Milestone

BuddyCRM MS83: Upload docs to Opportunities, add clickable URL fields, view marketing emails in browser, plus report and PAL search enhancements.

Workflow scheduled report improvements Building on the work completed in milestone 80, we have added some enhancements to the Workflows functionality. A time-dependent workflow based on an autofeed scheduled report can now be bound to a specific scheduled report, where previously this would have been triggered by any & all scheduled reports. This makes it … Read more

New features Link cases and opportunities We have introduced the ability to link multiple cases with an opportunity, both from a case in the case overview screen and from the opportunity overview screen. This was a hotly-requested feature; there is a requirement for a relationship between follow-on cases and an opportunity, for example after-care cases … Read more

Milestone 80 is a powerful new feature release introducing significant enhancements to the BuddyCRM workflow automation capabilities. 

A rundown of the new features, improvements and bug fixes within BuddyCRM milestone release MS79, released 12th June 2024.

The following updates and new features are included and available to you from now on. Webhooks Our big new feature is Webhooks.  Webhooks allow you to trigger events in third-party software based on actions in BuddyCRM.  Examples of webhooks in use would be :  Webhooks can be set up and administered from within the Admin module.  … Read more

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: Email Marketing Module Over 10,000,000 emails have now been sent by customers from our email marketing platform and that’s just the start. Plus these other enhancements… Across the … Read more

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: 2. Appointment Reminder Emails When setting your next Activity with your client, you can set your … Read more

BuddyCRM milestone release 49 includes connections to Xero and Sage.