What we're building next.

Marketing email

Drag-and-drop HTML email designer

For marketing-style branded emails with images, headers, CTAs. Sits alongside the existing plain-text AI bulk outreach. Right now Jeanus handles the high-intent BD outreach beautifully but cannot design a Mailchimp-style newsletter - that gap closes when this ships.

Recruitment

Candidate-facing portal (recruitment vertical)

White-labelled portal where job seekers register, upload CVs, set role preferences and receive alerts when matching roles go live. Until this ships, Jeanus is positioned for the client + BD side of the recruitment business only.

Onboarding

Onboarding checklist for new tenants

Persistent "Get started" widget in the sidebar with vertical-aware steps (add customers, configure AI context, send first quote, connect Outlook, invite teammates). Auto-ticks from your real data - no busy-clicking.

Integrations

Direct CRM + accounting connectors

CSV import is already in the product at /imports (auto column-mapping, dedupe on re-run, customers + leads + products). What is missing: direct OAuth connectors so customers do not need to export-then-import. HubSpot first (biggest user base, ~1 week), Xero next (UK wholesale + agency staple, ~3-4 days). Saves the new tenant 30 minutes of CSV faffing. Concierge import (we do it for you) covers the messy-data edge case in the meantime.

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 we will publish: 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 - same API, same schema. Public REST API + API key management lands first (it is the prerequisite); the Zapier and Make work itself is ~3-5 days each plus the Zapier review queue.

Integrations

Public REST API + API keys

Versioned endpoints (/api/v1/customers, /api/v1/leads, /api/v1/quotes, etc.) with per-tenant API key authentication, rate limits, and a public OpenAPI spec. Prerequisite for Zapier + Make + any customer who wants to roll their own integration. Settings page where admins create + revoke keys. Ships first because Zapier/Make depend on it.

UX

Customisable page layouts

Drag to reorder + collapse sections on detail pages. Different reps want different things at the top of a lead - this lets them set their own. Parked on auth landing first.

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.

Portal

Auto-revoke portal access on cold / lost lead

When a lead is marked cold or lost, the customer's portal access is paused automatically. Keeps the trade portal clean and your inactive accounts off your billing.

AI

Agentic AI (multi-step automation)

Today the AI drafts, summarises and advises in single-turn calls - it does not take multi-step actions autonomously. Agentic workflows ("research this lead, draft an email, schedule a follow-up if no reply in 5 days") are coming, but only when we can ship them reliably.

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.

Mobile

Mobile apps (iOS + Android)

Web-app on mobile works well today thanks to responsive design + PWA install. Native apps for richer push, offline mode, and camera-document upload are on the horizon.

Internal

Cross-tenant demo switcher (Pixel & Shovel only)

For our team: jump between every vertical demo tenant from the sidebar without logging in and out. Tenant-aware view-as cookie + a "Demos" group showing company name + vertical on each row. Owner-allowlist gated - never visible to subscribers.

Portal

Unified customer chat with rep routing

One chat experience across every page of the customer portal. Anonymous visitors get the AI answer first, escalate to a human. Logged-in customers pre-fill identity + route messages to their assigned rep's inbox instead of a shared queue. Per-tenant white-label of the widget so agencies and studios can chat under their own brand.

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.

AI

Find decision-maker emails

One click on any prospect or lead → verified emails for named decision-makers at that company with job titles and confidence scores. Free availability check first so you only pay when contacts exist.

AI

AI prospect finder

Type a target description in plain English, AI returns a real shortlist of companies with sites + reasons + fit scores. Uses live web search so company names are real, not invented.

AI

Bulk personalised AI outreach

Pick a product/topic + a list of customers; AI drafts a different email to each one referencing their actual history with you. 20 emails in 30 seconds. Plain-text today; the HTML designer above adds the marketing-email surface.

Plans

Enterprise tier

For 25+ seat teams - 25,000 monthly AI credits, SSO, audit log, dedicated CSM. £499/month.

AI

Per-cycle AI credit pots

Every plan now ships with a monthly credit allowance (Groundwork 1k / Framework 3k / Landmark 8k / Enterprise 25k). Refresh on your billing date. Visible in the sidebar pill with live "X of Y this cycle, refreshes 17 Jul" copy.