New Features in nowCRM 1.3

Presented by Vladimir from nowtec solutions AG

Introduction

Hello! I’m Vladimir from nowtec solutions, and I’m excited to walk you through the newest features, additions, and improvements in nowCRM. This update includes advanced filtering capabilities, enhanced communication tools, automation features, and much more to power your daily business operations.

Advanced Filters

One of our most significant additions is the Advanced Filters system, which provides powerful ways to filter and work with your contact data.

Key Capabilities:

• Multiple Filter Criteria: Filter contacts across various categories including:

  • Personal information

  • Preferences

  • Professional information (job title, department, organizations, industry, functions, and more)

• Operator-Based Combinations: Combine different filters using logical operators to create complex queries and generate precisely targeted result sets

• Save and Favorite: Save your frequently used filters and add them to favorites for quick access and instant application

Contact Tagging

Quickly organize and categorize your contacts with our enhanced tagging system:

• Create new tags with customizable colors

• Apply tags directly from contact lists

• Access tags within contact detail pages in the dedicated tags section

• Visual organization for better contact management

Communications History

Track all your interactions with contacts in one centralized location:

• Complete history of all communications

• Track what was sent, when conversations occurred, and all interaction details

• Available directly within contact records

List Management

Enhanced list functionality with persistent filters:

• Filters are saved locally and applied across different data views

• Easy one-click reset to clear all active filters

• Seamless workflow across the platform

nowComposer: Multi-Channel Communication

The Composer feature provides comprehensive social media capabilities and multi-channel communication management.

Analytics Dashboard:

• Performance Metrics: View percentages and counts for all campaigns

• Engagement Tracking: Monitor events published, delivery rates, and open rates

• Feedback Loop: Set up comprehensive tracking to understand campaign performance

• Detailed Insights: Track unsubscribes, bounces, click-throughs, and more

Channel Features:

• Contact Variables: Use dynamic variables to personalize communications

• Quick Generation: Rapidly create and deploy multi-channel campaigns

• LinkedIn Integration: Special LinkedIn invitation capabilities (see separate video for detailed LinkedIn outreach tutorial)

Calendar & Scheduling

Organize your outreach activities with the integrated Calendar feature:

• Add and manage events

• Schedule compositions and follow-ups

• Send to individual contacts, multiple contacts, or entire organizations

• Name and categorize scheduled activities (e.g., “Follow-up Important”)

• Visual timeline of all planned communications

Admin Panel Enhancements

Channel Health Check:

• Quick overview of all connected channels

• Instantly see which channels are active or disconnected (e.g., “LinkedIn publishing disconnected, others active”)

• Easy setup and reconnection of channels

Taxonomy Management:

Organize your data with comprehensive taxonomy controls:

• Job Titles: Manage and standardize job title classifications

• Tags: System-wide tag management

• Contact Titles & Salutations: Customize how you address contacts

• Campaign Categories: Organize campaigns with custom categories

• Action Types: Annotate and categorize different interactions to enable scenario-based workflows

Text Blocks:

• Create reusable, multilingual text blocks

• Use across different compositions

• Maintain consistency in messaging

Import Functionality

Enhanced data import capabilities:

• Column mapping for precise data alignment

• Required field validation

• Duplicate Prevention: Configure duplicate detection to prevent importing records with matching identifiers

• Review previous imports for reference (see dedicated video for detailed import tutorial)

Journeys: Marketing Automation

The Journeys feature provides powerful automation capabilities for contact engagement.

Trigger Types:

• Contact Updates: Trigger when contact information changes

• Actions: Respond to specific contact actions

• Form Submission: Automatically engage when forms are submitted

• Contact Subscription: Track and respond to subscription changes

Journey Building:

Create sophisticated automation workflows:

1. Start with a Trigger: Choose from schedule, wait time, or immediate triggers

2. Add Steps: Insert wait periods, send messages, update contact information

3. Multi-Channel Communication: Send via email or other channels

4. Select Identity: Choose which identity sends the communication

Example Workflow:

When a contact submits a form → Wait (specified time) → Send email → Follow up based on engagement

Forms

Create professional, branded forms to capture leads and data:

Features:

• Visual Configuration: Design forms with an intuitive interface

• Customization: Add colors, branding, and custom messaging

• Field Types:

  • Checkboxes

  • Checklists

  • Dropdown menus

  • Phone number fields

  • File uploads

• Direct Integration: Save submissions directly to existing contact data

• Preview & Embed: Preview forms before publishing and embed them on your website

• Seamless Data Flow: Keep all collected data within nowCRM

Summary

This update brings comprehensive improvements to nowCRM:

• Advanced Filters for precise data segmentation

• Journeys for marketing automation

• Scheduled Social Media with nowComposer

• Enhanced Import capabilities

• Better Taxonomies for data organization

• Calendar for scheduling and planning

These features are designed to power your daily business operations, whether you’re an NGO, NPO, or any organization that needs robust data management and outreach capabilities.

Learn More: Visit nowtec.solutions to explore nowCRM and schedule a demo.

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About nowtec solutions AG: We specialize in digital products, experience, and transformation, with a focus on creating smart tools for data management and communications, particularly for nonprofits and NGOs.