neetoCRM got task calendar view, autofill new lead, inactive days configuration, won-lost deal and task notifications

Neeraj Singh

By Neeraj Singh

on November 21, 2023

neetoCRM is a customer relationship management software by neeto. Since the last edition was published, our primary focus has been adding new features. We made several changes and introduced exciting features. Let’s jump in and see the new features. You can check out the previous edition here.

1. Task calendar view

Tasks are used for your day-to-day activities, such as taking follow-ups with leads, sending emails etc. With the task calendar view's introduction, it has become easy to manage your tasks. A calendar view would be helpful to check your availability for a day, week or month. You can now create tasks directly from the calendar view based on your availability.

Task calendar view

Learn more about Task calendar view.

2. Auto-fill new lead details from mails

In neetoCRM you can create a new lead from a mail. With the autofill lead details feature, now when you try to create a lead on the mail's show page, by default, it would take the mail sender details into consideration and fill up lead's form for you.

Autofill new lead

Autofill new lead

Learn more about Autofill new lead.

3. Lead/Deal inactive days configuration

We have added a default filter, "No activity > 30 days," for tracking inactive leads/deals. A lead/deal is marked as inactive when no activity has been performed on it for a certain number of days. The activity could be adding notes, creating tasks, sending emails etc. You can configure the number of days after which the lead/deal would be marked as inactive. By default, it is set to 30 days.

Inactive days configuration

Inactive days configuration

Learn more about Inactive days configuration.

4. Won/Lost deal feature

You can now close a deal in neetoCRM by marking it as won or lost. We have default filters for won and lost deals, which helps you keep track of closed deals.

Won/Lost deal

Learn more about Won/Lost deal.

5. Task notification email

You can now enable daily notifications for your tasks at your preferred time. Once this is enabled, you will receive a daily email at your preferred time with the list of overdue tasks and upcoming tasks for the day.

Daily task notifications

Learn more about Daily task notifications.

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