Blog Archive

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New CSV/Excel Import Wizard

We’ve just released a new CSV/Excel Import Wizard for Tactile CRM that makes it even easier to get your contacts into the system. The new wizard trys to auto-match column headings in your CSV file with those in Tactile CRM, and will now show you which columns you are importing and which ones have been…

New Feature: Reports and Graphs

We’re pleased to announce the second of two new features you’ll find in Tactile CRM this week – new graphs and reports. Tactile CRM is a great way to manage your sales process and keep on top of clients. Now with the new graph/reporting facilities you can now easily keep track of your sales history,…

New Feature: View your Freshbooks invoices in Tactile CRM

We’re pleased to announce the first of two new features you’ll find in Tactile CRM this week – FreshBooks integration. After feedback and suggestions from users, you can now view your FreshBooks invoices against organisations within Tactile CRM. Staff can easily see the purchase history/habits and current status of invoices paid/part paid/overdue and use this…

Tactile CRM: ‘Clients’ and ‘Leads’ become ‘Organisations’

As part of today’s new release of our award winning simple CRM for small businesses – Tactile CRM, we made one major change that should make our lives a lot easier, and keep things easy to use for people using Tactile CRM. We’ve merged the ‘Clients’ and ‘Leads’ tabs to become ‘Organisations’. Previously Tactile CRM…

Tactile CRM: New tag features

Today is a big day for Tactile CRM, our small business contact and sales management system – we have just released Version 2. After listening to our users feedback we have implemented a lot of new features around Tags. The new features are available via the ‘Tags’ tab and allow you to easily view all…

User Interface Degradation – discuss

I’m currently playing with some potential new interface tweaks for Tactile CRM, our easy to use CRM/contact and sales management system for small businesses – these aren’t definite and are an internal work in progress. One factor that needs to be considered is how the interface works across browsers. The current tweaks use rounded course…