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.
- November 2026Torch 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 2026Torch Automation
Torch Automation on social
Product tours and short videos on YouTube, Facebook, X, TikTok and LinkedIn.
- November 2026Torch Automation
New look
A new torch logo and brand across our public pages.
- November 2026Torch CRM
Live demo, no sign-up
Click through real Torch CRM screens with sample data before you talk to anyone.
- November 2026Torch CRM
Sign up online
Pick your seats and start your own Torch CRM workspace without waiting on a call.
- November 2026Torch 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 2026Torch CRM
Constant Contact sync
Leads and contacts stay in step with Constant Contact automatically once you connect it.
- October 2026Torch 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 2026Torch 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.