Product
Roadmap
Moving your agency to a new platform is a big decision. Moving your clients is an even bigger one. We publish our roadmap so you can see what we've already shipped, what we're building now, and what's coming next, which makes it easier to judge the pace of development and whether Platfio is the right long-term bet for your agency.
Current Sprint
Agentic Employees
AI-powered employees that work across the full agency lifecycle — marketing, planning, selling, building, and supporting — with individual specialists in each area, trained on best practices, and oversight of everything.
Agentic Employees
AI-powered employees that work across the full agency lifecycle — marketing, planning, selling, building, and supporting — with individual specialists in each area, trained on best practices, and oversight of everything.
Includes
- Playbooks that define repeatable workflows for each specialist so they can operate with clear, opinionated execution patterns.
- Deep integration across planning, sales, onboarding, build, handover, and support instead of isolated chat widgets.
- The ability to complete end-to-end tasks across the platform rather than only generating partial suggestions.
- Integrated builder experience for Platfio apps and websites so agents can build and edit the applications directly.
- A robust credit system so usage can be controlled, priced, and managed across teams and clients.
- Per-agent model controls so you can choose which models power which workflows and change them over time.
- VM compute agents for workflows that need heavier execution beyond standard prompt-response interactions.
Projects
Organize tasks into distinct projects so you can manage multiple pieces of work for the same client without everything blending together. Projects also introduce engagement templates — guiding your sales and delivery teams through the right workflow depending on the type of engagement, whether it's paid discovery, fixed price, schedule of charges, or something else entirely.
Projects
Organize tasks into distinct projects so you can manage multiple pieces of work for the same client without everything blending together. Projects also introduce engagement templates — guiding your sales and delivery teams through the right workflow depending on the type of engagement, whether it's paid discovery, fixed price, schedule of charges, or something else entirely.
Includes
- Separate distinct workstreams for the same client so sales, delivery, and support work do not collapse into one backlog.
- Engagement templates that guide the workflow based on the type of engagement, whether it is paid discovery, fixed price, schedule of charges, or another model.
- Clearer planning and execution boundaries so major initiatives can be tracked as their own bodies of work across the customer lifecycle.
App Platforms
We are changing the way platforms are modeled under apps so each app can have the platforms that power it stored as nested data, making handover cleaner and enabling agents to work against those platforms directly.
App Platforms
We are changing the way platforms are modeled under apps so each app can have the platforms that power it stored as nested data, making handover cleaner and enabling agents to work against those platforms directly.
Includes
- Store multiple platforms underneath an app so a single application can represent its GitHub repo, hosting provider, deployment targets, and other infrastructure cleanly.
- Improve handover through the client portal by making the operational platforms behind an app explicit instead of implied.
- Save secrets, tokens, and access credentials securely against the specific platform that powers the app.
- Enable agentic employees to use those stored credentials when a platform exposes an MCP server, CLI, or other automation surface.
- Support workflows where an app is built across platforms such as GitHub and Vercel, with each platform modeled and managed independently.
Website Builder
We're changing how Platfio builds websites so agents can write the website source code directly and deploy it onto Platfio's infrastructure instead of deriving sites from the web app runtime.
Website Builder
We're changing how Platfio builds websites so agents can write the website source code directly and deploy it onto Platfio's infrastructure instead of deriving sites from the web app runtime.
Includes
- Agents write and maintain website source code directly rather than shaping websites as a by-product of the web application.
- Generated sites deploy onto Platfio-managed infrastructure as a dedicated website delivery layer.
- A separate architecture for static website output improves SEO performance, page speed, and publishing flexibility.
- The build flow becomes clearer internally because website work is treated as its own product surface rather than a side effect of app generation.
Light Mode
Previously, Platfio was optimized for dark mode. We are having our agents refine the experience for users who prefer light mode.
App Builder - Bookables
Advanced features for clinics and similar teams that need more sophisticated bookable management, including multi-room operation, receptionist rescheduling, and more complex availability handling.
App Builder - Manager & Editor UX
Refine both the manager and editor experiences so advanced operational features are clearer, faster to use, and easier for humans and agents to configure while building applications.
Plan / Proposal / Funnel Code Customizations
Allow any section of a funnel, plan, or proposal to be customized with code so agentic employees can rewrite and reshape pages, sections, and layouts directly, enabling effectively unlimited customization when the default builder is not enough.
Business File Management
Create a better file management experience for business files like CSV, Markdown, and ZIP assets so they can be previewed, edited, and worked on by agents more easily.
Externally Paid Invoices
Raise invoices in Platfio that are paid outside the Platfio payment interface, then mark them as paid while still using the same Stripe-backed billing infrastructure so they show in the portal and under the business as normal.
Current Sprint minor work
- Prompt tuning and copy cleanup
- Minor QA fixes and instrumentation
Sprint + 1
Funnel Agents
Build agents directly into funnels so agency workflows can kick off automatically from events like new businesses being created, form submissions being received, or scheduled time-based triggers.
Funnel Agents
Build agents directly into funnels so agency workflows can kick off automatically from events like new businesses being created, form submissions being received, or scheduled time-based triggers.
Includes
- Trigger the right specialist automatically when a funnel creates a new business or captures a new form submission.
- Run time-based agent workflows from scheduled autoresponder-style sequences instead of only sending static follow-up messages.
- Keep funnel automation separate from the broader agency employee system so it is clear when work is initiated by a funnel versus a human or internal team workflow.
Agentic Cloud Browser
A built-in automated browser for agentic employees that can retain authenticated sessions, continue using those credentials across tasks, and hand control to a human when login setup or re-authentication is needed.
Agentic Cloud Browser
A built-in automated browser for agentic employees that can retain authenticated sessions, continue using those credentials across tasks, and hand control to a human when login setup or re-authentication is needed.
Time Tracking
Time tracking will be integrated into the desktop application so your team can log hours from a native Windows and macOS client and allocate that time back to businesses, projects, and proposals inside Platfio.
Time Tracking
Time tracking will be integrated into the desktop application so your team can log hours from a native Windows and macOS client and allocate that time back to businesses, projects, and proposals inside Platfio.
Platfio MCP
A dedicated Platfio MCP so everything you can do through the Platfio UI can also be accessed programmatically from agentic workflows and external AI tooling.
Platfio MCP
A dedicated Platfio MCP so everything you can do through the Platfio UI can also be accessed programmatically from agentic workflows and external AI tooling.
Platfio CLI
A Platfio CLI for operating the platform from the command line, giving teams and agents a fast way to perform the same core actions available in the UI.
Platfio CLI
A Platfio CLI for operating the platform from the command line, giving teams and agents a fast way to perform the same core actions available in the UI.
Local machine access controls
Permissioning, session selection, and safety rails for allowing agentic employees to use approved operator machines responsibly.
Browser session retention
Credential persistence, auth handoff, and recovery work that makes the built-in browser and Chrome extension control viable in everyday workflows.
Sprint + 1 minor work
- Chrome extension hardening and control polish
- Desktop timer UX and tray improvements
Sprint + 2
Enterprise Security & Compliance
SOC 2 compliance, SSO, audit trails, and advanced access controls for larger agencies.
Enterprise Security & Compliance
SOC 2 compliance, SSO, audit trails, and advanced access controls for larger agencies.
Operator tooling polish
Supporting usability work around command surfaces, validation, and developer feedback loops.
Security workflow cleanup
Smaller operational improvements that prepare the platform for stricter compliance and access patterns.
Sprint + 2 minor work
- Internal cleanup and hardening
- Backlog housekeeping and misc fixes
Recently Shipped
Recently completed roadmap work and the broader platform capabilities that are already live.
Voice AI Assistants
Use voice to quickly scope out features, benefits, and user stories in the planning and proposal tools — without going fully agentic. A faster, more natural way to build project plans.
Voice AI Assistants
Use voice to quickly scope out features, benefits, and user stories in the planning and proposal tools — without going fully agentic. A faster, more natural way to build project plans.
White-Label Client Apps
Remove Platfio branding from the apps you ship to clients and replace it with your own. Available on Enterprise plans.
White-Label Client Apps
Remove Platfio branding from the apps you ship to clients and replace it with your own. Available on Enterprise plans.
Funnel Autoresponders
Create email autoresponders for your Platfio funnels — automatically follow up with clients who submit forms, keeping leads warm without lifting a finger.
Funnel Autoresponders
Create email autoresponders for your Platfio funnels — automatically follow up with clients who submit forms, keeping leads warm without lifting a finger.
Funnel Form Forwarding
Use your own form provider or plain HTML forms and forward submissions directly into Platfio. Each submission automatically creates a business, adds a primary contact, saves the form data, and can trigger autoresponders — no migration required.
Funnel Form Forwarding
Use your own form provider or plain HTML forms and forward submissions directly into Platfio. Each submission automatically creates a business, adds a primary contact, saves the form data, and can trigger autoresponders — no migration required.
Improved Handover Flow
A better experience for generating and delivering the client portal. The new handover flow gives you more control over how clients access their portal — with smarter handling based on whether they're a primary contact or an additional contact on the business.
Improved Handover Flow
A better experience for generating and delivering the client portal. The new handover flow gives you more control over how clients access their portal — with smarter handling based on whether they're a primary contact or an additional contact on the business.
Improved Onboarding Flow
A smoother way to configure and send onboarding wizards to your clients. Responses are automatically integrated into the application you're building if you choose to build with Platfio — or made conveniently available to you if you're building the project using another tool.
Improved Onboarding Flow
A smoother way to configure and send onboarding wizards to your clients. Responses are automatically integrated into the application you're building if you choose to build with Platfio — or made conveniently available to you if you're building the project using another tool.
Desktop Application for Windows & Mac
A native desktop application for Windows and macOS gives your team a dedicated Platfio workspace outside the browser and lays the groundwork for deeper local-machine workflows.
Desktop Application for Windows & Mac
A native desktop application for Windows and macOS gives your team a dedicated Platfio workspace outside the browser and lays the groundwork for deeper local-machine workflows.
Agentic Computer Use
Let agentic employees operate approved local machines directly so they can work with desktop tools, local files, and installed software as part of real delivery workflows.
Agentic Computer Use
Let agentic employees operate approved local machines directly so they can work with desktop tools, local files, and installed software as part of real delivery workflows.
Agentic Browser Control via Chrome Extension
Use a Chrome extension bridge so agents can work inside a real browser context with existing tabs, established auth, and guided human takeover when a workflow needs manual assistance.
Agentic Browser Control via Chrome Extension
Use a Chrome extension bridge so agents can work inside a real browser context with existing tabs, established auth, and guided human takeover when a workflow needs manual assistance.
Outbound Tool
Prospect, connect, and convert leads into booked discovery calls — purpose-built for software agencies.
Outbound Tool
Prospect, connect, and convert leads into booked discovery calls — purpose-built for software agencies.
Funnel Builder
Build branded marketing funnels that educate prospects and qualify leads before they even speak to you.
Funnel Builder
Build branded marketing funnels that educate prospects and qualify leads before they even speak to you.
Plan Builder
Turn discovery calls into structured project plans your clients can review and approve.
Plan Builder
Turn discovery calls into structured project plans your clients can review and approve.
Proposal Builder
Generate professional proposals with accurate estimates, clear scope, and built-in e-signatures.
Proposal Builder
Generate professional proposals with accurate estimates, clear scope, and built-in e-signatures.
CRM & Payment Processing
Manage your pipeline and collect payments — all in one place, without juggling separate tools.
CRM & Payment Processing
Manage your pipeline and collect payments — all in one place, without juggling separate tools.
App Builder & Website Builder
Build custom cross-platform apps and websites for your clients with a powerful visual builder.
App Builder & Website Builder
Build custom cross-platform apps and websites for your clients with a powerful visual builder.
Deployments
One-click publishing to the App Store, Google Play, and the web — no DevOps knowledge required.
Deployments
One-click publishing to the App Store, Google Play, and the web — no DevOps knowledge required.
Client Portal & Ticketing System
Give clients a self-service portal and support ticketing system so you can deliver great post-launch support.
Client Portal & Ticketing System
Give clients a self-service portal and support ticketing system so you can deliver great post-launch support.
Built-in Screen Recording
Record your screen directly from the ticketing system to explain issues, demonstrate bugs, or walk through features — no external tools needed. A highly requested addition that makes communication between agencies and clients dramatically easier.
Built-in Screen Recording
Record your screen directly from the ticketing system to explain issues, demonstrate bugs, or walk through features — no external tools needed. A highly requested addition that makes communication between agencies and clients dramatically easier.
How Is This Even Possible?
In the past, each of Platfio's features — CRM, proposals, app builder, ticketing, funnels — would have been a separate SaaS you'd pay for individually. Platfio is an AI-first development company, which means a smaller team can build and maintain a comprehensive, deeply integrated platform with quality and reliability.
That end-to-end functionality is also what makes truly agentic workflows possible. When your sales process, onboarding, build systems, handover, and support all live in disconnected tools, the friction between systems becomes the blocker that stops agents from doing meaningful work across your business. Platfio is built from scratch so the workflows connect cleanly, which means both humans and agents can operate across the full agency lifecycle in one place at a fraction of the cost. Don't get stuck paying for yesterday's tools. See our pricing or learn how we work.
Ready to build with us?
Join the agencies already growing on Platfio. Start building today and grow with us as the platform evolves.