Product Roadmap

The Future of
Credit Union Sales

An AI-powered CRM designed specifically for credit union outreach. Make every lead feel like your only lead.

Core Capabilities

AI-Powered Insights

Turn messy call notes into actionable intelligence. AI extracts key points, detects sentiment, and suggests next steps automatically.

Priority Dashboard

Know exactly what needs attention the moment you log in. Overdue items, hot leads, and today's tasks — all in one place.

Automated Drip Campaigns

Multi-touch sequences that nurture leads while you sleep. Email, call, LinkedIn — all orchestrated automatically.

Campaign Progress Tracking

See exactly where every lead is in your sequences. Visual indicators show progress at a glance.

Daily Workflow

A streamlined process that keeps you focused on closing deals

1
Login
See priority actions immediately
2
Work Leads
Focus on overdue & hot items
3
Log Activity
AI analyzes your notes
4
Schedule
One-click follow-up booking

Development Roadmap

Building the most powerful credit union sales platform, one phase at a time

01

Foundation

✓ Complete

Core CRM functionality

Lead database and management
Activity logging with notes
Basic drip campaign framework
Dashboard with pipeline overview
Lead detail pages with timeline
Intake form for new prospects
02

AI Integration

✓ Complete

Intelligent automation

AI activity analysis
Key point extraction from notes
Sentiment analysis
Smart next-step suggestions
Recommended follow-up timing
AI toggle for campaigns
03

Priority System

✓ Complete

Focus on what matters

Priority actions dashboard
Overdue task highlighting
Hot lead identification
Today's schedule view
Campaign progress indicators
Lead-level campaign tracking
04

Communication Hub

In Progress

Unified outreach

Email integration (send/receive)
Email templates with merge fields
Email tracking (opens, clicks)
Calendar sync (Google/Outlook)
Meeting scheduler links
SMS capability
05

Advanced AI

Planned

Autonomous follow-up

AI-drafted email responses
Tone matching to lead preferences
Automatic follow-up when leads go cold
Conversation summarization
Deal risk scoring
Win probability predictions
06

Analytics

Planned

Data-driven decisions

Conversion funnel analytics
Campaign performance metrics
Rep activity dashboards
Revenue forecasting
Lead source ROI tracking
Custom report builder

Ready to See It in Action?

The dashboard is live and ready for testing.

Open Dashboard
NexitIQ CRM — Where every lead gets the attention they deserve.