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

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.