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A Tactile CRM Update

We’ve been metaphorically, and literally snowed under at various points since December and wanted to let you know what has been going on: We’ve been working on a brand new user interface We’ve be redesigning the website We’ve integrated FreshBooks invoicing We’ve integrated Campaign Monitor We’ve added loads of new graphs We’ve added opportunity exports…

Tasks – out with the old, in with the new

We’re currently finalising and testing the new/updated interface for Tactile CRM – we’ll be releasing it in the new few weeks along with some other new features we’re sure you’ll love. One of the many things we’ve worked on is how tasks are displayed on the dashboard and we thought we’d give you the first…

Would you buy from these people?

The brief: Tactile CRM‘s website is need of an overhaul, and as part of the plan this year we’re measuring and reporting on the the changes we make to see what is and isn’t succussful. We want to increase our conversion ratio on sign ups so we’re currently doing some market research on sites that…

New Feature: Reports and Graphs

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,…

New Feature: View your Freshbooks invoices in Tactile CRM

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…