Release - Road Map

We are in the process of continuous development and improvement. Besides integrating newer features to make the user-experience more enhanced and increasingly better, we relentlessly work towards integrating the latest from the technology world. For example, we are investing heavily on implementing Artificial Intelligence driven sales-forecasting, performance projection etc. apart from making ways for you to integrate a plethora of 3 rd -party tools. All these features and a host of others have a common motto – improve productivity so that you can serve your customers in the best possible way.

A list of upcoming features with tentative release date is given below:

RELEASE: February 20, 2020

SL NO Feature identifcation Release Version
1 ‘Pin a View’ option to create a default list view 1.2
2 Ability to clone a record 1.2
3 Ability to send Performa Invoice at the time of closing deal 1.2
4 Adoption manager to help new users 1.2
5 Calendar for upcoming tasks/process/activity (integration with Google and Outlook Calendar) 1.2
6 connect Google Calendar, Office 365 Calendar and Calendly 1.2
7 Custom-defined fields across all modules to process additional information 1.2
8 Define TAT and manage flags 1.2
9 Email alerts 1.2
10 Embedded Help content 1.2
11 Generate, use and clean sample records 1.2
12 Integrated SMS to communicate with customers (add-on feature) 1.2
13 Interactive charts and bar-graph for views 1.2
14 Monitor and manage users’ activity at tenant level 1.2
15 Notes and attachments with every record 1.2
16 One-click copy option of data from a field (useful fields only) 1.2
17 On-screen notifications for logged-in users 1.2
18 Profile Enhancer (For Accounts, Contacts, Person Accounts and Leads) 1.2
19 Report file generation (CSV/ODT) 1.2
20 Reports: covering more scopes of data visibility 1.2
21 Tenant Admin Area: Control user access (lock/freeze/change account) 1.2
22 Tenant Admin Area: View Login History of users with Timestamp, IP and Location 1.2
23 TutterflyCRM Mobile App (Android) 1.2
24 TutterflyCRM Mobile App (iOS) 1.2
25 TutterflyCRM Mobile App (PWA) 1.2
26 Use WhatsApp to send transactional messages (add-on feature) 1.2

RELEASE: June 20, 2020

SL NO Feature identifcation Release Version
27 Animated TFC Mascot 1.3
28 Automated on-boarding process for salespersons 1.3
29 Customize theme based on organizational color, logo, and background image 1.3
30 Dynamic Templates 1.3
31 Email Beamer feature to send targeted emails 1.3
32 Fixed Departure Management/Product management 1.3
33 Gamification: Tenant to run contests among team members with incentive goals 1.3
34 Integrate website enquiry-form with TutterflyCRM 1.3
35 JSON API for 3rd -party integration 1.3
36 Opportunity queue management 1.3
37 Option to create records from Emails 1.3
38 Profit calculation on closing any opportunity (based on specific costs and expenses) 1.3
39 Record tagging with tag-view option 1.3
40 Rename a user at the Tenant level 1.3
41 Supplier Management: Manage list of approved supplier 1.3
42 Supplier Management: Option to prepare RFQs based queries 1.3
43 Transfer ownership of records (single/multiple) 1.3
44 TutterflyCRM Business forum to exchange ideas, build network and share information 1.3

RELEASE: October 20, 2020

SL NO Feature identifcation Release Version
45 Assign ratings: Account, Lead and Person Account 1.4
46 Connect Facebook and Instagram with TutterflyCRM 1.4
47 Create customized workflow at tenant level 1.4
48 Create organization chart in the Admin and set hierarchical model 1.4
49 Emergency measure: Expire all password (new password on next login) 1.4
50 Emergency measure: Forced logout of selected/all users 1.4
51 Escalation matrix: Internal and external 1.4
52 Forecast Conversion and Revenue using Artificial Intelligence 1.4
53 Form Builder for data collection 1.4
54 Integrated chat feature for intra-tenant users 1.4
55 Manage territories for users at Tenant level 1.4
56 Online password vault for team and admin 1.4
57 Option to capture Opportunity dynamically 1.4
58 Restrict access based on user’s IP 1.4
59 Schedule meeting 1.4
60 Set password policy for all users 1.4

RELEASE: In the pipeline

SL NO Feature identifcation Release Version
61 Feed screen-casting from TutterflyCRM 1.5
62 Implement ‘Constraint’ at user-level 1.5
63 Integrated CTI with Dialer 1.5
64 Opportunity queue management 1.5
65 Run customer loyalty program 1.5
66 Run customer surveys and polls 1.5
67 Salesforce integration (option to manage fields and export/import data) 1.5
68 Zapier integration 1.5