Roadmap

Multi-user accounts with data isolation

Invite-code protected signup for beta testers

Crafty AI — Facebook Messenger auto-reply in Taglish

Auto lead extraction and booking creation from Messenger

Lead pipeline with activity log

Bookings, invoices, and payment tracking

Personal finances tracker

Ad performance dashboard (Facebook Traffic ads)

Google Calendar sync

Dark / Light mode

Crafty AI always date-aware — both AI modes know today's date on every request

Crafty Assistant — CRM Actions mode: tell Crafty to add leads, update bookings, log payments, and query revenue in plain English

Paste DM → Crafty parses it — copy-paste a raw Messenger inquiry, Crafty extracts the details and creates the lead instantly, no form needed

Cold Lead Alert widget — see at a glance which leads have gone quiet, color-coded by days since last activity

Convert lead to booking via Crafty — one chat message closes the deal: Crafty auto-fills event details from the lead and creates the booking

Revenue dashboard card — confirmed revenue, collected, and outstanding balance shown on the main dashboard every month

Activity timeline UI — log calls, notes, and follow-ups directly on the lead detail page, with full interaction history

Kanban board view — drag-and-drop lead cards across pipeline stages

Dashboard charts — bookings per month bar chart and lead source donut chart

Booking confirmation smart link — shareable public page with event details, payment breakdown, GCash info, and terms

SMS follow-up via Semaphore — automated Taglish SMS to leads that have a phone number and go quiet

Open beta ready — delete INVITE_CODE env var in Vercel to open signups publicly

AI next-action badges — rule-based label on each lead in list, mobile, and kanban: "Event in Xd", "Follow up now", "First contact needed", "Event passed"

Payments redesign — Overdue alert banner on bookings page + payment status badge per booking (Unpaid / Deposit Paid / Fully Paid / Overdue)

Custom package builder — click to select base package + add-ons, total auto-calculates, flows into invoice and Crafty

Crafty AI training — configure packages and pricing from the app via /settings; Crafty reads from DB on every request, no code change needed

Balance Due This Week alert — dashboard card listing upcoming events with unpaid balances ≤7 days away

Swipe-to-action on mobile lead cards — right=contacted, left=archive, 4s undo snackbar

Onboarding checklist — 3-step card on dashboard after first lead, disappears when complete

Stage hints on lead detail — contextual next-action text per pipeline stage

Taglish Script Pack — free /scripts page with 5 copy-ready Messenger scripts, no signup

Mobile nav — backdrop-blur, safe-area-inset, theme-aware background, active tab indicator

Optimistic UI — Mark Paid, stage changes, activity logging all instant. No DB wait.

PayMongo payment links — built and ready; activate when PayMongo account is set up

Booking contracts + e-sign — client opens a link, types name, taps agree. Timestamp stored.

Facebook Login — button live on login + signup. Activate by configuring Supabase OAuth.

Team mode — invite staff via link. Staff see Leads + Bookings only.

Messenger inbox — all conversations in one view, split by needs-reply vs Crafty-handled

Personalized onboarding — AHA moment first: new users paste a real client DM and watch Crafty extract the details line-by-line before any questions are asked. Then 3 quick questions (name, business name, business type) to tailor the app.

Multi-industry support — Crafty CRM now fits any Filipino service business, not just photobooth. 7 business types (photobooth, printing, travel & tours, graphic design, catering, beauty & wellness, other) each pre-load industry-standard package templates with real PH pricing.

First-session companion — for the first 30 minutes, Crafty cheers you on like a friend (in Taglish) as you add your first leads, change stages, and make your first booking. Goes quiet after. Not a game — just encouragement while you learn.

Firebase Auth migration — Supabase paused the project. Migrated fully to Firebase Auth + Firestore. Login, session cookies, and data isolation all rebuilt. Auto-migrates existing user data on first login.

Delete leads and bookings — red Delete button on detail pages with confirm dialog. No more going to the database manually.

Lost leads hidden by default — lost leads no longer clutter the main list. Still accessible via the Lost filter.

KPI cards mobile layout fix — 2×2 grid on small screens so the 4th card is never cut off.

Crafty AI chat animations — panel slide-up/down, FAB glow pulse, 3-dot typing indicator, message slide-in, suggestion chip stagger.

AI model upgrade — both Crafty modes migrated from Groq to Gemini 2.5 Flash Lite for better quality and reliability.

Client portal — clients view their booking, download their invoice, and see payment status without contacting you

Instagram DM bot — alternative AI intake channel while Messenger API approval is pending

Facebook Ads API integration — real spend, CPC, CTR, ROI per campaign

AI-generated follow-up scripts based on lead history and event type

Mobile app (iOS + Android) via React Native

White-label — resell Crafty CRM under your own brand