Archive for July, 2008

Heap CRM Dashboard – iPhone Native App

Saturday, July 19th, 2008

We were going to wait until this was available in the iTunes App Store, but we've gotten so many questions about it, that I thought it was time to share.

This is Heap Dashboard, our first (but not last) iPhone native app that connects to Heap CRM:

The goal of this app is not to replace the iPhone optimized version (in fact it links to it), but to provide mobile users of Heap quick (and offline) access to their most relevant data. The screenshot you see here is a shot of the prospect (leads, opportunities and customers) details page. A level up (in the navigation) is the list of prospects (where you are one of the managing users) and levels down include the message details page and the add message page.

Unfortunately, I don't know how long it will be until this is available. The app has been done for some time so it is completely in Apple's court.

Our general policy with "alternative interfaces" for our web apps is to give them away; and that's probably what will happen this time. But I'm not exactly clear on how Apple's business model works when the app connects to a pay-for web service.

So, if they request a portion of the monthly revenue from Heap CRM, we will instead charge some very minimal amount for the app in the store. We will give you a 70% credit (that's our cut) of the price to any user who requests it. It's not our goal to make money on the app itself.

Heap Dashboard is now available in the iTunes App Store here:

Heap CRM Now Supports Google Docs

Tuesday, July 1st, 2008

You can now link, create and upload Google Docs directly from Heap CRM (which also means you can tie them to particular leads, opportunities, customers and archives).

Here is the box you see when you post a message:

Click on the "Add a Google Doc" button:

From here you can link to an existing Google Doc, or create a new document, spreadsheet or presentation (these options are at the bottom of the drop down). Or you can click on "Upload a File" and switch to upload a Google Docs compatible file from your computer.

Clicking the "Link a File" link will switch you back to the list of Google Docs.

Before you can do any of this, you need to setup your connection to Google. From the messages page, look under the "Import" menu.

Click the "Setup Google Connection" button to allow Heap to access your Google Docs.