The Alpha version of our CRM system (codenamed “Blackbook”) was released last week and I’m really excited about this initial build.
This first build represents the skeleton of the application with the key data components. There’s a lot of great functionality in this first build including:
- Dashboard Charts
- Company and Person management
- CSV imports (worked with 38,000 records!)
- Deal Management
- Custom Fields
- Task & Activity Management
- File upload and commenting
The next phase will focus on improving usability design (finding records easily with a lot of content), contact grouping, campaign management, and multiple integration points (forms, web, email). I’m looking forward to receiving a lot more feedback over the next couple of weeks.
As always, if you’re interested in testing the alpha version (warts and all!) sign up here.