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Archive for the ‘Features’ Category

Themes and Logos now in Tactile CRM

Written by admin on Tuesday, April 28th, 2009

We know how nice it is to have your IT systems match your corporate colours and branding so our team at Tactile CRM have been working hard to add some great features which we released this week – Themes & Logos.

Admin users can now select one of six specially created colour themes which will appear for all users.


Another feature we are often asked about is the ability to upload logos for organisations, well now you can! When viewing an organisation, a box will appear allowing you to upload a logo. If you upload a logo for your own company, it will appear on everyone’s dashboard.

We love getting feedback from our users and it influences the roadmap for Tactile CRM, if you have any ideas, feedback or suggestions do get in touch!

Tactile CRM API released

Written by admin on Friday, April 24th, 2009

One of the most popular feature requests we have received for Tactile CRM is to release an API so that users can build on the system and work with their data in their own ways.

Picture of a CogWe’re pleased to announce that after a lot of hardwork this month the team have finished the first version, and you can now start to use it.

Full details are available in the documentation on the website (it’s a bit technical) and we’d love to hear your thoughts, comments, and suggestions as always!

Here are some cool ways you might find it useful, and let us know how you end up using it:

  1. Automatically insert contact form details from your website into Tactile CRM – no need to rekey data
  2. Invite people to sign up for a webinar via your website and automatically add an activity into your calendar
  3. Integrate your in-house systems
  4. Anything else you can think of!

Photo Credit: Andy Armstrong

Easily get your contacts into Tactile CRM with Cloud Contacts

Written by admin on Wednesday, April 15th, 2009

Keeping your contact database up to date can always be difficult, typing in business cards after a networking event can be a chore – but not anymore!

We’re proud to announce the integration of the excellent CloudContacts system with Tactile CRM. It’s as easy as 1,2,3 to import your business cards:

  1. Collect your business cards, pop them in an envelope and send them off
  2. Download a CSV specially formatted for Tactile CRM
  3. Use the CloudContacts link in Tactile CRM to import

CloudContacts takes your business cards and puts them to work for you with Tactile CRM.

Instead of storing your business cards in a pile on your desk or in one physical location, CloudContacts provides transcription and allows you to access your contacts at any time.

You can now import your business cards directly into Tactile CRM and rapidly populate your CRM system, keep your notes up to date and share the information with your team.

New Graphs: all staff pipelines (and more)

Written by admin on Wednesday, March 4th, 2009

You spoke and we listened! It was often requested that being able to see pipelines and sales reports for all users in an organisation would be useful; so today I’m pleased to announce that if you login to your account (as an admin)* you will now be able to see the full range of graphs and now choose to view them for each user, all users, or all active users.

Per User Graphs

This should make it easier to see how individual members of staff are performing as well as seeing how the whole organisation is performing against targets.

* per user and cross organisation reporting is only available on paid plans.

Tactile CRM V3

Written by admin on Thursday, February 19th, 2009

We’re pleased to announce the new version of Tactile CRM (our CRM sales tool) – there is a lot of stuff in it so we’ve called it version 3. Included in the new version is:

  • The new interface/UI
  • Increase in plan limits
  • Updated FreshBooks Integration
  • Opportunity Archiving
  • Improved Dropbox
  • Opportunity Export

Keep an eye on the blog for more information about these new features!

Tactile CRM V3 – New UI

Written by admin on Wednesday, February 18th, 2009

The new version of Tactile CRM has a brand new interface – you can see some examples of it and this is what the new version looks like:

New Tactile CRM Dashboard

What I wanted to take a look at was some of the new UI features we have added (above tidying it up and making it look prettier) that add new functionality.

Quick Add

One of the key new features is the ‘Quick Add’ tab that allows you to quickly add a new item from any page within Tactile CRM


We had a lot of feedback from users that if you were working on something (such as adding a note or viewing a person), then needed to add something, you had to use ‘two mouse clicks’ to get to the add screen.

This is quite a common usage pattern within Tactile CRM so we’ve added a new tab that uses some nifty javascript to display the options when you move your mouse over it.

Now all you need is one click and you are there.

Custom Views

We’ve added the ability to customise your view of data (on the dashboard for example) and choose to restrict how you view your data. The screen shot below shows how you can easily choose which organisations you want to see:


We decided showing this on the screen the whole time was a pain and took up valuable screen real-estate. We’ve got over that by showing the current view and showing you the options when you move your mouse over it.

Pop Up Lightboxes

We’ve got some cool new integrations with other products – FreshBooks is there already, Campaign Monitor is in testing along with Hosted VOIP/Telephony integration. As a result we have the situation where it is useful to be able to send/receive data to those other systems.

Light Box

We’ve started using lightboxes to display these forms to reduce page loads and allow you to work within the system in a more flowing/natural way.

These are just a few of the more obvious additions and many have been lead by user suggestions. We take all the feedback we receive seriously so check out feedback forums if you want to influence Tactile CRM!

A Tactile CRM Update

Written by admin on Friday, February 6th, 2009

We’ve been metaphorically, and literally snowed under at various points since December and wanted to let you know what has been going on:

  1. We’ve been working on a brand new user interface
  2. We’ve be redesigning the website
  3. We’ve integrated FreshBooks invoicing
  4. We’ve integrated Campaign Monitor
  5. We’ve added loads of new graphs
  6. We’ve added opportunity exports
  7. And lots more!

We’re going to release all of these changes over the next few weeks and will let you know when via our newsletters.

Reports and Graphs

Written by admin on Monday, January 12th, 2009

We’re pleased to announce the second of two new features you’ll find in Tactile CRM this week – new graphs and reports.

Tactile CRM is a great way to manage your sales process and keep on top of clients. Now with the new graph/reporting facilities you can now easily keep track of your sales history, pipeline, and use the information to find out your most profitable sources of leads and type of work.

We’ve also added extra data below the graphs to see the exact values and now allow you to change the date ranges too.

Tactile CRM: New Graphs

This is the first release of our new reporting module and we’d love to hear your feedback and suggestions for further graphs/reports.

View your Freshbooks invoices in Tactile CRM

Written by admin on Monday, January 12th, 2009

We’re pleased to announce the first of two new features you’ll find in Tactile CRM this week – FreshBooks integration.

After feedback and suggestions from users, you can now view your FreshBooks invoices against organisations within Tactile CRM. Staff can easily see the purchase history/habits and current status of invoices paid/part paid/overdue and use this information when contacting clients and making business decisions.

Tactile CRM: FreshBooks Invoices

Setting up FreshBooks/Tactile CRM is easy, enter your FreshBooks API and you’re away.

You can even import your clients from FreshBooks and add new clients from within Tactile CRM to keep your information up to date.

Tactile CRM: Adding clients to FreshBooks

This is the first release of our new FreshBooks integration and we’d love to hear your feedback and suggestions.

‘Clients’ and ‘Leads’ become ‘Organisations’

Written by admin on Monday, November 24th, 2008

As part of today’s new release of our award winning simple CRM for small businesses – Tactile CRM, we made one major change that should make our lives a lot easier, and keep things easy to use for people using Tactile CRM.

We’ve merged the ‘Clients’ and ‘Leads’ tabs to become ‘Organisations’.

New Organisations

Previously Tactile CRM had the concept of clients and leads. When we built the system we made a concious decision to seperate out clients (companies/organisations you actually work with/sell to) and leads (companies/organisations you are talking with, but don’t yet work with, or would like to work with).

This decision was based upon our work with companies building bespoke web software systems to enable their CRM systems. Traditionally the work was with larger corporates and this distinction was needed to help keep their systems neat and tidy. We thought this would be a great concept to bring to Tactile CRM, however we were wrong.

Analysing the database and our user stats we can now see that most people don’t use the ‘Leads’ functionality, and with the addition of the new tag features, it isn’t really needed. We also tended to get a reasonable number of support requests asking what the difference between Clients and Leads, or Leads and Opportunities were.

Tactile CRM version 2 now has the ‘Organisations’ tab which has all the ‘Clients’ and ‘Leads’ together – for users that did use the Leads tab, we have automatically tagged all the ‘Leads’ with the tag ‘Lead’. If you don’t want this tag, you can use the new tag features to easily remove it.

We hope that you find this new feature useful, and would love to hear any comments or feedback that you may have.