Changelog

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…

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…

BuddyCRM milestone release 49 includes connections to Xero and Sage.

BuddyCRM milestone release 47 includes activity search, comments on opportunity won / lost, sibling accounts, country dialling codes, and xero accounting support.

BuddyCRM milestone release 46 includes time reminders for activities, document folders in workflows, and selecting opportunities by user.

BuddyCRM milestone release 45 includes opportunity templates, audit log, SMS to clients, and multiple account codes.

BuddyCRM milestone release 44 includes sales table moving to new sales view, time stamps on documents, and multiple actions in workflows.

BuddyCRM milestone release 43 includes product module updates, linking auto feeds, and some additional small bug fixes.

BuddyCRM milestone release 42 includes updates to the opportunities module, information tags, and a CSV upload log.