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Archive for the ‘Integrations’ Category

Contactology integrates with Tactile CRM

Written by george on Tuesday, April 6th, 2010

We’re pleased to announce the latest integration with Tactile CRM thanks to the hard work of the team at Contactology.

Contactology is an email marketing software built for business that allows you to easily create, send and track email messages, newsletters and more. Using the new Tactile CRM import driver users can:

  • Import contact data directly into your Contactology account from Tactile CRM.
  • Contactology imports the Tactile CRM custom field data allowing users to personalise their email marketing campaigns
  • Contactology automatically dedups your list
  • All unsubscribe data is managed within Contactology, eliminating the need for Tactile CRM users to manage email marketing preferences.

You can see how the integration works in the video below, and full details are available on the Contactology blog.

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!

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.

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

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.

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.