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.

The New Heap CRM Dashboard

Saturday, March 8th, 2008

We've made a number of enhancements to the dashboard. First you can now move uncompleted events from the previous two weeks to the dashboard calendar. Also you will notice that we now show the five most recent messages for each prospect.

The New Dashboard

Search by Category, Association, Calendar or Tag in Heap CRM

Wednesday, February 27th, 2008

We've just released a massive enhancement to our search system. You can now search:

  1. Only in a specific category (or on a specific calendar)
  2. Only on items associated to a particular prospect
  3. Only for items with a specific tag
  4. Some combination of the above

Learn more here >