2009 has been a busy year for Heap CRM. And as I’m sure you’ve been busy too, you probably haven’t been watching the day-to-day enhancements to the product. Here is a list of features added in 2009:

Highlights:

• New Dashboard
• Offline Mobile interface for iPhone/iPod Touch/Android
  • Your most important data is always available, even when you are offline
  • Filter items right on the device
  • Add events, people, prospects, messages, comments and complete events (all offline)
• Large number of enhancements to search

Interface:

• Copy events by holding down shift key while dragging
• Use variables in event templates
• Showing related messages in message details page
• Customize tab names
• Change category and/or association of a message from anywhere
• Drag events from message to message

Search:

• E-Mail Round Trip Search has all the capabilities of internal search
• Search Reports allow you to create any report on any data you want
• Additional Bucket Selectors in Search:
  • date-after
  • date-before
  • update-after
  • update-before
  • city
  • state
  • country
  • custom-value
  • lead-before
  • lead-after
  • opportunity-before
  • opportunity-after
  • customer-before
  • customer-after
  • archive-before
  • archive-after
  • expected-value-greater-than
  • expected-value-less-than
  • probability-greater-than
  • probability-less-than
  • value-greater-than
  • value-less-than
  • phone
  • sound

E-Mail:

• E-Mail Round Trip Search has all the capabilities of internal search
• E-Mail Alerts for new messages and comments
• Use any E-Mail command inside E-Mail Templates

Integration:

• Perform mail merge with Google Docs or use Google Docs as templates
• Visualize Reports Data with Google Visualization API
• Gravatars added to People and Messages
• Twitter integration
• New Google Gadget for iGoogle or any other OpenSocial container
• MailChimp integration
• Shopify integration
• Import Google Voice Mail and SMS

Developer:

• WebHook added that supports creating messages, people and prospects

Account:

• Updated Affiliates Program
• Partner Portal
• Pay with Google Checkout

Ready for 2010?

This entry was posted on Wednesday, December 30th, 2009 at 3:46 pm and is filed under Heap. You can follow any responses to this entry through the RSS 2.0 feed.