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Future Roadmap

Discover the latest version and what is coming in OroCRM.

How to read this roadmap: The very nature of Agile software development implies that no plans are set in stone and the roadmap evolves constantly. However, we still make plans and may roughly divide them into three levels of certainty depending on the implementation timeline.

First comes the Upcoming version part with our plans for the upcoming release. These plans are the most detailed and the scope of what we want to deliver within the release is more or less fixed (note that it still may change though).

Next part is our Mid-term plans. Items listed there are our priority targets for 1–2 future releases after the upcoming one, or roughly a year down the road. These items are less detailed, but should give you a general idea of the features we’d like to develop.

Finally, our Long-term plans is the high-level overview of what we eventually would like to add to our application, but aren’t going to work on anytime soon. This part could be a good starting point if you want to develop an extension for our Marketplace or contribute to the application directly.

If you have more questions regarding this roadmap please contact us on our forums or join our Slack channel.

Mid-term plans (~1H 2017)

OroCommerce integration

  • Enable Quotes for Opportunities
  • Close Opportunities with Order
  • Opportunity line items
  • Sales workflows

Sales team management

  • Territory management
  • Team and individual sales quotas and other performance indicators
  • Workload queue and distribution

Magento 2 integration

  • Sync customers, carts, orders, and subscriptions
  • Track customer behavior on websites

VoIP integration

  • Asterisk integration

Segmentation and filters

  • Filter builder at data views
  • Show/hide filters on data view
  • Save and reuse filters in different views (grids, dashboard)
  • Functions in filtering conditions
  • Drill-down reports
  • Transform reports into dashboard and side panel widgets
  • More charts (pie charts, bar charts, etc.)

Data views

  • Configurable board cards
  • Side record view

Social

  • “Social profile”: collect customer data from social networks
  • Reach customers via social networks for sales or support

Onboarding experience

  • Reworked user guides and knowledge base
  • In-app tutorials
  • Ask for assistance from within the application

Other features

  • Quick record lookup (hover card)
  • Schedule calls and view them in Calendar
  • To Do list
  • Google Calendar integration
  • Campaign history at Account view

Long-term plans

Account management

  • Multiple account types
  • Configurable account view

Contact management

  • Personal and organizational contact lists
  • Contact information fields
  • Contact preference management

Marketing

  • Measure customer engagement and satisfaction
  • Lead scoring

Email

  • Quickly create records from emails
  • Folder view on My Emails page
  • Auto-responses

Workflows

  • Action and workflow management UI

Record collaboration

  • Parallel access to data
  • Record locking
  • Drafts and Recycle bin
  • Track records and receive notifications on changes
  • Chat feature

User experience

  • Inline editing on forms
  • In-app notifications

Application configuration

  • Form management
  • Enhanced localization capabilities
  • Activity stream