MVP / Phase 2 / Advanced Priorities Matrix
24 Core CapabilitiesExact PDF priority classification: MVP / MUST (8), Phase 2 (8), and Advanced / Future (8).
Core B2B customer & persona management
Inbound lead qualification & pipeline stages
Direct outreach & WABA automation
Trigger-condition-action workflow engine
Calendar scheduling & auto updates
Versioned document management & permissions
Revenue, win rates & pipeline forecasting
Tenant isolation, RBAC & API keys
Meta/LinkedIn lead sync & OAuth
Omnichannel customer conversation timeline
Auto-Summarization engine for records & meetings
Generative email & WhatsApp response drafts
Predictive lead scoring & intent signals
Sales performance & team comparison dashboards
Multi-level workflow approval gates
Responsive mobile experience & offline sync
Natural-language CRM search & agent actions
Call transcription, sentiment & buying signals
AI deal risk detection & competitor mentions
Explainable AI recommendations for reps
AI weighted & commit revenue forecasts
Structured customer & business memory facts
AI Agent runtime, guardrails & evaluation
Extensible AI tool protocol & developer platform