What's new in CRM Ground

Notes, smoother saving and a version number

• NewCustomer notes: a dated notes log on its own Notes tab. Pin a note and it also shows on that customer's jobs.
• NewVersion number at the bottom of the menu, and this What's new page.
• ImprovedPayment terms now live on the customer's Payments tab.
• ImprovedCustomers get a primary contact and a site from their own details when they're added, and existing customers have been filled in the same way. Data quality lists customers with no address on file, with buttons to text or email them.
• ImprovedCustomers found overnight and linked to an existing record now bring their payments and Direct Debit badge with them straight away.
• ImprovedThe map search sits in the same toolbar as the filters.
• ImprovedCRM Ground now runs on the latest version of its underlying framework. A thin bar across the top shows when a page is taking a moment to open.
• FixedPressing Save could leave the button on "Saving…" until you clicked somewhere else on the page.

• NewCustomer map search: find a customer by postcode, street or name, and jump straight to their pin.

Signatures, scheduled texts and a sturdier platform

• NewTexts from a customer's Messages tab can be scheduled for 8am on a later day, the same as service invites.
• NewFull screen signing mode for customer signatures. The signature locks once the job is completed.
• ImprovedJob photos take their location from the photo itself, so there is no location permission prompt.
• ImprovedWooCommerce orders sync automatically every night.
• ImprovedRelinking a Calendly booking also creates its job, and a booking or diary entry you unlink stays unlinked.
• ImprovedA lapsed service plan can be marked as ignored when there is a genuine reason.
• ImprovedMerging customers now carries invoices, support tickets, emails, service invites and payments across as well.
• ImprovedNightly jobs run between 1am and 4am, before the working day starts.
• ImprovedFaster pages (the app now runs from London), clearer error messages instead of "Something went wrong", and tighter security throughout.
• FixedTexted job report links asked for a login; they now open the report directly and expire after 7 days.
• FixedPhotos in job reports were cropped; each now keeps its real shape.
• FixedCalendly bookings now capture the customer's mobile number.

Jobs, email, support desk and reports

• NewJobs from Calendly bookings and Google Calendar entries, working hours, drag to move in the diary, and a Book job window with a booking link you can text.
• NewEmail through your own Google mailbox, with separate Accounts, General and Support senders. Invoices can be emailed from the Payments tab.
• NewSupport desk: emails to your Support address become numbered tickets, with replies kept on the same thread and an unread banner on the dashboard.
• NewJob photos and videos, plus a Photos library for owners and office staff.
• NewJob completion reports: branded PDF reports sent by email or text.
• NewActivity log showing who changed what, for owners and office staff.
• NewSearch from anywhere, with live suggestions as you type.
• NewSettings: editable organisation details, Branding, Team management and Billing.
• NewService invites can be scheduled for 8am on a later day.
• ImprovedStripe payments: guest checkouts and bank transfer invoices now come through; payments with no matching customer wait in a review list.
• ImprovedOn a phone: add CRM Ground to your home screen, a readable search, and a Call button.

Invoices, data quality and the dashboard

• NewBranded VAT invoices from GoCardless payments.
• NewDashboard, and a Data quality page for duplicates, clashes and gaps.
• NewNew customers are picked up overnight from your connected apps and staged for review.
• New"Check your details" links sent by text, with changes waiting for your review.
• NewService invites, Google Calendar import, merge a customer in as a contact, and permanent delete.
• NewMetrics: a filterable payments list and a Recent payments card.
• NewJob types, and jobs created from Calendly bookings.
• ImprovedCustomer pages open on an overview, with the detail in tabs, and panels carry your brand colours.
• ImprovedButtons show Saving…, then Done ✓ or Failed ✕.
• ImprovedAdditional email addresses per customer; a postcode suggested from a partial address; street names written in full.
• ImprovedNew customers are added to TextMagic automatically, and texts can start from a TextMagic template.

First release

• NewCustomers, contacts, sites, access details, systems and assets.
• NewImports from WooCommerce and CSV, with duplicates held for review.
• NewConnections to WooCommerce, GoCardless (with an Active DD badge), Stripe, Calendly and TextMagic.
• NewJobs and the office diary; archive, restore and merge customers.
• NewCustomer map with grouped pins and previews.
• NewLive customer search and sortable customer columns.
• ImprovedNames, addresses, postcodes, emails and phone numbers tidied to one house style on every save and import.