We've had quite a few users asking if we could integrate our iOS and Android CRM with other business card scanning apps. We're going to do one better and build a business card scanner right into our CRM apps. JULY UPDATE : We're close...reall Leia mais

It would be great to "archive" deals that have either been won or lost, so that they don't appear on the dashboard or deals table. This way you wouldn't lose the information from the deal and it would affect the figures on your deals dashboard.

When you create a deal, there is a default close date (end of current month). Every month, we have to postpone the close date of our deals to the next month. In our industry, the time to close is more around 80 to 90 days. The deal forecast w Leia mais