October 19, 2013
BY Shirley Robinson IN karmaCRM News and Updates
To help you find any record within karma quickly, we’ve designed a sitewide search bar. It’s designed to get you to the details you need quickly. With sitewide search, you can scope your search by the type of record you are looking for to speed things up even further. Once your record has pulled up, you can either open the record itself or edit it directly from within the sitewide search.
October 19, 2013
BY Shirley Robinson IN karmaCRM News and Updates
We’ve rebuilt karma2 from the ground up to emphasize speed. Your time is valuable, so we’ve designed karma to minimize loading time between pages or when opening a record. Every minute counts.
October 19, 2013
BY Shirley Robinson IN karmaCRM News and Updates
Karma allows you to perform inline editing all across the entire program, using either a grid or show view. This will help you to reduce the navigating you have to do, while simultaneously speeding up the updating process. This feature helps you ensure that your data is always accurate and up-to-date, and makes it easy for you to do so no matter what screen you may be working in. Edits are saved automatically – no need to make all of your changes and click on a Save button to ensure your edits go through.
October 19, 2013
BY Shirley Robinson IN karmaCRM News and Updates
To the right of your main work area within karma, you will see a menu along the right-hand side of your screen that can be always open and present. This menu displays at-a-glance relevant information, allowing you to navigate throughout the site while still keeping your tasks and other items always in focus. You are able to customize the widgets in the side menu, as well as add widget groups based on the types of activities you’ll be performing. For instance, you can set your side menu up to display widgets containing contacts, events, history, and tasks – among other … Continue reading Customizable Side Menu
October 19, 2013
BY Shirley Robinson IN CRM Software, Sales and Marketing
Never Lose Track of a Lead Again Your small business is constantly growing and changing, and that means there’s a lot going on when it comes to interacting with your customers. There never seems to be enough time in the day to put all the pieces together. You need a reliable way to manage your contacts, leads, events, and tasks that’s both powerful and flexible, and works within your budget. You want service and tech support that’s as customer-driven and responsive as you are. And not having to install a bunch of on-site software would sure save a lot of … Continue reading Never Lose Track of a Lead Again
October 19, 2013
BY Shirley Robinson IN karmaCRM News and Updates
You may not share your login details with multiple people. Accounts may only be used by Humans. Bots are not permitted.
October 11, 2013
BY John Paul Narowski IN Uncategorized
Arrange Your Forms and Fields We’ve added a form builder so you can re-arrange most of the system forms according to the inputs that are most important to you. If you’ll never use a certain field, like address or social media, simply remove it, and it will never be seen again. With our form builder, you can: Rearrange fields Hide fields Add custom fields Utilize contacts, companies, cases, and deals Watch Demo Custom Sales Processes You can change most of the system labels for items like contact status, stage, referral source, etc., to reflect the options relevant to you.
October 11, 2013
BY John Paul Narowski IN karmaCRM News and Updates
You can create the exact types of forms you need in order for your business to operate optimally, whether you need a short form for quick data input or longer forms to capture more information. We give you the ability to add custom text, select box, date, currency, and checkbox fields to your forms – depending on what’s important to your business.
October 11, 2013
BY John Paul Narowski IN karmaCRM News and Updates
We believe in allowing you to make karmaCRM your CRM instead of ours. Our system is designed to wrap quite nicely around your sales and business processes, instead of us forcing you to change yours. This principle lies at the core of every design and development decision we make.
September 25, 2013
BY John Paul Narowski IN karmaCRM News and Updates
Because our focus is CRM, we’d rather partner up with all the other products you use and love instead of compete with them. We understand that you may want to use Mailchimp for email, karma for sales, and Zendesk for support. To simplify your team’s day, we’ll connect the dots within karma through integrations and 2-way syncing to streamline things. This allows you to leverage the full power of these 3rd party tools for what they do really well (like Mailchimp’s newsletter builder), while keeping the rest of the daily workflow within karmaCRM.
Schedule a demo today... Find out why so many customers love us !