Roadmap
What we're building next.
Honest scope. What is in the product today, what we are working on this month, what is on the longer horizon. We do not promise ETAs we cannot keep - if it is not on this page, we are not actively building it.
On a paid plan and want to vote for something? Email hello@pixelandshovel.co.uk - we read everything and our customers shape the order things ship in.
Last refreshed 29 July 2026.
Shipping next
Actively in build right now. Weeks not months. The three things we are putting most engineering hours into.
Reporting
Rich reporting - charts, trends and dashboards
Reporting today is functional but plain - counts and tables. Next is a proper analytics layer: pipeline and revenue over time, win-rate and conversion trends, activity and outreach volume, shown as clean line and bar charts you can filter by rep, period and pipeline. Export to PDF or CSV for the board pack.
Integrations
Zapier + Make.com apps
One Zapier app gets our customers connected to 6,000+ tools - HubSpot, Pipedrive, Salesforce, Xero, QuickBooks, Sage, Shopify, Mailchimp, Slack, Notion, Google Sheets, Airtable - rather than us writing every native connector by hand. Triggers: new customer, new lead, new quote, quote sent, quote accepted, sign-off requested. Actions: create customer, create lead, create quote, log activity. Make.com app ships shortly after with the same API + schema. Public API + key management is already live (see Shipped recently), so the blocker is gone.
Mobile
iOS + Android app
Native mobile app for reps who work from the road. Read pipeline, add notes, log activities, take quick snap-photos onto a lead card. The web app already works on mobile (installable as a PWA from the address bar), so the native app is a nice-to-have, not a blocker. Ships once our Apple Developer account is verified.
In flight
Designed, partially built, expected within the next sprint or two.
Marketing
Social scheduling - LinkedIn, Facebook and Instagram
Write a post once, add an image, pick LinkedIn, Facebook and Instagram, and schedule it on a calendar. Jeanus publishes natively at the right time - no third-party scheduler sitting in the middle - and pulls the post back onto a queue view. Personal profiles and company pages both supported. Rolling out to all workspaces as each platform completes its app-review process.
Portal
SMS / WhatsApp login for trade portal
Customers log in via a one-time SMS code instead of email magic links. Especially valuable for trade buyers who live in WhatsApp groups, not their inbox.
Recruitment
Recruitment hiring-client portal
The candidate side of the recruitment portal is live (register, upload CV, message consultant). The hiring-client side is in build next: hiring managers log in to review the candidates submitted for their roles, leave feedback per candidate, and track their own pipeline.
On the horizon
In the plan, no committed timeline. These exist on the roadmap so you can tell what is missing today and what is coming.
Integrations
One-click Zoom (published Jeanus app)
Zoom already works today - your booking links and the Create-a-meeting flow generate real Zoom links and the notetaker joins. Right now each workspace brings its own Zoom app (a 5-minute one-time setup). Next: a single published Jeanus Zoom app so connecting is one click, no app setup at all. Ships once the app clears Zoom Marketplace review.
AI
Broader multi-tool agent workflows
The AI SDR agent (shipped - see below) runs one job end to end. Next: free-form agent workflows - "research this lead, draft a proposal, book a follow-up if no reply in 5 days" - orchestrating multiple Jeanus tools in a single AI run. Shipping once we can guarantee the reliability and guardrails.
Messaging
WhatsApp Business messaging
Message customers on WhatsApp straight from the CRM - send updates, quotes and order confirmations, and see their replies land on the customer record like any other channel. Built on the WhatsApp Business API, next in line after our Facebook and Instagram publishing completes review.
Integrations
Live Business Central + Sage ERP integration
Today we read order data from local tables you can populate via CSV import or our REST API. Live, two-way ERP sync for the major back-office platforms is on the roadmap. If you need it on day one, the bespoke build path delivers it.
Automation
Drag-and-drop workflow builder
Visual canvas for building automations - the rules engine exists today as code-driven workflows. The no-code editor on top is coming.
Portal
Per-tenant white-label of the chat widget
Live AI-first chat + rep routing on the portal shipped 2026-07-23. The next layer is per-tenant white-label of the widget itself - custom colours, avatar, welcome copy, opt-in per-tenant so agencies and studios chat under their own brand instead of the default Jeanus look.
Portal
Working hours + after-hours auto-reply
Per-rep and per-workspace working hours (Mon-Fri 9-6, or a bespoke calendar). Out-of-hours chats and emails get an automatic acknowledgement with the customer's name and expected reply time ("Hi {first_name}, I am away from my desk right now - I will pick this up in the morning"). Configurable message per rep. UK bank holiday awareness + a manual out-of-office override. Solo reps benefit most: instant acknowledgement means customers relax and stop chasing.
Shipped recently
In the product today. Used to live on this roadmap, now live in your workspace.
Onboarding
Onboarding checklist for new workspaces
A "Get started" widget in the sidebar with steps tailored to your vertical - add customers, configure your AI context, send your first quote, connect email, invite your team. It ticks itself off from your real data as you go, and clears once you are set up. No busy-clicking.
Recruitment
Candidate portal for recruitment
Job seekers register, upload their CV, set role preferences and message their consultant through a white-labelled portal. The hiring-client side (hiring managers reviewing submitted candidates) is in flight next.
Marketing email
Marketing email campaigns - design, send, schedule, measure
Build an HTML email in a block designer with your own colours and a set of starting templates (announcement, newsletter, offer, re-engage). Pick the audience with an AI helper, send it from your own inbox (Outlook or Gmail) or schedule it to go out at a future time, then watch open rate, click-through and unsubscribes per campaign. Large sends batch themselves through a background worker, and one-click unsubscribe with automatic suppression is built in.
Email
Your whole inbox, inside Jeanus
Read full email threads on the lead or customer record without bouncing out to Outlook. Get a notification the moment someone replies, and draft your reply in-thread with AI in your own voice. Works with both Outlook and Gmail.
Intelligence
Website-visitor identification, matched to your pipeline
Jeanus resolves anonymous visitors to your marketing site and portal to a real company (via IP intelligence + Companies House), then auto-matches them to an existing lead or customer so the intent signal lands on the right card, not just a standalone list. Consent-gated, IPs hashed.
AI
AI SDR agent - autonomous prospecting + outreach
Set an ICP, a daily volume and working hours. The agent finds fresh prospects, pulls verified emails, drafts a personalised opener in your voice, and - opt-in - sends it through your own inbox (Outlook or Gmail), paced across the day rather than all at once. Opt-in follow-ups chase twice then move the lead to Lost; a reply from anyone on the thread stops the sequence. Per-rep, deliverability-checked, and a blank slate for every new workspace.
Portal
AI-first live chat with human hand-off
The website chat widget answers prospect questions directly from our own docs and product content, and hands off to a human the moment it hits something commercial or unknown. Grounded on the live product so the answers stay honest as we ship.
Mobile
Full mobile pass across the whole app
Every CRM surface (pipeline, dashboard, customer + lead detail, projects, buying, products, orders, intelligence, lead-gen, settings, sign-offs, reports) plus the marketing site now renders cleanly on a 375px phone. Sidebar collapses into a burger drawer, wide tables scroll horizontally, action clusters wrap instead of clipping.
UX
Customisable page layouts
Drag to reorder or collapse the sections on any customer or lead detail page. Different reps want different things at the top of a record - now they set their own. Auto-saves per user.
Portal
Auto-revoke portal access on cold or lost leads
When a lead is marked cold or lost, their trade portal access is paused automatically with a reason logged. Keeps the portal clean and the customer list accurate without any manual sweeps.
Extension
Chrome extension - add any B2B website as a lead
One click on the extension icon on any website reads the page, extracts company name, contact details and page context, and drops it into the pipeline as a new lead. Free companion to the CRM. Submitted to the Chrome Web Store.
Integrations
Public REST API + per-tenant API keys
Versioned endpoints at /api/v1/* (customers, leads, leads-intake, quotes, etc), Bearer-token auth with scoped API keys (jns_live_...), rate limits, audit log. Manage keys in Settings then API keys. Prerequisite for the Chrome extension, Zapier and any customer integration.
Want it sooner?
Bespoke build delivers the custom layer you need on top of standard Jeanus - your own data shapes, your workflows, your integrations, on your timeline. You own the source.
Talk to us about bespoke