Some interesting new value add features have been released by the cloud based, small business CRM (Contact Relationship Management) tool CapsuleCRM.
Feature 1 is the Improved Social Search
This popular feature scans the web and social networks and matches contacts in your CapsuleCRM account with their social profiles – helping you to better connect with your contacts. Copies of your contacts’ tweets/updates etc will appear in their history on your CapsuleCRM even if you aren’t following them or they aren’t following you, giving you an all round picture – helping you connect and build relationships.
If you haven’t already activated social search on your Capsule account, you can do so by following these instructions https://capsulecrm.com/support/social-integrations/#find-social-profiles-for-your-contacts
Feature 2 is the Two-Factor Authentication
This is the first of two features released to help CapsuleCRM users maximise security on your account. Two-factor authentication helps protect your account even if someone has obtained or guessed your password, This type of authentication is becoming common place and once enabled you will need to enter both your password and a one-time code generated by your mobile when logging in to CapsuleCRM.
To enable the above visit the new Password and Security section in Capsule User Preferences to to My Preferences and then Password and Security. Click here to find out more
Feature 3 is the History of Recent Logins and log out of all other Browsers
The second of the features which will help users maximise security is the ability to see a list of all Logins; and to log out of all other Browsers. To see this list and to log out of other Browsers go to My Preferences and then Password and Security.
These features are available to all Professional Plan users so please have a look and see how they can add value to your business.
If you have any questions, or would like to upgrade to the Professional Plan from the free version, then please do contact me.