Upgrades to CRM-FREE
Category: Upgrades
We have added some new features to CRM FREE for both the free and paid accounts. Now you can send emails from within CRM-FRM. Right from a contact record send an email either from within CRM-FREE or from an external email program. All emails sent from within CRM-FREE are stored as an email in the Notes section and in the Sent Folder from the Email tab. (Paid accounts can store emails sent externally in the notes section as well) All accounts have access to our SMTP servers (number of emails allowed to send per day depends on account) and you can add your own SMTP servers as well.Next we added a page with more options when adding a new contact. Now you can enter an address, phone number, email, note, calendar item and more all when initially adding the contact rather than after the contact has been added.
Finally we added two new options in the custom fields. A drop down with all user's listed and one with all user groups listed. The user list will show all active users so you can use to track a user assigned to the contact or project and search from the advanced search as well.
Upgrades to CRM-FREE
Category: Upgrades
We have added some new features to CRM FREE for both the free and paid accounts. First is more searching options. From the Contacts tab you can search your database. Now if you have two or less custom fields you can search them from here as well. If you have more than two custom fields we have added a link at the of the section for an Advanced Search. This offers more options and the ability to search all your custom fields.Next we have added a type option to each note that is entered. You have options for: note, log and email and can add as many options as you like from the Settings tab. The log and email options will be used by CRM-FREE for emails you send into the database and for all notes that are logs of activities done on a contact or project.
Upgrades to CRM-FREE
Category: Upgrades
We have added some new features to CRM FREE for both the free and paid accounts. You have always been able to add as many addresses, phone numbers, email addresses and dates as you needed. Now you can add custom fields in CRM FREE to track everything you need. You can create text fields, boxes, numbers, currency and drop down options. Also there are times when you want to save data in a contact or project but wouldn't want to add a custom field as it may be needed for just one person or a small number of records. Now you can add an additional field to just one contact or project at a time.CRM FREE now makes it even easier for you to enter and track information. You are not limited by a design and a certain set of fields. The ability to add custom and additional fields gives you control over what data you track making it more valuable to you.
Finally from the Calendar List you can now export all entries to a csv file to print a list of calls or meetings to take with you.
Upgrades to CRM-FREE
Category: Upgrades
We are happy to announce some new features for CRM-FREE. We have added a type option to the projects, allowing further organizing of your projects. This can be used to separate them by department, product or any other separation needed. In the contact search results we have also added the ability to Batch Add notes to each contact in the list or to add them all to a group you select. The new Batch Add link is above the contact results next to the total number of contacts found. There are different ways to keep employees or contacts at a company in the database. A new feature on the contact page now makes it a little simpler. Enter a person and add the company they work for, leaving the Personal/Company option as Personal. This will will display the company name as a link if a company record exists for that name (a contact where the Personal/Company option is selected as Company). So you will have direct access to the main company page. Also next to that link will be a link showing the total number of contacts at that company. Clicking on this link takes you to a page listing everyone at that company.
In the paid version we recently added the ability to post new contacts or leads from a form on your web site. We now have added the option of setting the user(s) and user group(s) that should be assigned to view that contact right from the form. This way new leads could come in and be visible to your sales department for example right away. See the posting instructions from the Help tab in CRM-FREE.
Upgrades to CRM-FREE
Category: Upgrades
We have added a new feature to the paid versions of CRM-FREE, the ability to post forms on your web site directly into your database. With a few easy changes to the forms they can create new contacts in your account. Easily map standard fields in the system as well as other fields into notes. You can even receive an email alerting you a form was filled out and including all the data they submitted in a format you select.Also we updated process for sending emails into CRM-FREE to now accept attachments. The files attached will be linked in the contact or projects record as well as on the Email tab viewable from each individual email.
We have lots of new features and updates coming in the next few months and always appreciate any comments on new ideas and requests.
Upgrades to CRM-FREE
Category: Upgrades
On Friday January 1st we will be upgrading CRM-FREE. This will include a new look to both the contact and project pages and include new options on each page. There will be a number of video tutorials added to help display current and new features which will be available from the Help tab. As always we appreciate any comments or suggestions you may have to improve the overall service. Please login after the New Year to see the new pages and features and we wish everyone a happy and safe New Years!Email Integration in CRM-FREE
Category: Upgrades
We are pleased to announce a new feature in CRM-FREE, the ability to send emails into your CRM-FREE account. All paid users now have their own CRM-FREE email account which can be used to send emails to create new contacts, add a note to an existing contact or project, add a calendar item to an existing contact, project or a personal item, bcc an email you are sending to a contact to keep a record in CRM-FREE or to forward an email you received into CRM-FREE to keep that in the contact's record.Now all data can be kept in one place and you have more options to quickly get data into your CRM-FREE account. If you are not logged in you can quickly and easily send an email into your account so that you don't forget to make a note of something or to add a new contact and their phone number.
We have also added email templates. From the Settings tab you can now add a template for emails you send frequently. These templates can merge contact data and when you send them from a contact's record it automatically adds your CRM-FREE email address as the bcc address to keep a copy of the email in their record for you.
Update to CRM - FREE
Category: Upgrades
Today we have updated CRM-FREE with some behind the scenes improvements and new features. We have added new searching options for your contacts to help find people you are looking for and added a new field for their website which had become a common request. When searching we also added an option to search for contacts that have not been accessed or updated in any number of days you select. You can combine this with other fields when searching such as status for salesman to find people who are interested but haven't been contacted in the last 14 days. From the search results we have added the options at the top of the page to export that result to a csv and to have all the email addresses sent to the bcc field of your email program so you can send an email to everyone in the search result. This places your email address in the to field and hides everyone else when sent. As always we appreciate our users ideas and requests to improve CRM-FREE, we hope you enjoy the new features.