NiceHatCRM Roadmap

Our vision for the future of NiceHatCRM

Building the Future of Customer Relationship Management

Our roadmap outlines our journey to create the most intuitive, powerful, and customizable CRM platform for businesses of all sizes. We're constantly improving based on customer feedback and industry trends.

Recently Completed

Chamber Core Plugin Enhancements

Completed April 2025

Improved Chamber Core Plugin with enhanced directory features, event management, and member management capabilities. Fixed critical issues with calendar integration and registration systems.

  • Public business directory with modal-based details view
  • Chamber events management with calendar integration
  • Member management with levels and membership tracking
  • Standardized template system for consistent UI

Client Portal Implementation

Completed March 2025

Launched the client portal system allowing clients to access their documents, invoices, appointments, and support tickets in a secure environment.

  • Secure authentication system with session management
  • Document sharing and downloading capabilities
  • Invoice viewing with payment options
  • Task notes and collaboration features

Email Tracking System

Completed February 2025

Deployed a comprehensive email tracking system with Chrome extension integration, allowing users to track email opens, clicks, and engagement.

  • Chrome extension with Gmail integration
  • Cross-tenant email tracking capabilities
  • Real-time notifications for email opens
  • Detailed analytics dashboard

Admin Interface Standardization

Completed January 2025

Standardized the admin interface with consistent layout, styling, and navigation across all admin pages.

  • Implemented 3-7-2 grid layout system
  • Added gradient card headers and modern styling
  • Fixed authentication and redirect issues
  • Improved mobile responsiveness

Currently In Development

Financial Management Module

In Progress Q2 2025

Comprehensive financial management system for tracking income, expenses, and financial reporting.

75%
  • Transaction tracking with categorization
  • Recurring transaction management
  • Financial reporting and forecasting
  • Integration with accounting software (Pending)

Enhanced Deals Pipeline

In Progress Q2 2025

Improved deals management with customizable stages, probability tracking, and forecasting.

60%
  • Customizable deal stages
  • Probability tracking
  • Visual pipeline with drag-and-drop
  • Sales forecasting tools (Pending)

Menu Customization System

In Progress Q2 2025

Enhanced menu customization with drag-and-drop interface and tenant-specific configurations.

40%
  • Basic menu customization
  • Drag-and-drop interface
  • Role-based menu visibility
  • Custom menu item creation (Pending)

Planned Features

Advanced Analytics Dashboard

Planned Q3 2025

Comprehensive analytics dashboard with customizable widgets, data visualization, and business intelligence features.

  • Customizable dashboard widgets
  • Interactive data visualization
  • Trend analysis and forecasting
  • Export and scheduling capabilities

AI-Powered Assistant

Planned Q4 2025

Intelligent assistant for automating tasks, providing insights, and enhancing productivity.

  • Smart email composition
  • Meeting scheduling and reminders
  • Data entry automation
  • Predictive analytics and recommendations

Mobile Application

Planned Q1 2026

Native mobile applications for iOS and Android with offline capabilities and push notifications.

  • iOS and Android native apps
  • Offline data access and synchronization
  • Push notifications for important events
  • Mobile-specific features (location, camera, etc.)

Integration Marketplace

Planned Q2 2026

Marketplace for third-party integrations and plugins to extend NiceHatCRM functionality.

  • Developer API and SDK
  • Integration marketplace
  • Partner program
  • Custom integration services

Future Vision

Advanced AI Integration

Deep AI integration for predictive analytics, automated workflows, and intelligent decision support.

Global Expansion

Multi-language support, regional compliance features, and international payment processing.

Blockchain Integration

Secure document verification, smart contracts, and decentralized identity management.

AR/VR Experiences

Immersive data visualization, virtual meeting spaces, and augmented reality interfaces.

Help Shape Our Roadmap

We value your input! Have a feature request or suggestion for our roadmap? Let us know what you'd like to see in future versions of NiceHatCRM.

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