Version 1.09 – Project Proposals, Client Tasks and More

We are pleased to inform you that Grow CRM v1.09 is now available for download.

This new release is, as always, a free upgrade for all existing Grow CRM clients. It’s incredibly simple to upgrade to this latest version; simply log into your CRM and click Settings > Updates. You’ll discover all the information you need to update your CRM from there.

Let’s take a look and see what is new in this latest release.

Project Proposals

If you want to close a new sale, you need to make a solid first impression. Your potential client must trust and believe that you are capable of providing the level of service that they demand. What better way to make a good first impression than with a well-designed project proposal?

This new feature enables you to build professional proposals that look great and portray you as a company that can deliver on time and on budget.

This tool is designed to be simple to use, and you don’t need any design expertise to get started. In just a few minutes, you can produce outstanding proposals using the easy document editor. We also supply you with a well-structured template to help you get started.




Assign Tasks To Clients

This has been a frequently requested feature, and we have delivered.

We recognize that project teams are constituted differently and that a client may be expected to do specific tasks in particular projects. You may now assign tasks to your clients, fast and effortlessly using this new functionality.

Your client will be notified that they have been assigned to a task and will be able to work on it in the same way as the rest of your team.

They can mark the task as finished once they have completed it.



Other Improvements & Fixes

We have also made various other improvements to the CRM’s user interface. There are many shortcuts menus to help you to be more productive.

We have also fixed various bugs.


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