Insites Advanced CRM

A beautiful Advanced CRM that synchronises to the BC CRM

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$59.00 USD per month per site

 

This app is billed monthly.

This app requires an active subscription per site to work and can only be installed or used on sites where you have an active license.

CBO

Complete Business Online is a full-service marketing agency, with offices in Melbourne and Sydney Australia, along with our development team in Makati, Philippines. We pride ourselves on producing state of the art design and technology solutions to provide real value to our clients. With our strong team of designers, developers, support agents and account managers, we are able to look after every aspect of a company's marketing needs.

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App Type: Admin

Recurring Type: per month per site

App Features
Comments
Changelog
License
BC Hosting Plans

We have built an entirely new and stand alone Advanced CRM that lives inside the BC Admin, while also synchronising to BC contacts to ensure that you get the best of both worlds. Not only do you have the advantage of a stunning visual CRM, but you can create custom fields, add notes to contacts and companies, create activities (phone calls, file notes, meetings and events) view them in a calendar format, upload business cards, configure custom contact rules and even create tasks with reminder emails.

Bundled into this CRM is a Mobile App (available on Android and iOS) which will be released next month, which will ensure you have all of your contacts with you wherever you go. This will be avialble as a BC App where you can manage users through the admin interface.

A bonus feature to the CRM is the Microsoft Outlook plug-in which lets you push emails and/or attachments directly into the CRM to record the activity and keep your team up to date with interactions with various contacts.

With a future update we will be releasing a Zapier integration that will include 'Triggers' and 'Actions' on contacts and custom fields which opens up a vast range of flexibility and customisations. Some examples would be pushing information from your support ticketing software into the CRM, adding accounting information onto a contact, trigger an email/sms alert based on updates to a custom field, the options are endless.

You finally have the dream CRM you have been looking for that stays in sync with BC while also giving you a full range of features and extensibility.

All this with no limitation on users, a simple flat fee for our software unlike the many other CRM options in the market. Please note, that users must be a BC Admin user.

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15 Oct 2018 - Version 1.5.5

Fix textarea plugin behavior (disable automatically removing of excess lines and white spaces)

31 Jul 2018 - Version 1.5.4
  • Fix textarea bug submitting form upon pressing enter.
26 Jul 2018 - Version 1.5.3
  • Added Instagram Field in Company and Contact Form
  • Made the Company Type field in Company Form not mandatory
  • Made the Contact Type field in Contact Form not mandatory
12 Jul 2018 - Version 1.5.2
  • Added loader images
  • Added Instagram Field in Company and Contact Form
  • Made the Company Type field in Company Form not mandatory
  • Made the Contact Type field in Contact Form not mandatory
04 May 2018 - Version 1.5.1

Fixed duplicate users issue

19 Apr 2018 - Version 1.5.0
  • Added option to import and export companies
  • Added option to export combined company and contact custom fields
  • Added Help tab
19 Mar 2018 - Version 1.4.0
  • Installed internal error logging
  • Fixed import/export bugs
  • Improved custom fields sorting
  • Removed time from Task due date
  • Fixed sync bug
16 Mar 2018 - Version 1.3.0
  • Rebuilt first-load sync
  • Increased sync speed on first load
  • Enhanced sync from BC to ACR and vice versa
  • Improved listing of contacts and companies
  • Improved import and export features
  • Improved contact filters
  • Corrected display of date and time
  • Fixed bugs on search
  • Fixed timezone issues
  • Improved listing of tasks
  • Corrected issues with the calendar
  • Fixed bugs in the custom fields
  • Other app improvements
13 Feb 2018 - Version 1.2.0

Initial Release

License (Admin App)
By purchasing resource (“app,” “plugin,” “service,” “download,” “item,” or “file”) you are being granted a license to use these files for specific uses under certain conditions. Ownership remains with BC App Store (Solid Sky LLC) and the respective copyright holders, and you are required to abide by the following licensing terms.

Rights
You have rights for royalty free use of our resources for a single Business Catalyst website project. You may modify the resources according to your requirements and use them royalty free in a single personal or commercial Business Catalyst project. For example, you may include this resource in a website build for a client as long as you purchased and installed the app on that client’s Business Catalyst site. You are not required to attribute or link to BC App Store in this project.

We reserve the rights to change prices and revise the resources usage policy at anytime.

Prohibitions
You do not have the rights to redistribute, resell, lease, sub-license or offer the resources to any third party. You also may not transfer the resources from one Business Catalyst site to another without obtaining a new and separate license for that site.

UNDER NO CIRCUMSTANCES SHALL BC App Store (Solid Sky LLC) BE LIABLE FOR ANY DIRECT, INDIRECT, SPECIAL, INCIDENTAL, OR CONSEQUENTIAL DAMAGES, INCLUDING, BUT NOT LIMITED TO, LOSS OF DATA OR PROFIT, ARISING OUT OF THE USE, OR THE INABILITY TO USE, THE MATERIALS ON THE SITE, EVEN IF BC App Store (Solid Sky LLC) Team OR AN AUTHORIZED REPRESENTATIVE HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. IF YOUR USE OF MATERIALS FROM THIS SITE RESULTS IN THE NEED FOR SERVICES, REPAIR OR CORRECTION OF EQUIPMENT OR DATA, YOU ASSUME ANY COSTS THEREOF.

Privacy Policy
BC App Store respects each individual’s right to personal privacy. We collect and use your personal information (name, e-mail) only to track sales, resource licenses, visits to our website, and to send periodic e-mails with important updates. We will absolutely not transfer users’ information to another company.

The app is compatible with the following Business Catalyst Hosting Plans:

  • Gold
  • Platinum
  • Silver

DISCLAIMER: If an app is installed on an incompatible plan, the app will not be supported and is not guaranteed to work as advertised. Furthermore, Adobe Business Catalyst reserves the right to disable the app without notification.

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