The NabuCRM blog

What is new in NabuCRM

Product updates as they ship, and articles on getting more out of every part of the panel.

Product update

Latest

2 min read

A customer taken off your business can come back for 30 days

Removing a customer from your business is no longer final. The customer's lists, tags, history, follow-ups and files are kept for 30 days, and one button on the Change log puts them back.

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Product update

The phone app sends a call's recording and reads a business card

In the NabuOS phone app, Log this call? now takes the call's recording too, and its summary fills in the call you just logged. On the Customers tab, a photo of a business card from the camera or the gallery is read and saved as a lead. Both need the new app build.

Read more 3 min read

Product update

Owner reports and approvals now reach Bale too

The AI employees' report, the reply coach's weekly report, business alerts, the cash radar warning and document approval requests now come from the business's own Bale bot as well as Telegram — and a document can be approved right there with /approve_doc_N.

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Product update

Loyalty points come back with the money

When you issue a credit note on an invoice that earned points, the points that purchase earned are taken back in the share refunded, and the customer's level follows.

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Product update

Filter contacts by a custom field, AI-filled ones included

In "Contacts" you can now pick a custom field and an answer, and the list keeps only the people with that answer — say "buying temperature: hot", filled in by the AI from their conversations.

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Product update

Plans and billing offers only a currency you can pay in

An Iranian reader is no longer offered the US dollar button that ended at \"No payment gateway is configured\"; prices and payment are in toman, through the Iranian gateways.

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Product update

Call recordings are summarised and filed on the customer file in one tap

Put a call's recording on the customer file and it is transcribed and summarised, with the outcome and the next stage, deal value and follow-up date it suggests. Connect Issabel, Asterisk or a cloud PBX too: an incoming call opens the caller's file for the colleague whose extension rang, and every call is logged by itself.

Read more 3 min read

Product update

Response-time targets for tickets and the inbox

Set how many minutes the first reply and the close may take, per ticket department and for the inbox, in your own opening hours. The holder is told when a target is close, their manager when it is missed — and, if you choose, the conversation is handed to the next person. Each person's record is under Reports.

Read more 2 min read

Product update

Pin a console answer to the Work desk; it is read again every morning

Under every console answer with a figure or a chart there is "Pin to Work desk". A pinned answer is re-read every morning with the same tools, can be shared with colleagues, and a weekly pack of pinned answers goes to the owner's Telegram or Bale.

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Product update

Send your invoices straight to the Iranian tax system (Moadian) with your own key

Accounting has a new Tax system (Moadian) page. Give your memory id, economic code, private key and certificate, and send any issued invoice with one button. Each submission shows its status and the tax system's answer, can be sent again, and returns, corrections and cancellations go through credit notes.

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