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Archive for the ‘Tactile CRM’ Category

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

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

New Account Area for Tactile CRM

Written by Jake on Friday, April 17th, 2009

We’re pleased to announce a new feature we rolled out last week to Tactile CRM to allow admin users to update your contact details:


It’s a small thing that can make a big difference – you can correct any email mistakes (incase you weren’t getting emails from us correctly) and update where you are in the World – it’s nice for us to know where you are from, but from a more practical stand point, if we look at localisation we’ll use this setting too.

Remember, we always take feedback seriously and it influences our roadmap for Tactile CRM, if you have any ideas, feedback or suggestions do let us know!

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.

Tactile CRM at SXSW

Written by Jake on Monday, March 23rd, 2009

Check out the video interview I did at SXSW this year with the CenterNetworks team, not sure why I always look tired – I can assure you I wasn’t when this was taken!

Case Study: Tiga

Written by Jake on Sunday, March 8th, 2009

Tiga are a leading UK multimedia design agency, with offices in Kent and the West Midlands.
Tactile CRM makes it really easy for them to keep track of their clients’ activity
and ensures that everyone in the team is aware of who needs updating of what, and when.

As a small business they appreciate the simplicity with which Tactile CRM’s Contact Log
lets them keep on top of important emails and conversations.
After initially only making use of the contact management features, they’re now making
full use of the deal-tracking and reporting features, helping them win new business.

“Our creativity is underpinned by responsive client co-ordination and integrated production planning, at last we have a single resource for all our internal comms! With Tactile CRM all I have to do is scan the dashboard to see what everyone has been up to.”
Steve Chatman – Tiga

Catch up with us at SXSWi

Written by Jake on Sunday, March 8th, 2009

This week I’m heading off to the SXSWi conference as part of a group of 35 of the UK’s leading SMEs from the digital industry.

I’ll be in Austin, Texas on the Digital Mission from 12-18 March 2009 so if you would like to catch up with me to discuss Tactile CRM, Spend Meter, or our latest product Resolve RM (or anything else for that matter!), drop me an email to jake [at] omelett dot es and I’ll sort something out.


It’s part of a UKTI trade mission and is designed to help UK companies better equip themselves for business in the States (I have already been on one previously to NYC that was incredible useful and we’re delighted to have been accepted on the second of these this year).

Photo Credit: Eschipul

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 + FreshBooks

Written by Jake on Friday, February 27th, 2009

Great news – we’re pleased to announce the new integration of FreshBooks with Tactile CRM has just got even better. All you need to do is enter your FreshBooks API key and you’ll be on your way to viewing customer invoices directly in Tactile CRM and sending new customer details to FreshBooks when you win new deals.

To make it even easier we’ve put together a quick video (about 3 and a half minutes), showing how easy it is to setup and use:

So, the details in full – from Tactile CRM you can now:

  • Import FreshBooks clients
  • View Invoices for your clients
  • Automatic syncronisation of invoices
  • Add organisations and people directly to FreshBooks without leaving Tactile CRM

But that’s not all! The nice folks over the pond at FreshBooks have given us the handy promotional code ‘tactile09′ which you can use to get $20 off your FreshBooks account.

Keep it handy and when you decide to upgrade your account with them just enter it in the promotional code box. Don’t delay though, it expires on the 1 October 2009 and it will probably come around faster than you think!

This is our first stage integration with FreshBooks. There are some other things we’re going to add, somethings we’d like to add when they update their API, and somethings we’d love for you to suggest! Just drop on by our feedback forums and tell us what we can do to improve [FreshBooks +] Tactile CRM and we’ll get straight on it.