Blog Archive

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New Activities Widget

We’ve released an update to the activities widget on the dashboard after feedback from users. The updated activities widget now shows you all the details for all upcoming activities today and tomorrow, and a summary for overdue and future activities. We now include the person or organisation the activity is attached to, and a link…

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…

Tagging with the API

One of the most powerful features within Tactile CRM is tagging and it enables you to categorise people, organisations, opportunities and activities. Once you have your tagged items within Tactile CRM you can use them to do all sorts of things including filter contacts into lists, manage your opportunities more effectively and push groups of…

Tactile CRM + Campaign Monitor = seamless email marketing

Using the data you have in Tactile CRM with other services is something we think is really important. Now with the release of our Campaign Monitor integration you can easily send you contacts to this great email service to send and track email campaigns. We’ve put together a video of just how easy it is…

Introducing Quick Search – unified search for Tactile CRM

We really excited to announce the release of a new feature in Tactile CRM called quick search – it does exactly what it says – allows you to quickly search organisations, people, opportunities and activities in one go. You can even search on account number too. The video below gives a quick overview of what…

Easier dashboard scanning and email layout

We’ve released an update to the dashboard today which we hope will help make it even easier to see what’s been going on in Tactile CRM with your clients and contacts – now when you view your dashboard we group all the activities etc. together under headings such as ‘Today’, ‘Yesterday’, ‘Last Week’ and ‘Over…