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An update on “Updates”

We’ve been busy over the last few months on a number of updates that we have been rolling out for Tactile CRM and we thought it was about time we became a bit more vocal about what we have been doing. We will still announce new updates via the Tactile CRM dashboard and newsletter when [...]

Make easy money with the Tactile CRM referral program

We’ve really pleased to have just released our referral program after lots of feature requests by our users – we wanted you to be able to share in our success, so all do you need to do to start earning 20% of all paid for plans is login and visit the admin section. You can…

Email from Tactile CRM

We’re really pleased to announce that you can now email directly from within Tactile CRM – all you need to do is login and click on an email address: You’ll be asked to verify your email address the first time, but after that it’s plain sailing. Full details are in the help where it tells…

See organisation’s details against a person

We’ve updated Tactile CRM so you can now easily see an organisation’s contact details (phone, fax, address etc.) when viewing a person. It’s often the case that you’ll be dealing with several people at the same organisation and they all share the same phone number and address. Instead of entering it multiple times you can…

Realtime Pipeline Reports and Graphs

Tactile CRM now has a realtime reporting engine to enable you to report on information in the system without having to export and manage data yourself.

Seamless Shoeboxed Import for Biz Card Heaven!

We all know the problem, you go to networking events, you meet people on a day to day basis and the business cards you collect stack up. Getting those details into Tactile CRM can be hugely valuable but the time to type them in can be costly too. Not anymore though! All you need to…