We’re excited to introduce the new Task Calendar View in SitePad CRM, designed to make task management simpler and more efficient. Here’s what you can expect:

• Task Scheduling: Plan and organise your tasks directly within the calendar. Allocate time effectively to ensure deadlines are met without hassle.
• Resource Management: Assign tasks to team members or resources effortlessly, keeping everyone in sync and improving task delegation across your projects.
• Drag & Drop Functionality: Save time with intuitive drag-and-drop capabilities to create, move, or update tasks with ease.
• Customisable Views: Toggle between daily, weekly, and monthly views to keep track of your workload and monitor task deadlines effectively.
• Recurring Tasks: Simplify repetitive responsibilities by setting up tasks that repeat at intervals of your choice, ensuring nothing falls through the cracks.
• Task Prioritisation: Highlight the most critical tasks by customising their order based on priority or urgency, ensuring you stay focused on what matters most.

These enhancements make the SitePad CRM calendar a powerful tool for managing tasks, keeping teams aligned, and ensuring projects are completed on time.

Start using the new Task Calendar View today and take your task management to the next level!

We’re excited to announce the launch of our brand-new text messaging feature in SitePad CRM! You can now:

- Build customizable text message templates with merge tags for personalized communication.
- Search and filter your contacts with ease to target the right audience.
- Send bulk text messages to engage with multiple contacts at once, saving you time and boosting efficiency.

We've upgraded the quotation feature! You can now set a default 'Per' rate for items, choosing from options like Per Hour, Per Day, Per Week, Per Month, and more. Additionally, you can now add specific Notes to individual item lines on your quotations for greater detail and clarity.

We’ve added a new approval process for prospects. When a prospect is moved to the 'Won' column, administrator users are automatically notified. They can then easily approve the conversion by tapping 'Create Client' to officially turn the prospect into a client.

You can now personalize your list views in SitePad CRM by choosing which custom fields to display. Arrange your columns in any order that suits your workflow, making it easier than ever to access the data that matters most to you.

New advanced filtering options are available, allowing you to search custom fields with a variety of conditions such as 'Contains', 'Is Blank', 'Is Later Than', and more, for more precise data retrieval. 

Gain deeper insights into your activity reports by drilling into the detailed metrics of all key performance indicators. 

Our Syrinx integration now offers real-time import of contacts, ensuring your CRM is always up-to-date with the latest contact information. 

You can now personalize your list views by adding custom fields across all modules, giving you more control over the data you see. 

We're pleased to announce a new feature in SitePad that allows you to hide specific Plant & Asset categories from quotations. This enhancement gives you greater control over the visibility of your assets, ensuring that only the most relevant categories appear in your quotes.

Streamline your quotation process and tailor your proposals more precisely with this new capability. Explore the updated settings in SitePad to start managing your Plant & Asset categories today!