In a CRM, deals are typically our lifeblood. After many customer discussions, surveys and white-boarding sessions we’ve made deals in karmaCRM a first class citizen, are proud to announce deals v2!

We’re best friends now.

What’s it all about?

Visual Deal Pipeline

The new deals system comes with a number of enhancements. First and most importantly is a visual deal pipeline. I don’t know about you but I’m a visual person. I like to see my pipeline in simple visual display, which is why we revamped the homepage of deals to contain this format. If you love the list view don’t worry, you can still get to that as well.

You can drag deals to different stages and if they are won or lost, simply drag them to the won or lost buttons and taaaa-da, you’ve closed a deal! By the way, karmaCRM keeps track of won and lost dates so you can start to get an idea of your deal lifecycle and timing.

Deal progress

Within a deal you can now see the progress visually here as well. To switch stages, simply press the stage that you want to switch to. Once the deal is won or lost, simply press won or lost in the top right.

Deal stats

Right in the deals section you can switch to stats mode to see how you and your team are doing this week. This will give you the at-a-glance info you need to grow your company.

How do I get it?

If you’re on the per user plans, you can get access to this feature right now. Simply go to the deals page and press the black link where it says “new layout available”. This will switch your entire account to the new deals page. You can also switch back at any time if you prefer the old way of doing things.

Many many many thanks

Thank you to everyone who has worked with us to design these new features. We realize how important it is to have clarity in tracking your pipeline and are here to support you. Keep the feedback flowing as we treck along on the journey of CRM and business clarity!

John Paul Narowski

I’ve been hacking at various business ideas since I was 16. I’m a full stack developer and love crafting user experiences. I’ve been nose deep in code since I put the legos down, and built several successful businesses in the process. I’ve lost some hair, gained some experience and throughly enjoyed the journey.

http://www.jpnarowski.com

Do you ever end up with a stack of business cards from strong leads, but they just gather dust sitting on your desk? Us Too! The last time we spent 2 hours entering business cards into karma we decided it was going to be the last time.

We’re proud to announce our new business card scanning feature. This allows you to take a picture of a business card with our karmaCRM mobile app, then a new contact is created in your CRM from the information on the card. These cards are scanned by humans so you don’t have to worry about errors.

Once the card is entered, you can apply automations to the contact and even send them a thank you email. Fight back against the business card stack, and save time!

How to use it?

This is a beta feature so please reach out to us at support@karmacrm.com and we’ll get it added to your account.

How much does it cost?

This feature will be $5 per month to add it to your account for 25 scans. Each scan after 25 will be $0.25 a scan.

How do you like it?

Since this is a beta feature, we’re looking for feedback on how you like this feature, and how we can make it better.

John Paul Narowski

I’ve been hacking at various business ideas since I was 16. I’m a full stack developer and love crafting user experiences. I’ve been nose deep in code since I put the legos down, and built several successful businesses in the process. I’ve lost some hair, gained some experience and throughly enjoyed the journey.

http://www.jpnarowski.com

Stop competing with your team’s busy email inbox and keep everyone in the loop with our new Browser Notifications feature. This has come from a few conversations with our users who often lose the battle for people’s attention throughout the day.

Enter the browser notification hero!

If you’re using either Chrome, Firefox or Safari, you should have seen a recent request to allow karmaCRM to send you browser notifications. As long as you accepted, you’re in.

What is a browser notification?
As long as you have karmaCRM open somewhere, a browser notification will show up in the top right hand side of your monitor (see above screenshot). This helps you keep track of things in karmaCRM even if you don’t have that tab open at the time.

What notifications are supported?
We support notifications for all of the following activities:

• When a user is assigned
• When a task or event is due
• When a user is added to a note

We’re also working on mobile push notifications as well. Those are coming soon so stay tuned.

What do you think? How else can we help keep your team communicating and working together, we’d love to know.

PS: Notifications on events and tasks will only start working after today. These also only apply to non all-day events and tasks with a specific due at time.

Enjoy!

John Paul Narowski

I’ve been hacking at various business ideas since I was 16. I’m a full stack developer and love crafting user experiences. I’ve been nose deep in code since I put the legos down, and built several successful businesses in the process. I’ve lost some hair, gained some experience and throughly enjoyed the journey.

http://www.jpnarowski.com