Product updates as they ship, and articles on getting more out of every part of the panel.
Product update
Reminders, SMS campaigns and journey steps can now go first to the customer's chat with your own bots, and to the next channel when one does not get through. And SMS can go only to customers who agreed to it, if you want.
Read more 3 min read
Product update
Record a meeting in a voice room, or upload the recording of a meeting held in person. It is transcribed and drafted into minutes on the project — a summary, the decisions and each person's action items with their dates — for you to review and hand out.
Read more 2 min read
Product update
The new NabuLoyalty add-on gives points for every purchase at the cash register, in the online shop and on the order board. Customers spend points and coupon codes at checkout, get a gift on their birthday, bring friends with a referral code and see their points under "My points" in the customer portal.
Read more 2 min read
Product update
Any unpaid invoice can now be sold on installments. Give the down payment, how many and how often, and the due dates are made. Take a Sayad cheque for an installment, record it paid or move its date. Installments show on the cash radar too.
Read more 2 min read
Product update
Pick your industry and the panel gets that trade's pipeline, custom fields, tags, ready replies, paused playbooks and Metro tiles. Five short questions fit the kit to your business, and sample customers come and go in one click.
Read more 2 min read
Product update
Give the import page a Mizito export, a Hesabfa people list or any Excel or CSV file. Columns are recognised for you, you see how many customers are new and how many you already have before anything is filed, and nobody is filed twice.
Read more 2 min read
Product update
Set commission rules per rep, per team or for everyone. Each month's commission is worked out from paid invoices, lands on the payslip once a manager approves it, and a leaderboard for the sales office refreshes every minute.
Read more 2 min read
Product update
The Change log now records creates, edits, deletions, exports and bulk changes, and brings a deleted task back. Unusual exports are reported to the owner, each seat can be held to an export limit, and sales agents can be shown masked numbers. A leaver's work moves to one colleague in one action.
Read more 2 min read
Product update
The cash radar now takes the least money you want to hold, and a week under it is short or tight. The customer file, new invoices and new estimates show a payment-risk chip: bounced cheques, late installments and overdue payments.
Read more 2 min read
Product update
Photograph a business card or hand over an Instagram profile, a Divar ad or a Bale account; the name, number and handle are read and, once you have checked them, the lead is saved. The browser extension has a Save to NabuCRM button on Instagram and Divar, and the phone app takes a pasted link.
Read more 2 min read
Product update
The Call hour screen shows who to call next, why, and three lines about them. One tap to dial, two to write the call down, then the next customer.
Read more 2 min read
Product update
Every morning your business is compared with its own last eight weeks. When new leads, income, reply times, a colleague's calls and tasks, or overdue follow-ups are clearly off, the Work desk shows an alert, and What should I do? shows the next step.
Read more 2 min read
Tell us what to build next. Most of what is announced here started as somebody’s suggestion.
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