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!
Do you ever end up with a stack of business cards from strong leads, but they just gather dust sitting on your desk? Us Too! The last time we spent 2 hours entering business cards into karma we decided it was going to be the last time.
We’re proud to announce our new business card scanning feature. This allows you to take a picture of a business card with our karmaCRM mobile app, then a new contact is created in your CRM from the information on the card. These cards are scanned by humans so you don’t have to worry about errors.
Once the card is entered, you can apply automations to the contact and even send them a thank you email. Fight back against the business card stack, and save time!
How to use it?
This is a beta feature so please reach out to us at firstname.lastname@example.org and we’ll get it added to your account.
How much does it cost?
This feature will be $5 per month to add it to your account for 25 scans. Each scan after 25 will be $0.25 a scan.
How do you like it?
Since this is a beta feature, we’re looking for feedback on how you like this feature, and how we can make it better.
Stop competing with your team’s busy email inbox and keep everyone in the loop with our new Browser Notifications feature. This has come from a few conversations with our users who often lose the battle for people’s attention throughout the day.
Enter the browser notification hero!
If you’re using either Chrome, Firefox or Safari, you should have seen a recent request to allow karmaCRM to send you browser notifications. As long as you accepted, you’re in.
What is a browser notification?
As long as you have karmaCRM open somewhere, a browser notification will show up in the top right hand side of your monitor (see above screenshot). This helps you keep track of things in karmaCRM even if you don’t have that tab open at the time.
What notifications are supported?
We support notifications for all of the following activities:
- When a user is assigned
- When a task or event is due
- When a user is added to a note
We’re also working on mobile push notifications as well. Those are coming soon so stay tuned.
What do you think? How else can we help keep your team communicating and working together, we’d love to know.
PS: Notifications on events and tasks will only start working after today. These also only apply to non all-day events and tasks with a specific due at time.
Today marks a major milestone in our history. Our primary goal here at karmaCRM is to help you nurture personal relationships at scale, and we’ve just released a big step in that direction – engagement tracking!
This was the #2 requested feature in our most recent relationship survey. Thank you for helping us define what this feature should look like!
If you’re on the per user plan, this feature is available to you now.
What is engagement tracking?
Engagement tracking will help you answer questions like: “When did I last talk to them,” “Who haven’t I talked with at all,” and more. Now karmaCRM automatically tracks both the last engagement with a contact and the number of times you’ve engaged.
What is tracked?
Anytime you log a phone call, send an email, or complete an event with your contact, the engagement count and date will be automatically updated.
Sorting and filtering by engagement
The new engagement columns can be added to your list, sorted, and filtered. This makes it easy to see who you haven’t connected with and who you’ve spoken with most recently.
Where is this going?
This is just the first feature of a series designed to help you know who to contact and when. As we develop more features around engagement, we’ll be able to suggest contacts you should reach out to. That way you can spend your time growing relationships instead of fishing in your CRM for the next bite.
Hello folks! Today, we’re proud to announce another exciting feature, driven by your survey feedback. Tonight we’ll be releasing email reply tracking for all per user pro plans. This was the #1 requested feature from our most recent email automation survey.
So what does this feature do?
Now every email you send comes with reply tracking. If your contact replies to an email, you’ll see in history the date they replied. Soon, this will be factored into our reporting, so you can see how effective you are at getting replies and who your most engaged contacts are.
Ever send an email and wonder days later, did they ever respond? Those days are over. Now with the reply reminder feature, you can set a reply reminder.
If your contact doesn’t reply within the reminder window (EG: 5 days), then karma will create a task for you that tells you your email wasn’t responded to.
More goodies coming soon!
We have other goodies coming this quarter too, like email automation, bulk task creation and more. Keep up the stellar feedback. We’re listening … closely.
I’m personally honored to have such an engaged user base. It’s clear you really care about making karmaCRM the best it can be. Here at karmaCRM we’re deeply committed to being customer driven.
No survey response or suggestion will go unnoticed!
The #1 request in our most recent NPS survey was to fix the site-wide search feature, i.e. “Search Everything Here…” Since search is the cornerstone of karmaCRM, we don’t blame you for wanting it to be perfect!
Over the last month we spoke with many of our customers to make sure we get it right. Thank you to everyone who provided feedback! karmaCRM is customer driven. We’re humbled and honored to have users investing in making the platform better for everyone.
Today, we’re pleased to announce several enhancements and fixes that should dramatically improve your experience with site-wide search.
First, what is site-wide search?
It’s the bar in the top left of your app that allows you to do a quick search of your database for names, emails, phone numbers, etc.
Here’s what’s changed.
Order doesn’t matter anymore
Let’s say you have a contact named John Peter Doe. You can now find this contact with any of the following:
- “John D”
- “John Doe”
- “John Peter”
- “Doe John”
You can omit middle names from search queries
Middle names are easy to forget, and now you don’t have to worry about it. A search for “John Doe” will still find John Peter Doe.
No more white space issues
In the past, you might have searched for a record you KNEW was there, only to get empty results. Often this was because of leading and trailing spaces in names. karmaCRM now eliminates these spaces so you get the correct results every time.
See expanded information about a single result
You might want some quick info about a record without opening it completely. If your search returns a single result, the bar will turn green and you’ll see expanded information about the record, such as their events, tasks, and files. More information all in one place!
The feedback from the survey was clear. You wanted a better site-wide search experience, and today our dev team has delivered one. We can’t do it without customers like you.