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Posts Tagged ‘website’

New Release: 4.3 – The Admin Release

Written by george on Thursday, September 23rd, 2010

We are please to announce the lastest version of Tactile CRM which has focused around improving the admin and security features available in Tactile CRM.

The main features in this new release are:

  • Exported CSV files are now zipped to dramatically reduce email size
  • Allow users to select AM/PM and 24h time formatting
  • Allow users to customise the login page by adding their own logo
  • Allow admin users to mass update permissions
  • Allow admin users to set default permissions for newly created items
  • Allow admin users to turn off export options for users
  • Allow admin users to turn off import options for users
  • Added some additional fields to the add people dialog

An update on “Updates”

Written by george on Monday, June 21st, 2010

We’ve been busy over the last few months on a number of updates that we have been rolling out for Tactile CRM and we thought it was about time we became a bit more vocal about what we have been doing.

We will still announce new updates via the Tactile CRM dashboard and newsletter when they are available, but we will now be providing more regular updates on our new updates page on the Tactile CRM website.

Whilst we were at it, we’ve also updated the roadmap to be more accurate about our current plans, and a new release page shows what the major releases we have been working on it.

All these pages will be kept regularly updated as part of our new plans to keep you in the loop of what has been going on.

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.

Tactile CRM Now Available Through the Google Apps Marketplace

Written by george on Tuesday, March 9th, 2010

We’re really pleased to announce that today we added our Tactile CRM app to the Google Apps Marketplace™, Google’s recently launched online storefront for Google Apps™ products and services. Tactile CRM is an easy to use contact and sales management system for small businesses. With Tactile CRM, sales people can view their business pipeline, manage customer contacts and integrate their contacts and calendar with Google Calendar™ and Google contacts.

omelett.es ltd is committed to making seamless integration between online business apps easy for its customers, so adding our Tactile CRM app with the Google Apps Marketplace was a logical choice for us,” says George Step, head of product development, omelett.es. “Our customers have been asking for tighter integration with Google Apps to get a powerful suite of web applications that work together seamlessly to fulfill their day to day customer collaboration and sales requirements.”

omelett.es ltd has been providing easy contact and sales management for its worldwide user base for more than two years, allowing them to easily manage their customer contacts, emails, sales leads and pipeline in one easy to use system. With the launch of the Google Apps Marketplace, the Tactile CRM application now allows users to seamlessly move between applications using Google’s universal navigation and offers single sign-on built on OpenID. In addition, sending emails to customers from Tactile CRM is now a seamless experience using Gmail™, meetings are sync’d with Google Calendar and Tactile CRM application contacts are available in the Google shared address book for everyone in your business.

“We are very excited to have Tactile CRM in the Google Apps Marketplace,” adds Scott McMullan, partner lead for Google Apps. “Through the Google Apps Marketplace, ISVs like omelett.es are helping us build a rich ecosystem of integrated apps that work seamlessly with Google Apps, allowing IT administrators to leverage the benefits of cloud computing and extend Google Apps to meet more of their business needs. We are happy to offer Tactile CRM to the millions of Google Apps users who have embraced the cloud.”

The Google Apps Marketplace makes it easy for more than two million Google Apps customers to discover, purchase and deploy integrated business applications and related professional services. By integrating with user account and application data stored in Google Apps, these cloud applications provide a simpler user experience, increase business efficiency, and reduce administrative overhead. To learn more, visit google.com/appsmarketplace.

Google, Google Apps Marketplace, Google Apps, Google Calendar and Gmail are trademarks of Google Inc..

New: Activities CSV Export

Written by george on Wednesday, December 9th, 2009

We’re pleased to announce the release of our new export method for activities. Now, in addition to offering our iCal feed, you can export activities as a CSV file, and filter by tag too.

All you need to do is login, click on the activities tab and the new export options are available on the right.

Hopefully this will be useful to those of you who like to build slightly more customised reports and view your todos/activities in Excel.

New: Last contacted, opportunity history and more with our new stats

Written by Jake on Wednesday, November 11th, 2009

Following on from our earlier post where we introduced the new sales report in Tactile CRM, the second new feature we released today is the summary stats feature.

This new feature has been added to organisations, people and opportunities and allows you to see at a glance the key facts about what you are looking at.

Organisations and People Stats

About to contact an organisation or person? Now you can see when they were last contacted, what there is in the sales pipeline and what your win rate and average time to close has been on previous opportunities/deals.

Organisation View

Opportunity Stats

We’ve also updated the stats and opportunity views so that you can easily update the pipeline stage on opportunities and see the opportunity/deal value, probability and expected close date/age.

Opportunity Stats

These new stats are now available in Tactile CRM for users on paid plans. We hope you find it a useful addition to Tactile CRM and as always would value any feedback or suggestions you have that can make Tactile CRM even better.

Updated: Issues with old dropbox system

Written by Jake on Sunday, November 1st, 2009

Our old ISP is currently having some network routing issues that may delay the receipt of emaisl sent to the old dropbox system. They are working on resolving it ASAP, but in the meantime you can use the new dropbox system that is working fine (and all users should be migrating to this month).

Update: Everything is now back to normal