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Qobrix Release notes
See what’s new in Qobrix and what we’re gradually rolling out.
18-26 July 2022
Qobrix now an official Zapier app
Zapier lets you connect Qobrix with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.
Qobrix wordpress plugin improvements to boost SEO
Increased number of location results
Properties, Projects and Locations when viewing a lead
The number of Properties, Projects and Locations when viewing a lead have increased – a list of 5 will display, with a clickable show/more button to show up to 20..
To Let and To Sell options now available
The menu in the leads module has been expanded to include the options “To Let” and to “To Sell”. This means you now have the option to record whether a customer wants to sell or let a property. This change impacts the Properties and Agreements (Contracts) modules too.
Export UI
All export files can now be viewed on one page for convenience. This includes exports per module. The export file that has been generated can be downloaded too. This is useful for audit purposes and also for downloading previous exports.
New ‘For Auction’ option
A new ‘For Auction’ option has been added under the property ‘For Sale’ or ‘For Rent’ fields with the related auction fields.
Advanced ‘Export Data’ button
The much anticipated advanced search ‘Export data’ button is now available, without the need for saving a report.
4-14 June 2022
SMS notifications
A sales person (assignee) will now be notified by SMS when a lead has been assigned to them. To enable this feature, it is essential to have the AWS SNS Integration enabled and configured, and to specify a valid cell phone number belonging to the assignee. Once this has been set up, the assignee can enable or disable this option via the SMS Notifications section in Preferences.
Bulk publication to portals
Ref ID on Properties
Permissions
You will now have the ability to (1) Export records and (2) View, Edit or Delete Properties not assigned to any Group.
New brochure design
We are updating our design for the “Hero” brochure to make for a more modern look and feel.
1-17 May 2022
Email multiple contacts at once
Links in comments
More options for “Things Nearby” under projects
Execution page template for Docusign
Email invitation for Portals
Email invitations can now be sent to portal users.
19-28 April 2022
Translations in Properties
Import from Bazaraki
Send emails via advanced search
Related projects on Leads
Quick search in users
We are adding the option to quickly search and filter users in admin section.
Search for contacts using any phone number or email
You can now search for contacts using any phone number or email (previously you could only search by way of primary email, phone and mobile number).
Configuration for automatic property name
We are adding the option to generate a name for Properties based on a list of fields. This is disabled by default, and configurable per customer.
1-18 April 2022
Email messages
Additional filters in contacts
Landlord Portal – charges
24-30 March 2022
Expanding role details for contacts
Default assignee
Buy/Rent toggles replaced with a dropdown in filters
Use of media files better optimised
Media files can now be downloaded directly from the CRM system with the click of a button. This makes it easy to attach files to an email to send to a client or to upload the file elsewhere within the system.
Import options enhanced
Calls, meetings and tasks can now be imported into the CRM system from external sources. This is useful when migrating from another system as all data from the old system can be exported into Excel for instance, and easily imported into the Qobrix CRM platform.
New page to review requests to publish properties
A new option has now been added under the admin menu whereby users with the relevant permissions can review all pending requests to publish a Property, and approve or decline accordingly.
17-23 March 2022
Activities in contacts
Additional filters in properties
Address selection
Multi-select dropdowns
When editing a lead, Locations and Properties will now be visible at the top of their corresponding dropdowns. Similarly when adding Users into Groups. This makes it easier to spot records that have already been selected, and deselect if necessary.
10-16 March 2022
Contacts and Permissions
Option to select a brochure when sending an email via the CRM
Upload profile photo for users
Dynamic title for Portals
Portals running on dedicated domains now have their own custom page title. So, instead of “Properties | Qobrix CRM” , the title will read “Properties | example.com”
18-24 February 2022
Inline file fields for properties
Search for properties
Current user details in brochures
More fields in contacts
We are expanding the contacts module by adding the option to assign a contact to any user. This is useful for customers that want to assign contacts to different users (sales people primarily). We are also adding a new option for VAT numbers which is only visible when adding /editing Organisations.
10-16 February 2022
More tabs to minimise scrolling
Contacts
Media Player
21-28 January 2022
Leads and Opportunities are combined into Leads
Contacts and Organisations are combined into Contacts
Clients and Client Contracts are combined into Client Contracts
Drill down on Dashboards
8-14 December 2021
Properties
Opportunities
Agents
Client contracts
API
23-29 November 2021
Imports
Filters
01-07 November 2021
Media
Media Re-ordering
YouTube Videos
Properties
Client Contracts
Offers
Quick filters are now available in offers, allowing you to filter Offers by Opportunity and/or Property.
25-31 October 2021
Integrations
XE Greece is now available for testing with real data via the Qobrix API. More changes are coming for XE, Spitogatos and integrations in general over the next days.
Calendar & Activities
A link to the related record is now available when clicking any event (Task, Viewing or Call). For example, for Viewings the link Related Opportunity is provided which allows you to navigate to the actual Opportunity without leaving the Calendar.
Consistency
We made sure that all modules now have Legacy ID and Unique ID and that the naming is consistent. This should allow users to import more records from old systems using the Legacy ID. It also helps when importing and updating existing records, as all records can be updated via Unique ID now.
Finance module
Due Date is now available in the Invoices table, when viewing any Payment Plan.
Dynamic Templates
Testing environment is now available for designers so that they can design new email templates.
18-24 October 2021
Finance
Our Finance module now includes Payment Plans, Invoices and Payments. From the Client contract module you can view all the related Payment Plans and create new ones, if needed. From Payment Plans you can view related Invoices and also create new Invoices. You can now also generate invoices.
Lastly, Payments can be viewed and created from invoices.
Matching Leads
We have improved how matching leads work by including Leads not specified Budget, No of Bedrooms or Bathrooms. We are also excluding converted Leads.
11-17 October 2021
Activities & Calendar
Calendar events are now clickable so that you can view more details about Activity.
Matching Leads
It is now possible to automatically view Matching Leads under any Property. This takes into consideration the Property type, Price, No of Bedrooms and Bathrooms.
20-26 September 2021
Currency symbol
Jamaican dollar is now displayed with JMD prefix instead of $.
User Management & Profile
It is now possible for users to change their own email via the Profile page. Administrators can do the same via the Users Management option, under the admin menu.
13-19 September 2021
Navigation
You now have the option to navigate between different pages using the right panel (aka slider) enhancing user experience. For e.g. it is currently possible to select a Lead, then click on the contact, then on the organisation in order to edit it, without leaving the main Leads Page. This works for activities and comments too.
Dynamic Templates
Brochures now take system language into consideration. As a result, brochures can now be generated in Greek, Italian and Spanish.
Performance
Images are now cached making for faster page loads.
6-12 September 2021
Advanced Search & Reports
Edit/View/Delete actions are now available in search results. Tooltip is now displayed next to each cell header to indicate the module. This is useful when the report includes two or more fields having the same name. We have improved the Save functionality to work with groups (Summary Reports).
Media Manager
Pagination will be displayed in instances where you will have more that 50 photos per category, making for faster page loads.
Imports
It is now possible to import Projects and Locations or Properties and Locations in one go.
30 August-5 September 2021
Projects
The weather component when publishing/unpublishing projects is now visible.
File Upload
You are now able to upload files of up to 15MB.
Import Media
We added the option to bulk upload media by using the Property Unique Reference ID or the Legacy ID. Upon upload, images that have successfully uploaded and those that failed to upload will be highlighted.
Properties
Water and electricity fields are now available for all property types.
Projects
You are now able to edit project photos when editing a project.
Leads
Lead Description now shows under the Details panel in lead view.
User interface
We now break words to the next line so that they fit on the alert dialog. Adjustments have also been made for small screens, including the sidebar which has been improved to show all the elements and how the text is displayed on Sales Pipelines.
August 2021
Imports
It is now possible to import photos and other files like PDFs, Word Documents etc in bulk. This can be accessed via Admin (gear icon) > Imports. Note that currently is possible to import files by using only the Property UUID. We are working to add support for Property Unique ID and Legacy ID.
Some features to note:
- Images can be previewed in browser, grouped by Property
- Option to remove an image if needed before start uploading
- Option to remove an entire folder if needed before start uploading
Agents
Agents are now displayed (and viewable) under the Agency to which they belong.
Organisations
You can now quickly add a new Organisation when adding/editing a contact. This is not supported when adding a new Contact via a modal window, ie when creating a Lead.
January 2021
Calendar
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.
Mailchimp
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.
Activities Timeline
We improved the way events are being displayed in Activities Timeline by adding more relevant information to each event.
API
We are expanding Qobrix API by adding the capability to retrieve the Change-log for any resource including Leads, Opportunities and Properties.
December 2020
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.
Email Notifications
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.
API Documentation
November 2020
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
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.
Media Library
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.
