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lessannoyingcrm.com · newsletter
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👀Sneak peek at today's newsletter:
In the last newsletter I shared some small feature upgrades and called them the appetizer. Here's the main course! Your CRM has a new look, part of our push to make it simpler and easier to use, and saved views are the star, putting your most-used lists one click away. Then I'll tell you about CallPal, a new calling partner for anyone who spends a lot of the week on the phone.
🗂️ A Simpler CRM, Starring Saved Views
A Less Annoying CRM contact list with saved views pinned as tabs across the top: All contacts, No task assigned, and Assigned to me, next to an + Add view button
A peek at Tyler's walkthrough: saved views pinned as tabs, with + Add view to make your own
This year our main focus is making the CRM more intuitive and easier to use, rather than adding more to it, and all of these changes came out of your feedback.
We've been turning these updates on account by account. If yours is one of them, you got an email from us when they arrived and this will all look familiar. If not, they're on the way soon, and here's what to expect:
🗂️ Saved views: take any mix of filters and sorting, name it, and pin it as a tab. Click + Add view at the top of your contacts, companies, or pipeline reports to make one, and one click brings it back any time. (Step-by-step directions here.)
📋 Board view is now the default for pipelines: it breaks your pipeline down by status so you can see where everything stands at a glance. List view is still there as a saved view, and you can drag it to the front if you'd rather open to that.
🏷️ The Contacts tab is now CRM: contacts, companies, and pipelines all live there together, and activity and task reports moved over to Workspace.
👥 Contacts and companies each get their own list: two clear lists, so it's obvious which one you're looking at. If you work with companies more than contacts, you can reorder them on the customize your CRM page.
🔎 Filters live at the top of the page: they sit right above your list, visible while you work.
Our CEO Tyler recorded a short video walking through all of it over on our forum, which is the quickest way to see how everything works.
Don't see these features yet? Just email us at help@lessannoyingcrm.com and we can turn them on for you!
Watch Tyler's walkthrough on the forum!
📞 Meet CallPal, Our Newest Integration Partner
CallPal's integration page, headlined Power dialer and click-to-call for Less Annoying CRM
CallPal's page for their new Less Annoying CRM integration
I'd like to introduce our newest integration partner! CallPal just built an integration with LACRM, and they make outbound calling software for small teams, so it's a good fit if phone calls take up a big part of your week.
Your contacts stay right where they are, and the calling happens around them:
☎️ Click to call: dial any contact straight from your browser, no copying numbers back and forth.
⚡ Power dialer: work down a list without dialing each number.
📝 Calls log themselves: when a call wraps up, CallPal writes a note on the contact record in LACRM.
🔄 Automatic syncing: your contacts, companies, and custom fields sync from LACRM.
📱 Your own phone service: CallPal works with the phone company you already use, so you pay their rates instead of marked-up minutes.
CallPal is built by a separate company, so their team is the one to ask if you have any questions. You can reach them at support@callpal.co. Since it's a different product, CallPal has its own pricing.
Take a look at CallPal!
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