To me cases is essential. First you get opportunities, but then you win the job, and still need to keep track of tasks and resources. Add 'Cases'. A case is a project representing an active client-project, around which you need to group notes, mails, files, to-do's, events, etc.. It's just so essential I can't understand why its not there.. is CRM only a tool you use in the phase before you 'win' a job?
You can already group opportunities, customers and contacts together using Tags. If you then visit the tags tab you can see everything with the same tag.
I would love to see cases implemented whereby you can associate opportunities, contacts and customers to a specific case. This is the last part of missing functionality that would make Tactile CRM a perfect small business CRM solution.
mikkelbreum
To me cases is essential. First you get opportunities, but then you win the job, and still need to keep track of tasks and resources. Add 'Cases'. A case is a project representing an active client-project, around which you need to group notes, mails, files, to-do's, events, etc.. It's just so essential I can't understand why its not there.. is CRM only a tool you use in the phase before you 'win' a job?
Jake Stride
Hi Darian,
You can already group opportunities, customers and contacts together using Tags. If you then visit the tags tab you can see everything with the same tag.
Jake
Darian Slywka
I would love to see cases implemented whereby you can associate opportunities, contacts and customers to a specific case. This is the last part of missing functionality that would make Tactile CRM a perfect small business CRM solution.