May 2022

Updated Cases Module We continue to enhance and improve the Cases area which has had a complete rebuild over the last 6 months. This month’s updates include: You can now integrate your support email address to automatically create cases! In addition, you can have multiple email addresses to create cases. This is extra useful if … Read more

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 … Read more

Milestone Release 49

March 23, 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. Xero and Sage plugins Here at BuddyCRM, we can work closely with your accounts package to offer you a single customer view. We have now created plug-ins for … Read more

Milestone Release 47

January 10, 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. Specific Activity Search It’s now even easier to find important Activity information on a Record card. Search by a specific date within the Completed Activities with the new … Read more

Milestone Release 46

November 22, 2019 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. Reminders for Activities You can now add a time set reminder for any of your important Activities. The Reminder setting needs to be turned on within the Admin … Read more

Milestone Release 45

October 24, 2019 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. Optimised Opportunities BuddyCRM has improved the Opportunities Area within the Record card to enable a more streamlined sales process for your business: Sort by Name, Owner, Value and … Read more

Milestone Release 44

September 5, 2019 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. The Sales Tables has moved! Our Sales Table has now moved to the Accounts Module and has its own area ‘Sales View’: Simply click on the ‘Sales View’ … Read more

Milestone Release 43

August 7, 2019 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. Product module updated The Catalogue Area has been revamped making it easier to export your products into a catalogue. This gives you the ability to produce fabulous product … Read more

Milestone Release 42

July 10, 2019 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. Updates to the Opportunities module We have made some fantastic updates that will assist your sales team to see their sales pipeline: Pipeline View Tab – This new … Read more