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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 Xero and Sage 50, these allow you to see updated sales data for clients and additional financial information in the client record cards. There can be an ability where our plugin allows BuddyCRM to create invoices within the account package system after winning an opportunity.

2. Calendar Integration

We have now created an integration between your email platform and BuddyCRM for appointments only. You will be able to create appointments within BuddyCRM which will link to your email calendar and your clients’ calendar and show the appointment details in both systems.