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New features & Q4 Roadmap

November 01, 20224 min read

Elysium CRM New Features & Updates

Here is a summary of all the updates we've released over the past few weeks:

Funnels, Websites, Forms & Surveys

  • Cart mode in order forms with quantity selectors

  • Average cart value in stats

Affiliate management

  • Create campaigns with different affiliate audience and commissions

  • Choose only those products you want to split commission on

  • Add and import affiliates from other platforms

  • View leads, customers, and churn across your affiliates

  • Review and approve affiliates for they payouts

  • Deny payouts to affiliates

  • Export commissions and make payment via preferred payment gateway

Social planner

  • CSV bulk import

  • Template library

  • Hundreds of funnels, websites, social planner & emails live (3000+)


  • Coupons

Calendar settings

  • Teams (My Staff > Teams) moved under Calendar settings as groups

  • Now you can quickly create a group with just a name, description, and URL

  • Adding users to a team is no longer required to set up a calendar

  • Users can be directly added to their respective calendars

  • Reserve with Google

  • Can book meetings via Google!


  • Web-hook improvements

  • Workflow folder permissions

  • If/Else multiple branches

  • Goals (skip further along the workflow if a condition is met)

  • Video trigger in Workflows from Funnels

  • If someone watches a certain percent of a video in a funnel, we can detect it now


  • In-App upsells

  • One-click upsells

  • Themes

  • Comments

  • Mobile app

  • Quizzes & Assessments

Mobile App

  • Quick actions (book appt, send feedback, send SMS, make call)

  • Invoicing

  • Dark Mode

  • Inbound calling on your phone from your business numbers

  • Conversations 2.0

  • Calendar block

Q4 Roadmap

Here are all the updates & new features we've locked in for the next three months. As always with features in development, they are aspirational when it comes to release dates, but we'll keep you updated!

2 way email sync whith Gmail & Outlook

Company object V2

  • Consolidated view of all tasks at the company level

  • Ability to create companies & associate contacts based on business name

Opportunity enhancements

Multiple phone & email per contact

Tag folders

Custom field/value folders

Schedule messages feature (email/SMS/etc.)

CC & BCC for emails

Conversations module new filters

  • Last message direction

  • Last message type

Create new message flow enhancements

Send as feature enhancements

Custom providers

User permissions more granular settings

Notifications manger - contacts, opportunities, reminders, etc

Apple business chat

LinkedIn integration enhancements

Audit log enhancements

- Calendars

  • Calendar Setup

  • Consolidate user calendar configuraiton

  • Configuration flow improvements

  • Recurring appointments

  • Troubleshooting tool in the widget

  • Logged-in users can troubleshoot slot availability

  • Add Guests to bookings

  • Collective scheduling (multiple people in the same meeting)


  • Membership - New Triggers

  • Product started

  • Category started

  • Lesson started

  • Lesson completed

  • More custom values & if/else conditions

Goal Actions

  • Booked appointment

  • Contact replied

  • % video watched

New workflow actions

  • Trigger

  • Inbound webhook

  • Actions

  • API (outbound data)

  • Google sheet

  • Slack


  • Certifications

  • Offline Assignments

  • Announcements

  • Subscription Management

  • Members, Course, Subscription Analytics

Mobile App

  • Recurring invoices

  • Notification actions

  • Notification preferences

  • Task manager

  • Social Sign In

Reputation Management

  • Auto-responder settings for GMB & FB reviews

  • Review widget & funnel templates

WhatsApp integration (Q1 '23)


  • Category pages

  • RSS emails

  • Share on Social Planner

  • Custom Code - CSS & HTML

  • Blog widget

  • Social Share

  • Comments

Social Planner

  • Tiktok

  • Instagram Story & Reels

  • Template library

  • Approval flow

  • Custom Variables

  • Internal notes

  • Image & Video editor

  • Recycle & repose socials

  • Auto scheduler

  • Grouping hashtag

Email marketing

  • A/B testing

  • Multiple Smartlist and tags

  • ROI calculator

  • Improved email reporting

  • Improved inline email text editor

  • Import for other platforms

  • Image carousel

  • Countdown timer

  • Attribution of UTMs

Payments & Invoicing

  • Order triggers for sales channel on workflows - Order forms, Calendars, Invoicing, Memberships

  • Alternative payment methods via Stripe - Apply/Google pay

  • Invoicing enhancements - Custom templtes, custom notifications, CC/BCC, team members, partial payments, alternate payment methods

  • Subscription management & client portal

  • Alternate payment gateways -, Square, NMI

  • Proposals, Contracts, e-sign with invoicing

  • Inventory management & ecommerce

Affiliate Management

  • Integration with CRM & Workflows

  • Create email templates for affiliates

  • Run email campaigns on affiliates

  • Pull affiliates from a workflow on contacts to the Affiliate Manager

  • Affiliate portal for affiliates to track their own commissions, customers, and leads

  • Second tier affiliate tracking

  • Create campaigns with custom commission option

Forms & Surveys

  • Video backgrounds

  • Image slider

  • New recurring timer pegged to day of the week, month, or year

  • Better customisation

  • Enable/disable forms and surveys based on date

  • Instagram element

  • External embedding option

  • (Coming next year)

  • Brand kit

  • Sliding tables

  • Social media follow & share elements

  • Folders for forms and surveys

  • Blog category and search options

  • Conditional logic

  • Maths operations

  • Funnel builder improvements

...phew! What a list! As you can see, we're hard at work improving and extending Elysium CRM for our clients.

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What We Offer

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2-Way Text Messaging

Have a conversation with a lead or client without ever lifting your finger (or thumb!).. Let our system guide them to the right answer!

Reputation Management

Make sure your reviews are relevant and highly rated! Our system requests reviews and then posts them everywhere your business is featured!

Appointment Automation

Let clients schedule their appointments with ease through our online appointment scheduler. Never again will you have to play phone tag, schedule, confirm or re-schedule with a client! They can do it all online!

Social Media Management

Let's get you connected! Our social media management solution helps you build an online community by "Stopping the scroll" with inviting and interesting content!

Unified Messaging

Messages can come in from email, text, FaceBook, GMB and more. Keep it simple by connecting with clients in one place through our Unified Messaging dashboard. Don't worry, the message will be sent to their chosen messaging platform!

Automated Web Chat

Connect with clients directly on your website 24/7 with automated web chat! Even when you aren't online, our system can guide them to their answers and helpful tools!

Missed Call Text Back

Make sure your clients know that you didn't forget about them! Send a text telling them you are sorry you missed their call and to contact you through your choice of communication medium!

Lead Management

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Check Out The Options

Our Plans




  • 2-Way Text & Email
  • Conversations
  • GMB Messaging
  • Web Chat
  • Reputation Management
  • Facebook Messenger
  • GMB Call Tracking
  • Missed Call Text Back
  • Text To Pay




  • Everything in Standard
  • Calendar Bookings
  • CRM
  • Opportunities
  • Email Marketing




  • Everything in Professional
  • Social Planner
  • Invoicing
  • Funnel
  • Memberships
  • Websites
  • Workflows/Automation
  • Forms
  • Surveys
  • Html-Builder

Hear From Our Clients

Elysium CRM has been outstanding - huge benefits in consolidating numerous software platforms in a cost-effective, seamless way. Quick and efficient. I'm regularly impressed by the speed in which Elysium CRM gets things done for me. I highly recommend Elysium CRM to anyone looking for a high-grade SMB CRM system

Siimon Reynolds

Elysium CRM has created time for me which has given me the opportunity to engage more closely with new, existing and former clients. Elysium CRM has been absolutely outstanding! 10 out of 10 - instrumental in streamlining our business!

Andrew Innes

Elysium CRM provides a valuable customer experience to my business. Without Elysium CRM, there is no way I could have begun to automate my business, allowing me to work on it rather than in it. The Elysium team are an absolute pleasure to work with, responsive & forward thinking. I can't recommend Elysium CRM highly enough

Nick Kirtley

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