Product Roadmap

Upgrade CRUSH surfaces to render correctly under Salesforce SLDS-2 (Cosmos) without breaking orgs still on SLDS-1.

AI proposes groupings for Account Contacts not yet on the Relationship Map so teams spot coverage gaps faster.

Filterable timeline of Account Plan changes — activities, objectives, opportunities, and more — in one chronological view.

Roll up Cross-Sell, SWOT, Key Dates, and Tasks from child Account Plans onto the Master Account Plan.

AI drafts starter Account Plans from CRM data and flags gaps, stale items, and risks in existing plans.

Combined list of Opportunity Plans across all qualifying child Account Plans on the Master Account Plan record.

Sort, group, and switch Relationship Map layout — including vertical and horizontal views for large accounts.

One Activities tab on the Account Plan showing all objective and opportunity activities together.

Quarterly booked and projected revenue on the Account Plan, rolled up from Opportunity Line Items.

AI drafts Relationship Maps from CRM signals so teams start from a useful first draft, not a blank canvas.

Connect custom Solution objects to the Cross Sell Map for customer-specific whitespace analysis.

Sort, group, and switch Relationship Map layout — including vertical and horizontal views for large accounts.

One Activities tab on the Account Plan showing all objective and opportunity activities together.

Quarterly booked and projected revenue on the Account Plan, rolled up from Opportunity Line Items.

AI drafts Relationship Maps from CRM signals so teams start from a useful first draft, not a blank canvas.

Connect custom Solution objects to the Cross Sell Map for customer-specific whitespace analysis.