karmaCRM

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  1. Add full Outlook sync functionality

    Sync contacts, calendar, email and tasks between karmaCRM and Outlook. Link emails, both sent and received, with my contacts in karmaCRM and my outlook calendar.

    75 votes
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      1 comment  ·  Add-Ons  ·  Flag idea as inappropriate…  ·  Admin →
    • Ability to work offline, similar to dropbox that syncs all files.

      Work offline while on the plane, at home etc that syncs back to one account. Changes made on the desktop version, iphone etc sync with the online version. Same way Dropbox does.

      60 votes
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        3 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
      • Invoicing Add-On

        It would be great to be able to create invoices based on contact data and deals. It should be possible to save the invoices in several file formats, for example as excel- or pdf-files. This would make it easy to send them by mail to the customer.

        56 votes
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          10 comments  ·  Add-Ons  ·  Flag idea as inappropriate…  ·  Admin →
        • Automatic follow-up tasks

          When a new user is created, have the option to select a set of automated follow-ups that set up events/tasks for the user. For example, if it was a new email lead, once this contact is entered, select "new lead" auto notifier which will remind you to follow-up within a week, 2 weeks, etc (configurable) so the contact doesn't get lost.

          48 votes
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            1 comment  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
          • Social CRM

            Integrate karmaCRM with social networks making karma a Social CRM. This integration will perform 2 primary functions.

            1) Suggest and auto-fill customer profiles for you based on other accounts we find such as Twitter, LinkedIn, Facebook accounts we find.
            2) Consolidate communication with the social networks so you see everything within karmaCRM.

            Networks that will be included
            * Twitter, Facebook, LinkedIn, Google+, Gravatar
            * Any more we're missing?

            45 votes
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              1 comment  ·  Social  ·  Flag idea as inappropriate…  ·  Admin →

              We will be adding full scale social integration later in 2012 (Most likely late summer, early fall) and will include Facebook, Twitter, LinkedIn, Google+ etc.Social is an important and growing part of CRM and we want to make sure we get it right.

            • Create a smart Phone App Preferably for android

              Create a mobile app for Karma CRM

              38 votes
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                planned  ·  0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
              • Call Sheet

                Please create a "Call Sheet" widget, that compiles all the days (call tasks) in 1 sheet and can be printed out for sales people.

                35 votes
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                  0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                • Integrate Evernote.

                  A lot of sales pros use Evernote to scan business cards, or keep certain files, etc, in the evernote app. Being able to link a contact with certain notes would go a long way to integrate existing workflow.

                  32 votes
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                    2 comments  ·  Integratiions  ·  Flag idea as inappropriate…  ·  Admin →
                  • Project Management Add-On

                    For small companies that want to sell a company and then track their progress through a 10 step production process and then move the client into a remarketing situationj. Let the user edit the names of the steps and modify the order of the steps. Have 3 columns. 1st column is name of the project step. 2nd column is check box to fill out when step is completed... 3rd column is date field to show when each step was complete. Allow user to create views to see where each project is in terms of project phases.

                    29 votes
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                      0 comments  ·  Add-Ons  ·  Flag idea as inappropriate…  ·  Admin →
                    • iPhone App Must: Add Specific Time to Task (and reminder)

                      You can add a specific time to a task on the desktop version but NOT the Mobile version(s). I like being able to do a a brain dump of task on the mobile version and sometimes do have general timelines of when these are due. I want all task to remind me later (at a specific time) while I'm at my computer so I can then dig deeper on those task and/or schedule events.

                      26 votes
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                        3 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                      • Blackberry App

                        Need app for blackberry to update and retrieve contact info on the road

                        26 votes
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                          2 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                        • Reoccurring Tasks

                          Add the ability to have reoccurring tasks like you can with events. The ability to add one task and have it replicate daily, and the ability to select which days of the week a task can reoccur, like mondays, wednesdays and fridays.

                          21 votes
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                            0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
                          • Alpha Sorting Contacts

                            On Contacts and Companies viewing add the alphabet characters to search. I never know what page I want to go to, but I know the letter I'm looking for.

                            20 votes
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                              0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                            • Implement employee hierarchy for access control

                              An option to set a reporting manager for each user. Al the cases created private for user can be accessed by her manager even if the manager is not an admin. This will provide more data security and flexibility while creating the cases.
                              This provision will help in cases where there are competing sales teams or when the companies would like to provide CRM access to its resellers.

                              19 votes
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                                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • Add a box for the ext. number following someone's work phone number

                                Often people have a personal extension at their office. A space to put that would be great.

                                18 votes
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                                  0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
                                • Add the ability to import and export notes from karmaCRM.

                                  I'd like to be able to import notes to contacts, and export notes from contacts, in karmaCRM.

                                  15 votes
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                                    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
                                  • 12 votes
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                                      0 comments  ·  Integratiions  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Adding product into Cases

                                      The company can store the detail of its products so that while creating cases salesman can enter the quantity required for specific product. This will help the management to have extract accurate sales pipeline report and maintain proper inventory levels

                                      11 votes
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                                        0 comments  ·  Cases  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Rapportive karmaCRM Integration

                                        So it would automatically pull the social media profiles on a new contact.

                                        10 votes
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                                          0 comments  ·  Integratiions  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Mobile Browser Edition

                                          I know you are working on an HTML 5 app/website that would suffice for Apple, Android, Windows, Blackberry, & other. We need that like yesterday, it should have launched with 2.0.

                                          10 votes
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                                            0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
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