January 26, 2017
Email Formatting Options, PDF Templates, and More — What’s New at karmaCRM This Month
BY Krista Garver IN karmaCRM News and Updates 0 Comment
Can you believe it’s already the end of January? At karmaCRM, we’ve started the year off strong with a host of new features and improvements. Here’s what’s new.
Bulk task creation and contact editing
Save time by creating tasks in bulk! Now you can bulk create tasks for contacts, companies, and deals. You can also add and remove contact buckets in bulk. Available on the per user pro plan.
Oodles of new email formatting options
We’ve added all sorts of fancy new formatting options to the email composer. You can now change the font and font size, add bullet points, and much more. To make formatting more convenient for you, we also moved the editor toolbar to the top of the email pane.
Printable PDF templates
Need to quickly create PDF-based contracts or print letters based on data in your contacts, companies, and deals? karmaCRM now has printable templates so you can generate standardized PDFs at the touch of a button. Learn more about this feature, which is available on the per user pro plan.
Personalized side widgets
Make karmaCRM your own! Now you can individually customize your side widgets — change the order, hide widgets you don’t use, bring the most important ones to the top. It’s like having a sales software built just for you.
New deal funnel report
Dig into your deal funnels to see how effectively you’re moving prospects from one stage to the next. This report will help you optimize your sales stages and see how your team is performing.
New referral program
Finally, this month we launched a referral program, where you can get 20% recurring commissions on referrals. Learn more and sign up here.