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CRM App

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Report writing linked to CRM

To have a tablet/phone reporting app that is linked to CRM and incorporated in the workflow
Guest over 1 year ago in CRM App 2

Sync sales representative and account manager

It would be great if there was a two way sync between DEAR and Prospect CRM that allowed the sales representative field in DEAR to sync to the account manager field in Prospect CRM and vis versa.
Guest about 2 years ago in CRM App 0

Create reoccurring problems/call schedule

A customer needs to setup a reoccurring problem to remind them to contact customers on a regular frequency such as weekly, monthly or quarterly. Using problems, the customer can setup a problem pipeline and use a custom date field to track which o...
Guest about 3 years ago in CRM App 0

Bulk Update Goal Values

It would be useful to be able to update Goals per customer record via Excel, especially if the target for each month is different due to seasonality.
Guest 4 months ago in CRM App 0

Save to CRM available on mobile devices

Customer would find it useful to be able to use Save to CRM on their phones, specially when they are not in their office.
Guest over 3 years ago in CRM App 3

Generate Word Documents Straight to PDF

A customer who has to upload quotations to a procurement system would find the system a lot more efficient if you could choose to generate a Word document straight to a PDF from the quick create option. At the moment you have to either create the ...
Guest almost 4 years ago in CRM App 1

Company name two-way sync with Sage

In Sage if you change the name of a company this is not updated in Prospect CRM. The integration should be updated so that if a company name is changed in Sage or Prospect CRM the update is replicated in the other system.
Guest almost 3 years ago in CRM App 2

Email customer when enquiry form is submitted

When a customer has filled in an enquiry form there is no way to automate an email going out to them. It would be nice for our customer to send out an email welcoming the people who have shown interest and letting them know that they will be in to...
Guest over 1 year ago in CRM App 0

Add user help tooltips on fields

We should consider adding tooltips on certain fields in the CRM that are not totally clear as to what they actually do It could be shown by adding a little ? after the label and hovering over will describe what the field is actually for
Guest almost 5 years ago in CRM App 0

Customise Fields in Problems for specific Pipelines

Currently the fields in Problems can only be customised to all Problems created. However different Problem pipelines require different fields. For instance, a Delivery Issue pipeline has vastly different information requirements to a Technical Iss...
Guest over 3 years ago in CRM App 1