The Relenta CRM blog

Work smarter, not harder!

Simple to use, easy to succeed

capterra-top20-bronze-most-userfriendly-crm-software-badgeMore than ten years ago, we set out to create a new kind of CRM and one of our main objectives was to make sure there was little or no learning curve needed to start and become more productive with our software. We’re proud that our customers recognize this effort and to announce that we’ve been awarded with the “Top 20 Most User-Friendly CRM Software” badge from Capterra. With almost 500 CRM solutions listed on their site, we’re confident to state that while many CRMs out there claim to be “simple” and “intuitive” – Relenta actually is.

Have some suggestions about how we can make Relenta even more user-friendly? Submit your ideas here.

 

 

 

 

Announcing… New item selector, group handling and more

So the the days are already getting shorter as the summer rolls towards the end, but we here at Relenta continue to roll out new features just the same. Enjoy this latest batch of productivity and UI improvements – they will give you more hours in the day so you can hopefully take more time off while the weather is still good.

New and improved message/contact selector

Message selector

Our improved item selector and redesigned message toolbar give you four new key features:

  1. Select messages (or contacts) either on a given page, or in the entire folder (group).
  2. The selected item count is displayed along with the “Clear” control, while the entire selector is highlighted in green for better visual differentiation.
  3. Use the <shift> keyboard key to select range.
  4. Bulk mark as read/unread action for messages.

Also, when you select only Contacts or Companies in the dropdown, there is now a warning reminding you that some items may be hidden from display. This was done to avoid any potential confusion caused by mysteriously “disappearing” objects – we personally freaked out about this one more than once:

Warning hidden items

Improved assignment of contacts to groups

Include contacts within companies

We replaced the silly old-school group list for mass-assigning contacts to groups with a nеat multiple-select dropdown menu.

We also added an option to mass-assign contacts within companies, instead of going through each one individually.

Likewise, when you change group assignment from the Edit Company screen, you are now presented with an option to apply the change to all contacts within that company:

Groups to company contacts

That’s it for today. As always, you can suggest and vote for new features ideas here.

Until next time, stay relentlessly productive!

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Smart work pays off!

Our philosophy is that you can work smarter, not harder, in order to get more things done faster. The smart work is paying off for Relenta in 2016, as we’ve received the Best-in-class award on Siftery.

See who else on Siftery is using Relenta to work smarter, and what other apps help them get the job done!

Have a relentlessly productive summer!

Announcing… new API and other goodies

Happy summer! If you are in the US, we hope you enjoyed your Memorial Day weekend. For us, long weekends are always a great opportunity to get some rest and catch up with work. We hope you’re going to enjoy the latest things we’ve been working on at Relenta.

Developer API v3.0

Our new API is built on the principles of REST. The URLs are resource-oriented, so that they are easily guessable and are designed to be easy to explore and use.

http://www.relenta.com/support/developer-api-v3

The older version of XML-based API v2 is now deprecated. While it is no longer being developed, you can continue using it as before, and we will continue to support it until further notice. We do encourage you to switch to v3, however. Shout if you need any help or further explanation.

Improved calendar export

The calendar export now allows you to export the current view as specified in the “Display Activity Types” dropdown menu. This way you can mix and match the exact types of items that you want to import to other apps. For example, if you want to export only events assigned to you (and not your colleagues events) or only ‘Followup’ events, no problem – simply check the boxes in the dropdown and then hit export.

Export calendar

Please remember also that in addition to this calendar export feature there are two other ways to sync your Relenta calendar with other apps:

  1. New version of the API (see above)
  2. Our integration with Zapier

“My Emails” folder

To improve the functionality of the My Emails folder we’ve added a dropdown menu which lets you specify exactly which emails should show up in your very own My Emails folder. Before this, the folder displayed all emails for each identity a user has access to, which presented a problem for those teams who share many identities.

The dropdown menu now allows you to select emails sent to specific addresses from the list of available identities. This way you can easily choose which emails you see and use the My emails folder as your own personal inbox.

My Emails filter

Oh and one other thing while we are on the subject of UI personalization… did you know that each user can drag-and-drop email folders and groups to rearrange the display order to their liking? Just making sure :)

Got feature ideas?

What should we focus on next? Submit your feature ideas and help us prioritize our development schedule by voting for existing feature requests here:

http://relenta.uservoice.com

Until next time, stay relentlessly productive!

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System update: Connect Relenta with hundreds of apps with Zapier

With our new Zapier integration, you can connect Relenta with hundreds of useful apps to automate your workflows and save precious time.

How it works

Zapier is an impressive platform that integrates the apps you use, helping you automate tasks and get more out of your data.

A connection between two Zapier-enabled apps is called a “Zap.” Each Zap is an instance of automation created using Triggers and Actions.

Triggers are defined as an event in one app, for example, creating a new contact or activity in Relenta. This event triggers an Action in another app, such as adding a corresponding record in Google Contacts or event in Google Calendar.

No coding is required. All you need to set it up is a Zapier account, a game plan, and the burning desire to invest a little time now to save tons of time later on.

Adding a Zap with Relenta

Currently the Relenta app on Zapier is in invite-only mode and you will need this invite link:

https://zapier.com/developer/invite/33455/b56b334e18dcb46bac1aeee6c1462602/

Click the “Accept Invite and Go To Dashboard” button.

Once you’re in your Zapier dashboard, click the “Make a New Zap” button.

Relenta can be a Trigger app or an Action app, depending on your game plan. The instructions below are for Relenta as a Trigger app.

First, search for and select “Relenta CRM” as your trigger app.

Now select one of the trigger actions – New Activity or New Contact.

After you click the “Save + Continue” button, you will be prompted to connect your Relenta account. To do that, you will need your Relenta Account Name and Department Key which you can obtain from your Relenta Account Dashboard > API tab:

NB! Make sure you use the appropriate Department Key and not the API key.

Follow Zapier’s on-screen instructions for testing the new connection. When satisfied with the results, click “Continue”.

You will be prompted to choose your Action app, then define the actions and map the data fields. The specifics will differ from one Action app to another – refer to the Zapier help portal for further information.

To add Relenta as an Action app, you will need go through the above process in reverse, meaning choose and connect to your Trigger app first, then select Relenta as an Action app and map the data fields – you get the idea.

From our experience, Zapier is a powerful platform with an enormous amount of options. As such, mastering it may take more than a little tweaking, especially if this is your first time. It is simple, but not necessarily easy. Don’t be shy and email us with any questions, we are always here for you.

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System update: Email open/click tracking

We can’t believe the winter is almost over. Time just flies when you’re working on something exciting. In our case we’ve been working on the #1 feature request of all time: tracking of email opens and clicks. Without further ado, here’s how it works in three easy steps.

Step 1

Sign up for a free account with our partner SendGrid, a leader in email deliverability. The free account includes up to 12,000 monthly emails. Scroll to the bottom of their pricing page and click the “Try it free” button on the right. If your sending volume exceeds the limit, their paying plans start at just $9.95/mo for 40,000 emails.

Step 2

In your Relenta account, go to Settings > Add-ons and activate SendGrid. You will need your SendGrid username and password:

Click “Save” — this will create an outgoing email account called SendGrid SMTP. All other SMTP accounts will be automatically disabled, because email tracking in Relenta requires that you use SendGrid’s SMTP to send personal and mass-emails.

Relenta will also automatically create an email folder aptly called Email Events – more on that below.

Step 3

Continue using Relenta to send personal and mass-emails exactly as you have been before, except now every time a recipient opens your email or clicks on a link, these events will be displayed in the Email Events folder and the appropriate Contact Timeline, like so:

Need to look under the hood? More details in the support article.

That’s it! We go back to work for now. Send us your feedback.

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How to make 2016 a year to remember

Relenta is hard at work to make 2016 our most successful year and the efforts are already paying off:

FinancesOnline just gave us a Verified Quality Seal of Approval in a recent review of Relenta, and we’re thrilled to have also received the ‘Rising Star 2016’ award as well as the ‘Great User Experience’ certificate.

We’re off to a great start – and you can be too! Join Relenta and you can make 2016 a game-changing year for your business.

System update: Brand new rich text editor and other cool stuff

Here’s what we have for you:

  • New and improved rich text editor
  • Ability to link one email to multiple contacts
  • Attach files to email from Dropbox
  • Persistent “all day” calendar event setting
  • Miscellaneous improvements and fixes

New and improved rich text editor

Now you can enjoy a faster and more versatile rich text editor. We’ve added extra formatting functionality and organized the controls into two sections to keep the interface smoothly uncluttered.

The new rich text editor capabilities include:

  1. Bulleted and numbered lists
  2. Increased and decreased indents
  3. Insert and format tables

We’ve also changed two icons as follows:

  • Clear formatting: from “eraser” to “Tx”
  • Show source: from “HTML” to “< >”

To toggle between one- and two-bar views, click the “more/less” button as shown on the screenshot.

The new rich text editor also solves the inconsistent formatting issues and the “Delete” key slowdown problem caused by accumulation of quoted message history.

Ability to link an email to multiple contacts

Here’s a tiny little feature that will have a massive impact on your filing and organizational prowess. It used to be that in order to assign an email to a different contact, you had to unlink it first. In other words, the relationship between emails and contacts used to be 1-to-1. Not anymore. Now any email can be linked to any number of contacts, in a 1-to-many fashion. Simply choose the “Link to contact” option from the “Actions” dropdown and let your imagination run wild about the new possibilities to keep related stuff where it belongs – together.

Attach files to email from Dropbox

In addition to uploading files from your local drive or a shared library in Relenta, you can now use your Dropbox account. When composing a message, simply click the Dropbox link, enter your login credentials and pick your files. Simple as that.

Persistent “all day” calendar event state

Now when you create a new event, the system automatically remembers your last choice for the “all day” checkbox. This means that if you usually enter the exact time for events, you no longer have to make that nagging extra click every time.

Thank you Lee Walsh for this idea. To suggest other ways to reduce the number of clicks to perform routine daily tasks, drop us an email at .

Miscellaneous improvements and fixes

These include infrastructure upgrades that result in faster page loading times; many bug fixes and updates to the mobile version; bug fixes related to display of “My emails”; and overall reliability and performance.

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High five for high performance

"An ounce of performance is worth pounds of promises" - Mae West

We’re very excited to announce that thanks to your support, Relenta has just been named a ‘High Performer’ in G2 Crowd’s Spring 2015 list of top CRM platforms. Let’s keep this up!

For those of you who aren’t yet in the loop, we’ve recently partnered with G2 Crowd to provide independently verified user reviews of Relenta, where we maintain the highest star rating in CRM category. See what our fans are saying about us.

If using Relenta has helped you become a high performer as well, please help us out by submitting a 5-star review of Relenta.

Thanks again, and stay relentlessly productive!

System update: Mobile version and more

Here are the three new features that will make your everyday work life even more productive and enjoyable:

  • Relenta mobile
  • «My Emails» folder
  • Automatic BCC preset

Relenta Mobile

Behold the crown jewel of this update – the mobile version of Relenta. It is browser-based and will work on any device. Just point your mobile browser to http://account-name.relenta.com and login as usual. Relenta mobile lets you to do most of the things you normally do in Relenta on your desktop and certainly all of the important things.

“My Emails” folder

The “My Emails” folder is, well, precisely what it sounds like. It’s a virtual folder that automatically includes all emails addressed to you (as determined by the email identities that you are assigned to use). For example, if you have access to you@yourcompany.com and sales@yourcompany.com identities, your folder will contain all messages sent to these two email addresses. This feature essentially eliminates the need for personal email folders, and solves a few problems that have been associated with them. Thank you, Nathan, for the inspiration.

Automatic BCC preset

Now you can automatically keep a sent email archive in an email account outside of Relenta. Go to Settings > Department, enter the email address to which you would like a copy of each 1-on-1 email message Bcc’ed to, and voilà, you’re done.

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