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Our goal is to allow you to completely free your Inboxes from Freedcamp emails if you wish. We just released out new Notifications page. Let’s call it version 1.3. Why 1.3? This is because we felt a need for it and released it internally improving a few times before deciding that it is ready to be released for all of our users.
Please meet new Notifications page.
(1) – it is accessible from anywhere in Freedcamp and shows new unread updates for you
(2) – you can easily switch to see only new/all updates or mark all updates as read
(3) – if you have multiple projects and like to walk through updates by a project – we added a filter
(4) – each line is prefixed with project color (hover to see project name if needed) and application icon – easy to see if it is a discussion, to-do or a file update.
(5) – we show you how many unread updates are inside when you expand by clicking to open it and …
(6) – we put on a darker background updates you already read but still keep them to make it easier to follow.
(7) – very soon we will be adding another filter which will respect your notifications settings shown below
At the moment we show all updates in projects and applications you have access within even your settings set to ‘minimal’ or ‘no notifications’, for example. So a new filter will have two options – ‘all updates’ and ‘my updates’, where last one will take in account notifications settings set on ‘My Account’ page. Once this filter is added we will update Notifications settings allowing you to select separately notification levels per project and if you want to keep getting emails with updates.
We are also planning to add thumbnails and previews for attached files. You will also see more descriptive messages, where now we just say ‘updated’ or ‘edited’ (showing wireframes):
If it is a to-do or a milestone with a due date and it is assigned to you – you will also get reminders from Freedcamp visible only to you:
Last weekend we added rich text editor in To-Do’s as well as adding a few extra buttons you and we missed most – underline, strikethrough and remove formatting.
In January 2015 we increased free file storage from 50MB to 200MB and this week we changed 2MB per file limit to 10MB. Our paid storage plans start from just $2.49 per month for 1GB to $39.99 unlimited storage.
Customer relationships are what drive most businesses to become successful. In most cases, the customers you serve are directly responsible for the growth and profitability of your company. Maintaining a positive and consistent relationship with these people can be the key to your success.
This is where CRM or Customer Relationship Management comes into play. CRM is a way to keep track of current customers, or gain new ones, all in hopes to potentially drive more business. You know that calendar reminder for Aunt Mary’s birthday? Your relationship is on good terms with a simple “Happy Birthday!”. CRM is like that powerful reminder to stay in touch, building stronger relationships and allowing you to reach out to others. It’s an essential business tool that can be extremely profitable.
For those new to CRM, I’m going to explain the basic rundown of Freedcamp’s CRM application. By the end of this article you should have a better understanding of how CRM can work for you and your business. For those familiar with CRM but haven’t checked out our app, head over to the Freedcamp Marketplace and give it a go, completely free for 7 days!
To continue with the overview, I will be breaking down the CRM application into 5 segments: Contacts and Leads, Tasks, Calls, Campaigns, and Extras. So let’s begin with with the most important piece, the customers aka contacts.
CONTACTS and LEADS:
Upon entering the CRM application, you’ll want to begin by adding a contact. You are prompted to enter information such as name, title, company, phone, email address, social media pages, etc. Unlike many CRM apps, you are allowed to store as many contacts as desired. Once a contact has been added, you are then able to view and share them under the ‘contacts’ page.
Creating a lead is the same process as creating a contact. Only difference is checking the box that says “is lead”. That simple! All leads are appropriately listed under the ‘leads’ page. They are people who you have approached but are not yet clients.
Tasks are scheduled events that involve a contact or lead. This could be a follow up email, a phone call, a lunch meeting, or a simple thank you. They can be assigned to anyone in your project along with due dates and reminders. You are also able to make them private so only those assigned to the task can view it.
As guessed, all tasks are filed under the ‘tasks’ page, and any upcoming tasks are shown on the right side of the page.
Similar to tasks, calls can be used as logs or reminders when chatting via phone. It’s a great way to record and reflect on things discussed that you may forget about later in the week. Creating a log allows you to list duration of the call, subject, inbound or outbound, whom you were speaking with, and more. Call logs are easily accessible under the ‘calls’ page.
A campaign can be a way to leverage all those contacts you’ve found to earn yourself some profit! It can also be used as a way to target or gain leads. The choice of campaign, whether monetary or not, is completely up to you. Campaigns can be assigned to anyone in your project and have a beginning and ending date as well as an overall goal.
They can be viewed and results can be posted under the ‘campaigns’ page.
There are a few extra features within the CRM application that I’d like to highlight, specifically the import/export and search functionality.
If you’re migrating from an existing CRM solution or have an enormous Excel spead sheet of contacts, we’re here to help. Freedcamp’s CRM allows you to import vcards, CSVs from Highrise, Excel files from Highrise, and Excel files from Outlook 2007. Hopefully saving you the time and effort of inputting those by hand. We also allow you to export all your contacts to vcard, CSV, or Excel file for an easy transition.
To bring everything together we have the search functionality. A simple input box at the top of each page that allows you to easily sort and find any contact, task, call, or campaign ever created.
As you can see, CRM can be a powerful tool for gaining and retaining happy customers. I hope this overview has shed some light on Freedcamp’s CRM application. Visit the Freedcamp Marketplace for a free 7 day trial of the app, and see how it can help grow your customer relationship, today!
We’ve gone to great lengths to ensure that Freedcamp is now safe to use by the least tech savvy person you know. Get started on a camping trip, shopping list, wedding, or whatever life brings you next. We guarantee you Freedcamp will make it easier.
1. Settings. We moved all icons you previously saw on top right to a drop down menu – looks cleaner and gives us some space to add global search, quick add icon to let you quickly add a task or start a discussion or create a time entry from any place in Freedcamp for any of your projects without switching projects.
2. New Notifications page. We will post more information in our next blog post.
3. New Dashboard. A lot of new users were confused how to access projects, invite people and install applications. We hope we solved this with new Dashboard page.
We did not want to confuse all our existing users so we set Widgets as a default page for you but you can easily change on My Account page what that top left button in a header should be and what page you will see after a login.
Dashboard page is where all your projects are as cards and Widgets page is where widgets live. If your default page is Widgets you can access Dashboard by going to Widgets page first and click top left button again to go to a Dashboard. Previously we used to call a page with widgets a Dashboard but now it is Widgets page.
If you set your default page to Dashboard – you can easily access Widgets page this way:
If you set your default page to Widgets – you can easily access Dashboard page this way:
4. To-Do’s. Here we added Kanban view and option to archive and hide completed To-Do groups.
Archiving also works for Discussion groups.
6. New access profile to assign to users and new Manage apps and teams page to combine 4 old places you had to visit to get it done. We will post more information in our next blog post.
7. Wall. We will upgrade and redo Wall application in 2015 but many people simply do not use messaging/chat in their projects so we allow now to uninstall Wall and we do not install by default into all new projects. Uninstalling Wall is now as any other project group application.
As usual feel free to email us at email@example.com. We are available to talk to you and answer any questions almost 24/7.