What we aim for

The Goal with SpiceCRM is to have quarterly releases that deliver additional features. While we of course try to stay linked to our roadmap the development is driven by the partners collaborating and the customers we work with. The roadmap is supposed to be a guide for future planning. This roadmap does not represent a commitment to the functionality but acts as a guiding principle.

2026

Target Release Date: April,  Sept. & Dec. 2026

AI Integration Framework & Scenarios (1HY & 2HY)

Artificial Intelligence is deeply embedded into CRM workflows to minimize manual data entry and accelerate decision-making. The focus lies on automating routine tasks and providing intelligent analysis of communication data.

• Text Generation: Enables the automatic creation of content directly in description fields based on short user prompts.
• Process Generation: Supports management in modeling business workflows more quickly through AI-suggested logic.
• E-mail Signature Extraction: Automatically identifies contact details within signatures and imports /updates the corresponding CRM records.
• Travel Receipt Extraction: Digitizes travel receipts using OCR technology and assigns them directly to expense reports.
• Automated E-mail Generation: Drafts personalized response suggestions based on the context of the previous conversation history.
• Activities Summary & Next Best Action: Summarizes past interactions and proactively suggests the most effective next steps for the user.
• MSTeams Meeting Transcription to Tasks: Automatically converts meeting transcripts into actionable tasks and protocols within the CRM.
• E-mail Inbound Processor: Analyzes incoming messages for intent and content to trigger immediate automated actions or assignments.

Process Management (SpiceQMS) (1HY)

This module extends the CRM with comprehensive quality management functions to control corporate standards. It helps companies map regulatory requirements and internal guidelines without gaps.

• Processmap & Processmodelling: Provides visual tools for designing and displaying complex organizational workflows and hierarchies.
• Management System Support: Assists in maintaining certified systems like ISO through structured documentation and tracking.
• Audit & Inspection Management: Plans and monitors internal and external audit processes, including the tracking of corrective actions.
• Compliance Management / Whistleblower: Provides features for regulatory adherence, including a secure channel for internal reporting.
• Risk Management: Identifies and evaluates potential business risks to initiate targeted mitigation strategies.

Document Management (1HY)

The document handling system is modernized to allow collaboration directly within the CRM without external tools. Improved workflows ensure revision security and efficient approval processes.

• Integrated Document Editor: Allows users to edit documents directly in the browser within the CRM interface.
• Enhanced Release and Management Flows: Optimizes approval cycles and version control for sensitive or regulated documents.
• Document Translation: Integrates translation services to convert documents into different languages with a single click.

SpiceHCM (1HY)

The Human Capital Management module bundles all personnel-relevant data and processes into one central solution. It supports the entire employee journey from master data maintenance to professional development.

• Employee Master: Serves as the central database for all employee information and digital personnel files.
• Leave & Absence Management: Digitizes the planning and approval of vacations, sick leaves, and other types of absences.
• Org Management: Visualizes the corporate structure and maps hierarchical dependencies and departments.
• Skills & Training Management: Manages employee competencies and plans targeted further education and training measures.

Project Management (1HY)

This extension provides specialized tools for planning and monitoring complex customer projects. The goal is transparent resource and time management directly linked to CRM data.

• Project Console & Planning: Offers a central overview for project managers to control milestones, timelines, and resources.

Product Management (2HY)

Product administration is expanded to include specific regulatory and safety requirements. This is particularly important for companies dealing with physical goods and specific legal mandates.

• Hazardous Materials Management: Manages safety data sheets and legal requirements for the handling and storage of dangerous substances.

General Enhancements (1HY & 2HY)

These improvements focus on overall usability, system stability, and administrative efficiency. They optimize daily workflows and simplify the management of the platform.

• Index of Attachments: Creates a searchable overview of all file attachments across various modules in the system.
• Update Tracker & Recent Item Management: Improves navigation to recently edited records and enhances the traceability of system changes.
• ACL Enhancements for Admin & Workbench: Refines permission controls for administrators and technical workbench configurations.
• MS Teams Integration: Deepens the connection between CRM data and communication within the Microsoft Teams environment.

Workbench Redesign (1HY & 2HY)

The technical configuration tools are fundamentally overhauled to offer administrators more flexibility and speed. A more modern interface significantly accelerates the process of system customization.

• Fieldset Manager Update: Optimizes the management of fields and their arrangement within different record views.
• Module Manager: Simplifies the creation and adjustment of CRM modules to fit specific business requirements.
• Componentset Manager Update: Improves the configuration of UI components for a more tailored user experience.

Deployment Management (2HY)

New functions help IT departments move changes safely from testing to production environments. This minimizes downtime and increases the quality of system updates.

• Maintenance Windows: Allows for the scheduling and announcement of system maintenance directly within the platform.
• System Landscape Manager: Centrally manages different instances such as development, testing, and production environments.
• Change Management & Deployment: Structures the software distribution process and documents all technical system changes.

Support Portal & Portal Use Case (2HY)

The portal is expanded for external use by customers and partners to increase self-service capabilities. This strengthens customer relationships while reducing the workload on internal support teams.

• Contact / User Integration: Seamlessly links external portal users with existing contact records in the CRM.
• External ACL Profiles: Precisely defines which data external users are permitted to see or edit within the portal.
• External Roles: Allows for the assignment of specific functional roles for customers and partners in the external interface.

Campaign Definition Redesign (2HY)

Marketing automation is made more flexible to treat different campaign types more individually. Users benefit from more intuitive workflows when planning multi-channel marketing actions.

• Separate Flows for Campaign Tasks: Enables different task structures depending on whether a campaign is an event, telesales, or other type.
• Separate User Flows Based on Types and Channel: Tailors the user interface and steps based on the chosen marketing channel for better guidance.

2HY/2025

Target Release Date: – 30th Sept. & 31. Dec. 2025

Workbench Redesign
Module manager
Fieldset Manager Update
Componentset Manager Update

Deployment Management
System Landscape Manger
Maintenance Windows
Change Management & Deployment

Integrated Chat (Chatter equivalent)

Reporter redesign

1HY/2025

Target Release Date: – 1st Jan. & 30th Dec. 2025

Dictionary Manager Migration
Complete Migration until mid year

Complete split of User & Employee/Contact

Portal Capability
Enhance ACL rights
Specific Support Portal User Role

Multitenancy
Complete Multitenant Capability
Provide Multitenant System

Package Restructuring
New Package Structure
Enable Industry Packages

Campaign Management
Usability improvements

Redesign FTS Manager
customization capability
integrate FTS Manager into Dictionary Manager

2HY/2024

Target Release Date: – 30th Sept. & 31. Dec. 2024

Redesign workbench
Design Mode to customize layouts including preview
ACL permissions applicable in the workbench

Future FTS Manager Phase 1
Split FTS setup configuration from JSON string into proper table in the database and store each field in a separate record
Phase 2 (2025)
Display default fields with limited edit and no delete (id, date_entered, assigned_user_id, is_inactive…)
Phase 3 (2025)
Integrate FTS Manager into Dictionary Manager

SpiceCRM Documentation initiative
What, why and how: all about SpiceCRM

Ease integrators’ job
Welcome wizard: Step-by-step guidance to make the system ready to use
Make KanBan Views customizable using workbench

Preview for MS Office Documents (Word, Excel)

“rollout multi tenancy” support
With the full support of the dictionary manager we can get to the last phase of multitenancy implementation

Release 2024.02.001

Q2/2024

Target Release Date: – 30th June 2024

SpiceCRM Bootcamp 2024 in Vienna
Partner gathering and experience sharing

Dictionary Manager Phase 3
Full migration of variable definitions to database

Project Management enhancements
Gantt Chart 2.0
Improved usability and Project settlement process

KReporter
Upgrade Excel export
Implement PDF export
Integrate distribution lists in the scheduler

Deployment Manager Phase 2
Testing phase with environments & deployment for config packages

Release 2024.01.001

Q1/2024

Target Release Date: – 31st March 2024

Dictionary Manager Phase 2
Improvements user interface & start migrating variables definitions in file to database
Full relationship support, migration of core module variable definitions to database, data consistency check to prevent save of bad data.
SpiceCRM offline Installation => almost ready missing label translations for now

CPQ Configure Price Quote
Pricing engine combined with sales document flow and permissions
Archive sales documents as PDF with the new Output Revisions

Usability Improvements
Remove module Trackers and improve handling of recent viewed items
Duplicate WorkflowDefinitions

SpiceCRM Customer Portal Management
Key structural changes for Customer and User management to be able to use SpiceCRM as a customer portal solution

2HY/2023

Target Release Date: – 30th Sept. & 31. Dec. 2023

Ease integrators’ job
Deployment Manager as tool for Upgrades and deployments
Welcome wizard: Step-by-step guidance to make the system ready to use
Make KanBan Views customizable using workbench
Administrate hooks using an interface

Redesign workbench
Design Mode to customize layouts including preview
ACL permissions applicable in the workbench

SpiceCRM Documentation initiative
What, why and how: all about SpiceCRM

Artificial Intelligence with SpiceCRM
First steps for a concept leading to predictive lead scoring

Dictionary Manager Phase 3
Full migration of variable definitions to database

Release 2023.02.001

Q2/2023

Target Release Date: – 30st June 2023

Dictionary Manager Phase 2
Full relationship support, migration of core module variable definitions to database, data consistency check to prevent save of bad data

Deployment Manager Phase 2
Testing phase with environments & deployment for config packages

SpiceCRM Bootcamp 2023 in Vienna
Gather partners and exchange experience on sales, dev and consulting levels

Procurement
Administrate orders to vendors, their quotes and invoices

Campaign planning with target list manager
See & search for proper targets within existing target lists allocated to a campaign task. This will ease the managing of the targets when planning a campaign.

Release 2023.01.001

Q1/2023

Target Release Date: – 31st March 2023

Core Human Resource Management
Store and administrate employee qualifications, personnel measures, training management and documentation

Extended Document Management
Support ISO 9001, 27000 document flow and authorization

Dictionary Manager Phase 2
Improvements user interface & start migrating variables definitions in file to database

Caching and performance
Server based cache & administration tool in workbench

2HY/2022

Target Release Date: – 30th Sept. & 31. Dec. 2022

• Welcome Wizard after installation: guidance to make the system ready to use
• Concept for Support Portal
• Project Management Visualizations (gantt chart)
• Redesign workbench: preview to see configuration changes, ACL permissions applicable in the workbench, help icons to guide users
• Dictionary Manager as leading source: remove all php files containing variable definitions
• Travel Expense Management: prepare travels, gather expenses and invoice them
• Deployment Tool
• Developer Bootcamp 2022

Release 2022.02.001

Q2/2022

Target Release Date: – 30st June 2022

• Modernize Rich Text Editor
• Dictionary Manager: define option values for drop down fields, define custom fields, get rid off the cache folder
• Marketing automation step 2: double opt in and campaign integration
• Applicant management: manage job offers, applications, applicants, required skills
• KReporter Refactoring

Release 2022.01.001

Q1/2022

Target Release Date: – 31st March 2022

• Multi Tenancy finalization: setup a multi tenant platform for SpiceCRM instances
• Graphical Workflow editor: design & visualize workflows using the drag&drop editor
• Marketing automation step 1: insert tracking pixel in email templates and track emails
• Webpack: Introduce Angular Webpack standard to compile SpiceCRM application
• Launch SpiceCRM Academy: video tutorial series & documentation on SpiceCRM

Release 2021.03.001

2HY/2021

Target Release Date: – 30th Sept. & 31. Dec. 2021

• Workflow re-engineering
• Proof of concept to introduce webpack module federation
• Landing page framework
• Security settings improvements
• Schedulers refactoring & improvements
• Telephony improvements for user experience
• Mail merge campaigns feature
• Log consolidation
• 1st SpiceCRM developer bootcamp

Release 2021.02.001

Q2/2021

Target Release Date: – 30st June 2021

• Upgrade Email Inbox Manager on the Frontend
• Redesign of Questionnaire Manager to allow the free definition of Questionnaires without being bound to Question sets
• Add “all-in-one” Installation package and admin welcome wizard
• 2FA support with various methods
• Enhancements for Sales Documents Flows
• Notification and Alerts as well as refactoring assistant on the home screen
• Phase 1 of distribution lists implementation: module structure
• Multi-tenancy support

Release 2021.01.001

Q1/2021

Target Release Date: – 31st March 2021

• Further Cleanup of Backend and removal of remaining MVC components from SugarCE Backend
• Complete namespacing of the backend
• Upgrade to Support PHP8
• Upgrade of Slim Framework and redesign of REST Endpoints. Preparation for API Manager
• New Enhancements for the Projectmanagement adding types and better planning support
• API Manager to grant better visibility for REST API endpoints
• Restructuring of authorization management