Roadmap

Every release here comes dated and itemized, not a marketing slogan.

Released capabilities below carry a date and a list of changes. After that: planned directions and previews of future modules, without fixed launch dates.

Release notes

What we've shipped

A steady stream of improvements, newest first.

June 2026

Documents and everyday speed

One-click documents — invoices, delivery notes and commercial proposals straight from an order or deal card.
Bulk actions on leads and deals, plus CSV import and export.
Instant search across every record from anywhere in the workspace.

May 2026

Payments and delivery, connected

Online payments confirm an order automatically the moment the customer pays.
Delivery services: create a waybill and track the parcel without leaving the order.
Order status changes sync back to the marketplace the order came from.

April 2026

Stores and marketplaces in one place

Orders from connected online stores and marketplaces flow into the CRM automatically.
Questions from marketplaces and messengers arrive as leads, ready to follow up.
Catalog prices and stock stay in sync with connected stores.

March 2026

Catalog, stock and suppliers

Product catalog with categories, brands, bundles and photos.
Stock tracking with a full movement history, so quantities stay accurate.
Suppliers directory and goods-receipt documents, plus low-stock reorder suggestions.

February 2026

Orders and post-sale customers

Full order management — statuses, line items, payments, shipments and returns.
Customer view with health (healthy, at-risk, churned), lifetime value and segments.
Repeat-purchase and order history on every customer card.

January 2026

Analytics that answer real questions

Reports: which sources convert, how fast deals move, who's performing, and the revenue trend.
An operational dashboard that shows what needs attention today.
Monthly revenue and deal goals with progress bars.

December 2025

Tasks, reminders and notifications

Tasks, calls and meetings with reminders and a daily email of everything overdue.
In-app notifications and @mentions so the right person is looped in.
Automatic alerts when a deal or lead goes quiet.

November 2025

Connect your website and tools

An embeddable lead-capture form so website enquiries land straight in the CRM.
Open API to connect Obriym CRM with your own systems and automations.
First online-store integration: orders and customers sync into the CRM.

October 2025

The CRM foundation

Leads with a mandatory next step, automatic going-stale warnings and scoring — so nothing slips.
360° contact and company cards with full history; duplicate merge keeps data clean.
Visual drag-and-drop sales pipeline; one click turns a lead into a contact, company and deal.
Team roles and invitations, secure two-factor sign-in, and a full Ukrainian / English interface.

What we're building next

Development directions without fixed dates — just where we're heading.

AI Growth Agent — coming soon: A planned AI marketer inside the CRM: business knowledge and explained recommendations first, then opportunity discovery, approved actions and measuring results. Explore the concept preview; the agent is not operational yet and no launch date has been announced.
Local market depth: Deeper integration with local delivery services, payment systems and marketplaces — so an order flows from receipt to shipment without copy-pasting between systems.
Communication channels: Messengers, email inbox and telephony directly in the CRM. A manager replies to a client while seeing the full record — without switching tabs.
More automation: Fewer manual steps: smart templates, scheduled actions and assistants that prepare the next step so the team focuses on selling, not admin.
Ecosystem expansion: More store, marketplace and automation integrations. Every connector is a confirmed customer need, not just another box to tick.

Long-term goal

“Every contact, next step, order and churn risk visible in one workspace — for any business type.”

Roadmap for AI agents

Machine-readable roadmap and changelog available at:

https://obriym-crm.com/roadmap.json https://obriym-crm.com/changelog.json

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