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Milestone Release 39

Apr 26, 2019

Quoting System Updated

The Quotes module in BuddyCRM has had a revamp. Now you’ll find it quicker and easier to create a bespoke quote for your clients.

  • Quote module has had optimisation to produce a quote quicker.
  • It now works better on weaker internet connections for working on the road.
  • Various bug fixes within the area have been rectified.

Update a quote in BuddyCRM iage

Report Logs

You can now view an export log in the Reports module to see who, what and when a report was created. The Export Report List button is always visible at the top of the Reports module.

Export your report list in BuddyCRM image

Two Factor Authentication

Over the next few days, we will be enabling two factor authentication (2FA) for your subscription. This helps you become even more GDPR compliant in securing your data. Details to follow.

Optimisation

We’ve continued to push speed enhancements in the background and we’ve optimised the following areas in this release of the BuddyCRM system: the products page, files page, and companies page. This should enable you to find the information you need faster than ever.

Buddy CRM is the online sales customer relationship software for sales teams of 5 or more. Cloud hosted, you can access your customer records and sales data wherever you are through a browser, tablet or phone. Lots of lovely charts, tables, pipelines and kpis for management. History, scheduling, and opportunities for the sales team. With a Buddy to help you with your selling, you'll never be alone on the road again.
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