San Francisco, CA (PRWEB) March 05, 2013

FreeCRM.com, the world’s number one CRM cloud service for customer relationship managementwith over 280,000 subscribers worldwide today announced that SoftLabs, a leader in information technology and communications with core competency in application development and quality assurance services worldwide, has selected FreeCRM.com to be its SaaS CRM solution for its 14 person operations, sales and support staff. Leveraging FreeCRM.com’s comprehensive suite of CRM features, SoftLabs can now track sales pipeline data and analyze sales forecasts, automate contact andlead management, customer service and marketing with the world’s most comprehensive CRM using the Professional version of FreeCRM.com.

Using FreeCRM.com’s powerful lead management and sales pipeline automation solution, SoftLabs can quickly load in leads, automate web forms and online forms integrating the SoftLabs web site with the back-end CRM system. Web forms automate the process of capturing visitors or users information from the SoftLabs website and e-commerce system directly into the CRM using the web services API in FreeCRM.com. SoftLabs also utilizes the easy import feature of FreeCRM.com, allowing them to quickly load Excel spreadsheets and import data from Sage ACT and Salesforce.com.

SoftLabs sales associates can now utilize the powerful CRM sales pipeline tracking and management dashboards, identifying which leads are at what stage of the deal making process – from tracking leads, prospects and opportunities to the step by step sales process in developing proposals, quotes, POC or pilot programs, FreeCRM.com automates every step and provides powerful reporting tools that allow SoftLabs management to get a finger on the pulse of their business every step of the way.

FreeCRM.com is a cloud CRM platform that helps employees collaborate and connect easily with customers like never before and is a great alternative to SalesForce.com. Low cost, low risk and quick results are achieved with no long-term contracts in the world’s most popular CRM. Customers can utilize the free version of the CRM or choose to upgrade to the more powerful Professional editions to add enhanced features and support.

Angelica DuBoise
FreeCRM.com
866-829-7011

FreeCRM.com, the world’s most popular cloud based CRM with over 280,000 customers worldwide today has announced that SuperMicro Computer Inc. (http://www.supermicro.com) has selected to automate their worldwide sales divisions with CRM from FreeCRM.com. Starting with over 60 CRM seats, SuperMicro is automating their global sales force with powerful cloud CRM from FreeCRM.com.

Using FreeCRM.com, SuperMicro can track sales proposals and leads through the sales pipeline, generating powerful reports with real-time status on millions of dollars of hardware sales worldwide. Sales staff at SuperMicro can track each lead and can customize probabilities and total sales dollars, targeted closing dates, and every other detail of the sales process including changes in order configuration, pricing and quoting (CPQ) – generating detailed sales dashboards for management and estimating sales forecasting and quota and commission management.

FreeCRM.com is a great tool and was selected due to its price competitiveness with similar products such as SalesForce.com and BigMachines or other CRM / CPQ solutions, where sales staff can quickly and easily use powerful, web based tools to update proposals and quotes and equipment configuration and generate real-time sales pipeline information and order information once purchase orders are received.

Using FreeCRM.com, it is easy for SuperMicro sales staff to manage all aspects of the customer relationship including event and meeting management, task tracking, powerful call automation, email communications, document management and more. FreeCRM.com provides SuperMicro sales managers and divisional / territorial managers with detailed sales and lead management reporting and sales pipeline visualization tools, making it easy to generate sales forecasts and to identify bottlenecks in the sales process.

FreeCRM.com is a cloud CRM platform that helps employees collaborate and connect easily with customers like never before and is a great alternative to SalesForce.com. Low cost, low risk and quick results are achieved with no long-term contracts in the world’s most popular CRM. Customers can utilize the free version of the CRM or choose to upgrade to the more powerful Professional editions to add enhanced features and support.

Get it now at http://FreeCRM.com

Read the full story at http://www.prweb.com/releases/2013/1/prweb10352066.htm

Read more: http://www.digitaljournal.com/pr/1029804#ixzz2Io9WCjo9

FreeCRM.com, the world’s most popular cloud based CRM with over 280,000 customers worldwide today has announced that AGFA, the leading provider of state-of-the-art diagnostic imaging and contrast media solutions for healthcare centers with over a century of medical imaging experience has selected CRM from FreeCRM.com to automate the sales force of its enterprise radiology imaging sales division.

Using FreeCRM.com, AGFA radiology imaging sales personnel can quickly access and update the sales deal pipeline and up to the minute forecasting for healthcare imaging equipment in cardiology, orthopedics, nuclear medicine, women’s care and digital pathology. AGFA sales staff can easily update the CRM information tracking hospitals’ projected requirements and sales through the pipeline, scheduling demos, on-site analysis and meetings with a full array of hospital radiology staff and budgeting and purchasing departments.

AGFA Sales reps take notes and track calls in FreeCRM.com with it’s powerful call automation and tracking features, allowing managers to track progress on a call by call basis. The shared calendaring and task tracking features of FreeCRM.com make it easy to schedule on-site visits and evaluations, and once on site, FreeCRM.com makes it easy to visualize the timeline and events as the deals reach maturity.

The powerful sales pipeline tracking in FreeCRM.com allows AGFA sales staff and managers track each stage of the deal, from the discovery phase, developing proposals, negotiating contracts and ultimately receiving purchase orders. FreeCRM.com even automates the paper trail of documents throughout the deal lifecycle, with an integrated file document repository and file sharing system included in the CRM so that all of the important files are stored digitally and connected to the CRM customer data.

FreeCRM.com is a cloud CRM platform that helps employees collaborate and connect easily with customers like never before and is a great alternative to SalesForce.com. Low cost, low risk and quick results are achieved with no long-term contracts in the world’s most popular CRM. Customers can utilize the free version of the CRM or choose to upgrade to the more powerful Professional editions to add enhanced features and support.

Get it now at http://FreeCRM.com

Read the full story at http://www.prweb.com/releases/2013/1/prweb10337521.htm

San Francisco, CA (PRWEB) January 16, 2013

FreeCRM.com, the world’s most popular cloud based CRM with over 280,000 customers worldwide today has announced that IDAC Laboratories, a full service food safety and quality assurance laboratory operating 13 specialized labs has implemented FreeCRM Professional Edition to power back office and front office operations and to integrate with the existing Laboratory Information Management System (LIMS).

FreeCRM.com provides IDAC Laboratories with a 360-degree interface to the customer, providing instant access to customer information and sales lead data saffor high-tech laboratory quality assurance and control in the food safety industry. Sales staff and revenue managers utilize the powerful sales automation and pipeline management screens to identify hot leads, quote services and to work up quotes and deliver proposals.

Using FreeCRM.com and the shared group calendar and scheduling system, IDAC Laboratories can schedule demonstrations, on-site presentations and laboratory tours in the CRM system and assigned to staff as tasks and events with real-time alerts via email and SMS, keeping all of the sales and management staff organized and focused on converting leads to sales with a single information system that is easy to use and web based.

IDAC Laboratories provides more than 1600 tests and analysis including food chemistry labs, microbiology, a feed lab, soil & water lab, pesticides, bacteriology and more, making the sales process and continued support of customers and account management easy by providing CRM with a customer-centric information tool; FreeCRM.com goes further to integrate data between the FreeCRM.com system and the existing back-end laboratory information management system (LIMS) and delivers a complete solution for sales and ongoing customer support.

FreeCRM.com is a cloud CRM platform that helps employees collaborate and connect easily with customers like never before and is a great alternative to SalesForce.com. Low cost, low risk and quick results are achieved with no long-term contracts in the world’s most popular CRM. Customers can utilize the free version of the CRM or choose to upgrade to the more powerful Professional editions to add enhanced features and support.

Get it now at http://FreeCRM.com

Angelica DuBoise
FreeCRM.com
866-829-7011
Email Information

San Francisco, CA (PRWEB) January 15, 2013

FreeCRM.com, the world’s most popular cloud based CRM with over 275,000 customers worldwide today has announced that Texas State Technical College has selected FreeCRM.com’s namesake cloud CRM to power back office operations for the corporate colleges for the state of Texas. With over 30,000 students served each year through traditional degree programs, short-term continuing education and corporate training programs, FreeCRM.com is used in a variety of capacities to automate critical functions of the state college and solves the information technology needs with an affordable, feature rich CRM solution.

FreeCRM.com powers college admissions and more at Texas State Technical College, allowing staff to easily manage thousands of applicants, managing documents and easily tracking each student through the applications process through to admissions. Staff has all of the prospective student information centralized and the CRM assists in managing inbound and outbound communication and also empowers student support through the process with a single, integrated CRM data solution. Free CRM has powerful importing features and the ability to customize data and lets Texas State Technical College easily manage data from SAT, ACT, GRE, GMAT, NRCCUA, CAPPEX, TOEFL, the Common App, Recruitment PLUS and the Student Search Service.

FreeCRM.com allows admissions staff to organize and track travel plans and offsite meeting engagements such as high school visits, college fairs, and the ability to communicate directly with students based on their schedule. Free CRM also helps to track and manage campus events, promote course offerings and provide a knowledge base of school information such as student and faculty handbook information. FreeCRM.com also powers inter-departmental collaboration and marketing programs and automates and tracks inbound and outbound email communications.

FreeCRM.com powers alumni and donor management, providing instant access to donor information to help boost contributions and build long-lasting relationships, providing a complete view of donors including past interactions and histories. FreeCRM.com helps to identify top alumni donors to better target communications. FreeCRM.com analyzes fundraising campaigns and helps to identify trends and help increase contributions. FreeCRM.com provides Texas State Technical College with a true 360-degree view of the school with the exact tools for educators and administrators that are easy to use and manage.

FreeCRM.com is a cloud CRM platform that helps employees collaborate and connect easily with customers like never before and is a great alternative to SalesForce.com. Low cost, low risk and quick results are achieved with no long-term contracts in the world’s most popular CRM.

Get it now at http://FreeCRM.com

Angelica DuBoise
FreeCRM.com
866-829-7011
Email Information

FreeCRM.com, the world’s most popular cloud based CRM with over 275,000 customers worldwide today has announced that Religare Wellness, one of India’s leading wellness and pharmacy retailers with a network of 130 stores spread across India has selected FreeCRM.com to manage customer relationships, sales and customer support using the simple web based, cloud CRM.

Religare Wellness operates a variety of healthcare store formats including community and neighborhood stores, hospital pharmacies and corporate locations and utilizes FreeCRM.com in its back office operations, assisting marketing and sales staff to provide a quality shopping experience to its customers and improve customer service and product selection options.

By utilizing FreeCRM.com, Religare Wellness can better identify products that customers are looking for on its shelves and better track which products are not meeting consumers expectations by capturing important customer and product information through follow up and feedback received in store and online.

As the first point of care for individuals, families, and society at large in India, Religare Wellness utilizes CRM to enhance the shopping experience focused on a quality agenda, and information collected from customers through the CRM system allows management to make better informed product decisions, store enhancements, service enhancements and other changes based on customer information collected throughout the sales cycle.

FreeCRM.com’s powerful analytics and data mining features allow Religare Wellness to make better-informed decisions based on essential customer information and feedback captured at point-of-sale and post-sale touch points. The more that Religare Wellness knows about the customer, the more that they are empowered to meet customer needs and the more likely the customer will remain loyal to the brand.

The CRM value leader with over 275,000 customers worldwide, FreeCRM.com has been recognized again and again as the clear choice for CRM that is simple, powerful, and cost effective and allows you to achieve your goal – getting and keeping more customers. Our trusted cloud CRM platform helps employees collaborate and connect easily with customers like never before and is a great alternative to SalesForce.com. Low cost, low risk and quick results are achieved with no long-term contracts in the world’s most popular CRM.

Get it now at http://FreeCRM.com 

San Francisco, CA (PRWEB) January 11, 2013

FreeCRM.com, the world’s most popular cloud based CRM with over 275,000 customers worldwide today has announced that Intrim Business Associates, a full spectrum business consultancy firm has selected FreeCRM.com as its cloud CRM provider to automate its lead management and sales pipeline, customer service and back office management for more than 450 active projects worldwide.

FreeCRM.com lets Intrim Business Associates easily track thousands of sales leads for its core consultancy business, allowing managers to customize the CRM and import contacts from existing databases and Excel files. Once leads are loaded, managers assign leads to one of dozens of sales personnel who work the leads through the sales funnel and track everything using the advanced deal pipeline views and dashboards in FreeCRM.com.

Once Intrim Business Associates engages with customers, FreeCRM.com tracks each project and its requirements, resources, scheduling and task management as well as customer support issues. Using the document repository within FreeCRM.com, documents can be shared across the team using the simple web interface. Managing large enterprise customers such as Castrol, VISA, Philips, Delta, Kellogg and others requires multiple task management, issue tracking and scheduling, and FreeCRM.com covers this and more with a depth of features that make it one of the more powerful CRM systems in the marketplace.

Intrim Business Associates also takes advantage of the advanced marketing and campaign management tools within FreeCRM.com, automating email communications, print campaigns and other marketing features including social network CRM functions. FreeCRM.com’s synchronization with Microsoft Outlook and Microsoft Word as well as iPhone, iPad and Android support let Intrim Business Associates integrate with systems that most business people are accustomed to and the latest in mobile technologies.

The CRM value leader with over 275,000 customers worldwide, FreeCRM.com has been recognized again and again as the clear choice for CRM that is simple, powerful, and cost effective and allows you to achieve your goal – getting and keeping more customers. Our trusted cloud CRM platform helps employees collaborate and connect easily with customers like never before and is a great alternative to SalesForce.com. Low cost, low risk and quick results are achieved with no long-term contracts in the world’s most popular CRM.

Get it now at http://FreeCRM.com

Angelica DuBoise
FreeCRM.com
866-829-7011
Email Information

San Francisco, CA (PRWEB) January 10, 2013

FreeCRM.com, the world’s most popular cloud based CRM with over 275,000 customers worldwide today has announced that Clinton Power, a leading manufacturer of a complete line of AC to DC rectifier power supplies, with more than 60 years of experience in the field has selected the namesake CRM from FreeCRM.com to automate its customer relationship management, sales force automation and customer service for its sales and services divisions.

As an ISO 9001 certified supplier and services organization, Clinton Power utilizes the CRM to track leads through the sales pipeline and also to track service orders and customer support through the simple web based tools from FreeCRM.com. Whether its selling or designing power systems and energy products designed to fit each unique application, the CRM can track each deals’ detailed requirements, and with a powerful online document repository and file sharing feature, Clinton Power can embed all of the design documents, specifications and sales literature and information directly in a centralized CRM database, giving all users instant access and status in a complete sales dashboard.

Whether its servicing generators, installing new diesel fuel purification systems, or selling its own complete line of high current solid state controlled AC power systems, service orders and tasks are managed in the multi-user CRM system, with private and shared calendaring, task alerting and schedule management all within FreeCRM.com. FreeCRM.com’s advanced task management, scheduling and alerting system plus customer support case tracking and ticket management makes Clinton Power responsive to customer needs and gives staff the ability to manage service projects to completion with a high degree of success and customer satisfaction.

The CRM value leader with over 275,000 customers worldwide, FreeCRM.com has been recognized again and again as the clear choice for CRM that is simple, powerful, and cost effective and allows you to achieve your goal – getting and keeping more customers. Our trusted cloud CRM platform helps employees collaborate and connect easily with customers like never before and is a great alternative to SalesForce.com. Low cost, low risk and quick results are achieved with no long-term contracts in the world’s most popular CRM.

Get it now at http://FreeCRM.com

For the original version on PRWeb visit: http://www.prweb.com/releases/prweb2013/1/prweb10310206.htm

Read more: http://www.sfgate.com/business/prweb/article/CRM-from-FreeCRM-com-Sparks-Clinton-Power-4182531.php#ixzz2Hfqx0ZUb

San Francisco, CA (PRWEB) January 09, 2013

FreeCRM.com, the world’s most popular cloud based CRM with over 275,000 customers worldwide today has announced that IP Protocol International Network Consultants has selected it’s cloud based CRM to provide its back and front office operations in Dubai, UAE, Cairo, Egypt. IP Protocol International is a systems integrator offering consulting services, solutions, and products to a wide variety of customers in telecommunications and network operators to large Enterprises, and IP Protocol tracks all leads and customer interactions, scheduling, task management and deal pipelines using FreeCRM.com.

With a robust lead tracking and sales pipeline management system, FreeCRM.com helps IP Protocol track potential consulting sales leads through the deal pipeline, scheduling meetings and follow-ups, setting reminders and next-step activities as IP Protocol closes in on business requirements and proposals for its solution architecture, platforms, and communication sizings for projects.

FreeCRM.com’s deal tracking and sales management dashboards help IP Protocol to organize not only contacts and meetings, tasks and events for potential and active customers, but also provides IP Protocol with a document repository similar to Dropbox or Box, adding the ability for all documents – PDF files, Word files, Excel files, or any other documents to be shared using the easy web interface, providing a central point for sharing sales-related materials such as design documents, proposals, or even advertisements, with access controlled according to the security settings.

The CRM value leader with over 275,000 customers worldwide, FreeCRM.com has been recognized again and again as the clear choice for CRM that is simple, powerful, and cost effective and allows you to achieve your goal – getting and keeping more customers. Our trusted cloud CRM platform helps employees collaborate and connect easily with customers like never before and is a great alternative to SalesForce.com. Low cost, low risk and quick results are achieved with no long-term contracts in the world’s most popular CRM.

Get it now at http://FreeCRM.com

Angelica DuBoise
FreeCRM.com
866-829-7011
Email Information

San Francisco, CA (PRWEB) December 10, 2012

FreeCRM.com, the world’s most popular cloud based CRM with over 275,000 customers worldwide today has announced that the Enterprise Sales division of Huawei has selected its namesake CRM to automate and facilitate its enterprise B2B services division focusing on mobile payments and financial services organizations. Huawei is focused on the financial services sector, selling virtual teller machines and other technology to retail banks, and FreeCRM.com helps the division close more sales and achieve success using its powerful, cloud-based SaaS CRM.

Using FreeCRM.com, Huawei is able to track leads and decision makers in large Global 2000 companies using FreeCRM.com’s lead management and tracking in a simple, web based system. Using the advanced pipeline management and task tracking within Free CRM, Huawei is able to coordinate the efforts of its regional teams and keep track through every step in the sales process for its largest enterprise accounts in financial service and mobile payments.

FreeCRM.com tracks the benchmarks of quality (BOQ) requirements and key performance indicators (KPI) for various proposals to Global 2000 companies in financial services and assign tasks and follow up reminders through the simple alerting features and group calendaring in FreeCRM.com. Huawei can track specific financial services requirements and requests using FreeCRM.com’s simple note taking features and document management, and when potential leads turn into opportunities, the sales pipeline and deals features of FreeCRM.com helps them in forecasting and providing individual benchmarks for sales on a weekly, monthly and quarterly basis.

The CRM value leader with over 275,000 customers worldwide, FreeCRM.com has been recognized again and again as the clear choice for CRM that is simple, powerful, and cost effective and allows you to achieve your goal – getting and keeping more customers. Our trusted cloud CRM platform helps employees collaborate and connect easily with customers like never before and is a great alternative to SalesForce.com. Low cost, low risk and quick results are achieved with no long-term contracts in the world’s most popular CRM.

Get it now at http://FreeCRM.com

Angelica DuBoise
FreeCRM.com
866-829-7011
Email Information

San Francisco, CA (PRWEB) December 07, 2012

FreeCRM.com, the world’s most popular cloud based CRM with over 275,000 customers worldwide today has announced that Aqua-Hot Heating Systems, the leader in hydronic heating systems forrecreational vehicles, commercial vehicles and custom installations has chosen FreeCRM.com to power it’s CRM, automating many of its core operations, sales, marketing, and field services using advanced cloud CRM features.

Aqua-Hot Systems are cutting-edge products that add comfort and value to owner’s vehicles, and FreeCRM.com’s powerful Cloud CRM features help Aqua-Hot manage leads and close more sales by centralizing customer interaction data, specifically advanced call tracking and automation including call scripting, letting Aqua-Hot manage hundreds of leads and scheduling follow up appointments with powerful group calendaring features. Sales staff knows where each lead and opportunity is in the sales pipeline with advanced visualization tools and graphical CRM dashboards, easily identifying hot opportunities and sales stuck in the pipe.

Free CRM also provides infrastructure tools for Aqua-Hot fully integrated in the CRM, such as a knowledge base and product catalogs as well as instant access to Aqua-Hot files and brochures stored on the CRM document repository, a feature similar to DropBox, Box.com or other cloud file sharing systems but easier to use and manage since it is integrated directly with the CRM systems. Sales, marketing and field service and customer support staff can easily access all of their valuable resources – documents such as plans, instructions, design schematics, pricing sheets and brochures – all from a simple to use web interface which is a part of the main CRM system.

Customer support staff and field service staff for Aqua-Hot can access real time information through the simple web based CRM system, accessing tasks and updating specific items from anywhere with a simple click. FreeCRM.com provides full trouble ticket tracking and help desk features to automate Aqua-Hot’s customer service desk and support desk for field service representatives, with real time access to customer issues, resolution and document resources.

The CRM value leader with over 275,000 customers worldwide, FreeCRM.com has been recognized again and again as the clear choice for CRM that is simple, powerful, and cost effective and allows you to achieve your goal – getting and keeping more customers. Our trusted cloud CRM platform helps employees collaborate and connect easily with customers like never before and is a great alternative to SalesForce.com. Low cost, low risk and quick results are achieved with no long-term contracts in the world’s most popular CRM.

Get it now at http://FreeCRM.com

Angelica DuBoise
FreeCRM.com
866-829-7011
Email Information

San Francisco, CA (PRWEB) November 26, 2012

FreeCRM.com, the world’s most popular cloud based CRM with over 270,000 customers worldwide today has announced that Beijing Choice Electronic Technology Company, Ltd. (http://choicemmed.com) has selected FreeCRM.com to power the group’s CRM data and organizational activates using over 40 seats of CRM for its North American and European divisions.

Beijing Choice Electronic Technology Company, Ltd. is a major medical device manufacturer, producing a variety of products including patient monitors, pulse oximeters, ECG, telemetry monitors, and more devices, and FreeCRM.com enables B2B sales and distribution management efforts in the North American and European divisions. With over 230 engineers and 400 employees worldwide, Beijing Choice Electronic Technology Company, Ltd. utilizes FreeCRM.com’s powerful cloud based CRM to enable a management of distribution and sales efforts, increasing team efficiency and communication and advanced sales force automation and forecasting.

Using FreeCRM.com, the company can track major distribution deals through the sales pipeline and continues to support converted accounts by also providing customer service tracking, re-ordering, CPQ (configure, price, and quotation), RMA tracking, technical support and more as a fully featured CRM system. As a manufacturer, Beijing Choice Electronic Technology Company, Ltd. engages in a number of very diverse business models including OEM, ODM, SDK, and CKD, and FreeCRM.com is effective and flexible in tracking each kind of distribution and sales agreement and providing a full 360 degree view of each deal in the pipeline and quarterly forecasting. Additionally, service and training are also tracked and scheduled in FreeCRM.com’s powerful calendaring and issue tracking systems, further enhancing the value and usability of the CRM at an Enterprise level.

The CRM value leader with over 270,000 customers in over 200 countries, FreeCRM.com has been recognized again and again as the clear choice for CRM that is simple, powerful, and cost effective and allows you to achieve your goal – getting and keeping more customers. Our trusted cloud CRM platform helps employees collaborate and connect easily with customers like never before and is a great alternative to SalesForce.com. Low cost, low risk and quick results are achieved with no long-term contracts in the world’s most popular CRM.

Get it now at http://FreeCRM.com

For the original version on PRWeb visit: http://www.prweb.com/releases/prweb2012/11/prweb10168837.htm

Read more: http://www.sfgate.com/business/prweb/article/Free-CRM-Powers-Beijing-Choice-Electronic-4066921.php#ixzz2DTWC7blD

San Francisco, CA (PRWEB) November 12, 2012

FreeCRM.com, the world’s most popular SAAS / Cloud CRM with over 270,000 customers worldwide has announced that Costco Wholesale Corporation has selected FreeCRM.com to track its business-to-business wholesale division’s partnerships and affiliate programs. Costco Wholesale Corporation operates membership warehouses, offering branded and private-label products in a range of merchandise categories with over 600 warehouses. Using FreeCRM.com, Costco Wholesale Corporation tracks special affiliate partnerships with large companies in a business-to-business relationship, such as special incentive and coupon programs for employees of major corporations such as large automotive companies, insurance companies, banks, and others wishing to give its employees discounts and other special deals as a part of a benefits program or employee incentive program.

Using FreeCRM.com, Costco Wholesale Corporation can easily track potential affiliate partners and existing partner relationships, tracking the type of benefits that Costco offers, such as special purchase programs, coupons, and discounts extended to participating organizations. Costco powers some of the world’s largest discount purchase programs, and FreeCRM.com helps to track every aspect of the relationship. FreeCRM.com assists in tracking all of the data that relates, such as contract terms, conditions, specific offers and stages of the deal, or steps in the workflow process as it negotiates and comes to terms with affiliate partners as well as maintaining the relationship status and upgrades. FreeCRM.com tracks the relationship through the sales pipeline from start to finish, helping staff to identify contacts and key decision makers and to progress the deals through from lead to prospect to opportunity and ultimately to accounts.

The CRM value leader with over 270,000 customers in over 200 countries, FreeCRM.com has been recognized again and again as the clear choice for CRM that is simple, powerful, and cost effective and allows you to achieve your goal – getting and keeping more customers. Our trusted cloud CRM platform helps employees collaborate and connect easily with customers like never before and is a great alternative to SalesForce.com. Low cost, low risk and quick results are achieved with no long-term contracts in the world’s most popular CRM.

Get it now at http://FreeCRM.com

San Francisco, CA (PRWEB) November 07, 2012

FreeCRM.com, the world’s most popular cloud CRM with over 270,000 customers worldwide has announced that The Leaders Institute (http://www.leadersinstitute.com/ ), an international public speaking training and team building event company powers its front and back office operations with FreeCRM.com. The Leaders Institute’s instructors, trainers, and sales and operations staff use the CRM to manage all aspects of their business, managing events, prospects and leads, enrollment and students as well as organizing, scheduling and managing the large staff of instructors and trainers.

FreeCRM.com gives The Leaders Institute a centralized data base that provides a 360 degree view of all event participants, schedules, and assignments for trainers and events, acting as a back office operations tool and also front-office CRM. The CRM helps to manage event keynote speakers and helps to manage events at large conferences as well as corporate meetings. With 8 office locations worldwide, FreeCRM.com is always available to staff with real time access to information and activities, such as coordinating, scheduling and event-day operations for such activities as Build a Bike team building events, leadership training courses, and small business development courses taught in over 3,000 locations annually.

Using the advanced CRM tools from FreeCRM.com, The Leaders Institute manages the relationships of thousands of event participants, the trainers and event staff and scheduling, resource planning and allocation and staffing needs. The outbound and inbound email campaigning features of FreeCRM.com help The Leaders Institute manage email communications for events and large groups with powerful email campaigning features similar to MailChimp and Constant Contact, but without the per-messaging charges. FreeCRM.com includes unlimited email campaigning as a part of its all-inclusive pricing plan, which makes FreeCRM.com a great alternative to most email marketing services.

The CRM value leader with over 270,000 customers in over 200 countries, FreeCRM.com has been recognized again and again as the clear choice for CRM that is simple, powerful, and cost effective and allows you to achieve your goal – getting and keeping more customers. Our trusted cloud CRM platform helps employees collaborate and connect easily with customers like never before and is a great alternative to SalesForce.com. Low cost, low risk and quick results are achieved with no long-term contracts in the world’s most popular CRM.

Get it now at http://www.freecrm.com

For the original version on PRWeb visit: http://www.prweb.com/releases/prweb2012/11/prweb10104521.htm

Read more: http://www.sfgate.com/business/prweb/article/CRM-from-FreeCRM-com-Leads-the-Leaders-Institute-4016575.php#ixzz2Bg8LNxOj

San Francisco, CA (PRWEB) November 05, 2012

FreeCRM.com, the world’s most popular cloud CRM with over 270,000 customers worldwide has announced that Cambrian College, a leading postsecondary institution with over 14,000 students has selected FreeCRM.com to provide cloud CRM services over Salesforce.com. With over 4,500 students in 70 full-time programs, plus over 7,500 students in almost 900 part time courses / programs, Cambrian College offers programming at three campuses, Cambrian College needed a comprehensive CRM system to manage its recruitment operations, call center support, and task management, calendaring and planning and has selected FreeCRM.com Professional Edition.

FreeCRM.com powers college admissions and more at Cambrian College, allowing staff to easily manage thousands of applicants, managing documents and easily tracking each student through the applications process through to admissions. Admissions staff have all student information completely centralized and assists in managing inbound and outbound communication and empowers student support through the process in a single integrated data solution. Free CRM has powerful importing features and ability to customize data let’s Cambrian College easily manage data from SAT, ACT, GRE, GMAT, NRCCUA, CAPPEX, TOEFL, the Common App, Recruitment PLUS and the Student Search Service.

Additionally, FreeCRM.com allows admissions staff to organize and track travel plans and offsite meeting engagements such as high school visits, college fairs, and the ability to communicate directly with students based on their schedule. FreeCRM.com also helps to track and manage campus events, promote course offerings and provide a knowledge base of school information such as student and faculty handbook information. FreeCRM.com also powers inter-departmental collaboration and marketing programs.

FreeCRM.com also powers Alumni and Donor Management, providing instant access to donor information to help boost contributions and build long-lasting relationships, providing a complete view of donors including past interactions and histories. FreeCRM.com helps to identify top alumni donors to better target communications. FreeCRM.com analyzes fundraising campaigns and helps to identify trends and help increase contributions. FreeCRM.com provides Cambrian College with a true 360-degree view of the school with the exact tools for educators and administrators that are easy to use and manage.

The CRM value leader with over 270,000 customers in over 200 countries, FreeCRM.com has been recognized again and again as the clear choice for CRM that is simple, powerful, and cost effective and allows you to achieve your goal – getting and keeping more customers. Our trusted cloud CRM platform helps employees collaborate and connect easily with customers like never before and is a great alternative to SalesForce.com. Low cost, low risk and quick results are achieved with no long-term contracts in the world’s most popular CRM.

Get it now at http://FreeCRM.com

For the original version on PRWeb visit: http://www.prweb.com/releases/prweb2012/11/prweb10094139.htm

Read more: http://www.sfgate.com/business/prweb/article/Free-CRM-Selected-by-Cambrian-College-over-4009399.php#ixzz2BSFyUwox

San Francisco, CA (PRWEB) November 02, 2012

FreeCRM.com, the world’s most popular cloud CRM with over 270,000 customers worldwide has announced that Unified Payments, LLC (http://www.unifiedpayments.com) which ranks No. 1 on INC Magazine’s list of America’s fastest-growing private companies has selected FreeCRM.com’s CRM as the choice to automate its sales and support of its payment processing solutions, integrations and sales. Unified Payments is one of the leading providers of credit and debit card-based payment processing services in the United States, and FreeCRM.com helps it to automate the sales and lead management process for helping merchants enablement of transaction processing, risk management, fraud detection and merchant and chargeback services.

The payment solutions industry is very competitive, and FreeCRM.com helps increase efficiency and sales process with streamlined workflow and easy data access, enabling Unified Payments to close more deals quicker than their competition. With advanced call tracking, scheduling, follow up automation and call scripting and reporting, FreeCRM.com has a distinct edge over competing CRM products that lack high quality call tracking and dispositions and reporting – FreeCRM.com’s call automation is a superior tool compared to SalesForce.com and helps Unified Payments sell more in less time. Unified Payements can easily load thousands of leads, assign them to sales, manage the follow up and track all of the converted business and then service the new payment processing merchants throughout the business lifecycle.

With over 1,000 sales agents, FreeCRM.com helps track leads and helps distribute leads using a simple, web-based management system within the cloud based CRM. Servicing over 100,000 merchants nationwide, FreeCRM.com helps keep track of customer issues, orders, tasks, and events using the same system with integrated sales, giving a complete 360-degree view of the customer from lead to prospects to account. In addition, FreeCRM.com helps Unified Payment’s subsidies and the distribution of leads and services across its partner businesses and enables other activities such as the management of Process Pink Payments, a socially responsible corporation that works with merchants to give back to the National Breast Cancer Foundation, helping to track donations and merchant participation using FreeCRM.com.

The CRM value leader with over 270,000 customers in over 200 countries, FreeCRM.com has been recognized again and again as the clear choice for CRM that is simple, powerful, and cost effective and allows you to achieve your goal – getting and keeping more customers. Our trusted cloud CRM platform helps employees collaborate and connect easily with customers like never before and is a great alternative to SalesForce.com. Low cost, low risk and quick results are achieved with no long-term contracts in the world’s most popular CRM.

Get it now at http://FreeCRM.com

For the original version on PRWeb visit: http://www.prweb.com/releases/prweb2012/11/prweb10087020.htm

Read more: http://www.sfgate.com/business/prweb/article/CRM-from-FreeCRM-com-Enhances-Unified-Payments-4003366.php#ixzz2BCbxfTGb

San Francisco, CA (PRWEB) October 31, 2012

FreeCRM.com, the world’s most popular cloud based CRM with over 270,000 customers worldwide today has announced that Gage Foods has selected FreeCRM.com to automate and manage the distribution, sales, and support for over 100 food products and 15 state distribution and brokering services. For over 50 years, Gage Foods has been delivering quality food products to facilities across the country, and FreeCRM.com helps automate the process and increases efficiency as Gage Foods services schools, hospitals, camps, catering, restaurants, casinos, day care and corrections institutions.

FreeCRM.com helps manage over 100 products throughout the distribution chain, from sales lead management all the way to shipping and delivery. Food services is a margin business, and FreeCRM.com helps improve efficiency throughout the process including supply chain management, distribution and customer services. Gage Foods can easily track inbound calls and easily identify accounts or sales leads. FreeCRM.com also helps track customer orders and delivery with real time updates and tracking using the advanced task tracking, calendaring and note taking features of the CRM system. Customer service is also facilitated using FreeCRM.com, giving customers, distributors and brokers a full 360 degree view of order status and delivery as well as change management and process auditing.

In the fiercely competitive industry of food services and Gage Foods has the advantage using FreeCRM.com. All companies in the food services industry aim to increase customer loyalty, reduce costs and enhance profitability, and FreeCRM.com gives Gage a clear advantage with advanced marketing and campaigning features as well as the latest in Social CRM. FreeCRM.com links front and back office in a simple to use interface, providing a complete view of the customer and history, and the ability to track suppliers, vendors, distributors and brokers throughout the business.

The CRM value leader with over 270,000 customers in over 200 countries, FreeCRM.com has been recognized again and again as the clear choice for CRM that is simple, powerful, and cost effective and allows you to achieve your goal – getting and keeping more customers. Our trusted cloud CRM platform helps employees collaborate and connect easily with customers like never before and is a great alternative to SalesForce.com. Low cost, low risk and quick results are achieved with no long-term contracts in the world’s most popular CRM.

Get it now at http://FreeCRM.com

For the original version on PRWeb visit: http://www.prweb.com/releases/prweb2012/10/prweb10074274.htm

Read more: http://www.sfgate.com/business/prweb/article/CRM-from-FreeCRM-com-Selected-by-Gage-Foods-3996846.php#ixzz2BCbnxAVa

San Francisco, CA (PRWEB) October 25, 2012

FreeCRM.com, the world’s most popular cloud based CRM with over 268,000 customers worldwide today has announced that Booz Allen Hamilton’s Strategy and Change Management Consulting (http://www.boozallen.com) group has selected FreeCRM.com to power the group’s CRM data and organizational activates. FreeCRM.com powers the business’ consulting group focused on effective management of people and the organizational side of change using advanced web based tools from FreeCRM.com.

FreeCRM.com lets the Booz Allen’s 20-member team to stay on the same page not just in change management’s sales process, but also throughout the relationship, managing efforts and steps in the client relationship and engagement including event planning and tracking, task tracking, issues management, project goals and shared knowledge bases, and a shared document repository with relationship management layered within the data system. FreeCRM.com tracks all of the information seamlessly in real-time with a shared data view across all team members focusing on interdisciplinary clientele in government, political, and economics focused on implementing meaningful changes to improve customer’s transparency, accountability, and performance.

FreeCRM.com assists Booz Allen’s Change Management and Strategy team with tools that track change proposals, actions, meetings and documents in a simple to use and affordable CRM suite. As customer’s data and activities undergo the transformation life cycle, FreeCRM.com tracks everything, becoming a valuable tool in tracking the change management process including policies and compliance, delivery models and technology innovations that are undergoing rapid change. CRM makes the process less complicated as data and activities shift in real time, letting the team respond quickly and effectively across multiple dimensions and allowing Booz to transform organizations from top to bottom with ease.

The CRM value leader with over 268,000 customers in over 200 countries, FreeCRM.com has been recognized again and again as the clear choice for CRM that is simple, powerful, and cost effective and allows you to achieve your goal – getting and keeping more customers. Our trusted cloud CRM platform helps employees collaborate and connect easily with customers like never before and is a great alternative to SalesForce.com, Oracle or SAP. Low cost, low risk and quick results are achieved with no long-term contracts in the world’s most popular CRM.

Visit us at http://FreeCRM.com

For the original version on PRWeb visit: http://www.prweb.com/releases/prweb2012/10/prweb10056188.htm

Read more: http://www.sfgate.com/business/prweb/article/Booz-Allen-Hamilton-Chooses-CRM-from-FreeCRM-com-3981134.php#ixzz2BCbhJY00

San Francisco, CA (PRWEB) October 24, 2012

FreeCRM.com, the world’s most popular cloud based CRM with over 268,000 customers worldwide today has announced that the Jewish Community Federation and Endowment Fund (http://www.jewishfed.org/) has deployed FreeCRM.com to empower its fundraising and management activities throughout the organization. FreeCRM.com manages donation and pledge management, membership management, volunteer tracking, and campaign management for the non-profit and was a better solution than Microsoft Dynamics CRM of SalesForce.com in terms of ease of deployment and user adoption.

FreeCRM.com makes it easy for the Jewish Community Federation and Endowment Fund to utilize one integrated system for data collection, donor interaction and communications with volunteers among many projects and activities. FreeCRM.com lets the Jewish Federation focus on their mission rather than fumble around with cumbersome and expensive CRM systems.    Making decisions in fundraising and volunteer management is easy with a full 360-degree view of constituents and activities, optimizing campaigns and contact management and sophisticated social monitoring and program operations.

FreeCRM.com tracks Jewish Federation donors and volunteers with sophisticated CRM features, making data actionable and letting users research prospects and use multichannel marketing together in one platform, tracking emails, calls, meetings and other activities that works with any unique process. FreeCRM.com solves the challenges for nonprofit organizations and brings together disparate information, such as annual and capital giving, major giving, online communication, social media, and direct marketing systems – across various programs and organizational sites. FreeCRM.com combines the online and offline efforts into a single view so that the Jewish Federation can sustain an end-to-end business process – from acquisition to cultivation to stewardship and retention.

The CRM value leader with over 268,000 customers in over 200 countries, FreeCRM.com has been recognized again and again as the clear choice for CRM that is simple, powerful, and cost effective and allows you to achieve your goal – getting and keeping more customers. Our trusted cloud CRM platform helps employees collaborate and connect easily with customers like never before and is a great alternative to SalesForce.com, Oracle or SAP. Low cost, low risk and quick results are achieved with no long-term contracts in the world’s most popular CRM.

Visit us at http://FreeCRM.com

Read more: http://www.sfgate.com/business/prweb/article/Jewish-Community-Federation-Deploys-FreeCRM-com-3977578.php#ixzz2BCbSYhCj

San Francisco, CA (PRWEB) October 23, 2012

FreeCRM.com, the world’s most popular web based CRM with over 268,000 customers worldwide today has announced that Entergy Corporation has deployed its Professional edition CRM to power up its energy business. Entergy is one of the two largest nuclear-producing utilities, is an integrated energy company engaged primarily in electric power production and retail distribution operations and delivers electricity to 2.8 million utility customers in Arkansas, Louisiana, Mississippi and Texas with annual revenues of more than $11 billion and approximately 15,000 employees.

Using FreeCRM.com, Entergy Corporation tracks major electrical projects through the sales pipeline, tracks calls and history of customer interactions as it develops solutions for municipalities, commercial entities and other major electrical distribution and integration projects throughout the United States. FreeCRM.com keeps everyone informed in real-time on multi-million dollar projects with its web based cloud CRM tools, letting Entergy track projects through the process and assisting sales, project management and implementation. More than just a sales tool, FreeCRM.com let’s Entergy track project requirements and details and communications in a way that let’s Entergy gain an advantage over the competition with advanced CRM features.

More than just CRM, FreeCRM.com helps Entergy manage massive services deals and projects with a multi-user, web based tool, streamlining the communications & bidding process with detailed, real-time information available to the entire organization. FreeCRM integrates identified business processes and quality standards among other manufacturing practices for the energy sector, and the CRM software aids in enforcing enterprise or regulatory guidelines and can identify achievements and problems in process or performance for correction, capturing and tracking quality information across all functions including production and supply chain management.

The CRM value leader with over 268,000 customers in over 200 countries, FreeCRM.com has been recognized again and again as the clear choice for CRM that is simple, powerful, and cost effective and allows you to achieve your goal – getting and keeping more customers. Our trusted cloud CRM platform helps employees collaborate and connect easily with customers like never before and is a great alternative to SalesForce.com, Oracle or SAP. Low cost, low risk and quick results are achieved with no long-term contracts in the world’s most popular CRM.

Visit us at http://FreeCRM.com

For the original version on PRWeb visit: http://www.prweb.com/releases/prweb2012/10/prweb10045969.htm

Read more: http://www.sfgate.com/business/prweb/article/Entergy-Powers-up-CRM-with-FreeCRM-com-3974282.php#ixzz2BCbLrgn6

San Francisco, CA (PRWEB) October 22, 2012

FreeCRM.com, the world’s most popular cloud based CRM with over 268,000 customers worldwide today has announced that FreeCRM.com Professional edition has been deployed by Dollar General Corporation, the nation’s largest small-box discount retailer with over 10,000 stores in 40 states. FreeCRM.com is a low cost system that delivers enhanced sales performance and improved efficiencies for Dollar General.

FreeCRM.com helps to track customers, record notes, and track important dates and events and helps stores increase sales with their existing customer base, since new customers cost an average of five times more than existing customers, Dollar General can build upon existing customer relationships to boost in-store monthly sales. FreeCRM.com Professional edition gives Dollar General the opportunity to connect their brand with customers, and everyone from buyers to store associates can work together to create a good experience for consumers across every channel.

Hitting the right retail touch points and not just collecting information but also acting on it is a key feature of CRM systems, and FreeCRM.com delivers a variety of ways for Dollar General to increase customer loyalty through email marketing and special promotions through multiple channels, helping to develop long-lasting customer relationships. Beyond providing a 360-degree view of the customer, FreeCRM.com enables Dollar General to build and manage loyalty programs, execute and manage campaigns and promotions, analyze a rich database of customer and transaction information across sales channels, segment and manage list, and analyze and measure the impact of CRM efforts.

With real-time connectivity across all sales channels, FreeCRM.com provides the functionality and enabling technologies retailers need for effective marketing – solutions designed to ensure an all around world-class customer experience.

The CRM value leader with over 268,000 customers in over 200 countries, FreeCRM.com has been recognized again and again as the clear choice for CRM that is simple, powerful, and cost effective and allows you to achieve your goal – getting and keeping more customers. Our trusted cloud CRM platform helps employees collaborate and connect easily with customers like never before and is a great alternative to SalesForce.com, Oracle or SAP. Low cost, low risk and quick results are achieved with no long-term contracts in the world’s most popular CRM.

Visit us at http://FreeCRM.com

Read more: http://www.sfgate.com/business/prweb/article/Dollar-General-Deploys-FreeCRM-com-3971217.php#ixzz2BCb78UmB

Using FreeCRM.com, EMPA Middle East can track opportunities and convert quotes into cash with its 100+ professionals in four continents servicing a wide spectrum of system integrators and solution providers, IT retailers and corporate resellers. FreeCRM.com helps every step of the way in converting leads into accounts, managing warehouse orders, fulfillment and ongoing support using the powerful web-based CRM from FreeCRM.com.

FreeCRM.com helps EMPA Middle East track and configure end-to-end deals using a standardized CPQ methodology, tracking quotes customer information and pricing and all other information for the opportunity using easy web based features. Helping in the configure / price / quote process, FreeCRM.com automates and tracks the sales funnel and helps EMPA manage product cataloging for deal configuration, delivery of the quote and pricing as well as fulfillment and collections.

The CRM value leader with over 268,000 customers in over 200 countries, FreeCRM.com has been recognized again and again as the clear choice for CRM and CPQ automation. Our trusted cloud CRM platform helps employees collaborate and connect easily with customers like never before and is a great alternative to Oracle, SAP, SalesForce.com or SugarCRM. Low cost, low risk and quick results are achieved with no long-term contracts in the world’s most popular CRM.

Visit us at http://FreeCRM.com

San Francisco, CA (PRWEB) September 26, 2012

FreeCRM.com, the world’s most popular cloud based CRM with over 260,000 customers worldwide today has announced that it has been selected by ProLift Industrial Equipment Company to enhance customer service, sales and operations for all aspects of its heavy industrial equipment sales, rental, service, storage and training operations in Kentucky, Indiana, Ohio and West Virginia. FreeCRM.com’s cloud CRM solution allows personnel in all locations to access and update all of the information and scheduling anytime in real time.

ProLift Industrial Equipment serves 7 states with new and pre-owned equipment sales for lift trucks, forklifts and aerial lifts and also short and long term rentals, and FreeCRM.com helps power all of the information with advanced sales force automation and lead tracking. Using the CRM system, ProLift also runs its customer service operations for parts and service support as well as training, using the powerful data management and ticket and issues management in FreeCRM.com. FreeCRM.com powers both front and back office operations and allows ProLift to manage customers, sales, service and its own internal personnel scheduling and task management all within a simple to use web interface that can be accessed anywhere.

The CRM value leader with over 260,000 customers in over 200 countries, FreeCRM.com has been recognized again and again as the clear choice for CRM that is simple, powerful, and cost effective and allows you to achieve your goal – getting and keeping more customers. Our trusted cloud CRM platform helps employees collaborate and connect easily with customers like never before and is a great alternative to Oracle, SAP, SalesForce.com or SugarCRM. Low cost, low risk and quick results are achieved with no long-term contracts in the world’s most popular CRM.

Read more: http://www.sfgate.com/business/prweb/article/ProLift-Selects-CRM-from-FreeCRM-com-for-Improved-3895667.php#ixzz2B8LIT4Ay

San Francisco, CA (PRWEB) September 24, 2012

FreeCRM.com, the world’s most popular cloud based CRM with over 260,000 customers worldwide today has announced that it has been selected by Mitochon Systems over Salesforce, for superior value in customer relationship management software to automate their business. FreeCRM.com supports HIPAA compliance and is SAS 70 audited just likeSalesforce.com but 90% cheaper, making FreeCRM.com the clear choice in cloud based customer relationship management software for the healthcare industry.

Using FreeCRM.com, Mitochon Systems achieves a high degree of efficiency in its sales process and customer service by providing a full view of the customer or lead and enabling both non-profit and for-profit care delivery corporations and health care entities with powerful cloud-based CRM features. Mitochon Systems itself is an electronic health record SaaS service provider and entrusting FreeCRM.com to its operations, sales and customer service staff has allowed the company to focus on their core strength without the high cost and complexity of competing products such as Salesforce.com.

The CRM value leader with over 260,000 customers in over 200 countries, FreeCRM.com has been recognized again and again as the clear choice for CRM that is simple, powerful, and cost effective and allows you to achieve your goal – getting and keeping more customers. Our trusted cloud CRM platform helps employees collaborate and connect easily with customers like never before and is a great alternative to Oracle, SAP, SalesForce.com or SugarCRM. Low cost, low risk and quick results are achieved with no long-term contracts in the world’s most popular CRM.

Read more: http://www.sfgate.com/business/prweb/article/CRM-from-FreeCRM-com-Selected-by-Mitochon-Systems-3889329.php#ixzz2B8K7D412

FreeCRM.com, the world’s most popular cloud CRM with over 260,000 customers worldwide has announced today that it’s Pro Edition will now come with unlimited cloud storage for files, allowing teams to share and collaborate on documents and any media that your business needs to access anytime, from any device. Integrating CRM with corporate assets, files, invoices, quotes, plans and other documents is a huge advantage for organizations wishing to cut down on and give better solutions than email attachments and corporate file sharing solutions like Microsoft Sharepoint.

Cloud CRM combined with document and file storage helps customers organize, collaborate and distribute any file – documents, spreadsheets, 3D files, animations, videos or any other type within a simple to use online folder system that is very common in other SaaS storage solutions. Offering cloud storage is an instant value-add, making it easier for businesses to take advantage of the ease of use and simplicity of cloud storage systems integrated with CRM.

Whereas other vendors in the cloud storage space, such as Box or Dropbox offer unlimited storage packages at much higher price points (tens or hundreds of dollars per month) and without integrated CRM, SalesForce.com recently announced ChatterBox product would likely be priced at a premium for integrated storage and CRM. In contrast, FreeCRM.com will provide unlimited storage space with their Professional edition CRM priced at $14.95 per user per month.

The CRM value leader with over 260,000 customers in over 200 countries, FreeCRM.com has been recognized again and again as the clear choice for CRM that is simple, powerful, and cost effective and allows you to achieve your goal – getting and keeping more customers. Our trusted cloud CRM platform helps employees collaborate and connect easily with customers like never before and is a great alternative to Oracle, SAP, SalesForce.com or SugarCRM. Low cost, low risk and quick results are achieved with no long-term contracts in the world’s most popular CRM.

FreeCRM.com, the world’s #1 cloud CRM with over 260,000 customers in over 200 countries has been chosen to power the back office and front office operations of Wyndham Vacation Resorts with over 40 users of it’s namesake CRM product to manage timeshare sales and bookings as well as daily operations and back-office functions.

The Wyndham Fairfield timeshares have been using FreeCRM.com to manage all aspects of its operations – owner management, timeshare sales and bookings to provide owners a high degree of personalized service and management with real-time, updated information readily accessible to the entire organization. Having a complete view of the customer makes any operation efficient and limits overhead and costs associated with running large real estate properties and the especially challenging data aspects of timeshare management.

Using FreeCRM’s innovative records management, Wyndham / Fairfield resorts can easily track outside sales, contracts, loan management, and property management as well as reservations and confirmations, accounting, collections, business intelligence and reporting. Because of the flexibility of FreeCRM.com, Wyndham can handle multi-location timeshare management within the same system and access data securely throughout the enterprise.

With over 260,000 customers in over 200 countries, FreeCRM.com has been recognized again and again as the clear choice for CRM that is simple, powerful, and cost effective and allows you to achieve your goal – getting and keeping more customers. Our trusted cloud CRM platform helps employees collaborate and connect easily with customers like never before and is a great alternative to Oracle, SAP, SalesForce.com or SugarCRM. Low cost, low risk and quick results are achieved with no long-term contracts in the world’s most popular CRM.

Read more: http://www.digitaljournal.com/pr/875517#ixzz264aikmA7

FreeCRM.com provides easy task management and group calendaring as well as powerful sales and lead management, task tracking, knowledge management, document sharing and a multitude of groupware functions that are essential in keeping businesses running at a high degree of efficiency. Using our online CRM tools can typically increase sales by 30% and deliver exceptional customer service through automating many tasks and provide instant information sharing throughout the enterprise.

Since it is web based, FreeCRM.com is the perfect solution for Express Energy Services, with staff throughout the United States using a variety of desktops, laptops and mobile devices – everyone in the organization can stay up to date on the latest tasks and events, customer service requests, equipment tracking and sales and lead management. Whether it’s tracking drilling support services, oil well testing, ordering pump trucks or even oil well intervention services, FreeCRM.com makes it easy to track every action, service request and schedule instantly using a simple online interface that can be accessed anywhere.

FreeCRM.com is simple but powerful CRM. As the largest cloud CRM Company with over 250,000 customers in over 200 countries, FreeCRM’s web based SaaS product and cloud-computing service is a tremendous value over proprietary alternatives from Oracle, SAP and Salesforce.com. FreeCRM.com has been recognized for its customer’s success and product innovation and value.

http://www.pcmag.com/article2/0,2817,2409139,00.asp

Time Beginning:  10 am Pacific USA

Time Ending:  5 PM Pacific USA

Site will be unavailable.

Pricing for SMS messages and alerts will be announced in January 2011.

Enjoy!

Now you can add up to 50 co-workers to your Free CRM account and track up to 5,000 records in the database.

Maintenance 9.18.2010 Completed Successfully.

This enhancement will restore the site speed problems observed following the 8.19.2010 incident.

Please go to this URL and join / follow us on twitter:

http://twitter.com/freecrmstatus

FreeCRM.com has just switched to UltraDNS, a world renowned service that will increase the speed and reliability of our CRM web site and improve overall performance and reliability.Â
UltraDNS Managed DNS Service directly manages and monitors FreeCRM.com DNS, using a fully fault-tolerant, global directory service. By leveraging advanced routing technologies latent in the UltraDNS global network, FreeCRM.com’s customers` DNS requests are directed to the closest server in the network, enabling the fastest response times to DNS requests. Additionally, changes to DNS data are globally propagated in real-time ensuring end users will have the most up-to-date information to resolve their content requests.

After extensive testing of the UltraDNS network and directory platform, we found that the Managed DNS Service met our stringent operational and business requirements for this critical infrastructure component. FreeCRM.com continually seeks to improve the web based CRM experience, and with UltraDNS we are able to ensure that our customers have unparalleled speed and reliability in DNS resolution for FreeCRM.com web site.

Please note we have a free product which is and always will be absolutely free
To our valued clients:

CRM ASP and FreeCRM.com appreciates your business, and we hope that you are happy with the service as we are constantly upgrading and providing additional and new features to help you and your business.  We are writing today to let you know that it has become necessary to increase our rates so that we may continue to provide excellent service and to increase the amount of service and quality of support that we provide.

The primary reason for the increase is to enhance the support staff and organization around services as well as support of the Voice CRM product.   The bottom line is that our prices were way too low to maintain our level of service and in addition, when compared to the competitors, our prices were extremely low and therefore difficult for us to increase the level of support provided.  By raising our already rock-bottom prices, we are still much cheaper than the competition when compared with comparable service levels.

This price increase is the first since 2006 and was even postponed by several months to provide some relief due to the tough economic climate.

We are moving to a support and pricing model that is similar to our competition but priced at a very affordable rate compared to the other products in the industry.  With this new pricing plan, we are able to augment our support staff and provide higher quality personnel in order to better service our larger customers and those needing a higher degree of assistance.

Effective September 1, 2009, pricing of our plans will be as follows:

$14.95 Standard Plan:  We have created a new plan that has all of the enhanced features of the product but has no support.  This will allow users to take advantage of the enhanced feature set of Professional but not the added cost of support.

$19.95 Professional Plan:  All of the enhanced features of the system with email and live chat support and trouble ticket tracking / issues tracking support.  This is our enhanced feature set with the basic support package and only lacks telephone support.

$24.95 Premium Plan: All of the enhanced features of the system with all support options including phone support.

$39.95 VoiceCRM Plan:  Premium service plus Voice enhancements including VoiceCRM, Vonage and Skype support, and Google Voice.

Training Sessions:  $45 per 1/2 hour training sessions, new pricing which is a huge discount (price decreased from $175 per hour).

Business Process Consulting:  $90 per hour, with our 3-hour Business Starter Package at $250.0 (3 hour package).

If you have any questions at all, please feel free to call or write.  Again, thank you for the opportunity to provide service to your company.

All the best,

The CRM ASP Team

Purveyors of FreeCRM.com

billing@crmasp.com
866-829-7011

• You can now set up call reminders which will alert you a predefined time before a call is due, either via email or Text message (sms).
• In the Print campaign section you’ll now find a button to pop up a list of all the available merge tags you can embed in your Microsoft Word template.

More documentation and examples for Voice CRM and Print campaigns will be added soon.
Additions:

• Voice CRM! Make calls directly from the crm and right now – its free!!!
• Microsoft Word Mail Merge lets you merge contact and company data into a predefined Word template.
• Print Campaigns allow you to generate word documents for multiple contacts.
• You can now create an email signature to be used when emailing individual emails to contacts.
• You can now subscribe to all campaigns from the contact context menu. Simply click any contact link with the right mouse button.
• We enhanced the call screen to include tabs for easy access to the contact, deal, case etc.
• You can now create a document backup of all your files under the Docs section. If you have a large number of files you will have to wait up to 24 hours for the  backup to be created.
• Mail account verification – you’ll now find a Verify link next to your mail accounts. Click it to attempt to verify the accounts setup. We’ll email your account an email using your account, and immediately go to check if it has arrived.
• New report: Calls by time.

Fixes:

• Quick search on 3 term keywords used to throw an error under certain conditions. This has been resolved.
• Fixed issues with saving unavailability times.
• Vonage calling will now show in phone number context menu if there is no vonage account is defined.
• We resolved various small issues across the CRM that affected small number of users.

• Record flags are now available across contacts, companies, deals, cases and tasks.
• The record flag box display issues are now resolved. As well you’ll find a new icon to ‘acknowledge’ a flagged record and remove it from the list.
• You can now create an alert to be triggered when a note is added to a record.
• You can now add Web Search view to the Summary Views selection
• Adding or modifying a note for a company record will now amend the last_modified date of the record.
• Resolved a problem opening document files with foreign file names.

Pro users: You can log into the support site using your existing CRM login. Logging in will give you access to the support ticketing system where you can post any problem or question you might have.
Unfortunately we cannot import existing cases from our old system into this new one. If any old case is still valid one, please reopen it in the new system. We apologize for this extra step.

• We update the rich text editor we use (the fantastic TinyMCE) to version 3.0.2.1.
• User administrators can now choose to allow users to change fonts and colors in their rich text editors (if they are using them). You can find this option in Page 2 of the Profile Settings screen. (we’re working on making this ever increasing selection of options be more manageable).
• You can now add the following menu items to the left hand side menu: Contact Search, Company Search (both go to the full search forms). The FAQ menu item has also been made available after it was mistakenly omitted in the last release. You can add those items from Setup->Setup Left Menu.
• Record history has been returned to its rightful place below the left menu bar.
• A few fixes were made throughout the site to resolve reported issues with the previous release.

• Customizable Home Page! – You can now customize what’s on your homepage. We’ll be adding more boxes you can place on your homepage soon. Note that you can either drag home boxes around, or use the arrows icon to move them with a single click. If you take out a box and would like to add it back, use the Add boxes menu item on the left navigation menu.
• Customizable tabs! - You can now customize which tabs are required for your organization. If you don’t use Email campaigns, you don’t need to have that tab appear on every screen for example. Tabs are customized by administrators but you can also allow regular users to customize their own tabs – see Page 1 of the Profile settings page for that option’s switch. (pro users only).
• Customizable left menu – You can now customize the left hand menu bar! (pro users only).
• Quick Create form can be called up from anywhere. Need to create a quick contact or company record while editing a different record? No problem – just click the Quick Create button on the left menu and a quick create form will pop up.
• Vonage integration – Got a Vonage account? Integrate it with freeCRM (pro users only). This will enable you to place calls (and create corresponding call records for them) straight from the CRM. See the setup screen for the vonage configuration form.
• You can now choose to hide the pencil icon from the views. You will not be able to edit empty fields or link fields from the views when the pencil is hidden.
• Resolved a few issues with the new Editable Views and Internet Explorer 7.
• Next/Previous buttons on a contact page now takes you to the next record based on your contact display mode (first name or surname first).
• You can now create alerts to notify you of a record’s creation
• User administrators can now set a security setting to allow all saved searches to be shared amongst the entire team. You’ll find this option in Setup->Security Settings.
• We resolved a few minor issues with extended field searching and special characters.

• Email campaigns now show counts for successful mail outs, failed ones and queued emails. This breakdown is shown in each email campaign page. The count in the email campaign listings will show successful mail outs only.
• POP3 and SMTP accounts now support custom ports and SMTP accounts support SSL and TLS security methods.
• User Administrators can now edit or delete messages written in the message board even if they did not create the original message.
• Contacts and company records now show Previous and Next buttons to advance to the next record in alphabetic order.
• When you now save a shortlist you will have the option to overwrite existing copy with the same name by ticking a box. If you do not tick it and a shortlist with the same name exists, a copy of it will be created (e.g., if you have ‘My shortlist‘ already and try to save a shortlist with the same name, ‘My shortlist 2‘ will be created if that box is not ticked).
• We updated the XML based web service documentation to reflect that you can set Case close date and deadline fields via the service. As well you can now define the behaviour of handling duplicates when using the update_criteria option (update or reject record). See the docs for more.
• You can now assign a Knowledge Base node (document or folder) to a case.
• When you are saving email arriving from your POP accounts as contact notes, attachments will also be saved as documents for the contact.
• New report added – you can now view a list of the last 100 notes entered into the system across all record types in one unified view.
• Fixed a problem with Flag All button from a custom view.
• Fixed an issue when exporting criteria campaign mailer list
• Fixed an issue with document form when creating a document from a deal screen.
• Right clicking a company link will now also show all of its addresses in the pop up panel.
• By default, event notifications will now also show Contact and Company contact info in the event notification email. You can customize this (pro users) as well and use 2 new tags in the template: [CONTACT] and [COMPANY]
• You can now share saved shortlists between all your users. See the new setting in the Setup->Security Settings screen.

Additionally we have a new Knowledge Base and Tutorials set up at:

http://faq.freecrm.com/kb/

Additions:

• Added Company Name to the old-style email campaign criteria filter.

Fixes:

• Fixed a problem with pagination when searching by referrer contact.
• Raw export error now fixed.
• Sorting by date/date-time extended fields will now sort properly

• You can now sort custom views by extended fields
• When exporting a custom view result listing, only the fields showing will be exported, including extended fields.
• You can now update extended fields in bulk. Flag any number of records to the short list, then choose Update Fields from the shortlist action drop down. The extended fields will appear with an asterisk (*) before the field name.

Fixed:

• When you have Company Industry set to be a drop down, the corresponding search field will also show as a drop down.
• The email link for calendar events will now open the calendar entry when clicked from the email. Login might be required.

• SMS / Text Campaigns – This is an experimental new feature, still in Beta. SMS stands for Short Message Service and is the more ‘technical’ term for text messages. It will allow you to send text message campaigns. Since this is a pretty important and large bit of functionality we’ll be introducing it in parts and with certain limitations. More on that will follow soon. The campaign send-out is not yet fully active though the setup for campaigns can be created. Note that your contact’s mobile phone numbers must exist for a contact to be valid for SMS campaigns.
• Duplicate report now shows duplicate mobile phones. This will allow you to prepare for SMS campaigns.
• Two new skins introduced to change the look and feel of freeCRM: Gray Sky and Pretty In Pink. Both can be selected from your Preferences screens. Note that at some point in the future the two older skins San Francisco and New York will be replaced as we intend to allow you to modify the tab structure and those two skins get in the way.
• Email campaign listing page now divided into pages where applicable.
• Pro accounts can now delete users at any time. Usage will be calcuated on a pro rated basis (pay as you go).

Fixes:

• The mail out count in the Email Campaign section now shows the count for successful sends per campaign.
• When you now clear an email campaign queue, all pending history items for that queue will be removed as well.
• Fixed a problem with alerts not working properly when assigned to a specific user.
• Fixed a few layout and display issues throughout

• Contacts now have a “Receive SMS” field.

Fixes:

• We resolved an issue with filtering by first letters that existed since our last release. In some cases filtering contacts or companies by first letter returned no results, if you previously visited a high number page and have the “Remember Page Numbers” option set to YES in your preferences.

• You can now set up alerts that will notify all users of the account once the alert event has happened.
• New security setting added to the Security Settings screen under Setup: Administrator Access. This setting can determine if User Administrators can always see other user’s data regardless of the selected security setting.
• By default the system will now remember the last page you were at in result listings. You can turn it off and have all record listings default to page 1. The option to do so is on Page 2 in your user preferences screen.
• Identifier fields added to the contact and company full search forms
• Using the XML web services (which allow pro users to create records in the CRM from their own websites) now allows the assigning of a record to a particular user based on its Id. You can see your user’s unique Id via the Setup->Create/Edit Users screen.
• Calendar, case and task exports via the left navigation menu now include a list of assigned users.
• Relevant exports now show certain dates and times both in the UTC time zone and the user’s local time. For example, in the calendar export the start and end dates now show both in the UTC and local timezones (as set in your preferences).
• All exports via the left navigation menu now show the record tags where applicable.

Fixes:

• When completing mass record updates the screen will now refresh back to the initial step.
• Resolved an issue with email campaigns not auto sending when using the XML web services to update the CRM from your own website.
• Quick create form now redirects to edit screen again if set to do so in your preferences.
• Deal’s ‘Show All’ button now works as intended.

• Fixed an issue with country drop down appearing to not ‘stick’ in some cases when editing address.
• Fixed an issue with export – when exporting company and contact records, and selecting to export only default addresses, the address information will show if it is marked as default, OR if it is the only address entry for the exported record. Before only addresses marked explicitly as default would show using that option.

We are currently bolting on a brand new email messaging system that will ship emails at a much (much) faster rate than the current system. We’ll have it ready to go this week.

• Resolved an issue with the contact creation dates
• 3-part date pickers on the mail out screen now set the proper schedule.
• Fixed a problem with this week display for calendar events.
• Product listings now show the product group as well.
• We have changed the default value for calendar mode. If you have never chose a calendar mode in your preferences, or have just registered, you will have the default calendar to be the enhanced pop-up calendar instead of the 3-part date selector. If you are using the 3-part date selector we recommend that you switch to the enhanced pop-up calendar – it just works a lot more intuitively.
• TinyMCE, the rich text editor was updated to version 2.1.1.1

• Better handling of different time zones – Please recheck that your timezone is the right one in your Preferences screen.
• Quick create form now creates record quicker, and allow for creation of records in quick succession.
• Page numbers now show at the bottom of grid views.
• Deals now have an “exclude from reports” switch to remove them from consideration in the report’s library and pipeline reports.
• Added Create New Note as an option to the right click context menu of records.
• Email campaigns now show the next schedule date (where available) of the campaign mail out, and clicking it provides a list of all future schedules for this campaign.
• Calls now allow setting the call flag from the call summary screen.
• You can now save pipeline report as a PDF document in your Documents section.
• Added new report: Companies by status
• You can now search records by notes from the search panels.

Fixes:

• Call List link now appears in custom views for contacts
• Fixed pagination issue when searching by extended fields from the full contact form.
• Time line now defaults the end date to ‘now’.
• Unavailability panel in the new calendar event form now works properly.
• Fixed a problem with imported companies not rolling back.
• Tidied up a few places which ignored the “do not allow deletions by users” setting.
• Call list link now appears properly in custom views links.
• Fixed a problem with criteria campaigns and using tags as criteria
• Tag fields added to full search forms for contact and company.
• Quick-fill fields now work faster without refreshing the page after each update. There are many Quick-fill fields scattered through out the application – if you see the mouse cursor change to a hand while hovering an empty listing field (for example contact phone number) you can click to update the field right there without having to open the record form.
• Calls pagination from a company page (under the calls tab) will now work properly.
• Fixed a problem which made it impossible to revert a campaign from using a saved search to normal criteria.
• We’ve gone and added context menus to record links that lacked them.
• Fixed an issue with the status field in the combined form sending double values sometimes.
• Fixes to extended fields searching from the full contact and company forms.

If you are a pro user using the xml web services to update your crm data from your own website, please note that the time zone field for contacts have been update. The change is noted in the web services docs (available from the Profile Settings page under Setup).

• Pro users can now create extended fields that link to external sites. The links will open in a new browser window.
• Pipeline report now shows breakdown of deal commissions
• Deal commission totals reports added to the report library (2 reports – one for open and closed deals)
• Event form now contains a new check box to determine if to also email the event contact if emails are to be sent. Tick the box to include the contact in the event email notification (prior to this release the contact was always included in the email notification).
• Pipeline report now allows to show open, closed or all deals. We’ve also move the Closed/Open deal count to the top of the pipeline report as this is not affected by the open/closed filter. The default is to show open deals.
• We’ve added the Closed field to the call import mapping form.

Fixes:

• Fixed a problem when searching for extended fields using a data value from the advanced search panel for contacts and companies.
• Notes created by email campaign mail outs will now record the creation date and time properly
• Fixed a problem when subscribing a contact to multiple campaigns that are set to auto send and create notes. In such a scenario, the auto send will now work fine.
• Pipeline date filter now works properly when using the 3-part date selector
• Call note saving from the call page will now work properly with the regular plain text field.

Additions:

• RIGHT CLICK CONTEXT MENUS! – You’ll now be able to right-click items to open an actions menu for that item. For example, click a contact name to open a menu showing actions like Email, Call, Edit etc. As well, right clicking contacts and company links will also show some useful descriptive information such as phone numbers, emails etc..
• Queue and Hold for email campaigns – You can now queue an email campaign to be sent out but hold the mailout until verified by you. This gives you an option to review and amend the campaign’s output and see who will be mailed out and what the email would look like.
• Extended Field search now includes AND, OR and NOT criteria – You can now perform advanced searches based on your extended fields via the Full Search form for contacts and companies. We will extend this to the rest of the record types in the near future.
• Criteria Campaigns can now use saved searches as the criteria - This is the new recommended way to use criteria campaign. Simply choose an already saved search (via the full contact search form) and the campaign will include those contacts returned by that search.
• Events this week display on the front page now shows event count when you fold a section.
• You can now search by Tags from each section’s search panel.
• You can now change the access key for the search field from ALT+S to anything you like (ALT+S clashes with a Firefox shortcut for the history menu. You can find it in page 1 of the Preferences screen.
• We have made some improvements to the page sizes that are sent to your browsers to increase the general speed of the site (this will be an ongoing effort and we’ll keep on improving on that area).
• You can now edit call notes while viewing the call details page and call script form.
• The Rich Text editor that we use (the wonderful tinyMCE) has been upgraded to version 2.10.
• Raw exports now start at the click of a Start button instead of immediately when the link in Setup is clicked.
• You can now re-index your extended field data (should the need ever arise) via your Setup screen. This is only available for User Administrators.

Fixes:

• Criteria Campaigns now return proper results when using extended fields.
• Clicking Make Call from a deal page that has a primary contact set, will default the call to that contact (and/or company).
• Contacts and companies created when importing Call records will now roll back properly if that import rolls back.
• Raw exports should now work fine.
• Contact Custom Views now show the Email link correctly on the right most options column.
• When you click the Call button for a contact, the relevant phone numbers will now be displayed in the call form.
• Full search forms (contact and company) will now load saved searches containing extended fields properly.
• Pressing the Return/Enter key when on a form that contains lookup will now submit the form as expected and won’t open the lookup search window.

The upgrade will bring forward a good deal of new features requested by the Professional version account holders.

Have a great weekend,
The freeCRM team.

We actually recommend all users to use that setting as it can save you time by auto creating companies as you need them.

• When creating events, you’ll now receive more detailed notification regarding who was emailed a notification of the event and who was not.
• When mass updating many fields (via the short list) you can now choose to append a value to existing fields instead of overwriting it. This is only applicable to textual fields, and only in the Professional version.
• Added a Save and Create a Follow Up button when editing a call record.
• Added new user preference to open a call record for editing when setting it to Closed (via the button).
• Added Nickname to contact’s form fields.
• New Profile setting added under Setup => Profile Settings => Page 2: Allow duplicate company names. When set to YES the system will allow entry of duplicate company names.
• You can now default the Calendar tab to show the Day view instead of the Month view. The setting is under Page 2 in your Preferences screen (from the left menu bar), and is the last setting currently on that page.
• Shortlist will now not allow duplicate shortlist names when saved. If no name is entered, the shortlist will be saved as Untitled. Any duplicate name will be appended a number, so a second untitled shortlist will be saved as Untitled 2 and so on.

Fixes

• You can now enter a date in the quick search box to retrieve all events from that date.
• When creating new Case, Task or Deal from a call, the contact and company will carry over to the new records where applicable.
• You can now properly update date fields when mass updating records.
• Fixed issues relating to importing deals with new products where the products and quantities did not always import correctly.
• Quick search now also properly searches by deal contacts.
• Fixed the Remove button from the calendar event. It will now remove selected users from the assigned list properly.
• Fixed a problem with raw exports not always working.
• Exporting from shortlist will now not export unchecked items in the shortlist, so you further filter out records you’d like not to export by unticking the check box next to them. Note that Updating mass records from the shortlist will affect all short-listed items of the selected type without regard to the state of the check box.
• Fixed a problem where companies were not showing up when performing a search by tag (by clicking a tag).
• Fixed a problem with tasks not showing in the calendar for certain security settings. Now tasks for all users will show in the calendar when the GROUP security setting is used, and individual tasks per user will show in other settings.
• Resolved a few issues with the pipeline report where inaccurate results might show in certain circumstances.

• NEW: Interactive Time line! A new way to view your calendar in time line view.
• Raw data export: you can now export your data in raw format which means you get access to all your data as we have it. Great for backups! You can find the raw export under Setup (administrators only).
• New report Deals by source is now available.
• You can now map the Created at and Last Modified fields when importing records.
• Quick search now searches also by deal contacts.
• You can now search companies by Parent Company.
• You can now set up event reminders as internal reminders to prevent the Contact assigned to the event to get the reminder notifications.
• This Week box on the home page now allows folding of sections (you can fold in all the tasks for this week, for example).
• From the New Call form you can now create new Tasks, Deals and Cases while creating the call record (and have the two tie together).

Fixed:

• Removed erroneous remove link when listing Criteria campaign subscribers.
• Relabelled wrongly labelled Prospects lookup field in the Task form to Deals.
• Product import now obeys the create-duplicate option.
• Product imports can now be rolled back properly.
• Emails are now sent using the UTF-8 character set, which means they will handle special characters better than before (umlaut, languages such as Arabic, Hebrew, Chinese etc.)
• Resolved an issue with importing/exporting extended character sets.
• Fixed a problem in the month calendar view where for certain time zone configurations, the Today designation wasn’t always accurate in certain times of the day.
• When exporting company data, the service field was renamed to company_description to reflect the actual field purpose.
• Fixed Deal commission field to accept values in the format of 123.123 (i.e., up to three digits and three decimal points.
• Fixed an issue with addresses not importing correctly when merging an import containing existing companies and new contacts.
• Fixed mass tag update not affecting company records.
• Fixed a problem preventing the deletion of documents if the document title (set in the document envelope – not the actual file name) contained an apostrophe.
• This Week box now respects the Preferences option whether to show completed records in the calendar.
• Fixed report parameter form not showing correct name for selected report.

All sync clients must be configured to use the following SSL URL:

https://sync.freecrm.com:8443/sync4j/sync

For instructions on setting up the FreeCRM sync products:

http://www.freecrm.com/sync.html

We do not automatically change everyone’s timezone — there are a number of locations throughout the world that do not observe daylight savings.

Thank you,

The FreeCRM team.

• You can now use Extended Fields in your Mail Templates!
• Hovering a contact name will now display a tooltip with the Contact’s contact information. You can disable this feature from the Preferences screen by setting the Use Contact Tooltip option to No, on Page 2.
• Calendar month view now shows a summary of events for a day when you hover the mouse cursor over that day.
• When you now click the Queue link next to an email campaign you’ll be given the option to view the contents of the queue for that campaign, and remove individual emails or clear it up completely. You’ll also see any failure notice regarding specific emails there.
• We created a new combined contact and company form that allows you to create/edit both contact and company together on one screen. You’ll find a new link titled Combined on the sub navigation menu below the top tabs.
• A new button was added to the top of the Contact form. When clicked, and a company is present in the Company field (via the Company Lookup), it will populate the contact form with relevant data from the company record. This can save a lot of typing when you are entering contacts for a company and the contact details match those in the company record (pro version only).
• You can now switch to other reports from within a report screen without going back to the main report section.
• You can now duplicate a calendar event by clicking the Duplicate button in the event page (pro version only). A new form will be populated with all the duplicated event fields though a new event will be created when you save. Note that the event minutes field will not be copied over.
• Company Priority field is now a customizable Field Set.
• Case custom views now include the Assigned To field.
• Task deadline now includes the time.
• Date values now link to the corresponding calendar day.
• Mass record update form can now add or remove record tags in bulk.
• We changed the way the inner tabs within a record page look and behave. The system will remember (during your session) the last selected tab and it will be selected the next time you visit similar records. You can turn off the ‘stickiness’ of the tabs from Page 2 of your Preferences screen.
• Added City, State and Country to the email campaign criteria.
• Added an Alternative Email field to contacts. Note that the primary email is still the one used by default in mailouts etc, and the new email field is there for reference.
• You can now double click an email template tag to insert it into the current document, in the template editor.

Fixes:

• Mass record updates now works properly with company status, priority and category.
• Moving through the months and years of a calendar month view now retains selected user (for User Administrators)
• Fixed a problem with adding more options when editing multi-select elements in the Form editor using Firefox.
• The user preference to automatically close calls when an end time is put in will now work fine.
• Fixed an issue where using the A-Z letters to filter by first letter did not work if you had a default saved search that was later deleted.
• Fixed a problem with company note import when mapping by company name (to use existing records, as opposed to creating new ones on the fly).
• Mass record update form now allows updating field sets to an empty value.

1. Log into your Gmail account. Go to the Settings screen
2. Select the Forwarding and POP tab
3. Under POP Download choose one of the Enable option that suits you.
4. Your Gmail is now ready to be used as a POP and SMTP account. You might want to read the configuration insturctions. See the ones titled “Other” (or see here)
5. In the CRM, click the POP Accounts button on the left menu and create a new POP account.
6. The parameters for the POP account are those given to you by Google (in configuration instructions). Normally you’ll want to set Email Address to be your gmail email address, the POP Host would be pop.gmail.com and the smtp will be smtp.gmail.com.
7. Use your regular Gmail account login for the username and password fields for both POP and SMTP.
8. That’s it. Our server will pick up on the fact that you use Gmail and will make sure that communication between your and Google is done on an encrypted channel as per Google’s requirements.

Lets examine a simple usage:
A computer retailer might require to represent the following data structure:

• Desktop Workstations
  • Intel based desktops
  • AMD based desktops
  • Sun workstations
  • SGI workstations

• Laptops and Notebooks
  • Small form factor notebooks
  • IBM Thinkpads
  • Tablet PCs
  • MacBook
• Servers
  • Linux based servers (Intel)
  • Linux based servers (AMD)
  • Sun servers

The retailer wants to have one drop down with the three top level options: Desktop Workstations, Laptops and Notebooks and Servers. Our retailer then wants a second drop down which will show the sub options for each selection in the first. So that when a user chooses Servers the second drop down will show only Linux based (Intel), Linux based (AMD) and Sun Servers.

To do this, first we need to create both drop downs extended fields. The first one contains the three top level options. Note the new check box that will appear in the form and determines that this drop down has a child dependant drop down.

The second drop down should contain ALL the sub options of all top levels. That is , the second box should contain the options for notebooks, servers and desktops.

After both drop downs are created, open the first one for editing. A new form will show underneath the field form:

First, we need to select which other drop down is the dependant ‘child’ drop down. Select the second drop down you created containing all the sub options.
Then, select each option for the parent element, via the radio checks on the left side of the form, and then select all the related options on the right side. If you need to select more than one option, you can hold down the Ctrl (Command for Mac) key.
After setting each option, click the Save button, to make it ‘stick’.

That’s it. The next time you open the record type containing those drop downs, the relationships will be apparent. When a choice is made in the first drop down, the second one will adjust its options accordingly.

Note

To maintain backward compatibility with existing data, if you modify an existing drop down to add a dependant child drop down to it, and there is data in the system that contradicts the relationships you have created, it will still show even though it does not fit the new context you set up. This is done to ensure that you will not loose data.

Additions:

• You can now set up extended fields of the drop down type (select boxes) which when selected, control the options that appear in another extended field drop down box. This is quite handy if you’d like to restrict the data that your users can select in for a record, and contextualise it.
  For example: you can setup a drop down extended field titled Sectors that holds various sectors your industry, and another drop down that contains different disciplines unique for each sector. When the user selects the top level Sector the appropriate disciplines show up in the second drop down, limiting his selection to the right context.
• You can now determine the start date of a Sales Target.
• Added a new way to order Form elements. This is available via the Form Editor for each form.
• You will now be notified about new communications from us regarding your open support cases, so you won’t miss important information regarding your queries.
• You can now customize which voip protocol to use for displaying phone number links. This setting can be enabled in the Profile Settings screen (Page 2). We also disabled the restriction to begin phone numbers with a + sign and country code but do make sure the phone number format matches the one required by your voip application to enable the integration between freeCRM and your software voip phones.
• We’ve modified the number format for deal commission to allow percentage values with up to 3 decimal digits.

Fixes:

• Exporting from the shortlist now also exports addresses for contacts.
• Added an extra empty option to the industry drop down in contact search.
• The quick create form now expands to accommodate all fields in it without scrolling.
• Fixed an issue with exporting call script data.
• The action selector will now appear when the contacts results contains just one contact.

Additions:

• Email campaigns can be scheduled.
• Email campaigns send engine improved: You no longer need to wait for a mailout to complete.
• Added a link titled QUEUE to the email campaign listing. Clicking it will tell you how many more emails are in that campaign’s queue waiting to be sent.
• Field sets keys can now have a numeric weight to control their order in the field set dropdown boxes. By default, field sets will now sort alphabetically, unless a specific order is determined via the weights.
• Added Expired as an option in the status field of Task search.
• The rich text editor option is now a global account setting instead of a user setting. That means that only the Administrators can set it on/off for the entire account. The problem with having it as a user selectable option, is that the editor generates additional Html content that maintains the ‘rich’ quality of the entered text. Users who do not use the rich editor will see that content as ‘plain’ text when they edit those fields, making the data less usable. If you have used the editor and it suddenly reverted back to the plain text mode, please consult your Administrator to turn it back on for the entire account. Email template will have access to the rich editor regardless of this setting.
• Documents can now contain tags, which allows easy grouping of documents to a group of other records.
• Knowledge base content will now utilize the rich text editor if that option is enabled for the account.
• You can now set a default POP account to be pre selected in email forms. You can do that via the POP account data page.
• You can now set a User Administrator setting to change all country fields from a free text field to a drop down.

Fixes:

• When performing a campaign mailout, the list of subscribers will now only show if you click the Show Subscribers button.
• Fixed the Show Projected Value button in the deal form. It now correctly collects the sum of all attached products.
• Fixed full form searches failing if you search by date extended fields and have the calendar mode set to use the 3 date selectors.
• Deal quantity defaults to 0 when editing a deal without a product.
• Category added to contact full search form.
• Default custom view is now pre selected in full search forms (contact/company)
• Fixed a problem with company mass field update

• Full UTF (Unicode) Support - Our database and application are now full UTF8 compliant and can support characters from most languages correctly, including support for importing/exporting data with extended character sets.
• Criteria based email campaigns now include tags as part of the criteria. Note that when using tags in the criteria, the operator used will be OR and not AND (e.g., adding both tags Magic and Tragic to the criteria, will pull out contacts who has either tag).
• The contact record page will now show a list of all other contacts that were referred by the contact.
• Deals now contain a commission field (percentage). When viewing a deal’s record the commission amount will be calculated using the commission percentage and the deal total amount.
• The Welcome text box in the preferences screen will now use the rich text editor if you have it turned in your Preferences settings.
• Products amount/cost can now contain values of up to 99,999,999,999.99.
• Added wholesale price field to products.
• Cases now show the Deadline field in the default view. As well, overdue cases are marked in red and those expiring today are marked in yellow.
• Added an Industry field to the contact search panel. This is a drop down pick list which shows all the industries used by the company records in your database. Searching by Industry will pull out all contacts that relate to that industry (via their company connections).
• Added the ability to import from vCal files.
• Added Deal Identifier to task import field mapping
• The home page now shows cases expiring this week and overdue ones.
• Added Save and Create New button to the Extended Fields creation form.
• We rearranged the Setup screen.

Fixes:

• Fixed a problem in the contact full search form that happened during the last release.
• Fixed task query when sorting by Assigned To (applicable only if you created custom views that contain that field).
• Deal search by contact now includes the primary contact.
• Fixed a bug where under the RECORD security setting contacts might not appear under their related companies if the owner was not assigned explicitly.
• Fixed a problem where if two users created tasks/case/deal records at the same time, the records might share the same sequence number.
  As a result of this fix, if you create a task/case/deal record which at creation time shows its sequence as 10032, and another user has created a record of the same type with the same number before you had a change to submit your form, then your record will receive the next sequence number in line (i.e., 10033).
• Fixed a problem when paginating tag searches.
• Fixed a pagination issue when performing searches by owner in the Deals section.
• Added State field to call search results and listings to show the call’s Open/Closed state.
• Extended field ordering field will now expand to show all fields without scrolling.
• Fixed a problem in the user’s time online report where sometimes certain logons would not be counted in the total for a user.
• The import tool has been improved and updated.

Update: You’ll find a new drop down box in the import form to allow you to select the encoding of the file you are importing. This is required if you are importing files with extended character setc (i.e., files containing chinese or thai that are NOT UTF).
For more about character encoding, see here

This is a major upgrade and we expect freeCRM to be offline for about 3-5 hours.
The upgrade will include our next release as well which contains yet more new features and fixes!

NOTE: this upgrade has been originaly scheduled for 5PM PST and has been postponed by a few hours.

• Conference Calls – you can now create calls with more than one contact.
• Default Searches – you can now set a default search for the different sections. For example, “Show all Presentation type tasks as the default view for Tasks”. To set a default – save a search and click the little push pin next to the saved search selector. This is only available on the extended search panels at this stage.
• Contact full search form now allows searching by birthday using date ranges or by a specific month.
• Criteria based campaigns can now filter by extended fields
• You can now select to show overdue events in the home page. To turn this feature on, see your Profile Settings screen under Setup. Note that you need to be logged in as a User Administrator to access this screen. Overdue events show in a red/orange colour and events whose deadline expires today show in yellow.
• By default, completed cases and calls will not show in the calendar and past events and deals will show in the calendar. However you can change this via your Preferences screen (page 2).
• New report: Call flags by users
• We added a Blog button to the left menu.

Fixes:

• Extended fields in custom views is now enabled for all record types.
• Exporting from the shortlist now works.
• When sorting views by contact birthday, the sort will now by month instead of by the whole date.
• Enhanced lookups will now populate the company field with the selected contact’s company (where applicable).
• Enhanced date selectors (popup calendar) now also include a button to clear the date
• Fixed an issue with task deadline not clearing under certain conditions.
• Better wording for the selection of extended fields (under setup).
• Fixed a bug when editing an extended field of type Checkbox/Radio where the edit box for the field’s options would not open right away.
• We changed the wordings of the Data Confirmation page’s confirmation message. It no longer states that the user will be redirected to freeCRM.com, and instead suggests they can now close the browser window.
• The This Week panel on the Home page will now scroll when there are many events instead of displaying as a long list.
• Fixed a performance issue when importing very large data sets with a very large number of extended fields.
• Changed wording for the data confirmation message.
• In the Setup screen, we renamed Update Profile to Profile Settings.