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RoseSpark CRM
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Complete today, growing tomorrow

Everything in version 1.0, and what version 2 brings – in the order it is being built. Statuses change as each part is released; no dates are promised.

Included today: v1.0

Agency edition, released 9 November 2026

CRM core
Contacts, companies, deals board with pipelines and stages, tasks and reminders, one timeline per client, custom fields (8 types), phone numbers from any country with local time, CSV import of 100,000 rows with undo, controlled export, Recently deleted, bulk actions.
Email outreach
Google, Microsoft, Zoho and any SMTP/IMAP mailbox with DNS check; sequences with spintax, merge fields, sending windows in the contact's time zone and mailbox rotation; open and click tracking; reply reading and classification; bounce and complaint suppression; consent check and one-click unsubscribe; Instantly, Smartlead, lemlist and Apollo; lead forms.
Calling and messaging
Browser phone with your SIP trunk; Twilio, Plivo, Telnyx, Exotel; Aircall, JustCall, CloudTalk; power dialer with queues, scripts and voicemail drop; calling hours, do-not-call and recording consent per country; optional transcription; SMS and WhatsApp Business in one inbox per contact.
Automation
Drag-and-drop workflows with triggers from forms, email, calls, deals, proposals, projects, invoices, messages and dates; conditions, waits, actions and a run log.
Delivery
Proposals with e-signature (signing moves the deal to Won); projects from templates with deliverables, versions and client approvals; files; time tracking; client portal.
Billing
India GST (CGST, SGST, IGST, LUT, SAC) and VAT or sales tax for 33 countries, EU reverse charge; financial-year numbering; retainers billed automatically; Razorpay, Stripe, PayPal, Payoneer, Wise, bank, UPI; reminders; any currency.
Reports
Sales, outreach, calls, team and revenue dashboards; Google Analytics, Search Console, Google Ads and Meta Ads reports per client, emailed on schedule and shown in the portal.
Global basics
Region and formats: 25 country presets, currency, date and number style, time zone.
Privacy
Email consent, download or erase a person's data, retention rules, public privacy-request form, privacy log.
Security and admin
Super Admin and roles with extra rights, two-step login, audit log, integration keys in Settings, encrypted secrets, rate limits, suggestion box, phone-friendly layout.
Hosting by us
A private server per customer, set up and run by us: HTTPS, updates with a backup first, rollback, restore, nightly encrypted backups with an off-site copy and a weekly test restore.

Coming in v2

All-in-one for services and products – in development

Part A – Website tracking and attribution

First, for your own website and each client's website: which channel and campaign brought each lead, deal and invoice.

  1. Step 31 Planned

    Tracked sites, the CRM's own tracking script, consent handling, optional own tracking sub-domain

  2. Step 32 Planned

    Visitors linked to contacts; first and latest source on contacts and deals; the journey on the timeline

  3. Step 33 Planned

    Conversion events with values; server events; won deals and paid invoices as conversions

  4. Step 34 Planned

    Channel rules, attribution models, ROI reports and a client portal view

  5. Step 35 Planned

    Conversions sent back to Google Ads and Meta, with consent and hashing

Part B – Retail and e-commerce module

Switched on per customer (Agency, Retail or Both) for businesses with stores and online shops.

  1. Phase 0 (36–37) Planned

    Business type switch, legal entities, stores and retail roles; products, variants, price lists

  2. Phase 1 (38–42) Planned

    Unified customer profile; orders from every channel; Shopify, WooCommerce and POS connections

  3. Phase 2 (43–45) Planned

    Stock per location; click and collect, ship-from-store; suppliers and purchase orders

  4. Phase 3 (46–50) Planned

    Customer segments, retail campaigns, loyalty and gift cards, promotions, WhatsApp commerce

  5. Phase 4 (51–54) Planned

    Returns, clienteling, targets and commissions, reviews and footfall, warranty and repairs

  6. Phase 5 (55–59) Planned

    Retail tax engine, shipping and cash on delivery, marketplaces, multi-language, global dashboard

  7. Phase 6 (60) Planned

    Recommendations, churn risk, next best offer, demand forecasts

How you get v2

  • Version 1 keeps getting bug and security fixes.
  • When v2 is released, we move every customer with active updates to it – backup first, your data carries over, nothing to do on your side.
  • Planned terms: v2 service-business features included while your updates are active; the retail module priced separately for businesses that sell products.

See the changelogTell me when v2 is ready

See v1 today: book a 30-minute demo

Everything on this page that says “Included today” – on a real CRM.

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