*NEW* Tribalhut - CRM Without the clutter

posted by TribalHut.com - 1/11/2015
TribalHut.com Active Since 12/7/2009
United States

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TribalHut CRM is a contact relationship management module that lets you know who you talked to, what was said, and what needs to happen next. Manage contacts, tasks, deals, projects, notes, documents and more. Enjoy the minimalistic, task driven user interface. Module 34114
  • $670.00

$670.00

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CRM for DNN

Manage your contacts, track your deals, collaborate on projects and organize your tasks... Done Beautifully simple for DNN!

Tribalhut CRM is a DotNetNuke module that lets you know who you talked to, what was said, and what needs to happen next. Keep all your customer information in one spot. Stay focused on your deals, organize your projects and ensure timely follow-up. Anyone who deals with people generates a lot of information, TribalHut CRM helps you easily organize the cause.  Keep all your contacts, leads, customers and companies in one spot.  Stay focused on your deals, organize and document your projects and ensure timely follow-up.

Feature highlights

  • Manage Contacts
  • Import DNN users into contacts
  • Track Deals (Opportunities)
  • Manage Projects
  • Organize your Tasks
  • Add Notes to any entity
  • Group Contacts by Company
  • Add Threaded Comments to your notes
  • Attach (multiple) Files to any note
  • Item level security
  • Smart Activity Dashboard
  • Supported on DNN 6.1.2 +
  • And more...

 

     

    See the screenshot feature tour below or visit http://tribalhut.com to try it out...

    Your contact's history on one page

    Every contact and company gets its own page.  You and your team can post notes from calls, conversations, meetings, emails or any other information related to a contact.

    1)The header displays the contact name, title and their company (dynamic) plus add tags inline  2) Post notes about phone calls, meetings, emails, etc. and attach files too (also see next section)  3) The lock icon means only you can see it, Notes can be dated and let you attach (multiple) files inline.  Users can also post comments to existing notes  4) Search your contacts and companies with Auto Suggest searching and see upcoming tasks for your contacts 5) Add contact info, background info, important dates for quick reference 6) Track your active deals and  7) List of projects to related to your contact

    Contact info and History Page 

    Add notes, files and events

    1) Notes can be added to any contact, company, deal and project, just type in what you want to say  2)Attach files.  Have multiple files just add another inline 3) Say when did it happen.  Use this date to create a meeting or event . 4) Then decide who else can see this comment/files.

    Add Notes

     

    Add tasks to get organized and get stuff done

    Tasks help you stay organized.  Assign tasks to yourself or others.  Add categories (i.e. follow up, email, demo, fax, etc) for quick reference.  When done just check them off.

    1) Adding a task is simple  2) When is it due  3) Who is responsible (assign it to other CRM users) and who can see it  4) choose a category or add a new one inline (yes! categories are added inline)  5)  Quickly scan tasks by using optional categories (lunch in this example).  Tasks that are late bubble to the top to remind your of their importance. Tasks are grouped into tiers such as Today, Tomorrow, This week, Next week and later.  6) Filter the task list by your own tasks or view the whole list.

    Add tasks and get organized

     

    Track deals, quotes, bids and leads

    Stay on top of which proposals are pending, which you've won and which you've lost. Add notes about the deals, attach related files (proposals, contracts, etc.) and keep track of any changes.

    1) See you pipeline how many deals worth how much  2) Quickly see the deal, related company/contact, category and the amount it's worth. 3) Filter your deals list by attribute  4) Open up a deal and see overview info, add tags inline, and change the deal's status with one click.  5) Add notes, documents and key dates to your deal  6) Add tasks that need to get done to close your deal. 7) Include background info about the deal for reference or to bring co-workers up to speed  8) Link the company and contacts that are involved with this deal.

    Track deals, quotes, bids and leads

    Secure your information quick and easy

    Specify who can see a contact, company, notes, comments, deals and projects.  Let everyone see it, only you, select a group (from DNN Roles) or select a co-worker and assign it to them (list is limited to users with role access to the module).

    Secure your information quick and easy

    Quickly add people and companies

    1) Ad basic info and enter the details later  2) If you click link to add details the form expands  3) Add phone numbers, emails, IM accounts, websites and addresses (add multiple of any of these inline) 4) Include background information  5)  Decide who gets to see it

    Add people and companies

    Import Users from DNN Portal and automatically create contacts

    1) Search part of a user's name, username or email  2) Select User(s) from search results and click import 3) Contacts that have been imported from DNN will show their user name in the contact list and their contact details.

    Add people and companies

    All your company information in one spot

    Company pages aggregate all the company activities; notes, files, emails, deals and tasks.  Keep track of everyone your company interacts with at any company.

    1) Add tags to your companies for easy searching  2) Add notes directly to the company page 3) Notes and files entered about contacts, projects and deals related to the company are aggregated to the company history  4) Search your contacts (auto suggest searching)  5) Quickly add tasks that need to get done  6)Easy access to contact info, background info and important dates  7)  See active deals with the company 8) See your contacts at this company  9) Scan list of projects for this company

    All your company information in one spot

    The Dashboard keeps you organized and up to date

    The Dashboard is your high level view of the latest activity and your upcoming tasks. You can quickly add new contacts and tasks or search your contacts

    1) The latest notes, comments, files, deals and projects are listed on the dashboard  2) Deals include their value and background  3) Posts with a lock icon only you can see, while notes with the paperclip icon include an attachment  4)  Auto suggest searching of your contacts and companies  5) Easily add new contacts and tasks 6) Upcoming tasks are listed in the sidebar, just check them off when done. 

    Your Dashboard Ties it all together

     

    Projects help you stay organized

    Use them to organize project work you may be doing, support cases, or just to group related stuff together.

    1) In the header edit project details, add tags (inline) or close the project.  2)  Add notes, make comments and attach files 3) The project history keeps you and your team informed  4) Add tasks that need to get done on the project 5) Stay on the same page with background info on the project.  6) Link contacts and companies that are involved with the project

    Projects help you stay organized


     

    Product License

    MITMAR CORPORATION END USER LICENSE AGREEMENT (EULA)

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