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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…
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,…
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…
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…
Today is a big day for Tactile CRM, our small business contact and sales management system – we have just released Version 2. After listening to our users feedback we have implemented a lot of new features around Tags. The new features are available via the ‘Tags’ tab and allow you to easily view all…
I’m currently playing with some potential new interface tweaks for Tactile CRM, our easy to use CRM/contact and sales management system for small businesses – these aren’t definite and are an internal work in progress. One factor that needs to be considered is how the interface works across browsers. The current tweaks use rounded course…
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