Where Sarion is headed, in the open
What's shipped, what we're building now, what's next, and what we're still exploring — across CRM, client portal, automation, mobile, and AI. Nothing here is promised on a date.
Recently Shipped
Live in the product today
Client management (CRM)
Client records, notes, and history in one place.
Project & task tracking
Status and due dates tied to each client.
Invoicing
Paid, unpaid, and overdue invoices tracked per client.
Branded client portal
A branded space where clients see progress and invoices.
Team collaboration
Scoped team member access per agency.
Now
In active development
Portal comment threads polish
Refining client-facing comments and file sharing inside the portal.
Overdue invoice reminders
Automatic surfacing of overdue invoices without manual tracking.
Next
Planned, not yet started
Mobile-responsive portal improvements
A smoother client portal experience on phones and tablets — not a native app.
Webhook support
Let external tools react to events happening inside Sarion.
AI-assisted status update drafts
Draft a client status update from recent project activity, for a human to review and send.
Later
Exploring, not committed
Native mobile app
Exploring a dedicated iOS/Android app — not yet scoped or committed.
AI meeting-notes summarization
Exploring turning raw meeting notes into a structured summary automatically.
Automation rules engine
Exploring configurable if-this-then-that rules for recurring agency workflows.
Multi-currency invoicing
Exploring support for invoicing clients in currencies other than USD.
Try what's already live
Start a free trial and see the CRM, portal, and invoicing features shipping today.