Roadmap
Features planned and in progress for the coming months.
Planning
This roadmap is updated regularly and may change based on product priorities.
In progress
| Feature | Target | Description |
|---|---|---|
| Sync franchise meeting schedule with a fixed booking link | Jul 2026 | Integrate franchise meeting availability so prospects can book presentation slots. After confirmation, the system automatically sends the fixed online meeting link. |
| AI identifies paid-traffic customers via Meta API | Jul 2026 | Automatically identify leads from Facebook and Instagram campaigns through the Meta API, with origin tags for segmentation, support, and reporting. |
Planned
| Feature | Target | Description |
|---|---|---|
| Print reports filtered by period, customer, and establishment | Aug 2026 | Print reports (e.g. account statements) filtered by period, customer, and establishment, ready to share. |
| Sync Interflow calendar with Google Calendar | Aug 2026 | Two-way event sync between the native calendar and Google Calendar, with a choice of which calendars to connect. |
| Reload button in the Tasks module | Aug 2026 | Refresh only the task list, without reloading the whole page. |
| Auto-fill description when selecting a finance category | Aug 2026 | Fill the entry description with the category’s default text, still editable by the user. |
| Delete and edit cash register operator permissions | Aug 2026 | Remove operators from a cash register and edit permissions for those already assigned. |
| Alphabetical order for external group members | Aug 2026 | Display external group participants in alphabetical order by name. |
| Auto-delete customers based on last interaction | Aug 2026 | Consider both old registration and recent inactivity when freeing plan slots, keeping customers who still talk to the company. |
| Filter customers by last conversation status | Aug 2026 | Filter customers by last conversation status (waiting, in progress) or with no conversation. |
| Disable immediate flow on official API channels in Meta forms | Aug 2026 | Block immediate flow start on official API channels, requiring an approved template for the first contact. |
| Edit and delete messages in internal chat | Aug 2026 | Edit or delete messages sent in the team’s internal chat. |
| Billing flow adjustments and default succumbency value | Aug 2026 | Avoid unwanted automatic billing creation, standardize charge names (COMPANY X DEBTOR), and keep succumbency at zero by default. |
| Meet call button with customer notifications | Aug 2026 | Start a Google Meet call from the conversation and automatically send the join link to the customer. |
| Fix contact number in “View customers” in UTM Tracking | Aug 2026 | Show the contact number for every customer in an ad’s customer list. |
| Fix custom field ordering | Aug 2026 | Keep the user-defined order of custom fields after edits and page reloads. |
| Custom order for Closure Types | Aug 2026 | Reorder closure types with drag and drop, and keep that order on every screen. |
| Default purchase price for new customers | Sep 2026 | Set a default purchase price applied automatically when new customers are created. |
| Bulk delete messages in a conversation | Sep 2026 | Select multiple messages and delete them at once. |
| Map Pixel custom fields to UTM Tracking | Sep 2026 | Link Pixel UTM data to CRM custom fields to track campaign origin. |
| Better time-clock control in HR / Time tracking | Sep 2026 | Block duplicate punches, configure hours and breaks, adjust day status, and show employees a clear view of their workday. |
| Confirmation when moving a customer to a stage with a UTM event | Sep 2026 | Ask for confirmation before moving a customer to a stage that has a Facebook UTM event attached. |
| Show hidden tasks in the Tasks calendar view | Sep 2026 | Show every task for the day in calendar view, including those that are currently hidden. |
| Export data from My Savings | Sep 2026 | Export income, expenses, and transactions from My Savings as Excel or CSV. |
| Split view for Conversations, Tasks, and Appointments | Sep 2026 | See conversations, pending tasks, and upcoming appointments on the same screen. |
| Notes and legal status on billing entries | Sep 2026 | Add notes and mark whether a charge is in legal proceedings. |
| Remove users from WhatsApp external groups when they leave a team | Sep 2026 | Automatically remove a user from the team’s WhatsApp groups when they are removed from the team. |
| Map CRM custom fields to the Facebook Pixel on stage change | Oct 2026 | Send custom field values as the product name in the Pixel event when a CRM stage changes. |
| Bottleneck analysis and improvement suggestions for support | Oct 2026 | Detect slowdowns and failures across funnels and chats, with bottleneck reports and practical improvement suggestions. |
| Action history and user identification on entries and edits | Dec 2026 | Record who created, edited, or deleted charges and other entries, with filters by month and user. |
| Sync billing changes with Asaas | Dec 2026 | Automatically update Asaas when fines, interest, or charge details change in Interflow. |
Status
| Status | Meaning |
|---|---|
| In progress | Currently being built |
| Planned | Approved for development |
Feedback
Feature suggestions:
- Email: feedback@interflow.chat
- Chat: through the platform