Dear colleagues! Our system has undergone significant improvements. We have upgraded existing functions and added new features.
KANBAN APPROACH TO DEALS and tasks
Now you can apply the sensational kanban concept to your tasks and deals.
Some new settings adjusting the interface view have been added. Read more
NEW FEED IN CONTACT PROFILE
All client activity — incoming and outbound calls, emails, deals, activities, tasks, reminders, appointments, documents, website visits etc. — are now displayed in one chronological feed.
Activity and deal profiles have also undergone upgrades.
Now every user can mark any CRM objects (contacts, deals, database objects, tasks, etc.) with different colours. All the marked objects can be easily filtered in the special section "Marked" on the desktop. This function allows to group contacts/deals/tasks/objects etc. according to your own logic.
ADDITIONS AND IMPROVEMENTS
- Meter of incoming events
All incoming calls and emails left without reply are displayed in section "Important" and in contact profile. In order not to miss a single lead, all the entries in this section must be processed in a mandatory manner.
- New features and add-ons in "Templates" and "Documents"
Templates organizer interface has been upgraded to display the list of templates sent to client's email, including messages sent by other company employees, if this is implied by the access permissions.
- New unified search tool over the system.
- "Likes" for users in the feed and changes in Intranet structure.
- Improvements in "Emails" functions and interface. Setting filter rules for emails assortment by folders.
- Flexible distribution of access permissions on objects copying among users and departments.
- Additional functions in "Business processes". New ways to work with system objects associated to contacts, activities, deals and objects.
- Improvements in "Invoices".
- Profile opening statistics for various CRM objects an tasks. Analytics application. Read more
- Retail mode for sales
This new deal profile is designed especially for trading companies and can comprise multiple sales items at a time. Read more