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Qobrix Release notes
See what’s new in Qobrix and what we’re gradually rolling out.
The newly introduced Calendar allows you to get a high level overview of the ongoing Activities including Tasks, Calls, Viewings and Follow-ups. This works not just on a personal level but on a team level too. In particular, team supervisors can use the Calendar view to get the same information for the entire team.
In addition, calendar events can be received to your iPhone calendar or Outlook calendar by using ICS Feeds.
We are introducing a two-way integration with Mailchimp that allows you not only to push Contact and Leads information to Maichimp, but also to retrieve campaign events from Mailchimp.
Effective this release we are pushing more information to Mailchimp to allow better segmentation in Mailchimp Audiences. By leveraging this integration Campaigns can target leads looking to rent an apartment in London or buy land in Greece. On top of that, any email sent through Mailchimp is recorded in Qobrix CRM allowing you to capture both Sales and Marketing activities.
We improved the way events are being displayed in Activities Timeline by adding more relevant information to each event.
We are expanding Qobrix API by adding the capability to retrieve the Change-log for any resource including Leads, Opportunities and Properties.
New Plan – Essentials
We are releasing a new plan which is now available for a free-trial.
Communication – Text and Email Messages
Getting in touch with your prospects and clients has never been easier with Qobrix. You can now send a Text Message (SMS) to any Lead, straight away from the Timeline view. In fact, this can be done from any Contact, Lead, Opportunity or Client registered into Qobrix CRM. All you need to do is to establish a connection with AWS SMS Service and ensure that the Contact’s mobile number is valid.
Similar to Text Messages, you can also send an email – again through the Timeline view. To make this work you will need to setup your Email Profile through User Settings.
Last but not least, incoming emails will also show up on your Timeline. This will allow you to have a consolidated view of all your actions – from Calls and Viewings to Text and Email Messages.
To keep you updated with the most important changes happening in the CRM, Qobrix sends you now an email including all the necessary details. For example, you will be notified when a new Lead is assigned to you or when a new Comment was added. We understand that notifications can be overwhelming in some cases, and hence we are providing the option to adjust them in User Settings. In brief you can enable or disable Email Notifications for any of the following:
- A Lead, Opportunity or a Client is assigned to you
- A Lead, Opportunity or a Client previously assigned to you, is now assigned to someone else
- A Lead was converted to an Opportunity
- An Opportunity was converted to a Client Contract
- An Activity (Call, Viewing, Task) was added to a Lead, Opportunity or a Client that is assigned to you
- An new comment was added to a Lead, Opportunity or a Client that is assigned to you
- A Property is published
- When an export / import is completed
On top of the above, you can also control whether you are getting email notifications for changes made by you or your team.
Units of Measurement and Currencies
Qobrix can be configured to work with any currency and measurement unit; this can be done very easily through the intuitive setup wizard. The chosen currency and units are being reflected across the entire system, from Properties pricing to Offers and Brochures.
New Qobrix Experience
We have made it easier to use Qobrix. The new experience offers a fresh and modern look. It is compact so that you can do more with less scrolling. We have given special attention to the timeline in particular which has been redesigned to display more events. Navigation has been also improved which makes it easier to navigate between search results and individual pages.
On top of that we have made significant changes on how you can manage your Media and Brochures.
Brochures can be managed and adjusted in different ways. First, you can upload your branding logo, define your branding colors and contact details to give the necessary corporate touch. Further, you can now preview and adjust Brochure’s content before generating the final PDF.
Property photos can be re-arranged to select the order they appear in Brochures. In fact, this works for all uploaded documents. Further, images uploaded are now being auto-rotated. Last but not least, support for JFIF has been added.