We just dispatched a new feature on ToolsonCloud CRM which allows you to instantly get a view of the tasks which are in overdue state and needs your immediate attention. Here is a brief of this new feature… Need? Currently, if a user wants to track a task associated with any lead, deal or a contact, they can do so using the Task module in ToolsonCloud CRM. However many tasks go un-actioned by their Sales owners even when the planned date of the task has already passed.   It may happen that the user genuinely misses the deadline planned to achieve the task, or sometimes they might fo ..read more

We recently went live with a new update on ToolsonCloud Sales CRM. In this update, we made certain UI enhancements to prevent accidental deletion of leads or deals. Here’s is a quick peek into this enhancement…. Need? Until now, if any user wanted to delete a lead or deal, they can navigate to leads or deals listing page and they can click on delete button from the option menu of the particular record’s row, in order to delete them instantly. Though this was quick and easy to do so, sometimes it may happen that the user could have accidentally deleted Leads or Deals.  There was a need fo ..read more

We just went live with a new feature on ToolsonCloud CRM, which lets you choose if you wish to enable or disable the meeting invitation emails being sent to your invitees. Here is a brief of this new update… Need Until now, whenever any user creates any Meeting in Toolsoncloud CRM, the attendees of the meetings are sent a Meeting invite over an email. The recipients can add the invites in to their Calendar (such as Google or Outlook). However, certain users prefer to add meeting invites only for Internal tracking. They do not want to send Meeting Invitation mailers to the invitees. Until now ..read more

We just rolled out a new enhancement in your beloved ToolsonCloud CRM which gives you the capability to view the count of pending tasks against each user in your CRM account. Here’s a sneak peek into this new update… Need? Sales Leaders always want to get a summarized view of the actionable of their team members. Task module is one of the important module in CRM which gives a view of the next set of actionable for each team member which might be against any lead, deal or a contact. However, Sales leaders may find it difficult to assign tasks to their sales reps if they are not aware of the cu ..read more

Dear all, we just dispatched a new feature on ToolsonCloud CRM using which you can now get a Sales Funnel view of Leads in your beloved CRM. Need? In order to make consistent sales, Sales leaders are required to ensure that their leads pipeline is filled in appropriate ratios at every stage of the leads journey. Sales leaders are also cognizant of the fact that not every lead will necessarily get converted. Many leads may drop off or may not be qualified at all to be pursued further by the organization.  Hence Sales leaders would want to track the sales funnel metrics on regular basis in ..read more

Dear all, We just went live with a new update for Toolsoncloud CRM along with some enhancements to the platform. With this update, we have a good news to share with the users who are looking out to try ToolsonCloud CRM's Premium features for a few days before buying the subscription. Need? Before this update, we had 2 pricing plans: - Free Forever Plan - Premium Plan.  The Free forever plan is limited to single user with a good set of usable features. Additionally we have Premium Plan which supports more than 1 users and comes loaded with advanced features such as Custom pipelines, Cus ..read more

Hello All, We just introduced a new Call Logging feature for all the users in the latest update of ToolsonCloud CRM. Here is the glimpse of what’s new in this update… Need for this feature: Often Salespersons interact with their leads over a series of phone calls. However if that particular lead is being handed over to another salesperson, then the new team member may not have the complete logs of the conversation they had with the leads or customers. Additionally if the lead volumes are high, it is highly likely that the initial sales person also might forget the details of the call over a p ..read more

Dear Readers, We just went live with a new update on ToolsonCloud CRM.  We are pleased to announce the introduction of "Custom Fields feature in Deal Tracking module". Here is a brief of what’s new in this release… Need Currently, when using Deal tracking module, users get to use the fields related to a Sales Deal. These fields are generically designed and are provided as it is by default to all customers whenever they sign up. But there were certain advanced users who wanted to customize the Deal Module by introducing some additional fields which suits their domain specific business nee ..read more

We have recently gone live with a new update on ToolsonCloud CRM with advanced data filters to enable the users to better segment and view their data. Here is what’s new in this release… Need Earlier, users just had the search bar to filter the data being displayed in Leads, Deals, Contacts and Organization’s listing page. However, with the existing search bar, users were only able to filter the data using a single keyword. There was a need from the users for advanced filter options to help them apply filters on multiple columns simultaneously for better filtering and segmentation of data in ..read more

 Dear Users, We have recently gone live with a new feature on ToolsonCloud CRM around Email functionalities. Here is a glimpse of the new change. Challenge: Till now users were allowed to send emails from the CRM either from Email page or from any lead's detail page by clicking on the Email icon. However, user were not having any way to view the past emails sent to their contacts.  There was a need from the users to be able to view the sent emails as well.  Hence it motivated us to build this feature for the benefit of the users. What's New? Now, Users can view the Sent emails ..read more