Target
Q3 2026
Email sequences UI refresh
Faster, more keyboard-friendly editor with branching by reply.
Roadmap
Roadmap
What we're working on, what's queued, and what we're researching. This page is updated monthly. Promised dates only appear when we're confident.
Last updated
NOW
6 items
Now
What we're actively building this quarter.
Target
Q3 2026
Salesforce-importer v2
Handles custom objects and >2GB exports. Currently ~70% of our support volume — fixing it removes that pain.
Target
Q3 2026
Webhook event coverage
Adding deal-stage-changed and contact-merged events so automations no longer need to poll.
Target
Shipped
Bulk pipeline reassign
Released this sprint. Drag-select multiple deals across stages and move them to a different pipeline in one action.
Target
Q3 2026
Audit log search + filter
Filter the audit log by user, entity, and event type so security and finance teams can answer questions in seconds.
Target
Q3 2026
Mobile pipeline reordering
Drag-and-drop deal reordering inside pipelines on iOS and Android, matching desktop behaviour.
NEXT
6 items
Next
Queued for the following quarter.
AI lead scoring (private preview)
Trained on your own closed-won pipeline. No third-party model access to your customer data.
Sub-pipelines / pipeline branching
A single deal can fork into separate workstreams (e.g. procurement and legal) without duplicating records.
Native LinkedIn enrichment
In-app contact enrichment from LinkedIn. No separate browser extension required.
Two-way Microsoft 365 calendar sync
Beyond the current one-way push. Events created in either system stay in sync, with conflict resolution.
Multi-currency on accounts
Per-account default currency so multinational customers see deals priced in the right denomination by default.
Custom dashboards
Drag-and-drop widget grid with saved layouts per user. Currently dashboards are fixed-layout.
LATER
6 items
Later
We're researching these. No commitment yet.
Conversational queries on your pipeline data
Natural-language reporting against your CRM data using hosted models. Researching accuracy and privacy boundaries.
Workflows with conditional branches
IF/ELSE logic inside the automation builder so a single workflow can handle different deal paths.
Mobile app redesign
Currently a wrapped PWA. Investigating whether a native build is worth the maintenance cost.
iOS/Android SDK for customer apps
For customers who want to embed Tonic Desk pipelines and contacts inside their own product experiences.
EU sovereignty option
Customer-managed encryption keys with full data residency in the EU for regulated industries.
AI sales-call summarisation
Real-time call notes that auto-import into the deal activity feed. Live transcription, structured summary.
This roadmap is a guide, not a promise. Dates appear only when we're confident.