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Archive for the ‘Features’ Category

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:


Seamless Shoeboxed Import for Biz Card Heaven!

Written by admin on Thursday, July 30th, 2009

We all know the problem, you go to networking events, you meet people on a day to day basis and the business cards you collect stack up.

Getting those details into Tactile CRM can be hugely valuable but the time to type them in can be costly too.

Not anymore though! All you need to do is pop them into the post, Shoeboxed will digitise them, and then you can import them directly into Tactile CRM.

We’ve even got a special offer for you: sign up for Shoeboxed and they’ll give you $10 off their annual plans!

New Activities Widget

Written by admin on Wednesday, July 29th, 2009

We’ve released an update to the activities widget on the dashboard after feedback from users.

The updated activities widget now shows you all the details for all upcoming activities today and tomorrow, and a summary for overdue and future activities. We now include the person or organisation the activity is attached to, and a link through to see their details.

Activities Widget

You can also see the details for all other activities by hovering over the activity title, so you now get more useful information at your finger tips and less clutter on the screen!

Activities Widget, Hover

We hope you find this feature useful, as always let us know your thoughts, comments and feedback and we’ll see what we can do.

New CSV/Excel Import Wizard

Written by admin on Monday, July 27th, 2009

We’ve just released a new CSV/Excel Import Wizard for Tactile CRM that makes it even easier to get your contacts into the system.

The new wizard trys to auto-match column headings in your CSV file with those in Tactile CRM, and will now show you which columns you are importing and which ones have been missed. Check out the screenshot of the new system below:

Tactile CRM CSV Import Wizard

We’d love to hear your feedback and any ideas we can incorporate to make it better (including other column headings your like our auto-match to pick up).

Tagging with the API

Written by admin on Tuesday, July 21st, 2009

One of the most powerful features within Tactile CRM is tagging and it enables you to categorise people, organisations, opportunities and activities.

Once you have your tagged items within Tactile CRM you can use them to do all sorts of things including filter contacts into lists, manage your opportunities more effectively and push groups of people over to 3rd party application such as Campaign Monitor.

This week we released the ability to tag all of the above items using the API, which means you can now automatically insert and categorise information from your website or desktop application. When you request a record using the API we also return the set of tags associated with that item.

Information about how to use these functions is available via our online documentation, and we hope this will make life much easier when integrating with Tactile CRM.

Tactile CRM + Campaign Monitor = seamless email marketing

Written by admin on Wednesday, July 8th, 2009

Using the data you have in Tactile CRM with other services is something we think is really important. Now with the release of our Campaign Monitor integration you can easily send you contacts to this great email service to send and track email campaigns.

We’ve put together a video of just how easy it is to send contacts and emails to Campaign Monitor so you can send beautiful email campaigns, track the results and manage your subscribers. Now you can seamless work in Tactile CRM and communicate with customers:

We’d love to hear your comments and feedback and what we can do to make the Tactile CRM and Campaign Monitor integration even more useful. Drop us an email or visit our feedback forum to leave new feature requests.

Introducing Quick Search – unified search for Tactile CRM

Written by admin on Tuesday, July 7th, 2009

We really excited to announce the release of a new feature in Tactile CRM called quick search – it does exactly what it says – allows you to quickly search organisations, people, opportunities and activities in one go. You can even search on account number too.

The video below gives a quick overview of what it does, but why not login and try it for yourself.

Quick Search was suggested by Tactile CRM users, so why not let us have your comments and feedback on what you’d love to see next.

Tactile CRM and Zendesk play nicely together

Written by admin on Wednesday, June 24th, 2009

We spoke last month about how we’d integrated Zendesk with Tactile CRM so that you can easily see support tickets from within Tactile CRM.

Now the nice folk at Zendesk have added a widget to allow you to look up customer details in Tactile CRM when you are logged into Zendesk.

The video below shows how it all works (and how easy it is to setup!) now you can make sure you know about any outstanding support issues before making an important sales call, and see all the background information about a client before answering their support ticket.

As a special offer, if you sign up for Zendesk before the end of July and email nick [at] they’ll sort you out with a second month free!

Tactile CRM with Maps

Written by admin on Tuesday, June 23rd, 2009

Want to see where a person lives, or where the meeting you have with an organisation is?

Well now you can – Tactile CRM allows you to easily find places in Google Maps – all you need to do is click the handy ‘map’ link next to an address and we’ll link you straight through to Google Maps so you can see the location, what’s nearby and get directions.

Google Maps Integration

Google Maps integration was another customer requested feature we decided to implement as it was an obvious extension to the information Tactile CRM holds. Remeber, all you need to do is visit our feedback forums to suggest a feature you’d like to see.

Tactile CRM + ZenDesk

Written by admin on Wednesday, May 13th, 2009

Keeping all your information in one place is key to a successful CRM implementation. We’re pleased to announce that we’ve made it even easier to keep everything in place with our first version of integrating Tactile CRM and ZenDesk.

ZenDesk is an easy to use help desk system and the video below shows how to link the accounts together and view tickets within Tactile CRM.

Please let us know any comments/feedback/suggestions