Building in public

Roadmap

We build Torch CRM and Torch Automation in the open. Here is what we are working on today, what comes next, and what just shipped.

Updated . No dates on future work, on purpose. We would rather ship it than promise it.

Now

What we are building this week

  • Torch CRM

    Torch Sync desktop app

    A Windows and Mac app that keeps your files, record spreadsheets and contacts in step with Torch CRM in the background. In private testing.

  • Torch CRM

    Training inside the CRM

    Admins assign trainings, people sign off, and progress rings show who is caught up.

  • Torch CRM

    Book a walkthrough on our calendar

    Pick a time for a 30-minute walkthrough right on the site, with whoever on our team is free.

  • Torch Automation

    Torch Tips videos

    Short tips, under a minute each, on everyday business software, selling habits and getting more out of Torch CRM.

  • Torch Automation

    Build AI Right training series

    Walkthroughs for business owners and team leads on setting up AI work the right way: folders, context and rules, no hype.

  • Torch Automation

    Partner program

    A way for people who recommend Torch CRM to earn a share when the customers they send stay on.

Next

Built or designed, coming after Now

  • Torch CRM

    Outlook contacts and calendar

    Contacts and meetings that stay the same in Outlook and in Torch CRM, without copying them by hand.

  • Torch CRM

    Territory map

    Draw territories by picking counties on a map, and send new leads to the right rep by county.

  • Torch CRM

    Send email from the CRM

    Write and send email from a record, with the message logged on that record automatically.

  • Torch CRM

    Ginger remembers your chats

    Pick up a conversation with Ginger, the built-in assistant, where you left it.

  • Torch CRM

    Choose what to keep when merging contacts

    When two contacts are the same person, choose field by field which details to keep.

Later

Ideas we are exploring

  • Torch CRM

    Voicemail straight into the CRM

    A voicemail lands on the right contact as a note and a follow-up task, with no retyping.

  • Torch CRM

    More for your own AI tools

    Let the AI apps you already use read more of your CRM, like quotes, catalogs and engagement, with the same permissions your team has.

Shipped

Live for customers today.

The latest first. Smaller fixes are on the changelog.

  • November 2026
    Torch CRM

    Business-card scanner where you add people

    Scan a business card on the new lead, contact or company page to fill in the form.

  • November 2026
    Torch Automation

    Torch Automation on social

    Product tours and short videos on YouTube, Facebook, X, TikTok and LinkedIn.

  • November 2026
    Torch Automation

    New look

    A new torch logo and brand across our public pages.

  • November 2026
    Torch CRM

    Live demo, no sign-up

    Click through real Torch CRM screens with sample data before you talk to anyone.

  • November 2026
    Torch CRM

    Sign up online

    Pick your seats and start your own Torch CRM workspace without waiting on a call.

  • November 2026
    Torch CRM

    One person, one record

    Torch CRM flags a lead that matches an existing contact, so you can merge them before anyone gets called twice.

  • October 2026
    Torch CRM

    Constant Contact sync

    Leads and contacts stay in step with Constant Contact automatically once you connect it.

  • October 2026
    Torch CRM

    Developer API and webhooks

    Your own systems can read and write CRM records and hear about changes. The guide is public at /developers.

  • October 2026
    Torch CRM

    Connect your own AI app

    Ask the AI app you already use about your CRM, limited to what your login can see.

Follow along.

We post what we are building as we build it. Have an idea for the roadmap? Tell us at JMcMahan@jmcmahanllc.com.