New Features to All Platforms
Document Content Searching
◾Search contents when enabled within SQL Server. Supported document types include Microsoft Office, PDF and many other popular types.
Tagging is a popular way to categorize records across modules. Any user can create a tag and associate it with a record.
Tags can be searched per module and globally.
Role-based Layout Views
Administrators can now define the views to be used based on the primary role of the user.
Automatic Currency Conversion
Support for the cloud service currencylayer allows currency conversions for 168 currencies to be up-to-date.
Zip Code Lookup
Built-in database of US zip codes with lookup and auto-complete.
Activity Streams provide quick access to detailed information regarding changes to a record.
The Seven theme adds a bit of color to provide quick visual clues to the type of module being referenced.
New SplendidCRM Ultimate Edition
Azure Software Deployment
Virtual Machine, SQL Database and DNS Name creation along with software deployment.
Business Process Management
Business Process Management is fast becoming a required feature in a CRM.
This new feature is a combination of a web-based BPMN diagram editor and the Microsoft Windows Workflow Foundation 4.5 Flowchart activity,
the result being an incredibly powerful engine that is relatively easy to implement
New Professional and Enterprise Features
The parent-child relationship of teams can be used to control visibility of records.
Acquire signature and embed into PDF for Quote, Order, Invoice or Contract.
Outlook Addin for Office 2013/2016
Quick lookup of all records relating to sender. Works in Outlook Web App and Outlook Windows client.
Opportunity Revenue Line Items
Revenue line items provide a way to provide details to an opportunity.
Credit card processing using Authorize.Net
Updated Google integration
Contacts and appointments synchronization was updated to use the Google v3 API.
Updated PayPal integration
Updated credit card charging to use latest PayPal API.
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.
Synchronization with popular 3rd-party Email Marketing and Automation services including
HubSpot®, Marketo®, ConstantContact® and iContact®.
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.
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 is a payment processing gateway that allows merchants to process Level II and Level III transactions at a lower transaction rate.
The new survey module will allow you to create surveys with
radio buttons, checkboxes, dropdown menus, text boxes,
rating scales, matrixes and demographic questions.
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.
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.
Duplicate records are checked as a record is saved, with the ability to ignore the duplicate warning.
ASP.NET SignalR is a library that allows real-time bi-directional communications between web browser and web server.
Text Messaging is a new activity that users can perform across the CRM.
The Twilio service allows the users to send and receive SMS messages in real-time.
Enhanced Twitter® Integration
Tweets can now be sent directly from the CRM and they can be imported and archived in the CRM.
Deleted records can be searched and undeleted in the admin panel.
New calendar clearly displays events across many hours.
Recurring Calls and Meetings
Events can be set to recurring daily, weekly, monthly or yearly.
Popup reminders and email reminders are now supported for calls and meetings.
Updated HTML5 Offline Client
Updates include major performance enhancements, relationship panels and multi-panel layouts.
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 ® Online Synchronization
Customers, Estimates, Invoices and Payments can be synchronized so that your accounting system will always be up-to-date.