Sales Opportunities Pipeline (Funnel Chart) is now available in iFreeTools CRM

Sales Opportunities Pipeline (Funnel Chart) which was in the works, is now available as part of iFreeTools CRM.



This comes after our initial support for charts added in the Leads module.

As an additional option, we have also included a horizontal-bar-chart in all chart views.

Apart from the Sales Opportunities Pipeline, two more chart views have also been introduced in the Opportunities module, which are Open Opportunities By Source and Open Opportunities By Owner. These charts show the opportunity amount (or potential) aggregated based on source/owner, displayable in Horizontal/Vertical Bar charts or in Pie charts.

We would love to hear your feedback on the application.

Support for charts was actually taken up earlier than planned, after users got in touch with us requesting for the same. Go ahead and check out the CRM built for Google App Engine / Google Apps and let us know what you would like to see soon in this application. You can use the feedback form in the application or send a mail to raj@sahasvat.com.

iFreeTools CRM on your sub-domain, with rebranding !!

Update (September 2016): Google has been migrating this feature out of Google Apps to Google Cloud Console and if you domain was migrated to the latest version of Google Apps, this feature may not be available for configuration any longer. You will still be able to go in for a paid single-tenant deployment of iFreeTools (starts at $99/year for up to 25 users), where you will get access to the Google Cloud Console of your iFreeTools deployment and can map the application to any domain (the domain need not be associated with Google Apps).

Yet another upgrade just happened at CRM for Google App Engine. This upgrade enables mapping of iFreeTools CRM service to one of your sub-domains and also to configure it with simple rebranding.

Note : The details provided here are also applicable to iFreeTools Creator, our online database app builder for Google Apps.

Sub-domain mapping

To enable sub-domain mapping, like say http://crm.yourdomain.com, you will require to enable Google Apps for your domain and add iFreeTools app as a service.

In the old version of the Google Apps dashboard, you can click on the Get more apps and services link under Common Tasks.

In the new version of the Google Apps dashboard, you can click on Other Google Services control. If you are not seeing this control, kindly try More Controls option at the bottom of the page.

In the Other Google Services page, click on the Add Services icon, as shown below :

In the resulting page, add the Google App Engine service, by providing the App ID. The App ID for the 2 iFreeTools applications are given below :

• iFreeTools CRM : sahasvat-ifreetools
• iFreeTools Creator : sahasvat-ifreetools-creator

You may now proceed to configure your sub-domain, by configuring the Web address, as shown below.

You may also be required to add CNAME entries in your DNS configuration to map to ghs.google.com. These steps are not covered here. Kindly follow steps as detailed in Google Apps.

After the web-address is configured and the CNAME entries are added, you should be able to access iFreeTools service from the configured sub-domain.

Rebranding

When you login into the application, you will see the header with default configuration having values which suggest you to make changes (currently it will be something like "Your-Biz-Name-Here")..



Proceed to Admin::App Settings to view the default settings currently used by the application, which will be similar to the one given below..



Now proceed to modify the configuration. Notice that About Page and Feedback Page have been disabled (unchecked) as part of Rebranding..



And after the modified app settings takes effect, you will see the specified names being used in the header and that the About and Feedback links are removed from the application..


As of now, feedback mails when enabled (with "Show Feedback Page" as True) will be sent to ifreetools.com, behaviour of which will be modified soon.

Hope you like the new features.

Play with the app and feel free to send in your feedback on iFreeTools CRM.

Related :
Add Logo to your Rebranded CRM

iFreeTools CRM listed on Google App Engine's App Gallery

iFreeTools CRM (alpha) - the CRM for Google AppEngine, is now listed on Google App Engine's Application Gallery



Customized solutions over iFreeTools CRM can also be deployed to your sub-domain (like say, http://crm.yourdomain.com).

Such a deployment enables 2000 emails/day and 1GB of storage. Additional capacity can be purchased directly from Google.

For more details on custom deployment options, refer to : http://crm.ifreetools.com/about

CRM for Google AppEngine adds Authorization, Audit and Pre-defined Views

iFreeTools CRM (alpha) - the CRM for Google AppEngine, just got an upgrade. With this upgrade, iFreeTools CRM has added support for..

• Authorization
  
• Audit
  
• Pre-defined Views

Authorization and Audit :

Authorization will be based on the user roles, currently limited to "admin", "user" and "guest".

Audit records will be automatically added for all completed write operations and for attempts to perform unauthorized operations. Audit records cannot be added, edited or deleted directly by users and any attempts to do so will also be audited.

Apart from Audit data, authorization for views and actions are as listed below..

• admin - maximum privileges
  
  • viewing, adding, copying, editing and deleting of records in all modules (except for changing own login to non-admin role or deleting one's own login)
  
  
• user - normal privileges
  
  • viewing of records in all modules
    
  • adding of records in all modules, except Users
    
  • copying, editing and deleting of records for which the user is the owner
  
  
• guest - limited privileges
  
  • viewing of records in all modules.
  
  

Pre-defined Views

First cut support for views is now in. All modules by default will have minimum of two views, one to view all records (example : All Leads, All Accounts, etc.,.) and one to view records related to them (My Leads, My Accounts, etc.,.).

Apart from these 2 views, pre-defined views specific to the module have also been provided. For Leads the additional views are..

• Converted Leads
  
• Open Leads
  
• Lost Leads
  
• Junk Leads
  
• My Open Leads

The left-side tab-based navigation has been modified to include such views..


Go ahead and check out the features and send in your feedback.

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BTW, the ads just got smaller on our free CRM application..
* Horizontal (on header) : From 728x90 ("Leaderboard") to 468x60 ("Banner")
* Vertical (on left sidebar) : From 160x600 ("Wide Skyscraper") to 125x125 ("Button")

So, you will see lesser distractions from competitors of iFreeTools.

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iFreeTools CRM - Alpha Version

Sahasvat is happy to make available an alpha version of its CRM/SFA (Sales Force Automation) hosted solution - iFreeTools CRM

CRM/SFA will be first of the many business applications that will be made available by iFreeTools. The applications will be ad-supported and have restrictions on the storage used and on the number of mails sent.

The modules made available for this initial version are..

• Leads
  
• Accounts
  
• Contacts
  
• Opportunities
  
• Campaigns
  
• Products
  
• Users
  

Other deployment options
If you would like to have one of the applications deployed to run on your domain, we can help you achieve the same with our professional services. Such a deployment will offer you

• 1 GB of storage (and above)
  
• 2000 emails/day (and above)
  
• Rebranding
  
• No advertisements
  
• Additional customizations (optional)
  

Rates for application deployment start as low as $99/year for upto 25 users going to a maximum of $299/year for unlimited users. Customization charges are one-time only and would depend upon your requirements.

The application will be hosted in Google AppEngine and you need not have to pay more, if you stay within Google AppEngine's Free Quota. Additional usage can be purchased directly from Google at $0.15/GB/month and $0.0001/email.

iFreeTools.com is built over Google App Engine; but is not affiliated to Google.

In case you have any further queries, do get in touch with raj@sahasvat.com.