Column View Improvements
- Send emails and text messages and make phone calls.
- See visual indicator of overdue or upcoming activities.
- Add or remove fields – see exactly the data points you need to see at a glance.
Appointment Scheduler Improvements
- Setup more than one appointment type and availability.
- Your clients pick the appointment they want during booking.
- The scheduling page is mobile-ready and fully responsive.
Pipeline (Opportunities) Improvements
- Communicate using email, text messages, and phone directly from the opportunity record.
New Quotations & Invoices Module
- Create new quotations for your products or services.
- Send quotations to prospects via email.
- Convert quotations to invoices.
- Send invoices to Intuit QuickBooks.
- Record payments against invoices. Send payment information to QuickBooks.
Import Notes
- Import notes while importing accounts and/or contacts.
To import notes, map the column containing the note in your source file to the “Note” field in the CRM field list. It will add a new note and link it to the account and/or contact.
All Templates in One Place
- All templates are consolidated under one menu. Access templates from the Templates Menu under Sales and Marketing.
Mobile App Improvements
- Transcribe business cards instantly. No more wait time to get your scanned business cards transcribed and entered into CRM.
- Sign into your CRM mobile app using FaceID.