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

karmaCRM email formatting

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.

I am a passionate inbound and content marketer. My goal is to create content that educates, engages, and helps people do their jobs better. In my offline life, you can almost always find me attending live theatre.

Schedule a demo today... Find out why so many customers love us !

Schedule a demo
  Get expert sales tips straight to your inbox, and become a better salesperson. Subscribe to the Sales Blog below.