Profile, and AI-suggested Meeting Goals.
  • •Generate when it matters: Automatic generation before the meeting, plus manual Generate / Cancel / Re-generate.
  • •HubSpot in-context experience: View the next meeting's pre-call brief directly inside a contact record.