Roadmap
TraceClose roadmap
What you can use today, what the team is building now and what comes next. We update this page with every release.
Roadmap board
Available now 19 items
In the dashboard, ready to use today.
- Service
Team inbox for WhatsApp
Several agents on the same number, with queues and quick replies so no contact is left waiting.
- Service
Voice notes, photos and documents
Listen to, view and send files without leaving the conversation.
- Service
Leads on a pipeline board
Drag each lead through the stages and spot what is stuck at a glance.
- Team management
Automatic lead distribution
New contacts are shared among your sales reps, with no cherry-picking.
- Ads and attribution
Tracked links
Every conversation arrives with the campaign, ad set and ad it came from.
- Ads and attribution
Campaigns that learn from your buyers
Leads and sales flow back to Meta, so your campaigns look for more people like the ones who close.
- Reports
Campaign and team reports
See which campaigns bring in customers, who sells the most and how fast your team replies, all in one place.
- Team management
Team targets
Set targets and see who is close to hitting them.
- Ads and attribution
CPL and no-lead spend alerts
Get notified when cost per lead climbs or a campaign spends without bringing in leads.
- Account and billing
Portuguese, Spanish and English
The dashboard in three languages, with time zone, currency and international phone numbers set per company.
- Account and billing
Secure sign-in and private data
Two-step verification at sign-in, and your company’s data visible only to your team.
- Account and billing
Self sign-up with a 7-day free trial
Create your account yourself in a few minutes and try everything for 7 days.
- Integrations
Setup assistant
A step-by-step guide to connect WhatsApp and your ads and bring in your team: ready to sell the same day.
- Team management
Email invites and multiple operations
Invite your team by email and run several operations under one account.
- Ads and attribution
“Sold” button
Log the sale and its value in one click, and it goes straight to Meta.
- Service
New inbox with the source ad
The ad that brought in each contact shows right next to the conversation.
- Service
Custom pipelines with ready-made templates
Build your own stages or start from a template for clinics, med spas, online courses, real estate, agencies or local services.
- Service
Merge duplicate contacts
One person, one history: merge repeated records without losing conversations.
- Integrations
Leads and sales from your website
Forms, quotes and sign-ups on your website come in as leads with the ad that brought them, and every sale counts toward ROAS. Works even without WhatsApp.
In progress 3 items
The team is working on these now.
- Account and billing
Plans with Pix and card payments
Pick a plan and pay by Pix or card, right from the dashboard.
- Reports
Website visits per ad
How many people opened your website from each ad, how many clicked WhatsApp or the buy button, and how many became leads. Bots excluded.
- Ads and attribution
Alert for campaigns not delivering
Campaign is on but the platform isn’t delivering it? TraceClose tells you the same day, before you lose time and opportunities.
Up next 7 items
What comes after the work in progress.
- Ads and attribution
AI campaign copilot
Every week, AI points out which ads to cut and which to scale, with the cost per sale and ROAS behind each suggestion. You can also ask in plain words, like “which ad sold the most this week?”. You make the call.
- Integrations
Checkout sales flow in automatically
Connect your checkout or payment platform: every approved sale lands on the right contact, with its value, and counts toward the ROAS of the ad that started the conversation.
- Integrations
Verified connection for high volume
Another way to connect your number, verified and stable, for teams that handle a lot of conversations every day.
- Reports
Consolidated view across operations
For agencies and multi-location businesses: every operation side by side, each with its own numbers.
- Account and billing
Other currencies and international cards
Pay your subscription in other currencies with a card issued outside Brazil.
- Account and billing
Crypto payments
One more way to pay for your subscription.
- Account and billing
Export and delete your company data
Download or delete your company’s data from the dashboard, whenever you want.
Future 9 items
Ideas we are evaluating, with no commitment: they may change or never ship.
- Ads and attribution
Apply suggestions in one click
Pause an ad or adjust the budget straight from a copilot suggestion or a CPL alert, with a confirmation step and an undo.
- Service
Auto-replies and follow-ups
Welcome message, out-of-hours reply, keyword replies and a reminder for the team when a lead goes quiet.
- Service
Phone notifications
A heads-up on your phone when a sale comes in or a lead is waiting for a reply, with nothing to install from the app store.
- Service
Pix payments in the chat
Send a Pix payment request (Brazil) inside the conversation; once it is paid, the sale is recorded with its value and owner.
- Service
AI summaries and suggested replies
A conversation summary and a suggested reply for the agent to review before sending.
- Team management
Hot leads flagged by AI
AI reads your conversations and shows who is ready to buy, so reps talk first to the people about to close.
- Integrations
Instagram Direct and Telegram
Handle other messaging channels in the same inbox.
- Ads and attribution
Google and TikTok ads
See which ad started the conversation on those networks too.
- Service
Mobile app
Answer conversations and follow your team’s results from your phone.
Start with what’s already live.
Try TraceClose with your team for 7 days. Missing something? Tell us: that’s how we decide what comes next.