Version History

Version 2.2
Re-designed the user interface (see screenshots) and upgraded some back-end code to improve usability. This was a major update including:

The uploaded custom logo for quotes and invoices is now displayed on all internal pages instead of the Your-CRM one helping you maintain your company brand
Sales Leads module was added to allow sales people to track leads and add calls, tasks and events against them
Custom invoice numbers
Task progress field was added so you can see how far a task has progressed

Version 2.1.3
Expanded events planner to incorporate personal calendars called "My Calendar". Each user can add their own events to their own calendar. info »

Version 2.12
Added facility so you can edit the header contents of any letters you send. Include your logo etc info »

Version 2.11
Added facility to save your own newsletter templates info »

Version 2.10
Added client logins. Clients can now login to the client area and view / print quotes, invoices and project information.

Added Paypal payments. Clients can now pay invoices using Paypal directly from their client area. info »

Version 2.0
Major redesign of user interface. Addition of timesheets for projects so you can now log hours worked on projects on a user by user basis. New events logging system with visual calendar showing events for that month. Added AJAX functionality to complement user experience. We also removed the language support. At this time, only English is available. info »

Version 1.19
Ability to be able to de-activate contact types so they don't show up when contacting customers, making the customer list a lot shorter

Version 1.18
Export feature added. So you can export your customer addresses into coma delimited file. Also export quotes and invoices between date ranges

Version 1.17
Ability to be able to store pre-typed letters for multiple use

Version 1.16
Ability to be able to hide open projects on the userpanel homepage

Version 1.15
When viewing a quote, the user can click a button to copy that quote into a new one to save time

Version 1.14
When sending quotes/invoices by email, the recipient has the option to view that quote/invoice online

Version 1.13
Ability to delete quotes that have not yet had an invoice generated against them

Version 1.12
Option to copy yourself in on emails and when emailing quotes/invoices

Version 1.1
Added bulk import feature