Steel CRM


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Helpful Hints Added

Mon 13 Sep 2021

As soon as you log on, hints of what to do next and functionality tips will appear at the bottom of the screen in yellow. Click "Got It" to dismiss each message permanently and see the next hint for that form (if any).

Steel CRM Home

Country added to Locations

Fri 13 Aug 2021

Country field has now been added to Locations, so you can keep track of overseas contacts.

API enters live trials

Fri 30 Jul 2021

The new API for Steel CRM is now in a live trial phase. If you want to link up Steel CRM to your other online software, please send us an enquiry form.

Adhoc Send Form Letter Function

Mon 5 Jul 2021

Adhoc Send Form Letter Function

We just added the option to send a form letter via the Contact Details.

See the Marketing page in the Contact Details form. The Activity Type form was streamlined to change pages based on the style and to be clearer on the way each style works.

At some point in the future, we may look at splitting manual activities and sent form letters/messages into two separate items. They would still both be retained for the historical record but they could be presented as two different things in the configuration (activity types and form letters) rather than two styles of activity type.

Web site feature released

Sat 19 Jun 2021

We just released the built-in web site feature and are working with the early adopters to check that it meets their needs. Set up an account and see Web Site on the menu to set up your site.