Get ready to supercharge your projects, sales, and support! We’re excited to announce the release of Grow CRM version 2.4, jam-packed with powerful new features and enhancements designed to skyrocket your productivity and efficiency. Whether you’re managing complex projects, closing more deals, or providing exceptional customer support, Grow CRM 2.4 equips you with the tools to achieve more and dominate your game.
Let’s dive into the exciting new features that await you!
Dark Theme & Prestige Theme now bundled in free
Previously available as premium options, these themes are now accessible to everyone, empowering you to personalize your CRM experience and unlock new levels of style and functionality.
Here’s what you can expect:
Dark Theme
Go easy on your eyes with a sleek, dark interface that’s perfect for late-night work or minimizing distractions. Reduce eye strain and boost focus with this calming and contemporary design.
Prestige Theme
Elevate your brand image with a sophisticated and professional theme designed to impress. Make a lasting impression on clients and colleagues with its polished design elements and premium feel.
Dark Theme
Prestige Theme
Export your data
With our latest update, exporting your essential information has never been easier. Now, you can effortlessly retrieve a comprehensive range of data directly from the CRM in both CSV and Excel formats.
One of the standout features of this update is the expanded list of exportable data types. We understand the importance of having a holistic view of your business, and to facilitate that, you can now export a variety of critical elements, including:
- Invoices
- Estimates
- Expenses
- Payments
- Timesheets
This means that whether you’re analyzing financial transactions, monitoring project timelines, or assessing overall performance, you can seamlessly extract the data you need in a format that suits your preferences.
The flexibility of exporting in CSV or Excel format ensures compatibility with a wide range of applications and simplifies the integration of your CRM data into other tools or platforms.
This update is designed to empower you with the ability to make informed decisions by providing easy access to the information that matters most to your business.
Bulk add products to invoices & estimate
This update introduces a game-changing feature that enhances your efficiency and saves you valuable time. Now, you have the ability to bulk add products or line items to an invoice or estimate, eliminating the need to add them one by one.
Picture this: you’re creating an invoice or estimate, and instead of tediously selecting each product individually, you can now streamline the process by adding all the products within an entire category in one go. This not only accelerates your workflow but also minimizes the chance of errors, ensuring accuracy and consistency in your documentation.
The bulk add functionality is particularly beneficial for businesses dealing with a diverse range of products or services. Whether you’re managing an extensive catalog or just looking to expedite the invoicing or estimating process, this feature empowers you to effortlessly include all relevant items from a specific category with just a few clicks.
By simplifying complex tasks and reducing the time spent on manual data entry, we’re committed to enhancing your overall user experience.
Custom table view
We’re thrilled to introduce a highly customizable and user-centric feature in our latest CRM software update – Custom Table Views for projects and clients.
This powerful addition empowers you to tailor your workspace to your specific needs by selecting the columns and data you want to display in these tables. Now, you can have a personalized view that aligns perfectly with the information that matters most to you.
With Custom Table Views, you have the flexibility to curate your project and client tables, ensuring that you see the data that is crucial for your decision-making process.
No more navigating through irrelevant information – this feature puts you in control, allowing you to focus on what truly matters for your projects and client relationships.
Imagine being able to organize and prioritize the columns based on your workflow. Whether it’s project deadlines, client contact details, or specific project milestones, you can effortlessly customize the table views to suit your preferences. This not only enhances your overall user experience but also significantly boosts productivity by providing a clear and concise overview of the data that is most relevant to you.
Stay organized, save time, and optimize your workflow by leveraging the power of Custom Table Views
Custom task priorities
We’re thrilled to announce a significant enhancement to task management in our latest CRM software update – the introduction of Custom Task Priorities.
We understand that every organization has unique priorities, and to cater to that diversity, we’ve empowered you to create and apply your own customized task priority levels.
Say goodbye to the one-size-fits-all approach with default priorities like ‘normal, low, high, and urgent.’
Now, you have the freedom to define priority levels that align perfectly with the specific needs and dynamics of your organization. Whether it’s project-specific criteria, deadlines, or strategic importance, Custom Task Priorities enable you to establish a personalized priority framework that resonates with your workflow.
This feature not only enhances the granularity of your task management but also provides a more intuitive and tailored experience.
Prioritize tasks based on your organization’s unique criteria and work seamlessly with a prioritization system that truly reflects your operational goals.
Imagine having the ability to set up priorities that directly correspond to your project timelines, client requirements, or internal processes. By customizing task priorities, you not only gain a finer level of control over your workflow but also ensure that your team is aligned with the specific importance assigned to each task.
Lots more features
In addition to the great features mentioned above, there are many more new features and improvements:
Ability to Add Products When Pricing a Proposal:
- Streamlining the proposal process by allowing users to add products directly during the pricing stage enhances efficiency and ensures accurate and comprehensive proposals.
Show Contracts on Client Pages:
- Providing visibility into contracts on client pages enhances the accessibility of crucial information, fostering a more transparent and organized client management experience.
Set Custom Milestone Colors:
- The ability to set custom colors for milestones adds a visual dimension to project management, making it easier to distinguish and prioritize various stages of a project.
Option to Display Milestones on Kanban Boards:
- Integrating milestones into Kanban boards offers a holistic view of project progress, allowing for better project tracking and management.
Bug Fixes:
- Addressing and fixing bugs demonstrates your commitment to providing a seamless and reliable user experience, ensuring that users can fully leverage the CRM software without disruptions.
This comprehensive set of new features and improvements showcases a commitment to user-centric design, increased customization, and an overall enhancement of functionality.
You can download this latest update from inside your CRM, in the settings section.
