ProWorkflow CRM?

Due to customer demand, we’re now reviewing the idea of adding a CRM plugin to ProWorkflow. We think it’s a good fit for the ProWorkflow app and our users needs so have your say and help us get this done right 
.

So who wants a CRM Manager?

If you are interested in this, feel welcome to add general thoughts and comments on this blog post below, however all detailed functionality ideas should be added to our UserVoice page.

This way other customers can vote for your ideas and we can create a great CRM plugin that appeals to most users needs.

Some of our initial ideas are:

• Import from Highrise, Salesforce, SugarCRM and JavelinCRM
• Import from XL or a Text file
• Add Contacts manually
• Contact list showing statuses, possibly grouped
• Add notes and followup reminders
• Call manager page for call/contact reminders
• Basic report
• etc…

Nothing is set in stone yet – we’re just gathering ideas. We don’t want to make it complex, just a good easy to use way to bring in prospects, mark their status, add notes, plan calls/followups and when a live lead, push them into ProWorkflow’s main contact list.

So now is the time to have your say. We don’t want a large complex tool, just an easy way to manage leads…

Add your general thoughts about the idea below, and specific functionality ideas to the UserVoice page. Let us know if you think it’s a good move to add a CRM plugin.

Tags: Addon, App, contacts, CRM, Highrise, JavelinCRM, Manager, Module, Plugin, proworkflow, Sales, Salesforce, SugarCRM