There are a good quantity of fields, but they are not customizeable enough. It should be just as easy to change a field name as it is to change a dropdown option.

Automatic Contacts sync, controls to associate email with Contacts automatically

At the moment activities are one off events or to do's, I would love to have the option to make activities recurring, i.e. every month, every quarter, yearly.

it would be great to be able to create a company/person/opportunity/activity via email. Just add the stuff in the body of the email and it adds it automatically.

You can send email via Tactile, but it would be great if I could set it up to check my IMAP account and receive email as well. If the sender is recognized as an organisation then the email would be added to that client page. If it is a non recognized email, then you would be able to create a new organisation/person based off of this email address.

It would be much better than having to forward your received emails from your email client like Outlook or Mac Mail over to Tactile!

-Josh

Add the Sales Stage and allow it to be clicked on to see individual jobs.

It would be great to integrate my mail list data from MailChimp with my contacts in Tactile CRM

This had been suggested before and was never completed. We need to be able to look up records by phone number and address. This is useful when we miss a client call and need to know who called. We have almost 300 records now on our account and this would be the only truly useful way of performing a search.

It would be great if we could add tags such as [FIRST NAME] in an email template, and when we created an email for a contact based on that template, it would replace the tags with the appropriate information.

For example:

"Hi [FIRST NAME]," would become "Hi Bob,".

This would make the email templates significantly easier to use as we would no longer need to edit each email to make them personal. It would all be done automatically. That's sexy.

Google Apps don't allow to share your contacts with other users of the domain. The dream : synch. Tactile with one "generig Google Apps User " under the administrator control. So you can record suppliers, leads, clients and have them in GoogleApps too.

It would be great if once you had registered you could point your own URL such as crm.mycompany.com to the service so that with the ability to change colours and logos you could brand the system for your own company.

Being able to login using OpenID would be really helpful

we trade with many countries and would like to be able to enter a currency denomination for the value of the project like dollars, euros, gbp, chf and rupees etc.

I have used the integration with Campaign Monitor but all it seems to do is allow me to export contacts from Tactile CRM into Campaign Monitor (something I can actually do manually using CSV files).

I have now run my campaign and would like to update my CRM data with emails that don't work and customers that don't want to be contacted via email.

At the moment, that is going to be a manual task.

We would like to be able to add custom fields to the web form, i.e. fields that we have added ourselves on the organisation.

Set a default probability on a sales stage, so as the sale moves up/down the stages the probability automatically increases/decreases. Keep manual adjustment for finer grain control based around the default.