We’re excited to unveil Grow CRM version 2.7, a significant upgrade loaded with robust new features and enhancements designed to streamline your workflows, boost customization, and elevate your overall user experience. Whether you’re managing customer interactions, personalizing your CRM’s appearance, or optimizing your lead generation processes, Grow CRM v2.7 is crafted to take your business operations to the next level. Let’s explore the exciting new additions!
📧 Tickets Email Integration
Enhance your customer support with our revamped help desk feature:
- Seamless Ticket Creation from Emails: Automatically generate support tickets from incoming emails via IMAP, ensuring every customer query is captured and addressed promptly.
- Department-Specific Email Routing: Assign unique email addresses to each support department. Incoming emails are intelligently directed to the appropriate team, improving response times and efficiency.
- Unified Communication Channels: When team members reply to tickets, customers receive responses both via email and within the help desk, ensuring consistent and clear communication.
- Rich Media Support: Fully support attachments and embedded images, enabling more detailed and effective support interactions.
- Flexible Ticket Management: Continue to create and manage tickets directly through the help desk interface, offering flexibility in handling support requests.
🎨 Custom CSS Editor
Tailor Grow CRM to perfectly match your brand with our new Custom CSS Editor:
- Comprehensive Customization: Modify colors, fonts, layouts, and more to create a CRM interface that aligns with your brand identity.
- User-Friendly Interface: The CSS editor features syntax highlighting, making it easier to write, manage, and troubleshoot your custom styles.
- Enhanced Aesthetics: Achieve the exact look and feel you desire, ensuring a cohesive and professional experience for your team and clients.
📝 Lead Web Form Builder Improvements
Capture leads more effectively with our enhanced Lead Web Form Builder:
- Status Specification: Define the entry stage of new leads within your funnel upon form submission, enabling better pipeline management and tracking.
- Spam Prevention with reCAPTCHA: Integrate reCAPTCHA into your forms to protect against spam and ensure high-quality lead generation.
- Customizable Forms: Utilize the new CSS editor to style your lead forms, ensuring they seamlessly blend with your website’s branding for a unified appearance.
📌 Pinning Content
Stay organized and prioritize your tasks with the new Pinning Content feature:
- Pin Key Items: Easily pin projects, invoices, estimates, tasks, leads, contracts, and more to keep them at the top of your lists for quick access.
- Simple Toggle: Pin or unpin items with a single click, making it effortless to manage and adjust your focus areas as needed.
- Highlighted Design: Pinned items are distinctly highlighted, ensuring they stand out for immediate visibility.
- Enhanced Productivity: Quickly locate and manage the tasks and projects you’re actively working on, boosting your efficiency and organization.
📊 Customizable Invoices Table List View
Gain deeper insights and control over your invoicing with customizable table views:
- Flexible Columns: Choose which columns to display in your invoices list, tailoring the view to your specific needs and preferences.
- Extended Data Visibility: Access detailed information such as last payment made, payment methods used, invoice creator, taxes, discounts, associated projects, clients, and more.
- Financial Overview: Easily monitor outstanding balances, client contacts, and other crucial financial metrics to maintain a clear financial picture.
- Business-Centric Views: Configure your invoice lists to highlight the data that matters most to your business operations, enhancing your decision-making process.
🔧 Additional Enhancements
We’ve also included several minor improvements to further enhance your Grow CRM experience:
- Searchable Country Dropdown: The country selection in forms is now searchable, making it quicker and easier to select the desired country.
- Knowledgebase Search Function: Navigate your knowledgebase effortlessly with the new search functionality, finding the information you need in seconds.
- Profile Data Popup: Quickly view profile information for team members, clients, and general contacts, including profile pictures, names, phone numbers, and social contacts, all within a convenient popup window.
Upgrade to Grow CRM v2.7 Today!
Grow CRM v2.7 is designed to provide you with the tools and flexibility you need to manage your customer relationships more effectively and efficiently. Whether you’re looking to enhance your support system, customize your CRM’s appearance, or optimize your lead generation, this update has you covered.
