Heap CRM is a Hosted Customer Relationships Management Solution primarily for small business. The service is designed to be simple, with simple functions like messaging, calendars and contacts; but it ties them all together so you can see the relationships between these items. You can easily run reports on this data, or if you wish, export the data. Heap does what you need then gets the heck out of your way.
Today Heap CRM got a number of exciting new features :
Send (or Forward) your E-Mail to Heap
So let’s say you’re a real estate agent. You receive an email from Tom (an appraiser) about the Johnson house that you just placed in your inventory. You quickly forward Tom’s email to Heap and it associates itself to the Johnson opportunity; you then CC Heap on your reply and it attaches itself to the prospect as well.
Send Events and Tasks to Heap with E-Mail
You are on a plane yet again. You start talking to the gal in the next seat; you find out she’s perfect for the type of homes you currently have in your inventory. Right there, you open up your mail application enter in information you have so far and press send. If the plane has wifi the E-Mail gets sent out right then, allowing your sales team to start working on this new lead right away. But if it doesn’t, no worries, it will go out the moment you have Internet access again.
Import E-Mail into Heap
You were an E-Mail maniac in the airport, but on some of the messages you forgot to CC Heap. No problem, just open up Heap and import.
Relationship Subscriptions
So you’ve always been able to subscribe to everything or to a particular calendar or particular category. And you still can. But you can now subscribe to messages and calendars based on what they are related to. Let’s say I have a bunch of leads, opportunities or customers that I’m responsible for. It’s my job to get them to the next stage in the sales process. Well I can subscribe to an RSS feed and be alerted of any new message that relates to one of those prospects. Same thing with events. I can subscribe in iCal (or Outlook 2007 and others) and see every event that relates to one of my prospects.
Enhanced Person Page
You have a new way of monitoring people who are involved in the sales process but aren’t actually the prospect. From any person you can see a list of every lead, opportunity, customer or archive that they are involved in. Think about how easy it will be when Jeff the banker calls to know which closing he wants to talk about.
Run Event Templates Anytime
With Heap you could always automatically generate a large number of events and tasks. But now, you can do it anytime you want even after you have created the lead, opportunity, customer or archive.
Enhanced Calendar
You can drag and drop events, check them off. All under the same simple design.
And much more features !! You can sign-up in Heap for free for a 31 days trial. Pricing is $9 for the first user and $5 for each additional user. You might check the Heap PDF Manual to read more about the different Heap CRM features.
