Subscribe to Our Newsletter

The Relenta CRM blog

Archive for the ‘uncategorized’ Category

“Plan Ahead”: Why Charles Schwab paid $25,000 for this advice

with 2 comments

"Plan ahead, Chuck."

Almost a century ago, Charles Schwab owned the Bethlehem Steel Company, which was struggling with inefficiencies. Consultant Ivy Lee agreed to assist. Schwab would pay Lee whatever he felt the advice was worth after three months.

His advice? (Drum roll, please.)

At the end of the day, each member of the management team was to write a to-do list of the six most important tasks for the next day, then prioritize them. The next day, they were to work on those tasks one at a time, starting from top to bottom. They could not start the next task until the previous one was finished. Any left over at the end of the day would be added to the top of the next day’s list. Then they would round out that list with additions to keep it to six.

After three months, efficiency had increased so much that Schwab paid Lee $25,000 for this advice. (A century ago!) We think it’s still pretty valuable advice.

Written by Brent Miller

December 30th, 2013 at 11:47 am

Posted in uncategorized

How to set up your new tablet to work with Relenta

without comments

Whilst setting up Relenta may not be your first priority...

Ah, yes. You have a new toy. Be it iPad Mini, Nexus 10, or a Windows 8 hybrid, here’s our guide to setting up your tablet to work with Relenta.

  1. Tablets work almost the same as computers. You’ll be able to access Relenta through whatever browser your device normally uses. The biggest difference is mouse clicks become screen taps.
  2. Don’t get stuck on the lack of a keyboard. If your tablet doesn’t come with one and you are a speed typist, seriously consider a Bluetooth keyboard. Even if you’re satisfied with on-screen typing, consider upgrading to a better keyboard like Swype on iOS or Swiftkey on Android OS. Also, feel free to try your tablet’s text-to-speech capabilities.
  3. Wi-Fi or mobile data is required for tablets to access and work with Relenta.
  4. Consider enabling the Dropbox function for your Relenta account. Drop us a line — pun intended —  and we’ll switch it on for you. With the Dropbox feature, you’ll be able to compose offline messages with your tablet’s email app and BCC your address. (Particularly handy if you happen to be working offline.) These sent messages will automatically be added to your recipients’ Relenta timelines.

So have fun fiddling with your new toy! Email support if you require more detailed instructions.

Written by Brent Miller

December 27th, 2013 at 11:45 am

Posted in uncategorized

Local manufacturing coming to a garage near you

with one comment

Tired of shoe shopping? Design and print your own.

Now that 3D printing equipment has become less pricey, small businesses are finding new ways to innovate. For instance, Dell Tech reported today about Biorep Technologies, a medical device manufacturer in Miami that’s been 3D printing devices for over a decade now.

“We’ll meet with surgeons; they’ll tell us their ideas. Then we’ll throw it up into the computer, and then we can quickly 3D print the prototype,” he says. “We’ll check the fit and function, and at that point, we can start making functional prototypes in the machine shop.”

Badabing, badaboom, they’re done.

Now imagine you’re an engineer or tinkerer with a great idea for a device. You handcraft your prototype and it starts selling. The quantities don’t merit full-scale factory manufacturing with all the associated hassle and coordination. But 3D printing could kick-start a business by taking over the task of producing the product, leaving the business owner with more time to run the business end of the equation. (Kinda like what Relenta does for small business communication.)

This manufacturing model has other benefits. It keeps the business completely local, reduces the carbon footprint (think less transportation), and allows a company to guard its trade secrets.

So today  it’s 3D printing #FTW.

Written by Brent Miller

December 26th, 2013 at 12:16 pm

Posted in uncategorized

Do tweets turn into customers? Data says, “Meh.”

without comments

Half empty or half full? Depends.

The Customer Lifetime Value (CLV) of customers acquired through Twitter is 23% lower than average, reports analytics company Custora. This may be due to a combination of factors like out-of-context content and an overemphasis on links to discounts.

Organic search and email, however, combine to deliver over 20% of new customers. The CLV for these customers is also consistently above average.
“Customer acquisition via email has quadrupled over the last 4 years. Email marketing has been a growing trend in e-commerce, with an increasing number of retailers building communities and collecting email addresses, then converting those “members” into customers. This may be attributed to the frequency of discounts offered withing tweets. Organic search [also] continues to grow as a reliable channel accounting for nearly 16% of customers acquired.”
The take-away? Make sure you look beyond where your customers are coming from and look at their value across channels, platforms, and geographies. This way you’ll have a better idea where to flex your marketing muscle and dollars. Always go for the lowest hanging fruit first.
Read the full report here.

Written by Brent Miller

December 23rd, 2013 at 3:19 pm

Posted in uncategorized

Announcing our newest integration: Fetchflow

without comments

Fetchflow announces Relenta integration with a 3-month Free Trial

If you’re like us, invoicing clients, checking to make sure they’ve paid, and adding up all those business expenses for tax season is a necessary evil. As you know, we love to get around necessary evils with services that streamline operations.

Enter Fetchflow, a new professional online invoicing and billing system designed for small businesses and freelancers. So what’s the fuss about?

Our developers got together with their developers and developed a way for Relenta contacts to be automatically synced with Fetchflow clients. (That’s alotta developing.)

So no more re-typing when you’re ready to start billing. And when you update contacts in Relenta, the changes are automatically sent over to Fetchflow. Read more about how the integration works.

One of the most attractive things about Fetchflow is the price. Its annual plans range from $0 to $5 per month, an amount that will make any accountant smile. And right now, they are offering three free months of their Ultimate package to Relenta customers. Their knowledgeable staff are ready to help you make sure you get your accounts connected properly. Click here to get your three month trial. Happy accounting!

Written by Brent Miller

December 19th, 2013 at 11:45 am

Posted in uncategorized

Case Study: Ruling 10,000 email contacts with one address

without comments

"One email to rule them all." Mwahahaha.

Ok. We’ve had some amazing customers, but Lokad tops the cake for innovation. Can you imagine only having one email address for your clients? We couldn’t.

Joannes Vermorel, owner of big-data software company Lokad, had a big-time CRM problem. 10,000 client emails would funnel through a dozen or so email addresses – some email (and clients) getting lost in the process. Dedicated clients started emailing three addresses just to ensure a quicker response.

How did Joannes and the team at Lokad solve the dilemma? They started using one email address, contact (@), and funneling all communication through Relenta. Lokad managers pick up emails from the inbox, nothing gets ignored, and their clients have never been happier.

How’s that for productivity? Read the complete case study and blog post about Lokad’s one-email-to-rule-them-all solution. #amazingcx at its best!

Written by Brent Miller

December 17th, 2013 at 10:32 am

Posted in uncategorized

The content malcontent

without comments

If I hear the word content one more time, I think I may pass out. Blech. I’m sick of it.

Give me anything but content. I’ll take poetry, news, video, commentary, sales copy, photography, jokes, music, opinion, short stories, infographics, painting, drawing, animation, heck, memes even — anything but boring, repurposed, uninsightful, poorly produced content.

Of course, you may think, “Apparently this guy is out of the loop. How will sites get ranked without content? Content is king.”

Apparently you’ve been reading old content. Google and other search engines are getting much smarter at search. They often display answers to the query right on the search page — no more clicks to Wikipedia just to find out how old Halle Berry is. (She’s 47.) They no longer need content fluff with perfectly matching keywords to populate useful search results, so please don’t bother.

Intent is now king. And search engines can guess it quite accurately. If someone asks, “How do I fix my alternator?” search results will show pages like “Alternator repair made easy.” It’s not an exact match but obviously what the person intends to read. No more search results like “Fix my alternator” on sale at Amazon.

What should you do?  Like Sara Bareilles sings so eloquently in her song Brave, “You can be amazing. You can turn a phrase into a weapon or a drug. Say what you wanna say and let the words fall out.” Stop fussing about content and keywords. Honestly, folks, isn’t it about time?

Written by Brent Miller

November 7th, 2013 at 1:19 am

Posted in uncategorized

System update: The Company Object

without comments

Ever wished you could organize your contacts by company? Bang! Done.

To create a company from an existing contact, all you have to do is click on company name and confirm:

Once the company is created, click on its Timeline to view the combined activity stream from all of its contacts. To view the list of all people who belong to the company, click on Contacts tab:

The contact list now has a “Display contact type” dropdown which does just that. To add a company from scratch, click on +Company:

If you’d like to know, we are really proud of this long overdue functionality. It just radiates the elegance of a major new feature with the least possible interface changes. Go on, pat us on our geeky backs.

Written by Dmitri Eroshenko

October 29th, 2013 at 2:33 pm

Posted in uncategorized

Tagged with

Feeling angry? Good.

without comments

"Who peed in my apple sauce?!"

When we’re angry or stressed — not in a paralyzing, panic-stricken way, but more in that Gandhi-I’m-gonna-start-a-revolution kind of way — that’s an indicator of something good. Why? That kind of anger translates to action. And action brings results.

Yet there’s a caution. Anger-fueled passion can result in either positive change or…er…negative change. (Think “crazy postal worker.”)  What makes the difference between outcomes? The tools we have at hand. Without the right tools, we feel powerless. Armed with the right tools, we can effect positive change. (Think “Twitter-fueled student uprisings.”)

It’s funny, but this kind of anger-turned-into-a-positive is why you’re able to use Relenta (and a host of useful Internet services). We had a CRM problem, so we fixed it with Relenta.

So what we wish for those of you today who are facing some maddening situation: the chutzpah to stand up to it, the know-how to tame it, and the satisfaction of knowing you’ve done what you could.

Here’s to a productive Monday!

Written by Brent Miller

October 28th, 2013 at 9:21 am

Posted in uncategorized

Are you ready? Customer Service Week 2013

without comments

We’re ready to party! It’s Customer Service Week 2013. At Relenta, this is our favorite week of the year. Seriously! From now on, that is.

Why? For us, customer service is just one big slice from the pie that is customer happiness. (And we love pie.) Jeff Bezos put it best:

Internally, customer service is a component of customer experience. Customer experience includes having the lowest price, having the fastest delivery, having it reliable enough so that you don’t need to contact [anyone]. Then you save customer service for those truly unusual situations. You know, I got my book and it’s missing pages 47 through 58.

You talkin' to me?!

When customer service is reserved for the truly unusual, good things happen. Here’s an example from Lands’ End, the grandpa of Customer Happiness brands.

Their policy? “If you’re not satisfied with any item, simply return it to us at any time for an exchange or refund of its purchase price. Guaranteed. Period.”

So in 1984, the wife of an avid car collector purchased a $19,000 vintage taxi featured on the cover of their holiday catalog. In 2005, the couple returned it. The refund? $19,000. No questions asked. Imagine the couple’s smiles when they received the check.

What meaning do you give it? When duty calls, do you go above and beyond to make your customers happy? Or has customer service become merely a duty?

If it has, then this is your week to turn things around.

Have a productive week!

Written by Dmitri Eroshenko

October 8th, 2013 at 3:14 am

Posted in uncategorized

What is library day and why do we have one?

with one comment

What would it take to shake things up?

How about an entire day off to change pace and reset? Herbert Lui believes in an administrative day off to take care of small tasks and errands. Some people call it a mental health day. I’ve heard that some companies have an “extended afternoon break” policy (like, “Go walk in the park and don’t show up again until you turn back into а human”).

At Relenta, each person has a library day once a week, every week.

What do we do on a library day? Everything and nothing:

  • Contemplate WTF just happened and where the previous week had gone
  • Read, research, reflect and otherwise switch mental gears
  • Tinker with new things without pressure or deadlines
  • Get lost in the moment of doing what you love to do whenever you feel like doing it
  • Answer a few support emails – because one, it’s addictive and two, reminds you what it’s all about in the first place

You gots to sharpen your claws every now and then. Pony up and try it.

Written by Dmitri Eroshenko

September 22nd, 2013 at 3:45 am

Posted in uncategorized

Must read: Better Productivity Blog

without comments

"Don't worry I am not going to sing. I am eating french fries."

In his profile, Rami Rantala, the author of Better Productivity Blog, is eating fries and promising not to sing. It’s the first clue that this is not just another zombie business blog.

For real. Each short post gives you a condensed nugget of wisdom to mull over, but my recent favorites are:

Think big things. Do small things. Easy to forget in the heat of the moment.

This is how I work. One thing at a time. One sentence in this blog post is worth dozens of other websites. “What would create the biggest movement?” This one change will make you ridiculously more productive. Activity doesn’t equal action.

6 unexpected research findings in productivity research. Most productivity tips are about better goal setting, better use of time, or better to-do lists. It doesn’t get much more boring than that. How about working in a warmer office with plants and photos of kittens instead?

How to finally get rid of your to-do list? I love the idea of a not-to-do list, or listing things I won’t do today (or ever).

Rami is humble. He’s quick to point out that he is just a regular guy on a journey towards productivity. He never claims to be an expert, but the tips he shares are more valuable than those of many gurus and ninjas out there.

Subscribe and enjoy!

Written by Dmitri Eroshenko

September 19th, 2013 at 4:07 am

Posted in uncategorized

A simple trick to improve your eye for detail

with 3 comments

"You look different... trim your eyebrows?"

I have a new favorite pastime. Whenever I have a few minutes of downtime or just want to chill, I go through my list of recent contacts in Relenta, and replace their placeholder avatars with real ones. You can almost always find a person’s photo these days. Usually LinkedIn, Facebook and Twitter do the trick, and, as an added bonus, you can connect.

Entertainment factor aside, seeing the face of the person you’re working with has two scientifically proven advantages: it increases your empathy and eye for detail – the primary hallmarks of excellent customer service.

Israeli radiologist Yehonatan N. Turner conducted a study in which patient photos were attached to the radiologic images.

You don’t have to be a doctor to conclude that seeing a person’s face increases empathy. For me that’s a given. The most interesting part of the study had to do with so called “incidental findings,” or things that radiologists notice on the image that are beyond the scope of the original exam.

Here’s the kicker, as reported by Science Daily:

In order to assess the effect of the [patient] photographs on interpretation, 81 examinations with incidental findings were shown in a blinded fashion to the same radiologists three months later but without the [patient] photos. Approximately 80 percent of the radiologic incidental findings reported originally were not reported when the photograph was omitted from the file.

So, those monopoly dude placeholders you have in your Relenta account? Make it a part of your routine to replace them with people’s real faces. They’ll be glad you did.

Written by Dmitri Eroshenko

September 11th, 2013 at 10:09 am

Posted in uncategorized

5 languages of customer love

without comments

"Keep calm and speak in tongues"

So you think you know how to love your customers? Maybe you do, but chances are they wouldn’t know that.

In his book The 5 Love Languages: The Secret to Love That Lasts, Gary Chapman postulates that there are five ways to express love, and each person has a preference as to how to receive it. The five categories are self-explanatory:

  1. Words of affirmation
  2. Quality time
  3. Receiving gifts
  4. Acts of service
  5. Physical touch

Let’s say your significant other thinks you love her when you’re giving her gifts, but instead you just keep on touching her all the time. No wonder it ain’t goin’ nowhere.

The book’s companion site provides a rather elaborate testing framework so you and your loved ones can learn about each other’s languages and express yourselves accordingly.

That’s very nice and all, but it got me thinking. What if you’ve got thousands of loved ones? Your customers?

Statistically, some of them just wouldn’t feel your love no matter what you do. If that’s the case, stop and adjust. Try a different language.

Easy, peasy. We love all of y’all.

Written by Dmitri Eroshenko

September 9th, 2013 at 4:07 am

Posted in uncategorized

Creatively organized

without comments

“I’m free to do what I want any old time”

The stereotypes about creative people are silly. A writer living in squalor and not cleaning while he works on a masterpiece? Check. A painter with no social or business skills? You got it.

I see an entirely different picture among Relenta users. Our customers who are artists, photographers, designers and writers are top-notch business people. They run tight shops. They create, yes, but they also arrange shows, manage agents, keep schedules, market their work, and generally are what we came to call the happy customers. The artiste cliché hasn’t really been a hot thing since the 90s. The 1890s, that is.

Running a business and staying organized means more productivity. More productivity means more time you can devote to projects.

When done right, a management system for work and life doesn’t mean being a square. It means being free.

Written by Dmitri Eroshenko

September 5th, 2013 at 6:42 am

Posted in uncategorized

Our Big Hairy Audacious Goal

without comments

“Big, hairy and audacious. Just the way we like it!”

Leo of Zenhabits is famous for advocating against goals. The idea is intriguing enough, since most Type-A personalities spend considerable amounts of time setting up impressive goal lists and long-term goals, often through ridiculously complicated frameworks and calculations. What really makes me sit up and take notice, though, is that Leo has created a huge online following, a very popular blog, and many other successes with his method.

Personally, I have a love-hate relationship with goals. At Relenta we lovingly use Jim Collin’s strategic planning framework which, among other things, includes BHAGs (Big Hairy Audacious Goals).

Okay, here comes a tangent, can’t help it.

Our BHAG is to build a multi-purpose CRM platform that will make single-purpose apps unnecessary.

We’ve been moving in that direction since day one. Our customers are already enjoying built-in email marketing and sales deals management.

Going forward, we will tackle the following software categories, in no particular order:

  • Crowdsourced user feedback
  • Customer surveys
  • Appointments and scheduling
  • Invoicing, billing and time tracking
  • Helpdesk and support tickets
  • Chat

The rule of thumb is simple: If it has a customer database, then we want it. You’ll love it!

So. Stick around and watch our competition comparison table grow.

Back to the Zen of no goals. I know we won’t reach our BHAG if we rush, but we’ll get there eventually, one step at a time. For now we’re just doin’ our thing, staying in the moment with no goals other than the next monthly release, and thoroughly enjoying the process.

Written by Dmitri Eroshenko

September 3rd, 2013 at 11:09 am

Posted in uncategorized

System update: The Labor Day release

with 4 comments

Without doubt, machinery has greatly increased the number of well-to-do idlers.— Karl Marx

Here is our modest contribution to your well-being.

Great news: More storage!

We’ve optimized our file storage architecture and passed on the savings to you. Starting today, you will enjoy up to 70% savings on storage space. Put another way, you get 2-3 times more storage for the same amount of money.

New features

Calendar export

Click and you shall receive. Your activities in iCalendar format, that is.

Send and archive

Check this option to automatically archive the original message to which you are replying.

Popular wishes come true

  • Sort groups on contact edit screen in the same order as left vertical Groups tab
  • Sort items in the response library in alphabetical order
  • Open Draft, Outbox emails in compose mode, instead of preview, to avoid an extra click

All kinds of improvements and fixes

  • Made URLs in comment section clickable
  • Reorganized the display of date range for events with various start and end dates and times on Agenda view
  • Added “Do not mass email” column to CSV contact export file
  • Improved folder name truncation method to prevent text wrapping to the next line
  • Fixed bug that allowed saving response library items without title
  • Redirect to contact view instead of edit after merging of two contacts

Have a productive Labor Day!

Written by Dmitri Eroshenko

September 2nd, 2013 at 12:39 pm

Posted in uncategorized

Tagged with

Case study: Sage Music School

without comments

Music to our ears! Jason Sagebiel, owner of Sage Music School in New York, made our day by writing this awesome case study.

Jason Sagebiel, owner of Sage Music School

So, how do you run a music school, combining student care with creative work, your own music, and the business side of running an academy? If you’re passionate like Jason, you put a lot of heart into your work – and you use Relenta to manage student relationships, scheduling, staff, sales and all that jazz.

Contact forms go directly into Relenta

The website forms are sent directly into Jason’s Relenta CRM system and prospective students get the specific information they are looking for thanks to the auto-reply and autoresponder features.

Autoresponders keep everyone in the loop

Relenta’s email marketing tools let Sage Music school send out targeted and personalized newsletters, promotions, and more – automatically. Prospective students are in a separate group in the system, so they get introductory information and details about upcoming new classes. Current students are in a different group and get information about extra classes and school policies.

Contact timelines keep track of learning progress

To be an excellent teacher, you have to know your students well. A good CRM software is a perfect teacher’s tool. Relenta helps Jason by keeping a progress timeline for each student, which includes past emails, conversations, notes, and other details so that more time is spent on teaching and less on recalling information.

Today’s educational entrepreneurs like Jason Sagebiel wear many hats. They are artists, educators, astute businessmen, community leaders, and impeccable organizers.

Rock on, Jason!

Written by Dmitri Eroshenko

August 27th, 2013 at 2:41 am

Posted in uncategorized

Mission possible: 5 tips to stop work clutter

with 3 comments

A symbol of your inner condition

A new study from the University of Minnesota claims that people with messy workspaces are more likely to be creative while people with tidy desks and offices tend to be healthier and more generous.

Creative, maybe. Productive, hardly.

Haven’t you had a major screw up because of a chaotic work system? Creativity doesn’t make up for letting things fall through the cracks. Luckily, getting rid of clutter isn’t a big deal as long as you commit to a few basic steps:

Make a list

Clutter is not just the stuff you can touch, like that ugly pile on your desk. It lurks everywhere – in your email inboxes, Excel spreadsheets, contact manager apps, CRM software and so on. Do a complete inventory and leave no stone unturned.


Having seven separate apps and logins to deal with all your email accounts, contacts, to-do lists, files, calendars, social media, and email newsletters makes no sense. As much as possible, try to streamline your life into one, two systems tops. At the very least, integrate and sync all the multiple apps that you use, although methinks life is too short for that. Oh, and if you’re a team, it goes without saying that all information should be shared in real time.

Do not fear

Start with a big clean up and throw out as much crap as possible. You will not miss it. When my laptop was stolen in Bali a few years ago, I thought it would be the end of the world. It wasn’t. (A real-time cloud backup is still a very good idea.)

Go paperless

Paper takes up a ton of space and can easily get out of control. Digitize everything, put it on one system, and use tags so that you can easily establish connections with customers, events and everything else. Evernote is great for personal use but it has its limitations if you have thousands of customer relationships to keep track of. If that’s the case, attach digitized stuff to the appropriate contact records in your CRM or contact management software.

Remain vigilant

David Allen of Getting Things Done fame suggests getting to zero – leaving work each day with nothing in your inbox and no new emails. It may work for some, but good luck with that if your shop is dealing with thousands of customer emails per day. I mean, you can file all of your inbox items into a bunch of other folders to get things out of sight and out of mind, but you still have to respond to all those messages, right? In any case, the point is that clutter is a moving target, especially if you are predisposed to it by nature. I recommend regularly scheduled team meetings dedicated solely to tackling clutter. Wash and repeat your daily, weekly and monthly anti-clutter routines.

There’s no time like the moment. Get to it – and as added bonus, become healthier and more generous.

Written by Dmitri Eroshenko

August 23rd, 2013 at 4:27 am

Posted in uncategorized

Introducing Deals (beta)

with one comment

You’ve been asking for this feature since the beginning of time, and here it is: Sales deals management.

Here’s how it works.

A Deal is a type of activity. It represents something you want to sell, and has a money value attached to it. Deals at various stages of the sales process together form a sales deal pipeline, also known as sales funnel.

Deals are organized by stages of the sales process. Each stage has a name and probability of closing. The default stages are:

  • Lost 0%
  • Lead 10%
  • Qualified 30%
  • Proposal 80%
  • Won 100%

You can edit these stages and probabilities in Settings > Deals.

The total value of your sales pipeline with an estimated closing date that falls within a certain time period is calculated based on the number of deals at each stage multiplied by the probability of closing.

Changing the stage of the deal will also set its probability of closing to the default value for the new stage. You can change the probability of closing without changing the stage.

You can filter deals by stages and who’s responsible by clicking on the Filter Deals dropdown.

Your sales deal pipeline is characterized by these key metrics:

  • Number of deals
  • Average deal size
  • Percentage of closed (won) deals
  • Average time to closing

Deal attributes include name, description, stage, probability of closing and expected closing date. Like with any type of activity, you can associate contacts and users with a deal, add comments and attach files to it.

By default, Deals in your Relenta account are not enabled. You can turn this feature on and off in Settings > Department. When enabled, the Deals tab appears under the top Activities tab.

Written by Dmitri Eroshenko

August 1st, 2013 at 9:27 am

Posted in uncategorized

Tagged with

System update: Over 12 improvements, tweaks and fixes

with 3 comments

Here’s what’s new and exciting in today’s release:

Calendar event date range

  • Improved usability of event date and time range selectors (from/to)
  • Added date range to line items on the contact timeline, agenda and activity search results views

Email marketing

Renamed email marketing features to bring it up-to-date with modern conventions and end the naming legacy that was dating back to 2005:

  • Email Marketing → Autoresponders
  • Former Autoresponders → Auto-replies
  • Mail to group → Newsletters

Email folder usability

  • Display folders which contain unread messages in bold
  • Added count display to Draft folder that shows the number of messages regardless of the read/unread status

User menu

Changed the layout and added links to New features, Feature suggestions and Documentation (click on your name in the upper right corner).

Compose screen

To avoid mis-clicking, moved “Save as draft” button to the right, along with “Delete”

Contact and message view in Inbox

  • Added “Edit” link and date created
  • Renamed generic “Add tags” labels to “Tag email,” “Tag contact,” and “Tag activity”

Activities tab

For each of the sub-tabs, replaced generic page header “Activities” with “My Agenda,” “Daily,” “Weekly,” “Monthly,” and “Deals.”

UI redesign

And finally, we’ve restyled some parts of the user interface:

  • Department settings screen
  • Alerts and confirmations
  • Contact import screen
  • Edit contact groups screen
  • Autoresponders (formerly Email Marketing)

Written by Dmitri Eroshenko

July 31st, 2013 at 7:39 am

Posted in uncategorized

Tagged with

It’s 8:35 am

with 2 comments

Good morning, y’all! Check out оur new web ad:

Written by Dmitri Eroshenko

June 6th, 2013 at 6:40 am

Posted in uncategorized

System maintenance Sunday June 2, 3am – 7am EST

without comments


We will be performing system maintenance on Sunday, June 2 between the hours of 3am and 7am EST.

Your Relenta account will be inaccessible for approximately one hour during this maintenance window.

Email will be received without interruption.

Written by Dmitri Eroshenko

May 29th, 2013 at 4:27 am

Posted in uncategorized

System update: Over 15 new features, tweaks and fixes

with 5 comments

Seriously! Here are this month’s new features and some of the tweaks and fixes:

“Mail to group” email controls

  • View sending status in “Mail to group” email folder
  • Cancel group emails scheduled for the future time

Categories and groups

These settings are per user, so you can adjust preferences independently from the rest of your team:

  • Drag-and-drop to sort and reorder categories and groups in the left navigation bar
  • Keep open/collapse category status persistent across sessions

Undo actions

  • Click to undo actions such as delete, archive, move messages
  • Removed confirmation popup for actions that can be undone

“Do not email” contact status

  • If checked, mass emails will not be sent to contact
  • You can still send manual one-on-one emails

Message read/unread status

  • Click on received/replied/forwarded arrows to toggle message read/unread status

View timeline during edit

  • Display contact’s timeline (formerly “Activity stream”) while contact is being edited

Sorting of events in Agenda view

  • Changed sorting of “Agenda: Later” line-items to soonest on top

Email duplicate checking

  • Check for existing email duplicates when creating contact from email

Miscellaneous tweaks and fixes

  • Restored “Action” button for messages with multiple assigned contacts
  • Fixed missing attachments bug
  • Tweaked the look and feel of left vertical sidebar navigation items
  • Assign forwarded message to the original recipient when sending from folder view
  • Stopped reloading folder view after replying to message (keep open messages open after sending)
  • Fixed folder message count bug
  • Fixed file rename bug
  • Fixed comment counter update bug

What’s next?

Suggest and vote for new feature ideas.

Written by Dmitri Eroshenko

April 1st, 2013 at 1:01 am

Posted in uncategorized

Tagged with

*/ ?>