Things of Interest
Are you interested in finding out more about Tactile CRM? Then you might be interested in our:
- Roadmap
- Releases
- Recent Updates
Roadmap
We believe customers have a right to know what is coming in future versions of our software and influence what we develop (you can check out our user suggestions and feature requests, and make your own too).
The roadmap below shows what is coming in Tactile CRM - we will let you know when the features are ready via your dashboad and email. We don't include dates in our roadmap to avoid disappointment, but we do our best to keep with the features below:
In the pipeline
- Deduplicate people on email address as well as name
- Allow admin users to set default permissions for new items
- Allow admin users to add a logo to the login page
- Allow multiple currencies for opportunities
- Allow users to request a new set of words on the anti spam captcha
- Add the created date to the activities export
- Google calendar sync
- Contact sync with Google shared address book
- Set up auto reminders for people not contacted in 'x' days
- Add view of last contacted organisations/people
- Add ability to upload own logo to login page
- Automatically upload picture from social networks or gravatar if there isn't one
- Allow multiple activities to be assigned to different users
- Auto create contacts that don't exist via the dropbox
- Add 'assigned to' field to the opportunity overview
- Allow users to click on pipeline stages in the report to see opportunities
- Allow users to click on pipeline stages in the report to see opportunities in each ...
- Allow AM/PM time formatting
- Allow import of custom fields
- Allow description to be edited on view page
- Add search by field for organisations
- Add the ability to restrict the list of organisations and people by letter
Recent Suggestions
Below are some of the recent suggestions our community have been discussing and voting on (and which may make their way on to our roadmap):
- Download or email a vcard
- Associate zendesk emails to opportunities
- Actual date to be more visibale while setting up an activity
- Include "created dates" in csv export
- Multiple web forms?
- Have tactile automatically remind me to get in touch with contacts after a set period
The feedback and suggestions you make really do help us to help make Tactile CRM better, so please visit the feedback forum if you have any ideas or suggestions (if you need support, please check out the help/support page).