Product Blog

Archive for 2009

Like a phoenix from the ashes, our blog is reborn

Written by admin on Thursday, September 24th, 2009

We’ve been doing a bit of internal house keeping over the last few weeks, and one of the changes has been to the blog.

Behind the scenes it was actually run from our main blog on (our company blog). This caused us a few problems with replication and commenting. Without getting too technical we were trying to be too clever by running several blogs from one.

We’ve bitten the bullet and moved the Tactile CRM blog to a new location.

What does this mean for you? Hopefully not a lot of disruption, but a few new features! The RSS feeds will continue to work as they always have, and commenting should be a bit smoother. There’s a new search for the blog, and will be adding some new things over the coming months.

A phoenix from the ashes

The old blog posts are still available, but like a phoenix, the Tactile CRM blog has been born again (photo credit: Jon Tucker).

New System and Status Page

Written by admin on Wednesday, September 23rd, 2009

With the move to our new infrastructure we’ve setup a new resource for system and status updates for Tactile CRM. You can visit the new page which is hosted in a different data centre to our main service (so if in the unlikely scenario something does go wrong it will still be available to keep you up to date).

Make easy money with the Tactile CRM referral program

Written by admin on Wednesday, September 16th, 2009

We’ve really pleased to have just released our referral program after lots of feature requests by our users – we wanted you to be able to share in our success, so all do you need to do to start earning 20% of all paid for plans is login and visit the admin section.

You can sign up for the referral program and start earning straight away. Full details are on the Tactile CRM website, and you can track referrals in real time from your account:


Case Study: London Creative Arts

Written by Jake on Tuesday, September 8th, 2009

LCAL are a small design agency who use Tactile CRM to make sure their clients receive the best possible service throughout the lifecycle of all of their projects.

We didn’t have anything in place before we started using Tactile to manage our customer data and information about people we would like to work with. Now we have Tactile I don’t know how we ever survived!
Peter Bates – London Creative Arts

Email from Tactile CRM

Written by admin on Thursday, September 3rd, 2009

We’re really pleased to announce that you can now email directly from within Tactile CRM – all you need to do is login and click on an email address:

You’ll be asked to verify your email address the first time, but after that it’s plain sailing.

Full details are in the help where it tells you how to add templates, site wide email addresses and more.

As always, let us know your comments, thoughts and feedback. The new email system was lead by customer suggestions so we’d love to hear any other ideas you may have.

Why I’m not worried about the new Salesforce edition, but I am.

Written by Jake on Thursday, September 3rd, 2009

I’m often asked the question: “is Salesforce your biggest competitor to Tactile CRM“? Up until now the answer has always been no. Kind of.

In our target market of 2-10 people organisations/departments you’d traditional be paying between $35-$65/user/month for That’s roughly 4-7 times the price of Tactile CRM and could save you up to $6720 per annum. A tidy sum.

And for that reason we don’t see Salesforce as a direct competitor. However on brand awareness we do.

Our users and prospective users are nice people, and we’ve been aware for a while that Salesforce were launching a smaller package (it competes on the same price point as Tactile CRM) as they [our users] have let us know that they have been offered the $9 pricing and there has been some information about it on the site for a while.

Now that is out in the open there are 2 things to note. First of all the $9 pricing is for a cut down version, and only for 1-2 users. Once users start looking above that then we’re back to the old scenario (hence why I’m not worried).

However, I’m betting users don’t think like that.

We’ll either have to start ‘objection handling’ the questions that go along the lines of “ah, but Salesforce have a $9/user/month edition” or help people migrate away once they grow and don’t want the ‘real’ pricing.

Salesforce have a big PR machine/budget/awareness and this new product is already spreading thick and fast. Time will tell what happens but I’m looking forward to increased awareness of CRM amongst SME/SMBs and hope that in the long run it will do us some good too.

See organisation’s details against a person

Written by admin on Friday, August 14th, 2009

We’ve updated Tactile CRM so you can now easily see an organisation’s contact details (phone, fax, address etc.) when viewing a person.

It’s often the case that you’ll be dealing with several people at the same organisation and they all share the same phone number and address. Instead of entering it multiple times you can now see them when viewing the person:

New Contact Info

We’ve also extended this to opportunities and activities so important contact details are always on your screen.

Case Study: Hayley Marsden

Written by Jake on Saturday, August 8th, 2009

Editor, business founder and entrepenuer, Hayley Marsden runs a local magazine and uses Tactile CRM to keep up to date with her vital contacts and partners.

“As a work at home mum trying to juggle my daughter and starting up a new family’s magazine for my local area, a CRM is pretty vital to keep me on top of things. I’ve considered loads of options but Tactile CRM stood out as being a great bunch of people to work with, they’ve been really responsive when I’ve asked n00b questions and not laughed at me once. Plus I like the fact they’re based in the UK.”
Hayley Marsden

Realtime Pipeline Reports and Graphs

Written by admin on Monday, August 3rd, 2009

We’re really pleased to announce an overhaul to our graphing system and a new reporting engine.

Tactile CRM now has a realtime reporting engine to enable you to report on information in the system without having to export and manage data yourself. The new release includes a 30/60/90 day pipeline graph (see below), and we want you to let us know what else you want to see.

New Pipeline Report

We’ve also updated the reports tab to give you a list of reports and graphs from every page, and we’ve added some new graphs, and updated others:


Case Study: Ideas For the Kids

Written by Jake on Sunday, August 2nd, 2009 is a website full of ideas of great places to go, and fun things to do, with children.

They have details for over 11,000 venues and attractions and use Tactile CRM to keep these up to date, and to track communication between their staff and their contacts at the venues they promote.

“Due to it’s ease of use and very user friendly interface, we’ve rapidly expanded how we use Tactile CRM, growing the contacts we manage on it from a few hundred to over 10,000 with no drop-off in performance. It is utterly invaluable to us. Our staff love it and it literally takes minutes for a new user to get the hang of how to use it.”
Manny Coulon –