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
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
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
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
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
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
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
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
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