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Milestone Release 49.5

April 6, 2020

We’re pleased to announce that the latest milestone release of BuddyCRM has gone live today. The following items were fixed, improved, or added:

1. Manager Module Revamp

We have now revamped the Manager module with some new exciting features:

  • Create your own KPI’s. Create KPI’s within the manager module for specific fields and groups of Users.
  • Add Sales targets for each period and selected Users.
  • View users Activity and choose specific date ranges.
  • Filter by Teams, Users, Accounts, Leads and Opportunities.


2. Appointment Reminder Emails

When you are setting your next Activity with your client you can set your Appointment reminder to appear within BuddyCRM.

The reminder pop up will appear on the left-hand side of the screen. However, we have now set your reminders to be sent to your email address – you’ll receive an email at the time you set the reminder just in case you are not in BuddyCRM. Great if you are on the road!

 

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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