December 8, 2010
BY John Paul Narowski IN karmaCRM News and Updates
We know how important it is to have your customer data in arm’s reach, so we decided to overhaul the search box located at the top of your app. You can now search almost everything in your CRM using this search. This means contacts, companies, deals, tasks, events, cases, and files.
December 1, 2010
BY John Paul Narowski IN karmaCRM News and Updates
Over the past few weeks you may have noticed new features appearing here and there. We have outlined what’s been added, and how to use them within this post.
September 19, 2010
BY John Paul Narowski IN karmaCRM News and Updates
Our team has been hard at work adding much needed & requested features. There’s a lot to digest here so feel free to contact us if you have any questions! One of the biggest enhancements we’ve added is the ability to have private groups.
August 25, 2010
BY John Paul Narowski IN karmaCRM News and Updates
We have been hard at work adding a lot of much needed features to the calendar. Since this is one of the features we use most, we wanted to make sure it was powerful enough to handle the many unique scenarios your calendar needs presented.
June 6, 2010
BY John Paul Narowski IN karmaCRM News and Updates
We have just overhauled our reminder system for tasks and events allowing you to receive reminders via SMS, Email or Browser Pop-up depending on your preference. You can also add multiple reminders to each event or task.
April 21, 2010
BY John Paul Narowski IN karmaCRM News and Updates
Standardize your sales process by assigning a task template to each deal stage. We know how hard it can be for a team with many different understandings of what the “Sales Process” entails. We have added the task templates function to ensure it’s done the same way each time.
April 12, 2010
BY John Paul Narowski IN karmaCRM News and Updates
Karma wouldn’t be where it is today without the useful feedback of our excellent users. We want to take this time to thank you for your dedication to Karma’s continual improvement and to extend a special thanks to one user who overnighted a homemade batch of cookies (to fuel our ongoing efforts). While the cookies couldn’t be integrated into the application, they tasted quite great!
March 23, 2010
BY John Paul Narowski IN karmaCRM News and Updates
It has finally arrived – the ability for companies to exist outside of contacts. Many of you have requested this feature and today our team has responded. Now you can see all conversations going on with any contacts you have at a certain company. The company profile page gives you a birds eye view of everything that is going on within that company.
March 4, 2010
BY John Paul Narowski IN karmaCRM News and Updates
We have now added the ability for you to add custom fields to your contacts and deals. This allows you to customize the form with fields that may be missing from the defaults you are presented with. Once you create these fields, they will appear at the bottom of your forms.
March 1, 2010
BY John Paul Narowski IN karmaCRM News and Updates
We know what its like to have various company and personal calendars strewn about your workflow, and wanted to solve this problem with Karma. We have just added the ability for you to create and share company calendars through Karma.
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