omelett.es journalThe journal of team omelett.es //

We’ve really pleased to have just released our referral program after lots of feature requests by our users – we wanted you to be able to share in our success, so all do you need to do to start earning 20% of all paid for plans is login and visit the admin section.

You can sign up for the referral program and start earning straight away. Full details are on the Tactile CRM website, and you can track referrals in real time from your account:

We’re really pleased to announce that you can now email directly from within Tactile CRM – all you need to do is login and click on an email address:

You’ll be asked to verify your email address the first time, but after that it’s plain sailing.

Full details are in the help where it tells you how to add templates, site wide email addresses and more.

As always, let us know your comments, thoughts and feedback. The new email system was lead by customer suggestions so we’d love to hear any other ideas you may have.

We’ve updated Tactile CRM so you can now easily see an organisation’s contact details (phone, fax, address etc.) when viewing a person.

It’s often the case that you’ll be dealing with several people at the same organisation and they all share the same phone number and address. Instead of entering it multiple times you can now see them when viewing the person:

We’ve also extended this to opportunities and activities so important contact details are always on your screen.

We’re really pleased to announce an overhaul to our graphing system and a new reporting engine.

Tactile CRM now has a realtime reporting engine to enable you to report on information in the system without having to export and manage data yourself. The new release includes a 30/60/90 day pipeline graph (see below), and we want you to let us know what else you want to see.

We’ve also updated the reports tab to give you a list of reports and graphs from every page, and we’ve added some new graphs, and updated others:

We all know the problem, you go to networking events, you meet people on a day to day basis and the business cards you collect stack up.

Getting those details into Tactile CRM can be hugely valuable but the time to type them in can be costly too.

Not anymore though! All you need to do is pop them into the post, Shoeboxed will digitise them, and then you can import them directly into Tactile CRM.

We’ve even got a special offer for you: sign up for Shoeboxed and they’ll give you $10 off their annual plans!

We’ve released an update to the activities widget on the dashboard after feedback from users.

The updated activities widget now shows you all the details for all upcoming activities today and tomorrow, and a summary for overdue and future activities. We now include the person or organisation the activity is attached to, and a link through to see their details.

You can also see the details for all other activities by hovering over the activity title, so you now get more useful information at your finger tips and less clutter on the screen!

We hope you find this feature useful, as always let us know your thoughts, comments and feedback and we’ll see what we can do.

We’ve just released a new CSV/Excel Import Wizard for Tactile CRM that makes it even easier to get your contacts into the system.

The new wizard trys to auto-match column headings in your CSV file with those in Tactile CRM, and will now show you which columns you are importing and which ones have been missed. Check out the screenshot of the new system below:

We’d love to hear your feedback and any ideas we can incorporate to make it better (including other column headings your like our auto-match to pick up).

We’re pleased to announce the second of two new features you’ll find in Tactile CRM this week – new graphs and reports.

Tactile CRM is a great way to manage your sales process and keep on top of clients. Now with the new graph/reporting facilities you can now easily keep track of your sales history, pipeline, and use the information to find out your most profitable sources of leads and type of work.

We’ve also added extra data below the graphs to see the exact values and now allow you to change the date ranges too.

This is the first release of our new reporting module and we’d love to hear your feedback and suggestions for further graphs/reports.

We’re pleased to announce the first of two new features you’ll find in Tactile CRM this week – FreshBooks integration.

After feedback and suggestions from users, you can now view your FreshBooks invoices against organisations within Tactile CRM. Staff can easily see the purchase history/habits and current status of invoices paid/part paid/overdue and use this information when contacting clients and making business decisions.

Setting up FreshBooks/Tactile CRM is easy, enter your FreshBooks API and you’re away.

You can even import your clients from FreshBooks and add new clients from within Tactile CRM to keep your information up to date.

This is the first release of our new FreshBooks integration and we’d love to hear your feedback and suggestions.

As part of today’s new release of our award winning simple CRM for small businesses – Tactile CRM, we made one major change that should make our lives a lot easier, and keep things easy to use for people using Tactile CRM.

We’ve merged the ‘Clients’ and ‘Leads’ tabs to become ‘Organisations’.

Previously Tactile CRM had the concept of clients and leads. When we built the system we made a concious decision to seperate out clients (companies/organisations you actually work with/sell to) and leads (companies/organisations you are talking with, but don’t yet work with, or would like to work with).

This decision was based upon our work with companies building bespoke web software systems to enable their CRM systems. Traditionally the work was with larger corporates and this distinction was needed to help keep their systems neat and tidy. We thought this would be a great concept to bring to Tactile CRM, however we were wrong.

Analysing the database and our user stats we can now see that most people don’t use the ‘Leads’ functionality, and with the addition of the new tag features, it isn’t really needed. We also tended to get a reasonable number of support requests asking what the difference between Clients and Leads, or Leads and Opportunities were.

Tactile CRM version 2 now has the ‘Organisations’ tab which has all the ‘Clients’ and ‘Leads’ together – for users that did use the Leads tab, we have automatically tagged all the ‘Leads’ with the tag ‘Lead’. If you don’t want this tag, you can use the new tag features to easily remove it.

We hope that you find this new feature useful, and would love to hear any comments or feedback that you may have.