CRM Alpha Release Update

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.

Tags: CRM

This entry was posted on Wednesday, June 18th, 2008 at 9:25 am and is filed under CRM, Project Status, development. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.