Active CRM set to be released February 15, 2007

by Will M on 12 Dec 2006 12:05 AM

Active CRM is scheduled to be released on February 15, 2007. We actually finished development on the main feature set last week. Why wait until February to release? Active CRM is an application that many businesses will trust with their daily business operations. While we have been thoroughly testing the application all during the development process, we want to make sure we haven't to make sure we have covered as much as possible. The first step is to use Active CRM to manage every business aspect of Active Modules, Inc. We have been using a subset of Active CRM for about 4 months now, but it is nothing like the application we have today. As of next Monday, all internal tasking, project management, pre-sales questions, support, leads and sales information will be managed through Active CRM. More details to follow on how this actually happens.

We are also beginning to put together all of our marketing materials. You can expect to see more frequent blog posts about features of Active CRM. I'll begin with a screen capture of the login screen and invoicing/sales screen.

Active CRM Login

Active CRM Sales/Invoice

Will Morgenweck
Active Modules

2 Comments for Active CRM set to be released February 15, 2007

Vigilant Tech User is Offline

12 Jan 2007 07:01 PM

This project still on time? Will it be integrated with the active case module?

Will M

17 Jan 2007 07:49 AM
www.activemodules.com

This project still on time?

Yes, we are still on schedule for the February 15th release date.

Will it be integrated with the active case module?

Good question. We spent a significant amount of time discussing how to handle support within Active CRM. Our first reaction of course was to integrate Active Cases. The data model for Active CRM is significantly different than Active Cases. One of the nice things about Active CRM is that you relate anything to anything (pretty much

. This would make integration with Active Cases extremely difficult. We decided to build a case management solution within Active CRM that would allow us to keep all information related as needed. The end result is that Active CRM gives you instant access to all relevant data for a particular customer. A support person could be managing a support request and can quickly review the customers sales history. Likewise, a sales rep can be managing their customer's account and quickly determine if they have any open support requests.

Thanks,
Will

Quick Reply

	Username:
	Subject:
	Body:
	Security Code:	Enter the code shown above in the box below
Submit

Active Forums 4.1