Roadmap
What we've shipped, what we're building now, and what's next. This is a public commitment, not a wish list.
In progress
Mobile app (iOS & Android)
Manage clients, projects, invoices, tasks, deals, and contracts from your phone.
Online payments on invoices
Let clients pay invoices directly — connected to your payment account, not ours.
Team member assignment on schedulers
Assign specific team members to booking pages so clients can book time with the right person.
Login notifications
Get notified when someone signs into your account from a new device or location.
Planned
Custom fields on clients and projects
Add your own fields — dropdowns, dates, numbers, text — to client and project records.
Expense receipt scanning
Snap a photo of a receipt and auto-extract vendor, amount, and date.
API access
REST API for developers who want to build integrations or automate workflows beyond what the visual builder offers.
Zapier and Make integrations
Connect Illusly to thousands of other tools without custom code.
Client-facing task comments
Let clients comment on tasks from the portal — collaborative project delivery without email threads.
Data import tools
Bring your existing clients, projects, and invoices into Illusly without manual re-entry.
Shipped
CRM — clients, contacts, and deal pipeline
Full client management with activity tracking, contact profiles, and visual kanban pipeline.
Projects with billing, milestones, and timelines
Fixed-price and retainer billing, task linking, auto-calculated completion.
Task management — boards, lists, and Gantt
Multiple boards, custom statuses, subtasks, priorities, labels, and recurring tasks.
Invoicing with recurring and multi-currency
Line items, taxes, discounts, PDF export, public share links, and automated recurring invoices.
Proposals with block editor and e-signatures
Four cover designs, pricing tables, typed signatures, and client portal acceptance.
Contracts with multi-signer e-signatures
Sequential or parallel signing, status tracking, IP/timestamp logging.
Time tracking and timesheets
Global timer, manual entry, billable rates, project filtering, PDF/CSV export.
Calendar with Google, Outlook, and Apple sync
Day, week, month views with bidirectional two-way sync.
Scheduling and booking pages
Custom availability, buffer times, meeting types, automatic calendar sync.
Automations with visual workflow builder
Event/schedule/manual triggers, email sends, task creation, webhooks, branching logic.
8 built-in reports
Income vs expenses, invoice aging, revenue by client, time, profitability, tasks, deals, and proposals.
Forms with 20+ field types
Conditional logic, file uploads, signatures, entity mapping, public sharing.
Docs workspace with entity-scoped folders
Rich text editor, folder tree, pinning, search, and Markdown/PDF export.
Email integration
Inbox, threads, compose, reply, forward, search — linked to Google, Microsoft, Apple, Yahoo, or IMAP.
Client portal
Branded self-service space for invoices, proposals, contracts, projects, and tasks.
Permission system with custom roles and teams
Granular read/write/delete per feature, team-level data scoping.
Paddle billing integration
Subscription management, plan changes, payment methods, and transaction history.
Dashboard with action queue and analytics
Day agenda, task/pipeline breakdown charts, income vs expense overview.
See if it fits.
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