Güncellemeler

Forms

We are pleased to announce that we bring Forms to make your job much easier. As you know, Cocopipe's long-term vision is to become an all-in-one CRM platform and we stick with this path. With Forms, you can collect data from your prospects, leads, website visitors and customers.

• Customize your forms' header, logo and colors.

• Add textfield, dropdown, singleoption, multioption, and richtext area.

• Make any fields as required.

• Track your submissions on Cocopipe.

• Make it Whitelabel.

Mail

Now, you can connect your email to Cocopipe and start using our emailing interface.

Note: Cocopipe doesn't store your creditiantials, or emails. All connections are managed by Google with API.

• Connect your emails.

• Track your emails;

  • How many times do it opened?

  • Are the links included in the email are clicked? If so, how many times?

Added "Notes" to Cocopipe. Now, you can take your notes on Cocopipe with great features below:

• Create your notes with a richtext tool.

• Link your notes to contacts, deals or tasks.

• Delete or close your notes.

• Use the search box to avoid getting lost among hundreds of notes.

Quotes

• Create and send quotes to your customers and leads.

• Connect these quotes to deals or contacts.

• Set different currencies.

• Get unique ID for each quote.

• Download your quotes as PDF.

• Set up an expiration date.

• Track whether your quote is accepted or rejected by the recipient.

Invoices

• Create custom invoice templates.

• Send your invoices.

• Get unique ID for each invoice.

• Mark your invoices as Paid, Pending or Draft.

• Track your invoices via visual reports.

We are happy to announce that task management tool v1 has been released. In a long-term vision, it'll becoma a full function project management tool, so our customers will not have to use another tool to operate, track and manage their projects. It's version came with core task management functions.

• Create new tasks

• Assign tasks, or collaborate with others.

• Communicate with your teammates via comments.

• Never miss a task and deadline via notifications.

• Track the history of a task with activity logs.

• Select Kanban or list views for listing tasks.

• Get visual reports for task management system.

Integration for Google Drive and Calendar.

• Track and monitor your daily, weekly and monthly calendar.

• Create new meetings and events.

• Add Google Meet links to events.

The very first version and MVP of Cocopipe has been published. In this version:

• Introduced core sales management tool features.

  • Pipeline Management

  • Deal Management

  • Kanban and List views.

• Core CRM features.

  • Contact management.

• Label Management.