New: one-click calls, tasks on company pages, module store
In short
On 15 October five things got simpler in HelloTeam CRM: calling, tasks on company and contact pages, the calendar, the module store and shop reviews.
Published: · By the HelloTeam CRM team
Calling in one click
- A call button beside every phone number, and beside every person on the relationship map.
- The call window dials, asks whether you reached them, and books the follow-up right there.
- Quick picks for the follow-up: this afternoon, tomorrow at ten, in three days, in a week.
Company and contact pages
- Tasks and calendar panels on the company page, with a quick way to add a task.
- A list of upcoming tasks and calls on company and contact pages, each with a call button.
- Drag the panels where you want them; the layout is saved for each colleague.
Calendar and reminders
Details
- Edit or delete a task right in the calendar.
- A new calendar entry is a task by default, with a reminder a day before.
- Every dated task gets a reminder a day before by default, unless you switch it off.
Module store
Details
- Switch a module on or off from its card.
- Filters with counts: what is on, and what is available.
- The menu updates at once and highlights the new module.
- Every module page lists its screens, the data it keeps and what it depends on.
- The customer portal is a module of its own: free, and switched on for everyone.
Reviews in the shop
Details
- A customer's review is sent without reloading the page, with a preview of the photo.
- When you moderate, you see the whole text and the reviewer's email address.