more CRM fonction in cashboard

jeremie dejonghe's Avatar

jeremie dejonghe

16 Sep, 2013 12:29 PM

Hello,
I think it would be great to have more function in CRM cashboard.
Indeed, having customer group, leads, etc ... associate actions, manage a pipeline etc ... would be great.

  1. 1 Posted by Sarah McAleer on 14 Jan, 2014 07:57 PM

    Sarah McAleer's Avatar

    I super agree. I am new to CRM lingo but I do think managing customer relations and not just their project tasks and costs is what this platform is missing. From what I can see Cashboardapp is an address book of clients.

    I should not have to manage more than one platform for one project if I am paying for a service. With Cashboardapp, I have to manage discussions regarding the project as a whole with my client in gmail and I have to share files and receive digital assets using dropbox. Will you offer more CRM asapects in the future like this year?

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