We’re excited to announce the release of Grow CRM v2.8, packed with powerful new features designed to enhance your business operations. This update focuses on improving support ticket management, expense tracking, time management, and product analytics.
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Comprehensive Ticket Exports
Support teams can now export complete ticket histories, including all replies and interactions. This feature is invaluable for:
- Conducting thorough customer service audits
- Creating detailed case studies
- Training new support staff
- Analyzing response patterns and resolution times
Internal Tickets Notes System
We’ve added the ability to include private notes within support ticket threads. This enhancement allows your team to:
- Share internal insights without cluttering customer communications
- Document troubleshooting steps and solutions
- Pass crucial information between shifts
- Track internal escalation requirements
Ticket Tagging
The new tagging system brings powerful organization capabilities to your support workflow:
- Categorize tickets by issue type, priority, or department
- Track recurring problems across multiple tickets
- Generate detailed reports based on tag categories
- Identify trends and common issues through analyzing tags
Recurring Expenses
Managing regular expenses is now easier than ever with our new recurring expense feature:
- Set up automated expense entries with customizable cycles
- Define start and end dates for recurring expenses
- Apply expenses across different projects and clients
- Maintain detailed tracking of recurring costs
Clone Expenses
Save time and reduce data entry with the ability to clone expenses:
- Duplicate complex expense entries with a single click
- Apply cloned expenses to different clients or projects
- Maintain accuracy by copying all relevant details
- Streamline bulk expense entry for similar items
Timesheet Quick Stats
Get instant insights into your team’s time utilization:
- View total hours worked at a glance
- Track billed vs. unbilled hours
- Monitor pending billable time
- Analyze time allocation across projects and clients
Unified Reminder System
The new side panel brings all your reminders into one accessible location:
- Toggle between due and pending reminders
- Get a clear overview of upcoming deadlines
- Manage multiple reminders efficiently
- Stay on top of important tasks and follow-ups
Comprehensive Task Exports
Export project tasks to Excel for enhanced analysis and reporting:
- Generate comprehensive task reports
- Review project progress offline
- Share task lists with stakeholders
- Create custom task analysis in Excel
Sales Volume Monitoring
Gain deeper insights into your product performance:
- Track sales volumes across different time periods
- Monitor revenue generation by product
- Identify top-performing products and services
- Analyze sales trends and patterns
Export Products
Make data-driven decisions with comprehensive product analytics:
- Export detailed product performance data
- Create custom reports and analyses
- Share product insights with stakeholders
- Track historical performance trends
Getting Started with v2.8
The update is available directly through your CRM’s update system. We recommend:
- Backing up your current system
- Reviewing the update documentation
- Installing during off-peak hours
- Testing key features after update
Looking Ahead
This update represents our ongoing commitment to providing powerful, user-friendly tools for business management. We’re constantly working on new features and improvements based on user feedback and industry trends.
Stay tuned for more updates, and don’t hesitate to reach out to our support team if you have any questions about the new features in v2.8.
Need Assistance with Installing the latest Update?
Grow CRM Updates Installation Service
