# Product roadmap: what's live, what we're building, and what's next. > The Workspace369 product roadmap: every feature live today by area and plan, what we're building, ideas you can vote on, and the latest dated releases. Canonical: https://workspace369.com/roadmap/ Last updated: 2026-11-04 Workspace369 product roadmap The Workspace369 roadmap is a map of the product: every capability you can use today, grouped by the job it does, plus what is being built and which ideas are being explored. It gives no delivery dates. Everything that ships gets a dated release note in the changelog. [See what each plan includes](https://workspace369.com/pricing/)[Suggest an idea](https://workspace369.com/roadmap/#exploring)[All release notes](https://workspace369.com/changelog/) **No promised dates** Things listed as Building aren't available yet. Shipped work gets a dated release note. Last release:November 12, 2026 Features live 45 Areas of the product 7 Dated release notes since April 2026 89 Live now ## Everything you can use in Workspace369 today. Each row opens the page that covers it. The chip shows the first plan that includes it; a second chip shows a part that starts on a higher plan. - Every plan on Cadet and up - Plan and up starts on a higher plan - New added or expanded in a release note from the last 30 days [Win work](https://workspace369.com/features/#win-work) ### From first form to signed proposal Capture the request, follow up on time and send a proposal the client can accept on their own page. - [Proposals Line items, optional add-ons and a deposit on acceptance. Clients accept on their own page and you convert it to an invoice.Every planCover images: Specialist and up](https://workspace369.com/features/quoting/) - [Contracts & e-signature Send contracts for signature in order, with an audit trail and a certificate of completion.Every plan](https://workspace369.com/features/contracts/) - [Requests & intake forms Drag-and-drop forms you can embed on any website, with auto-replies and request tracking until the request becomes a client.Every plan](https://workspace369.com/solutions/client-intake-form-software/) - [CRM & follow-ups New · Nov 1Client records, companies, custom fields and stages, with a follow-up queue that says who to contact today and why.Every planLead source reports: Voyager and up](https://workspace369.com/solutions/workspace-crm/) - [Online booking New · Nov 1Booking pages where clients pick a free time and a team member, answer your questions and pay a deposit, with buffers and round-robin scheduling.Specialist and up](https://workspace369.com/features/online-booking/) - [Funnels Pages built from blocks and hosted for you, capturing leads straight into the CRM, with follow-up flows and funnel analytics.Every planPro tools: Voyager and up](https://workspace369.com/solutions/funnel-builder-with-crm/) [Do the work](https://workspace369.com/features/#do-the-work) ### Projects, calendar and time in one place Plan the work, book the time and log every billable hour against the client it belongs to. - [Projects & tasks Projects with stages, Kanban boards, task lists and subtasks, plus a timeline view with task dependencies.Every planTimeline & dependencies: Voyager and up](https://workspace369.com/tutorials/projects/) - [Calendar & scheduling A team calendar with recurring events, guest invites, Google Calendar and Meet links, and reminders before appointments.Every plan](https://workspace369.com/features/schedule/) - [Time tracking Timers, timesheets and billable rates, with tracked time billed straight onto an invoice.Every plan](https://workspace369.com/features/time-tracking/) - [Files Client and project files with versions and share links, kept on the record they belong to.Every planFolder permissions: Specialist and up](https://workspace369.com/features/files/) - [Notes & reminders New · Oct 31Notes that work like documents, reminders, habits and focus tools, next to the work they support.Every plan](https://workspace369.com/tutorials/reminders/) - [iPhone & iPad app The same workspace as the web app, on iPhone and iPad.](https://workspace369.com/features/mobile-app/) [Get paid](https://workspace369.com/features/#get-paid) ### Invoices that get paid, on the spot or on schedule Clients pay online through your own Stripe account, and every payment lands on the invoice and the client record. - [Invoices New · Nov 1Invoices from proposals, tracked time or the catalog, with a live preview and a page your client pays from.Every planTemplates: Voyager and up](https://workspace369.com/features/invoices/) - [Online payments Cards, Apple Pay, Google Pay and ACH bank transfers, with deposits, split payments and saved payment methods.Every planPayment plans: Specialist and up](https://workspace369.com/features/payments/) - [Flash Pay Type an amount, then show a QR code or send a pay link. Each payment is booked as a paid invoice, with optional tips.Every plan](https://workspace369.com/features/flash-pay/) - [Retainers & recurring billing Retainer balances that track every hour, recurring invoices and card autopay once the client agrees.Every plan](https://workspace369.com/features/retainers-and-recurring-billing/) - [Late-payment reminders A gentle note, a firmer follow-up and a final notice that stop once the client pays, sent in your brand.Every planAutomatic late fees: Commander and up](https://workspace369.com/solutions/payment-reminder-software/) - [Change orders Versioned scope changes with the money impact shown, approved by the client from a link.Specialist and up](https://workspace369.com/features/change-orders/) - [Multi-currency invoicing Invoice in your client's currency, with tax summaries and documents in your client's language.](https://workspace369.com/features/multi-currency-invoicing/) - [PDF customization Shape the proposals, invoices and documents your clients download, in your brand.Every plan](https://workspace369.com/features/pdf-customization/) [Talk to clients](https://workspace369.com/features/#talk-to-clients) ### Every email, text and call in one conversation Each client's messages land in one thread, and everything they see from you carries your brand. - [Inbox & email New · Oct 31Your email in the workspace, matched to clients, with templates, signatures, scheduled sends and tasks from messages.Every planShared inbox: Voyager and up](https://workspace369.com/features/communications/) - [Calls & texts A business number for calls, voicemail, SMS and MMS, group texts and missed-call text back.Voyager and up](https://workspace369.com/features/workspace-voice/) - [Phone system & IVR Route callers by menu, business hours, ring group or queue, with greetings and always-on call recording.Specialist and up](https://workspace369.com/features/auto-attendant-and-ivr/) - [Post-call automation AI call summaries, voicemail transcription and tasks created after each call.Specialist and up](https://workspace369.com/features/post-call-automation/) - [Client portal A private portal for each client, in your brand, with their invoices and the items waiting on them.Every plan](https://workspace369.com/features/client-portal/) - [Branded emails & documents Reminders, proposals, receipts and e-signature emails go out in your look, from your own mailbox.Every plan](https://workspace369.com/features/branding/) - [Looks Pick a whole look for your client portal in one tap: colors, fonts, corners and layout.Every plan](https://workspace369.com/features/looks/) [Run on AI](https://workspace369.com/features/#run-on-ai) ### AI that does the busywork and asks before it sends AI AutoPilot reads and updates your real records, and anything that goes to a client waits for your approval. - [AI AutoPilot chat New · Nov 2Ask about clients, invoices and projects, and let it draft, update and search across your workspace.Every plan](https://workspace369.com/features/ai-chat/) - [AutoPilot Today & briefing A ranked list of what needs you today, Client Health flags and watches on money, projects and tasks.Every planDaily briefing: Voyager and up](https://workspace369.com/features/autopilot/) - [Claude & ChatGPT connections New · Oct 30Connect Claude, ChatGPT and other AI apps over MCP, and approve what they want to send.Every plan](https://workspace369.com/features/mcp/) - [AI Import New · Nov 1Bring clients, services, invoices and proposals from a CSV or Excel export. AI maps the columns and you review every row.Every plan](https://workspace369.com/integrations/csv-import/) - [AI writing tools Compose and rewrite messages, translate them for the client and summarize long threads.Every plan](https://workspace369.com/tutorials/workspace-ai/) - [AI-drafted workflows Describe an automation in plain words and get a workflow draft to review and test.Commander and up](https://workspace369.com/tutorials/workflows/) [Run the business](https://workspace369.com/features/#run-the-business) ### Automations, numbers and the team behind them Automate the follow-ups, see where the money is and give each teammate the access their role needs. - [Workflow Automations Email and SMS steps, tasks, reminders and internal notifications, with timed waits, templates, test runs and logs.Every planText steps: Voyager and up](https://workspace369.com/features/automation/) - [Reports & analytics New · Nov 1Dashboards, attention signals and the client and team activity view.Every planAR aging: Specialist and up](https://workspace369.com/features/analytics/) - [Expenses & receipts Scan a receipt and get a prefilled expense, linked to the client or project it belongs to.Specialist and up](https://workspace369.com/features/expenses/) - [Products & inventory A catalog of services and products for proposals and invoices, with stock levels and low-stock alerts.Every planFull catalog: Voyager and upInventory: Specialist and up](https://workspace369.com/features/products/) - [Accounting New · Nov 2A chart of accounts with AR aging and profitability, then journal entries, a P&L, balance sheet and year-end close.Specialist and upFull books: Commander and up](https://workspace369.com/features/accounting/) - [Team roles & access Roles and permissions for every teammate, and client-scoped access for contractors and account managers.Voyager and up](https://workspace369.com/features/client-scoped-access/) - [Webhooks & API New · Nov 3Signed webhooks and the Builder API on every plan, for your own integrations and automation tools.Every plan](https://workspace369.com/features/api/) - [Workspace themes New · Nov 1A theme for each workspace, in light or dark mode.Every plan](https://workspace369.com/features/themes/) - [Support & onboarding A help center, onboarding guidance and email support, with dedicated support for larger teams.Every planDedicated support: Commander and up](https://workspace369.com/features/support/) [Members & passes](https://workspace369.com/features/#members) ### Sell memberships, check members in and run coaching programs Build membership types from presets, sell them with a pay link through your own Stripe, check members in at the front desk and sell coaching programs in tiers. On the web app now; the iPhone app gets them with its next update. - [Memberships & member passes New · Nov 2Unlimited, Minutes, Visit pack, Credits and Family presets, sold with a pay link. Recurring plans renew automatically, and each member's pass is in their client portal and Apple Wallet.Every planFamily memberships: Voyager and up](https://workspace369.com/features/memberships/) - [Front-desk check-ins New · Nov 2Check members in by camera, scanner or name search, with a clear reason when a pass can't be used.Every planStaff check-in: Voyager and upMultiple locations: Commander and up](https://workspace369.com/features/check-ins/) - [Coaching programs Sell coaching programs in tiers with a price, term and sessions each month, enrol clients with a coach and see who shows up.Every planSessions report: Voyager and up](https://workspace369.com/features/programs/) Planned ## Planned next. Not started yet · no dates · descriptions can change - PlannedDocumentation coverage More searchable, versioned guides with accurate screenshots and task-based steps. - PlannedGuided setup Clearer first-run setup, workflow choices, migration help and team onboarding. - PlannedReporting clarity More useful views across clients, projects, messages, revenue, expenses and follow-up. - PlannedWorkflow templates Stronger starting points for intake, delivery, messages, billing and automations. Exploring ## Ideas we're exploring. Tell us which matter to you. These need more customer evidence and technical work before anything is decided. Being listed is not a promise that an idea will ship. Vote for the ones you want, and add a note on how you'd use it. - ExploringBroader partner ecosystem More connections where Workspace369 needs to work alongside specialist platforms. votevotes Thanks, your vote is counted. A vote for this idea was already counted from your network. - ExploringDeeper workflow intelligence Connected context that suggests next actions while people stay in control. votevotes Thanks, your vote is counted. A vote for this idea was already counted from your network. - ExploringExpanded migration tools Moving communication history from other systems into Workspace369 is being evaluated. votevotes Thanks, your vote is counted. A vote for this idea was already counted from your network. - ExploringIndustry starter systems Ready-made workspace setups for agencies, consultants and other client-work teams. votevotes Thanks, your vote is counted. A vote for this idea was already counted from your network. Recently shipped ## The latest releases, newest first. Each release note says what changed, where to find it in the app and which plans include it. ### November 2026 1. Nov 12[The Google Meet link appears on your event live, and the Team picker shows photos](https://workspace369.com/changelog/2026-11-12-calendar-meet-link-and-team-picker/) 2. Nov 12[The web app opens faster: sign-in is there almost at once](https://workspace369.com/changelog/2026-11-12-web-app-opens-faster/) 3. Nov 11[Send each client a monthly statement with their invoices, payments and costs](https://workspace369.com/changelog/2026-11-11-monthly-owner-statement/) 4. Nov 10[Set up a yacht management CRM in one step and price by the foot](https://workspace369.com/changelog/2026-11-10-yacht-management-setup-and-per-foot-pricing/) 5. Nov 10[Programs and memberships now fit a phone](https://workspace369.com/changelog/2026-11-10-programs-and-memberships-on-phones/) 6. Nov 9[Vote on what we build next, and suggest your own, in the Roadmap](https://workspace369.com/changelog/2026-11-09-roadmap-submit-and-vote/) 7. Nov 9[Continue with Google on login and sign-up](https://workspace369.com/changelog/2026-11-09-continue-with-google/) 8. Nov 8[See your usage in Tokens and message credits](https://workspace369.com/changelog/2026-11-08-usage-in-tokens-and-message-credits/) ### October 2026 1. Oct 31[Turn a client note into follow-ups and tasks](https://workspace369.com/changelog/2026-10-31-turn-notes-into-follow-ups/) 2. Oct 31[Set up your CRM with AI, and read through your email faster](https://workspace369.com/changelog/2026-10-31-crm-setup-with-ai-and-faster-email-reading/) 3. Oct 31[AI lead scoring labels new requests hot, warm or cold](https://workspace369.com/changelog/2026-10-31-ai-lead-score/) 4. Oct 31[October 2026: Flash Pay, a new proposal builder, deeper booking and AI in your CRM](https://workspace369.com/changelog/2026-10-31-october-2026-roundup/) 5. Oct 31[Add addresses on your custom email domain, including send-only ones](https://workspace369.com/changelog/2026-10-31-add-addresses-on-your-custom-email-domain/) 6. Oct 30[Workspace369 is now an approved plugin in ChatGPT](https://workspace369.com/changelog/2026-10-30-workspace369-plugin-for-chatgpt/) 7. Oct 30[A calmer Emails inbox, with one-click archive and a simpler reader](https://workspace369.com/changelog/2026-10-30-emails-redesign/) 8. Oct 30[Appointments and messages on the client portal, and hide the Powered by credit](https://workspace369.com/changelog/2026-10-30-client-portal-appointments-messages/) [All release notes in the changelog](https://workspace369.com/changelog/) Questions ## Roadmap questions. **Does the Workspace369 roadmap include release dates?** No. The roadmap shows direction, not delivery dates, and priorities can change. Once something ships, its release note on the changelog carries the date. **What do "Building" and "Planned" mean on the roadmap?** Building means the work has started but is not available yet. Planned means we've decided to do it but haven't started. Neither has a promised date, and the description can change before it ships. **Where can I see what has shipped?** The changelog lists every customer-facing release with its date, and it has an Atom feed you can follow. Inside the app, the same notes appear under Settings → Help & about → What's new. **How do I know which plan includes a feature?** Each row in Live now shows the first plan that includes it, each release note names its plans, and the pricing page has the full plan comparison. In the app, a locked feature shows a preview and the plan that includes it. **How do I suggest a feature?** Vote for an idea under Exploring and add a note, or email support from the support page. Describe what you are trying to finish, where the current process breaks and who it affects. Support is on every plan. How an idea reaches the product: you describe the workflow, then Exploring, then Planned, then Building, then Shipped with a dated release note. Shape the direction ## Tell us about the workflow, not only the feature name. The most useful requests explain what you are trying to finish, where the current process breaks and who it affects. Or try everything that's live. 14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing. [Share product feedback](https://workspace369.com/support/)