February 28, 2017

New Deals Tools, Browser Notifications, and More: What’s New at karmaCRM This Month

BY Krista Garver IN karmaCRM News and Updates 0 Comment

You’re busy. Your whole team is busy. Who hasn’t had a few things slip through the cracks? This month’s updates focus on tools to make keeping up with your sales activities as simple possible.

New deal-tracking tools

We love deals. After all, deals are what sales is all about! That’s why we’re super excited to have just launched karmaCRM Deals v2. You can now get a visual deal pipeline as well as tools to measure your deal progress and deal stats. It’s pretty cool.

Learn more here.

Browser notifications

Keep everyone in the loop with our new browser notifications feature. This means you don’t have to be actively working with the CRM or obsessively checking your email to know what’s going on.

When you turn browser notifications on, you’ll see a notification on the top right-hand part of your screen whenever:

  • a user is assigned,
  • a task or event is due, or
  • a user is added to a note.

Learn more here.

Business card scanning

Forget about spending hours entering business card information after your next networking event. You can now take a photo of a card with your phone, and your contact will automatically be loaded into the CRM.

And don’t worry about mistakes. All cards entered this way will be scanned and verified by humans.

Learn more here.

Autoimport files from Wufoo

If you’re using Wufoo to collect information on forms, karmaCRM will now automatically import any files that were sent along with the submissions.

As always, we’d love to hear what you think of these features, as well as what else you’d like karmaCRM to be able to do. Hit us up on social media (links below) or send us a message via our contact form.

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.