SalesSavvy
SalesSavvy

Product Roadmap

Empower every salesperson to seal more wins.

2025 Q4

Core Capability Development & Full-Process Meeting Intelligence

Establish end-to-end intelligent meeting insights and complete core channel integrations.

Account & Channel Integration: Unified login + HubSpot, Zoom, Aircall integrations.
Complete
Pre-Meeting Intelligence: Auto-generated customer profiles, conversation recaps, and talk objectives.
Complete
In-Meeting Real-Time Assistance: Live transcription, AI-enhanced notes, and automatic goal detection.
Complete
Post-Meeting Analysis & Sync: Smart summaries & reports, CRM field extraction, one-click CRM sync.
Complete
2026 Q1Current

Foundation & Meeting Platform Integration

Strengthen core product foundations, integrate leading meeting platforms, and refine UX & feedback loops.

Audio/Video File Analysis: Upload & auto-transcribe files, extract key insights.
In Progress
System Audio Capture: Native system audio recording for intelligent analysis.
In Progress
Meeting Platform Integration: Google Meet, Microsoft Teams, and additional platforms.
In Progress
UX Optimization: In-app onboarding & structured user feedback collection.
In Progress
2026 Q2

External System Integration & AI Capability Enhancement

Connect critical external systems, advance AI interaction, and enable flexible sharing & export.

Email Integration: Email login/registration + meeting insight email digests.
Planned
Salesforce Integration: Bidirectional sync for CRM data & meeting insights.
Planned
AI Chatbot: Real-time Q&A assistant + automated meeting recaps.
Planned
Sharing & Export: Share insights, download reports, clip key highlights.
Planned
2026 Q3

Industry-Specific Scenarios & Insight Optimization

Build industry-tailored insight models to boost AI accuracy & usability.

Knowledge Engineering: Industry modeling, tag mining, private knowledge base integration.
Planned
Custom Insights: Pre-built industry templates + configurable insight workflows.
Planned
AI Chatbot Template Recommendations: Dynamic template suggestions by industry & meeting stage.
Planned
Multi-Agent Orchestration: Coordinate multiple AI agents for deeper, more accurate conversation analysis.
Planned
2026 Q4

Team Collaboration & Management

Evolve from individual intelligence to a team-wide collaboration platform, driving efficiency & knowledge capture.

Team Access & Permissions: Team management & role-based access control (RBAC).
Planned
Team Performance Dashboard: Visual analytics & quantifiable team performance metrics.
Planned
Collaboration Tool Integration: Slack, Google Docs, Notion, and more.
Planned
Smart Playbook & Best Practices: Auto-extract high-performing talk tracks & deliver real-time in-meeting guidance.
Planned

Release Notes

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

v1.3.6

patch
04/02/2026

Pre-meeting Insight, Highlight, Model Stability & UX Optimization

  • Pre-meeting Insight Upload: Support PDF/Word/PPT/image uploads integrated into insights.
  • Insight Highlight: Auto-highlight names, companies, products, prices & time for better UX.
  • Improve pre-call tagging model stability.
  • Add webpage dark mode for comfort.
  • Optimize UX: onboarding & Sync confirmation.

v1.3.5

patch
03/26/2026

Message center, feature hiding, and account plan inheritance

  • Message Center & Admin: Users can submit feedback and track progress, forming a complete feedback loop.
  • HubSpot Feature Hide: Hide HubSpot features before approval to ensure compliance.
  • Zoom Feature Hide: Hide Zoom features before approval to prevent early access.
  • Account Inheritance: Re-registering restores previous plan and credits, preserving user entitlements.

v1.3.4

patch
03/19/2026

Download media, improved UI, editable transcripts, and structured, traceable meeting goals

  • Audio & Video Download: Download call recordings and videos to your local device for offline access and backup.
  • UI Update: Improved interface and interaction for a clearer and smoother user experience.
  • Editable Transcriptions: Edit transcripts manually and regenerate insights based on updated content.
  • Meeting Goals Enhancement: Split goals into primary and secondary, with added traceability.

v1.3.3

patch
03/12/2026

User feedback and sync information preview

  • User Feedback: Add a feedback entry for users to submit issues or suggestions.
  • Sync Preview: Preview data before syncing to the CRM to ensure accuracy.

v1.3.2

patch
03/05/2026

Pricing plans, smarter playback sync, and UX improvements

  • Pricing: Free, Pro, Business plans with clear feature tiers (including free trial).
  • Playback Sync: Transcript auto-scroll synced to audio/video playback.
  • UX Improvements: Pre-meeting details, client brief, note enhancements, post-meeting CRM redirect.

v1.3.1

patch
02/28/2026

Local meeting recording via browser-based system audio

  • Local Meeting Recording: Browser-based system audio recording.

v1.2.0

minor
01/31/2026

Onboarding, file analysis, and rich meeting visualization

  • Onboarding: Interactive step-by-step onboarding tutorial + demo data.
  • File Upload: Ability to analyze uploaded meeting audio/video files.
  • Visualization: Live audio waveform, task progress, engagement heatmap.
  • Performance & Stability: Large file improvements, low-volume ASR alerts, multi-device login management.

v1.1.0

minor
11/25/2025

Pre-, in-, and post-meeting intelligence for every call

  • Pre-Meeting Intelligence: Auto customer profiles, conversation recaps, talk objectives.
  • In-Meeting Assistance: Live transcription, AI-enhanced notes, automatic goal detection.
  • Post-Meeting Sync: Smart summaries, CRM field extraction, one-click CRM push.

Beta v1.0.0

major
10/30/2025

Login, SSO, and core channel integrations

  • Login & SSO: Gmail & Microsoft single sign-on support.
  • User Hub: Profile management, AI configuration, compliance & security settings.
  • Core Channel Integrations: HubSpot, Zoom, Aircall.
  • Live Transcription: Real-time meeting speech-to-text.