Roadmap

June 20 - Kanban View on Projects

May 16 - Connecting Multiple Vista Instances
May 16 - Update to User Menu in People Tab
May 16 - Custom Reporting - Record Details Custom Fields not showing in Projects View
May 16 - Foundation Income vs Cost
May 23 - Project Document Permissions

April 18 - Followup app release on Google Play store
April 25 - User Security Levels
April 25 - People Tab Enhancements
April 25 - How to create a new user in People's Tab
April 25 - How to customize unique user permissions
April 25 - How to Create a Preset Permission Set
April 25 - Enterprise Features

• User Security Levels
• Followup CRM released on Android
  

• ERP Import Enhancements
  
• Vista JC Contracts Enhancement
  
• Zapier Enhancements
  
• ERP Scheduled Sync Settings

March 11 - Vista Enhancement - JC Contracts
March 12 - Import Jobs and Customers
March 17 - Cache invalidation rule on envoyer pre-prod and production deployment
March 28 - Zapier Integration Enhancements
March 28 - ERP Scheduled Sync Settings

• Goal Setting for 2025 Webinar
• Countersign Proposal Feature

• February 4 - Add Counter signer
• February 12 - QA_Add Counter signer
• February 26 - Upgrade Qrvey

• January 14 - ERP Mapping UI - Required Fields
• January 15 - QA_Sage 300 Mapping UI
• January 15 - QA_Vista Mapping UI
• January 15 - QA_Foundation Mapping UI
• January 15 - QA_Spectrum Mapping UI
• January 21 - Project Listing Limit the Columns and data Coming From server
• January 21 - Project Update Optimization
• January 21 - Project Listing And Advance Filter Optimization
• January 21 - Optimize System Speed
• January 22 - Required Fields Optimization
• January 22 - Outlook Plugin
• January 22 - Exporting Comment from Project Page
• January 22 - Multi-Select Custom Fields in Advanced Search
• January 31 - Allow users to add multiple custom signatures to a document
• January 31 - Documents do not load and display "Loading Document" when only office memory is used

• System Speed Optimization
• Product Roadmap 2025 Webinar

• Custom Reporting Webinar

• Record Details Custom Fields
• Custom Reporting

• Al (Artificial Intelligence)
• Business Card Scan

1. Automation Enhancements - Adding Conditions 
2. Automation Enhancements - Time-Based Automations
3. Automation Enhancements - Selecting Multiple Actions
4. Automation Enhancements - Non-user field
5. How to Add Custom Fields to Your Change Orders
6. Global Search Enhancement Features

• Global Search Bar Enhancement
• Custom fields in Change Order

• PG Snippets
• PG Pricing Feature
• Sharing Project Documents Enhancement

• Projects Advanced Search Enhancements
• Bulk Email Enhancement

• Updates to the Proposal Generator
• Viewpoint Spectrum Integration
• How to add pictures into the mobile app
• Vista Integration

• Edit print page
• Contact activities in a calendar view
• Sharing Project Documents Enhancement

• Company and Contact will now default to the users saved list. 

• Quickbook Integration 
• Vista Integration now includes SM Work Order.

• Ability to add a Competitor Company
• Ability to label Companies as "Parent" or "Child" Companies and associate those projects 
  

• Followup CRM and Quickbooks full integration 
• Merge Companies and Contacts 

• Updated company information section on the project page 
• Updated project comments feature 

• Followup CRM and Foundation Integration
• Followup CRM and Sage Intaact Integration
• How to share photos and documents with one click
• The New Merge Companies Feature
• How to Sync an Email to a Contact via the Outlook Plugin

Share Documents and Photos with One Click

Sage Intaact Integration

• Attach multiple files to an Email to a Client
• Load your Project Page faster than ever
• Select dates with ease

Dynamic Fields and Multiple Signatures Feature in the Proposal Generator 

1. Ability to Open Link in New Tab

1. Calendar Sync with Outlook and Gmail Calendars 

2. Editable Captions within the Proposal Generator 

1. File manager enhancements
2. Send documents via API
3. Reports sent to notifications

• Copy Invitation Link 
• Custom project page layout
• New automation use cases 
• Edit scheduled reports

1. All reports are now sent to your emails
2. Faster system processing 
3. ERP Integration setup 
4. Automations

1. Advanced Search - Companies & Contacts

2. Bulk Edit - Companies & Contacts

3. Rearrange or Hide Your Project Data Fields

4. Call Log for Mobile 

1. Customize Contact Status

2. How to set Default Dashboard & Activities

3. Floating Navigation Bar in Projects

4. Company Status

1. Duplicate Data Protection

2. Bulk Email Feature

3. Advanced Search Feature

4. How to Change Your Sales Status Colors

5. Default View Settings

1. Bulk Update Projects
2. Contact Activity Logs
3. Multi-Select Custom Fields in Advanced Search

1. Hover Integration
2. Change Orders
3. How to export your contacts
4. How to use the login report

1. Drag to resize columns on project and dashboard
2. Custom Fields Contacts and Companies
3. Update Multiple Files At Once
   

1. How to Update a Project Quickly Online
2. Pin a project to your dashboard or projects tab
3. How to track change orders
4. How to move a contact to a new company

1. Reorder Sales Behaviors https://help.followupcrm.com/e... 

2. Drag and Drop Documents https://help.followupcrm.com/e... 

3. Bulk Project Update https://help.followupcrm.com/e... 

1. How to move a contact to a new company
   
2. Edit File Labels
3. Business Development Activities
4. Email Notification Settings

Click the links to watch a video on these new features.

1. Required Fields 

2. Custom Fields

3. Quickly setup quotas

4. Saved Project Views

5. Contact Activities

Here are the enhancements released this month! 

1. Reorder Sales Behaviors

2. Drag and Drop Documents

3. New User Permissions 

Click the links to watch a video on these new features.

1. Lock User's Account

2. New User Registration Process 

3. "No Bid" Status option available 

4. Confetti Celebration when you win a job!

Here's a look at the new features and enhancements rolled out in October 

1. Users can now automatically schedule and email reports to themselves or others on their team! You determine which report gets sent and at which frequency. It looks like this in your inbox 🗓📈

2. If you ever wanted it to be easier to find a contact to add to a project, you're in luck! You can now Automatically pull in a contact form the system or from your email . 👤


3. Create email templates right in Followup. And see when the recipient opened the email! 📩


4. You can also add your signature to your emails 😉 ✍️


Stay tuned for more exciting roll outs! 



 

Here is an update on all of the new features, enhancements, and integrations rolled out in September 2021!

1. Global Search - https://help.followupcrm.com/e... 
2. Automatically Pull In Contacts From System or Email. https://help.followupcrm.com/e...
3. One-click add - https://help.followupcrm.com/e... 
   
4. Zapier Integration enhancements
   
5. The Edge integration enhancements
   
6. Company Contacts Export 
   
7. Email Templates https://help.followupcrm.com/e... 
   
8. Email Signature https://help.followupcrm.com/e... 

Here's a peak at all of the new features, enhancements, and integrations rolled out in August 2021! 

• Followup CRM is now integrated with CompanyCam! 
  
  
  
  
• Forgot your password? No problem! We re-designed a new easy to find Forgot Password button that - when clicked - will help you reset it.
  
  
  
  
  
• By popular demand, the File Data page is now named PROJECTS. All the functionality remains the same.
  
  

• The grey quotas bar charts on the homepage now reflect the collective quotas for the company.
  
  
• Under company settings >> people | you can now assign a type to a user such as sales or project management
  
  

We're working on more ways to improve your experience. Please keep voting and checking in! 

Here a peak at all of the new features, enhancements, and integrations rolled out in July 2021!

• STACK Integration - https://youtu.be/vjS5LA5DWUA
  • https://help.followupcrm.com/e...

• Login with O365 and Gmail
  • 

• Google Addresses - File data and Companies
• • 

• Edit Dashboard and File data Column -https://help.followupcrm.com/e... 
• Parent-Child Relationships- https://help.followupcrm.com/e...
• Contact View - https://help.followupcrm.com/e...