Product Roadmap
Strategic direction and upcoming features for HotCRM — 2026 and beyond.
HotCRM Roadmap
HotCRM has completed 13 development phases (including 10.5, 10.6, and 12A-D), establishing a full-featured, production-ready 13-package CRM with ~148 business objects, AI agent workflows, enterprise security, full UI metadata, Salesforce feature parity (~95%), 4 vertical industry solutions, and comprehensive developer tooling. Our roadmap now focuses on advanced AI, enterprise features, and marketplace growth for 2027+.
Protocol Version: @objectstack/spec v3.0.0 | Tests: 3,318+ passing (~173+ files) | Spec Schema Adoption: ~65 / ~80 (81%) | Last Updated: February 2026
🗺️ Strategic Direction
2025 ███████████████████████████████████████████████████████████ Foundation → AI → Quality → Test → Integration → Schema → v3.0 → UI → DX → Salesforce Parity
2026 ██████████████████████████████████████████████████████████░ Deep Metadata (✅ 10.5) → Forms & Pages (✅ 10.6) → Ecosystem (✅ 11) → Verticals (✅ 12A-D) ← YOU ARE HERE
2027 ░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░ Advanced AI & Enterprise Features✅ Phase 10.5: Deep Metadata Adoption (2026 Q2-Q3) — COMPLETE
Phase 10.5 maximized @objectstack/spec schema adoption across all 6 clouds, growing from 28 to 55 application-level schemas (35% → 69%).
Q2 2026 Week 1-3 ████████ Phase 10.5A: Reports, Advanced Views & Charts ✅
Q2 2026 Week 4-6 ████████ Phase 10.5B: Flows, MCP Tools & AI Orchestration ✅
Q3 2026 Week 7-9 ████████ Phase 10.5C: Enterprise Security & Notifications ✅
Q3 2026 Week 10-12 ████████ Phase 10.5D: Validation, Tests & Documentation ✅Key New Schema Adoptions
| Category | New Schemas | Business Value |
|---|---|---|
| UI | ReportSchema, ListViewSchema (Kanban/Calendar/Gantt), ChartConfigSchema, ActionSchema, WidgetManifestSchema | Reports, pipeline Kanban, revenue charts, quick actions, custom widgets |
| Automation | FlowSchema, ConnectorSchema | Visual process flows (lead qual, deal close, onboarding), connector metadata |
| AI | MCPToolSchema, MCPResourceSchema, MCPPromptSchema, AIOrchestrationSchema, PredictiveModelSchema, ConversationSessionSchema | Full MCP integration, multi-step AI workflows, ML model definitions |
| Security | RowLevelSecurityPolicySchema, PolicySchema, PasswordPolicySchema, SessionPolicySchema | Enterprise data isolation, composable security policies |
| System | EmailTemplateSchema, NotificationChannelSchema, ScheduleSchema, JobSchema | Communication templates, multi-channel notifications, scheduled tasks |
Metadata Evaluation Summary
Tier 1 (P0): Reports, Advanced Views, Charts, Flows, MCP Tools/Resources/Prompts, RLS, Email Templates, Notification Channels, Scheduled Jobs — 13 schemas
Tier 2 (P1): UI Actions, Widgets, Themes, Responsive Config, ETL Pipelines, Data Sync, Password/Session/Network/Audit Policies, AI Orchestration, Predictive Models, Conversation Sessions, Multi-Agent Groups, AI Cost Analytics — 14 schemas
Tier 3 (P2): Encryption, Masking, Compliance (GDPR/HIPAA/PCI), Multi-Tenancy, Tracing, Metrics, Feature Flags, Event Definitions, Rate Limiting, Circuit Breakers, DnD Config, Offline Config — 12 schemas
Phase 10.5 Final Outcomes
| Metric | Before | After | Change |
|---|---|---|---|
| Application Schema Adoption | 28 / ~80 (35%) | 55 / ~80 (69%) | +27 schemas |
| Test Files | 118 | 132+ | +14 files |
| Tests Passing | 1,759 | 2,200+ | +441 tests |
| Report Definitions | 0 | 8 | +8 reports |
| Advanced Views (Kanban/Calendar/Gantt) | 0 | 6 | +6 views |
| Chart Configurations | 0 | 6 | +6 charts |
| Flow Definitions | 0 | 6 | +6 flows |
| MCP Tools | 0 | 24 | +24 tools |
| MCP Resources | 0 | 8 | +8 resources |
| MCP Prompts | 0 | 10 | +10 prompts |
| AI Orchestrations | 0 | 2 | +2 orchestrations |
| Predictive Models | 0 | 3 | +3 models |
| RLS Policies | 0 | 4 | +4 policies |
| Security Policies (Password/Session/Composite) | 0 | 3 | +3 policies |
| Email Templates | 0 | 16 | +16 templates |
| Notification Channels | 0 | 4 | +4 channels |
| Scheduled Jobs | 0 | 12 | +12 jobs |
| UI Actions | 0 | 10 | +10 actions |
| Widgets | 0 | 3 | +3 widgets |
| Connectors | 0 | 3 | +3 connectors |
For the full metadata evaluation (gap analysis, tier breakdown, per-cloud plans), see the detailed ROADMAP.md.
✅ Phase 10.6: Form Builder & Page Layout Parity (2026 Q3) — COMPLETE
Phase 10.6 delivered advanced form builder and page layout capabilities matching Salesforce Lightning standards.
Q3 2026 Week 1-2 ████████ Phase 10.6A: Form Builder (6 layout types) ✅
Q3 2026 Week 3-4 ████████ Phase 10.6B: Page Layouts (4 types, 21+ components) ✅Key Deliverables
| Category | Deliverables | Details |
|---|---|---|
| Form Definitions | 12 total (6 existing + 6 new variants) | simple, tabbed, wizard, modal, drawer, split layouts |
| Field Controls | 9 field-level controls | required, readonly, hidden, helpText, placeholder, widget, visibleOn, dependsOn, colSpan |
| Section Features | Collapsible multi-column grids | collapsible, collapsed, configurable column count |
| Page Layouts | 19 total (14 existing + 5 new) | record, home, app, utility page types |
| Component Types | 21+ | Data display, input, navigation, visualization, AI, layout, content |
| Profile Assignment | Profile-based page assignment | Pages assigned by user profile with visibility rules |
| AI Components | AI-embedded components in pages | Inline AI insights, copilot panels, recommendations |
Phase 10.6 Outcomes
| Metric | Before | After | Change |
|---|---|---|---|
| Form Definitions | 6 | 12 | +6 form variants |
| Page Layouts | 14 | 19 | +5 page types |
| Form Layout Types | 0 | 6 | +6 layout types |
| Page Component Types | ~10 | 21+ | +11 component types |
| Test Files | 150 | ~160+ | +10 files |
| Tests Passing | 2,736 | ~2,880+ | +145+ tests |
✅ Phase 11: Ecosystem & Connectivity (2026 Q3-Q4) — COMPLETE
Three new packages, 10 external connectors, and a full integration layer — all delivered.
Q3 2026 Week 1-4 ████████ Phase 11A: Analytics Package ✅ (+~8 objects)
Q3 2026 Week 5-8 ████████ Phase 11B: Integration Package & Connectors ✅ (+~8 objects)
Q4 2026 Week 9-12 ████████ Phase 11C: Community Package ✅ (+~8 objects)
Q4 2026 Week 13-16 ████████ Phase 11D: Cross-Ecosystem Tests & DX ✅ (hardening)11A: Analytics Package (@hotcrm/analytics) — Q3 2026
Business Intelligence Cloud with reports, dashboards, KPIs, and AI-powered insights.
| Deliverable | Details |
|---|---|
| Objects | report, report_schedule, analytics_dashboard, kpi, metric, data_source, saved_filter |
| Hooks | Report execution, KPI threshold alerts, metric formula validation, schedule management |
| Actions | Report AI (natural language reports), Dashboard AI (auto-layout), Insight AI (anomaly detection), Forecast Analytics (ML predictions) |
| UI | Report builder page, dashboard canvas, KPI scorecard view, analytics meta-dashboard |
| Tests | Spec compliance, hook tests, action tests, cross-cloud analytics integration tests |
11B: Integration Package (@hotcrm/integration) — Q3 2026
iPaaS Connectors with webhooks, data sync, and API middleware.
| Deliverable | Details |
|---|---|
| Objects | connector, connection, sync_config, sync_log, webhook_subscription, webhook_delivery, api_key, field_mapping |
| Hooks | Connector lifecycle, token refresh, sync monitoring, webhook delivery tracking, API key management |
| Connectors | High: Stripe, DocuSign, Slack, Gmail, Microsoft Teams · Medium: PayPal, Adobe Sign, Outlook, QuickBooks, LinkedIn |
| Actions | Sync AI (field mapping suggestions), Connector AI (natural language setup) |
| UI | Connector marketplace, sync configuration editor, integration health dashboard |
| Tests | Spec compliance, connector tests (Stripe, DocuSign, Slack), sync flow integration tests |
11C: Community Package (@hotcrm/community) — Q4 2026
Customer Community Portal with forums, idea management, and gamification.
| Deliverable | Details |
|---|---|
| Objects | community, forum_category, topic, reply, idea, user_group, community_event, badge |
| Hooks | Content moderation, answer acceptance, idea voting, RSVP management, badge auto-award, reputation tracking |
| Actions | Community AI (moderation, categorization, answer suggestion), Community Analytics (engagement, sentiment) |
| UI | Topic detail page, idea board, community health dashboard |
| Tests | Spec compliance, moderation tests, voting tests, community↔support integration tests |
11D: Cross-Ecosystem Hardening — Q4 2026
Security, performance, documentation, and end-to-end integration testing for all 3 new packages.
| Area | Details |
|---|---|
| Integration Tests | Analytics↔CRM/Finance/Marketing, Integration↔Finance (Stripe→Invoice), Community↔Support (topic→case) |
| Security | Permission sets for analytics, integration, and community; credential encryption for connector tokens |
| Performance | Analytics query caching, bulk sync support (10K+ records), connector rate limiting |
| Documentation | Package guides (analytics, integration, community), connector setup tutorials, analytics query patterns |
Phase 11 Outcomes (Actuals)
| Metric | Before (after 10.6) | After | Change |
|---|---|---|---|
| Business Objects | 94 | ~120 | +~26 |
| Business Packages | 7 | 10 | +3 |
| Schema Adoption | ~55 / ~80 (69%) | ~65 / ~80 (81%) | +10 schemas |
| External Connectors | 3 | 13 | +10 |
| Integration Connectors | 0 | 10 | +10 pre-built |
| Community Objects | 0 | ~8 | +8 |
| Analytics Objects | 0 | ~8 | +8 |
| Salesforce Parity | ~92% | ~95% | +3% |
| Test Files | ~160+ | ~160+ | hardened |
| Tests Passing | ~2,880+ | ~2,880+ | hardened |
✅ Phase 12A-D: Vertical Solutions (2026-2027) — COMPLETE
Four industry-specific CRM verticals delivered with 28 new objects, 50 hooks, and 16 AI actions.
2026 Q4 ████████ Phase 12A: Real Estate CRM ✅ (+7 objects)
2026 Q4 ████████ Phase 12B: Healthcare CRM ✅ (+7 objects)
2026 Q4 ████████ Phase 12C: Financial Services ✅ (+7 objects)
2026 Q4 ████████ Phase 12D: Education CRM ✅ (+7 objects)12A: Real Estate CRM (@hotcrm/real-estate)
| Area | Details |
|---|---|
| Objects | property, listing, showing, real_estate_offer, commission, open_house, neighborhood |
| Hooks (13) | Days-on-market calculation, price change alerts, showing conflict detection, feedback requests, lead scoring, offer validation, counter-offer workflow, commission split calculation, cap tracking |
| AI (4 functions) | Property valuation, market trend analysis, buyer-listing matching, investment ROI analysis |
| Tests | Spec compliance (7 objects), hook tests, lifecycle integration test |
12B: Healthcare CRM (@hotcrm/healthcare)
| Area | Details |
|---|---|
| Objects | patient, appointment, insurance, referral, hipaa_audit, prescription, care_plan |
| Hooks (12) | Appointment conflict detection, reminder notifications, no-show tracking, telehealth link generation, PHI encryption marking, consent tracking, insurance verification, referral auto-routing, HIPAA audit trail, anomaly detection |
| AI (4 functions) | Scheduling optimization, patient risk scoring, care gap identification, readmission prediction |
| Tests | Spec compliance (7 objects), hook tests, lifecycle integration test |
12C: Financial Services CRM (@hotcrm/financial-services)
| Area | Details |
|---|---|
| Objects | wealth_account, portfolio, advisory, compliance_check, kyc, financial_product, transaction_record |
| Hooks (12) | Risk assessment, suitability checks, balance alerts, portfolio drift detection, rebalance triggers, performance calculation, KYC document expiry, periodic re-verification, risk auto-classification, compliance screening, audit trail |
| AI (4 functions) | Portfolio optimization, client risk profiling, regulatory impact analysis, investment recommendation |
| Tests | Spec compliance (7 objects), hook tests, lifecycle integration test |
12D: Education CRM (@hotcrm/education)
| Area | Details |
|---|---|
| Objects | student, enrollment, course, alumni, scholarship, application_form, campus_event |
| Hooks (13) | Enrollment validation, academic standing calculation, advisor assignment, prerequisite checks, capacity enforcement, waitlist management, grade posting, scholarship eligibility, fund tracking, auto-renewal, application completeness, reviewer assignment, decision workflow |
| AI (4 functions) | Student success prediction, course recommendation, enrollment forecasting, alumni engagement scoring |
| Tests | Spec compliance (7 objects), hook tests, lifecycle integration test |
Phase 12A-D Outcomes
| Metric | Before (after 11) | After | Change |
|---|---|---|---|
| Business Objects | ~120 | ~148 | +28 |
| Business Packages | 10 | 13 (+1 server) | +4 verticals |
| Automation Hooks | ~90 | ~140 | +50 |
| AI Actions | ~40 | ~48 | +16 functions |
| Test Files | ~160+ | ~173+ | +12 files |
| Tests Passing | ~2,880+ | ~3,318+ | +438 tests |
🔮 Phase 12E: Advanced AI & Enterprise Features (2027+)
| Capability | Description |
|---|---|
| Computer Vision | Business card scanning, document OCR, invoice parsing |
| Voice AI | Meeting transcription, speaker ID, sentiment on calls |
| Anomaly Detection | Fraud detection, unusual activity alerts, data quality scoring |
| Predictive Forecasting | Revenue forecasting with confidence intervals |
| Multi-Modal Agents | Agents that see, hear, and reason across data types |
| Multi-Tenancy | Data isolation, tenant-specific customization |
| SOC 2 / Data Residency | Audit logging, encryption, GDPR/CCPA compliance |
| Marketplace | Third-party extensions, app review, billing integration |
✅ What's Been Delivered (Phases 1–12D)
All 10 foundation phases, Phase 10.5, Phase 10.6, Phase 11, and Phase 12A-D are complete. See What's New for detailed release notes.
Phase 12A-D: Vertical Solutions ✅
- 4 new industry vertical packages: Real Estate, Healthcare, Financial Services, Education
- 28 new business objects across 4 verticals
- 50 automation hooks for industry-specific business logic
- 16 AI actions for domain-specific intelligence (property valuation, patient risk scoring, portfolio optimization, student success prediction)
- 12 new test files with 372+ tests
- HIPAA compliance for healthcare, KYC/AML for financial services
Phase 11: Ecosystem & Connectivity ✅
- 3 new packages: Analytics (
@hotcrm/analytics), Integration (@hotcrm/integration), Community (@hotcrm/community) - ~26 new business objects across analytics, integration, and community
- 10 pre-built integration connectors (Stripe, DocuSign, Slack, Gmail, Teams, PayPal, Adobe Sign, Outlook, QuickBooks, LinkedIn)
- Bi-directional sync, webhook management, AI-powered field mapping
- Report builder, dashboard canvas, KPI tracking, AI-powered insights
- Discussion forums, ideation portal, gamification (badges), community events
- Cross-ecosystem integration tests and security hardening
- Salesforce parity increased from ~92% to ~95%
Phase 10.6: Form Builder & Page Layout Parity ✅
- 12 form definitions with 6 layout types (simple, tabbed, wizard, modal, drawer, split)
- 19 page layouts with 4 page types (record, home, app, utility)
- 21+ component types including AI-embedded components
- Field-level controls: required, readonly, hidden, helpText, placeholder, widget, visibleOn, dependsOn, colSpan
- Section features: collapsible, collapsed, multi-column grids
- Profile-based page assignment and component visibility rules
Phase 10.5: Deep Metadata Adoption ✅
- 27 new schema adoptions across all 6 clouds (35% → 69% coverage)
- 8 report definitions, 6 advanced views (Kanban/Calendar/Gantt), 6 chart configurations
- 6 flow definitions, 24 MCP tools, 8 resources, 10 prompts
- 2 AI orchestrations, 3 predictive models (lead scoring, churn, deal forecast)
- 4 RLS policies, 3 security policies (password, session, composite)
- 16 email templates, 4 notification channels, 12 scheduled jobs
- 10 UI actions, 3 widgets, 3 connectors
- 132+ test files, 2,200+ tests passing
- See Metadata Types Guide and MCP Integration Guide
Phase 10: Salesforce Feature Parity ✅
- 25 new business objects: forecasting, territory, orders, subscriptions, journeys, A/B testing, and more
- Cross-cloud lifecycle automation (Opportunity→Order→Invoice, Campaign→Lead→Opportunity)
- Revenue recognition (ASC 606), billing schedules, payment methods
- Chatbot configuration, agent macros, benefits administration
- Salesforce parity increased from ~75% to ~92%
Phase 9: Developer Experience & Documentation Governance ✅
- Fixed 20+ broken documentation links, updated statistics
- Created DEVELOPMENT_WORKFLOW.md, ARCHITECTURE.md
- Added
pnpm typecheck,pnpm test:changed,pnpm statsscripts - Link-checking CI to prevent future broken docs
Phase 8: UI Completeness & Cross-Cloud Integration ✅
- 14 page layouts, 11 list views, 8 dashboards, 6 forms
- 71 hooks across 94 objects
- Cross-cloud data flow tests (Lead→Opportunity, Quote→Contract→Invoice, etc.)
Phase 7: @objectstack/spec v3.0.0 Upgrade ✅
- All 10 packages upgraded to v3.0.0, zero breaking changes
- Studio plugin contributions, module cleanup
Phase 6: Deep Schema Adoption ✅
- UI, Automation, Security, AI, Plugin schemas all validated via spec
- Advanced field types: masterDetail, summary, file, image, location, address
Phase 5: Integration & Business Features ✅
- 47 hooks, full plugin registration, broker API migration, performance benchmarks
Phase 4: Test Coverage & Documentation ✅
- 1,759 tests (118 files), full hook/action test coverage, deployment guides
Phase 3: Quality & Protocol Compliance ✅
- 100% ObjectSchema compliance, zero type errors, all labels in English
Phase 2: Deep Intelligence ✅
- 6 AI agent workflows, MCP integration, analytics dashboards
Phase 1: Core Foundation ✅
- 6 business clouds, 94 objects, metadata engine, ObjectQL, plugin architecture
Per-Module Status
| Package | Objects | Hooks | Actions | Pages | Views | Dashboards | Forms | Tests |
|---|---|---|---|---|---|---|---|---|
| CRM (Sales Cloud) | 16 | 11 | 10 | 4 | 4 | 2 | 3 | 26 |
| Finance (Revenue Cloud) | 9 | 8 | 5 | 2 | 1 | 1 | — | 14 |
| HR (Human Capital) | 18 | 18 | 4 | 2 | 1 | 1 | 1 | 21 |
| Marketing (Marketing Cloud) | 15 | 15 | 4 | 1 | 1 | 1 | — | 11 |
| Products (CPQ Cloud) | 13 | 10 | 4 | 3 | 2 | 1 | 1 | 16 |
| Support (Service Cloud) | 23 | 9 | 4 | 2 | 2 | 1 | 1 | 17 |
| AI (Intelligence Layer) | — | — | 1 | — | — | 1 | — | 13 |
| Analytics (BI Cloud) | ~8 | — | 4 | 1 | — | 1 | — | ~10 |
| Integration (iPaaS) | ~8 | — | 2 | 1 | — | 1 | — | ~10 |
| Community (Portal) | ~8 | — | 2 | 1 | — | 1 | — | ~10 |
| Real Estate (Vertical) | 7 | 13 | 1 | — | — | — | — | 3 |
| Healthcare (Vertical) | 7 | 12 | 1 | — | — | — | — | 3 |
| Financial Services (Vertical) | 7 | 12 | 1 | — | — | — | — | 3 |
| Education (Vertical) | 7 | 13 | 1 | — | — | — | — | 3 |
| Total | ~148 | 121+ | 48 | 19 | 11 | 11 | 12 | ~173+ files / 3,318+ tests |
Want to contribute? See our Contributing Guide to get started.