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GreenRope's New CRM & Marketing Automation Features

We are constantly making GreenRope better by bringing you new features and upgrades! This month, we added so many new features and upgrades that we decided we needed to dedicate an entire blog post just to sharing them all with you! You may have seen a few of these in our newsletter, but scroll on to see what else is in store for you! 

Dashboard

  • New CRM Activities Completed widget 

crm_activities

  • Click on any of the bars in your Conversions and Transactions chart to see list of converters 

  • Pipeline widget - Filter by shared access user (salesperson) 

pipeline

  • New KPIs widget 

KPI

  • KPIs - first box showing stats for last 30 days now has a link to view details 

  • You can also set shared access rights work for displaying widgets 

Website Signup Forms

  • Screenshots are now available so that you can see what each template looks like before you use it! 
  • New layout! Don't you like the slick new look? 

Screen Shot 2014-05-29 at 2

Events

  • Event confirmation - Once you confirm your registration for events, you will now not only see future events, but comments for those events as well! 

  • Calendar > Edit or Create Appointment event - the attendee selector is now an autocomplete instead of a <select>, and there is a new "New Contact" link that lets you create a contact and have that contact attending the appointment event all at once. Efficiency at its best! 

Group Settings 

  • Blog digests can be sent weekly 

  • User Fields - new setting for shared access users to not be able to edit user fields 

Screen Shot 2014-05-29 at 2

Contacts/ CRM

  • CRM Reports > charts are now stacked for better display of large data sets, don't display CRM activities for deleted contacts, clicking on chart to get details now gets better formatted data and will flag overdue activities 

  • Tools > Clean - new merge tool combines contact and company data 

merge

  • Tools > Clean > Merge Duplicate Contacts now brings over CRM, website tracking, and conversion data 

  • New Contact - if Company field is in the new contact dialog, it now uses autocomplete 

  • Companies - list all companies in alphabetical directory listing 

  • Companies - new Assign Company Data to Contacts button 

Screen Shot 2014-05-29 at 2

  • Opportunities can be exported directly as Excel 

  • Opportunities can now be associated with company, you can also reassign the primary contact for an opportunity to another contact in the same company that the opportunity is associated with 

associated_with_company

Website

  • Widget - booking calendar can be easily placed in widget with the Widget tool 

Screen Shot 2014-05-29 at 2

  • Affiliates & Campaigns - can now delete campaigns 

  • Website Tracking > Visitors - new chart at bottom shows visiting country / ISP data 

  • New website template - Illusion Pro

For monthly updates on new features and upgrades, sign up for the GreenRope Small Business Digest! 

Share: https://www.greenrope.com/blog/Blog263/GreenRope-s-New-CRM--Marketing-Automation-Features