New Features to All Platforms

Chat

A new chat system that provides a quick way to communicate regarding related items. We are using the ASP.NET SignalR for live updates when messages are posted.

Mobile Client Native Application

The new Mobile Client provides a fast and efficient way to access the CRM. The new client uses the mobile views for simplified layouts and provides a quick way to chat.

Data De-duplication

Duplicate records are checked as a record is saved, with the ability to ignore the duplicate warning.

New Professional and Enterprise Features

Report Designer

A new Report Designer adds greater flexibility to reports that can be created from with SplendidCRM. The new Report Designer looks and feels similar to the Microsoft Report Builder query designer to minimize the learning curve.

Twitter® Tracking

Multiple tracks can be defined so that user can keep track of the happenings in social media. Tweets can be monitored in real-time on the user's home page.

Asterisk® Integration

The CRM can now monitor Asterisk PBX call events and log both incoming and outgoing calls. Users can receive real-time notifications when an incoming call arrives or when a call is missed.

PayTrace® Integration

PayTrace is a payment processing gateway that allows merchants to process Level II and Level III transactions at a lower transaction rate.

Surveys

The new survey module will allow you to create surveys with radio buttons, checkboxes, dropdown menus, text boxes, rating scales, matrixes and demographic questions.

New Reports

Forty-two standard reports have been added.

Google ® Apps Synchronization

Enabling Google Apps Synchronization makes it easy to ensure that all your users have the latest contact and appointment information at their fingertips.

New Enterprise Features

Offline Client Native Application

As a native application, the Offline Client can store and manage large amounts of data, limited only by the memory of the device.

Intuit QuickBooks ® Synchronization

Customers, Estimates and Invoices can be synchronized so that your accounting system will always be up-to-date.

SplendidCRM Personal Edition

Single-user CRM

SplendidCRM Personal Edition is an implementation of SplendidCRM for personal use on a tablet device. The product has the same look-and-feel as the SplendidCRM Community Edition web application, but it maintains a local database for single-user utilization. Core modules include Accounts, Contacts, Opportunities and Leads.

SplendidCRM on Windows Store

http://apps.microsoft.com/windows/en-US/app/splendidcrm-personal-edition/0b000c01-32f8-456f-a72b-6e5d2279e4e8

SplendidCRM on Google Play

https://play.google.com/store/apps/details?id=com.splendidcrm.android9