Upcoming Features
My Office is under active development. Here's what we're preparing for upcoming versions.
New! The Invoicing module is now available (quotes, invoices, credit notes, recurring). See the dedicated article in this section.
Financial Dashboard
Overview
- Monthly and annual revenue
- Comparison with previous periods
- Goals and progress
Detailed Analysis
- Breakdown by service type
- Revenue evolution
- Forecasts based on pipeline
Administrative Documents
Centralized Storage
- Keep all your important documents
- Contracts, terms of sale, certificates
- Quick and secure access
Templates
- Customizable contract templates
- Terms of sale
- Pre-filled legal documents
CRM Improvements
Contact Import
- Mass CSV import
- Automatic deduplication
- Custom field mapping
Integrations
- LinkedIn Sales Navigator
- Calendly
- Zoom / Google Meet
- Stripe for payments
Mobile App
Access on the Go
- View your contacts and sessions
- Add notes after your sessions
- Push notifications for reminders
How to Stay Informed?
Changelog
Regularly check our changelog in the app to discover new features.
Product Newsletter
Subscribe to our newsletter to receive new feature announcements.
Have an idea? Feel free to contact us to share your suggestions. Your feedback guides our roadmap!