Affordable CRM took another step forward today. Tactile CRM has released version 2.0 of their CRM tool for small businesses. The new release includes a number of additional features, and some refinements of existing functionality. Clients and leads are now grouped together, under the new class of ‘organisations’ (Jake Stride of Tactile CRM describes the reasoning in this post). Tagging capabilities have now been added (examples on the Tactile blog).
Tagging makes navigating and organising large amounts of data significantly more efficient. Tactile CRM now even features a tag cloud, which makes a nice visualization to help you understand how your CRM tool is being used. As you’d expect, tags can be renamed, merges or deleted.
I’ve blogged about Tactile before and we have given it a good try out here in the office. With the latest release, the number of sales opportunities supported in the ‘Micro’ and ‘SME’ versions of the service have also been increased. The team are very excited about the new functionality. I caught up with Jake Stride via Twitter earlier today, and over the course of a few tweets he said:
“It’s great to finally release all the hardwork the team has put into Tactile CRM based on our user’s feedback & suggestions over the last couple of months. We now have powerful searching and data maintenance, which even established competitors are missing and we’re not stopping there – we’ve already started on the next set of features which will see integration with other online services and some new graphing/reporting functionality”
For those wanting to dip their toes into the CRM water, you can sign up at http://www.tactilecrm.com/signup and use the code ‘redcatco’ in the ‘Sign up Code’ box, That will enter you into a prize draw for their business plan, which is worth £420. Sounds like a good deal!

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