February 27, 2017
Announcing Deals v2 – Visual Pipeline and more
BY John Paul Narowski IN Company 0 Comment
In a CRM, deals are typically our lifeblood. After many customer discussions, surveys and white-boarding sessions we’ve made deals in karmaCRM a first class citizen, are proud to announce deals v2!
We’re best friends now.
What’s it all about?
Visual Deal Pipeline
The new deals system comes with a number of enhancements. First and most importantly is a visual deal pipeline. I don’t know about you but I’m a visual person. I like to see my pipeline in simple visual display, which is why we revamped the homepage of deals to contain this format. If you love the list view don’t worry, you can still get to that as well.
You can drag deals to different stages and if they are won or lost, simply drag them to the won or lost buttons and taaaa-da, you’ve closed a deal! By the way, karmaCRM keeps track of won and lost dates so you can start to get an idea of your deal lifecycle and timing.
Within a deal you can now see the progress visually here as well. To switch stages, simply press the stage that you want to switch to. Once the deal is won or lost, simply press won or lost in the top right.
Right in the deals section you can switch to stats mode to see how you and your team are doing this week. This will give you the at-a-glance info you need to grow your company.
How do I get it?
If you’re on the per user plans, you can get access to this feature right now. Simply go to the deals page and press the black link where it says “new layout available”. This will switch your entire account to the new deals page. You can also switch back at any time if you prefer the old way of doing things.
Many many many thanks
Thank you to everyone who has worked with us to design these new features. We realize how important it is to have clarity in tracking your pipeline and are here to support you. Keep the feedback flowing as we treck along on the journey of CRM and business clarity!