Zero BS CRM: Product Update #22 – February 2019

Zero BS CRM wrote this on February 28, 2019

Welcome to our Fabulous February’s product update post. In these blog posts we highlight what we’ve been working on over February as well as what’s coming along next.

As always, you can join the growing tribe of Empowered Entrepreneur’s and Small Businesses using Zero BS CRM by purchasing a bundle.

Zero BS CRM Core

We’ve been working behind the scenes still on the new database structure which will drive v3.0 of ZBS CRM. Throughout February we’ve also Improved, fixed and added a raft of refinements and features to the Zero BS CRM.

The main focus in the core has been around improving and refining the contact view page.

We’ve tidied up how this looks, made the Socials and the tags a bit more obvious (you don’t need to scroll down now to below the documents to see tags) as well as added some visuals to the key info (contact since {date}, works for {company} and location).

We’ve also brought the WordPress User link easily into our interface and onto the contact view page so Portal access can be easily seen without needing to click in further.

Those two areas are the main places you’ll notices changes in the CRM that happened in February. We also..

  • Improved the speed that the Dashboard loads when charting a lot of contacts.
  • Added mp4 support for the Client Portal documents area
  • Improved edge case support (i.e. instances where Administrator role had been removed from the WP install)
  • Plus minor consistency fixes and improvements around status change logging, contact form notes and more.

Zero BS CRM Extensions

It’s been a busy month in extensions too with lots of behind the scenes v3.0 work and improvements that are more visible too, the main being improvements to the Zero BS Livestorm extension to give information on webinar attendance and related information.

Zero BS Livestorm Extension

We’ve added support for the webinar ended web hook which lets you keep your CRM contacts updated with information about what webinars they’ve attended, as well as how long they stayed, and whether they asked questions

Main Site

In these product updates, we also cover what we’ve been doing on “main site” that is good for you to know as it can be a place to help you when it comes to the CRM.

Use Cases

Our case studies is one place you can learn about real-life customers using Zero BS CRM , but our Zero BS CRM: Use Cases area will be another. We’ve added one of our more popular uses first (WooCommerce setups) but we’ll be releasing additional use cases over March ahead of the launch of v3.0.

Our Zero BS CRM: Use Cases is where we have been putting our more detailed areas showcasing how Zero BS CRM can be used. “It’s not just online sales.” as there’s plenty of applications and we want to make them easy for you to read about.

The Use Cases page also links through to our growing case studies area.

Case Studies

Take a look at our new case studies area. This is where we continue to display how ZBS CRM is helping Entrepreneur’s and small businesses to strive.

Our Zero BS CRM: Case Studies is where our customers have been so kind to spend a bit of time telling us about themselves and their use of Zero BS CRM and how it’s made things better for them.

ZERO BS CRM SPONSORS 

Not forgetting our backers 

A special thanks to our current backers below, if you want to help fund Zero BS CRM through a sponsorship, you can do so here.

  • Epic Plugins
  • Ace Media
  • Stormgate
  • Pressertech
  • Web Monkey Limited

Our backers are businesses and people who use Zero BS CRM every day and want to give a little bit extra. Get your name listed above by becoming a backer today.

WHAT IS NEXT?

Nothing much else has changed in February. We continue to march relentlessly towards v3.0 of Zero BS CRM and each monthly update brings with it little features along the way.

  • Mail Campaigns v2.0 Finalisation
  • UI / UX structuring to support the new data models (menu, metaboxes, cross CRM wide consistency)
  • Invoicing Improvements (to allow for tax tables, and cleaner data storage (above)).
  • Extension and Module Manager improvements.
  • Further User Interface improvements, to make sure the CRM stays easy to use.
  • Translation support for all extensions ongoing via https://translate.zerobscrm.com

That’s all for this months update.


Posted February 28, 2019

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