Project Roadmap

Relevant source files

The following files were used as context for generating this wiki page:

• ROADMAP.md
• STRATEGIC_PLAN.md
• GTM_STRATEGY.md
• README.md
• PROJECT_DESCRIPTION.md
• src/App.tsx
• convex/ai.ts

The TalkCRM product roadmap outlines the strategic evolution from a voice-first CRM tool into a comprehensive sales productivity platform. The guiding vision is to create "The Complete SDR Cockpit," an AI-powered system that handles dialing, coaching, and CRM updates automatically. This strategy aims to combine the unique value of voice-based CRM interaction with the high-volume capabilities of sales dialers.

The roadmap is structured in five distinct phases, starting with the foundational voice CRM functionality and progressively adding dialing, intelligence, team collaboration, and enterprise-grade features. This phased approach allows the project to first establish a unique market position before expanding its feature set to compete with established players in the sales engagement space.

Sources: ROADMAP.md:3-5, STRATEGIC_PLAN.md:29-35

Roadmap Overview

The following diagram illustrates the five planned phases for the TalkCRM project.

This diagram shows the sequential development plan, starting from the core voice CRM and expanding to a full enterprise-ready sales platform.
Sources: ROADMAP.md:7-68, STRATEGIC_PLAN.md:40-62

Phase 1: Foundation (Current)

This phase focuses on establishing the core voice CRM functionality with a robust Salesforce integration. The system currently allows users to interact with Salesforce hands-free via voice commands.

Sources: ROADMAP.md:7-21, PROJECT_DESCRIPTION.md:10-28

Status & Features

Status	Feature	Description
✅ Completed	Voice CRM Commands	Interact with Salesforce using natural language via ElevenLabs Conversational AI.
✅ Completed	Multi-user Authentication	Secure user accounts and sessions.
✅ Completed	Salesforce OAuth Integration	Securely connect to a user's Salesforce org.
✅ Completed	Real-time Activity Dashboard	A React-based frontend to view live agent activity.
✅ Completed	Core Salesforce Operations	Includes search, create, and update records.
✅ Completed	Call Logging	Functionality to log call activities in Salesforce.
✅ Completed	Pipeline and Task Views	Voice commands to get summaries of opportunities and tasks.
⏳ In Progress	UX Polish & Bug Fixes	General improvements to the user experience.
⏳ In Progress	Call Recording Storage	Storing call recordings using Convex file storage.
⏳ In Progress	Basic Usage Analytics	Tracking fundamental user engagement metrics.
⏳ In Progress	Onboarding Flow	A guided setup process for new users.

Sources: ROADMAP.md:10-21, README.md:41-51

Current Architecture

The foundational architecture relies on a combination of Twilio for telephony, ElevenLabs for conversational AI, Convex for the backend, and a React frontend.

This diagram shows how a user's voice command flows from their phone through Twilio and ElevenLabs to the Convex backend, which then interacts with Salesforce and updates the dashboard in real-time.
Sources: README.md:10-38, PROJECT_DESCRIPTION.md:22-28

Phase 2: Dialing

Target: Weeks 5-8

The goal of this phase is to add power dialing capabilities, positioning TalkCRM to compete with products like Salesfinity, Orum, and Nooks. This transforms the tool from a reactive CRM updater to a proactive outreach platform.

Sources: ROADMAP.md:23-25, STRATEGIC_PLAN.md:46-52

Core Features

Feature	Description
Power Dialer	Single-line auto-dialing through contact lists.
Click-to-Dial	Initiate calls directly from Salesforce records with a single click.
Voicemail Detection	AI-powered detection to automatically skip voicemails and move to the next call.
Call Outcome Tracking	Automatic logging of call dispositions (e.g., connected, left voicemail).
Local Presence	Dynamically match the caller's area code to the prospect's location to increase answer rates.

Sources: ROADMAP.md:28-32

Planned Integrations

• Apollo.io list import
• ZoomInfo integration
• Salesforce list views sync
• Outreach/Salesloft sequences support

Sources: ROADMAP.md:35-38

Phase 3: Intelligence

Target: Weeks 9-12

This phase focuses on layering AI-powered call analysis and automation on top of the dialing and CRM functionalities. The goal is to automatically extract insights and data from conversations.

Sources: ROADMAP.md:40-42, STRATEGIC_PLAN.md:54-60

Core Features & Data Insights

Type	Feature	Description
Core	AI Call Transcription	Real-time speech-to-text for all calls.
Core	Call Summaries	Automatically generate meeting notes and summaries.
Core	Auto CRM Updates	Populate Salesforce fields directly from the content of the conversation.
Core	Disposition Recommendations	AI suggests call outcomes based on the conversation.
Core	Lead Scoring	Score leads based on call content and engagement signals.
Core	Next Best Action	AI recommends the next follow-up action for the sales rep.
Insights	Sentiment Analysis	Analyze sentiment during calls to gauge prospect interest.
Insights	Competitor Mention Detection	Automatically flag when competitors are mentioned.
Insights	Objection Tracking	Identify and categorize common objections.
Insights	Talk-to-Listen Ratio	Provide analytics on rep and prospect speaking time.

Sources: ROADMAP.md:45-59

Phase 4: Team

Target: Weeks 13-16

This phase introduces collaboration and management features to support entire sales teams, moving beyond an individual productivity tool.

Sources: ROADMAP.md:61-63, STRATEGIC_PLAN.md:62-67

Core Features

Feature	Description
Manager Dashboard	Provides team-wide performance metrics and analytics.
Live Listen	Allows managers to monitor rep calls in real-time.
Whisper Coaching	Enables managers to coach reps during a live call without the prospect hearing.
Barge	Allows managers to join a call when a rep needs assistance.
Salesfloor	A virtual room for team collaboration, similar to Salesfinity's feature.

Sources: ROADMAP.md:66-70

Phase 5: Enterprise

Target: Months 5-6

The final planned phase is to build enterprise-grade features for security, compliance, and scalability to support larger organizations.

Sources: ROADMAP.md:72-74

Security & Advanced Features

Category	Feature
Security & Compliance	SSO/SAML integration
Security & Compliance	Role-based access control (RBAC)
Security & Compliance	Call recording consent management
Security & Compliance	Data retention policies
Security & Compliance	SOC 2 compliance preparation
Advanced Features	Custom AI training on company-specific data
Advanced Features	API access for custom integrations
Advanced Features	Dedicated support and Service Level Agreements (SLAs)
Advanced Features	Multi-org Salesforce support

Sources: ROADMAP.md:77-86

Pricing Strategy & Milestones

The product roadmap is supported by a tiered pricing strategy and a set of ambitious business milestones aimed at achieving significant market traction within 12 months.

Sources: ROADMAP.md:100-107, 113-123, GTM_STRATEGY.md:120-130

Pricing Tiers

Tier	Price	Target Features
Starter	Free	50 voice commands/month, 1 user
Pro	$99/seat/mo	Unlimited voice, power dialer, transcription
Team	$199/seat/mo	+ Salesfloor, coaching, analytics
Enterprise	$299/seat/mo	+ SSO, API, dedicated support

Sources: ROADMAP.md:101-107, GTM_STRATEGY.md:121-127

Key Milestones

Milestone	Target	Timeline
MVP Polish	10 beta users	Month 1
Product Hunt Launch	500 signups	Month 2
First 10 Paying Customers	$3K MRR	Month 3
AppExchange Listing	50+ installs	Month 4
50 Customers	$15K MRR	Month 6
100 Customers	$50K MRR	Month 9
300 Customers	$150K MRR	Month 12

Sources: ROADMAP.md:114-123

Success Metrics

The project's success will be measured against a North Star Metric and several key performance indicators.

• North Star Metric: Qualified Meetings Booked per SDR per Week.
• Key Metrics:
  1. Activation: % of signups who make 10+ calls.
  2. Engagement: Calls per user per day.
  3. Retention: 30-day and 90-day retention rates.
  4. Revenue: MRR, ARPU, Net Revenue Retention.
  5. Efficiency: Connect rate improvement, time saved per rep.

Sources: ROADMAP.md:109-111, 113-123, STRATEGIC_PLAN.md:92-99