Product Blog

New: Last contacted, opportunity history and more with our new stats

Written by Jake on Wednesday, November 11th, 2009 at 3:08 pm.

Following on from our earlier post where we introduced the new sales report in Tactile CRM, the second new feature we released today is the summary stats feature.

This new feature has been added to organisations, people and opportunities and allows you to see at a glance the key facts about what you are looking at.

Organisations and People Stats

About to contact an organisation or person? Now you can see when they were last contacted, what there is in the sales pipeline and what your win rate and average time to close has been on previous opportunities/deals.

Organisation View

Opportunity Stats

We’ve also updated the stats and opportunity views so that you can easily update the pipeline stage on opportunities and see the opportunity/deal value, probability and expected close date/age.

Opportunity Stats

These new stats are now available in Tactile CRM for users on paid plans. We hope you find it a useful addition to Tactile CRM and as always would value any feedback or suggestions you have that can make Tactile CRM even better.


One Response to “New: Last contacted, opportunity history and more with our new stats”

  1. SteHan Botha says:

    Tis is GREAT! Good job Guys! [+Girls] Loving Tactile CRM. My business has never been the same since I started using it. I don’t know what I would do without it – seriously!