Sales Genie CRM Exciting Updates
Sales Genie CRM recent Updates
Dynamic Visit Questions
Setup your sequence of dynamic questions which get triggered on prospect and customer visits. – Launched December 2024.
Visit KPIs
Setup KPI visits based on Prospects, and Customers. Under Development – Live 15th February 2025.
Complaints Module
Revamp to the complaints module with additional controls and functionality. Live 12th March 2025
Master / Child Accounts
Coming Soon – Manage accounts master/child for leads or customers. Live 25th March 2025.
What is coming soon on Genies development plans
Division Controls
Coming Soon – Manage leads and customers with company divisions control. Early Aptil 2025.
Email Campaigns
Coming Soon – Integration with our partned email service provider – exciting details coming soon. End April 2025
Dashboard Messaging
Coming Soon – Managers can post messages which will show on all users dashboard, for interaction and feedback. End April 2025.
Quoting Module
Coming Soon – Have a basic quoting system with invoicing functionality. End May 2025.
Invoicing Module
Coming Soon – Have a basic invoicing system. End June 2025
From as little as R1250.00 per month, unlimited users, up to 50 leads and customers!
