RFMS CRM1.4.2 - App Store

Customer Relationship Management App

Every sales department needs a systematic method to gather leads, communicate with potential customers and manage the workflow from the initial sales opportunity to closing the sale.

If your sales staff is struggling with:

* Keeping track of leads and prospects
* Managing your sales workflow
* Timely communication with your customers

CRM solves these issues and more from the freedom of your mobile phone or tablet. CRM is the Missing Link.

Fulfills the Needs of Each Role:

SALESPERSONS

* Organize sales opportunities with a defined workflow
* A single starting point that feeds important project requirements throughout the sales process
* Online customer portal providing quote and order status with two-way dialog
* Advanced communication with the customer throughout the sales process via a web portal, text messages, and email
* Calendar and scheduling features shared through the company
* Customer profile and history
* Internal notifications to let estimators know where, when and what to measure and estimate

SALES MANAGERS

* Visibility to sales process across company
* On-demand reporting with trends, activity and key performance metrics in real-time

Version History Bug fixes 1.4.2 May 7 Bug fixes 1.4.1 Apr 3 * AMP Connect Review Request feature
* AMP Connect Exclusion settings for customers and customer types
* Apply Tags in Add Measure dialog
* Comments in opportunity can be copied to clipboard
* Bug fixes 1.4.0 Mar 30 Enhancements and bug fixes 1.3.11 08/25/2025 Enhancements:
Improved calendar to provide list of tasks

Bug Fixes:
Fixed issue with appointments being one hour off for certain time zones when synced to Outlook/Gmail 1.3.5 04/29/2025 Improved Chat user experience and performance

Moved Recent Activity to separate screen
Link multiple quotes to an opportunity
Pipeline improvements
Calendar improvements
Search improvements
Dashboard improvements
Indicators for unread chats and push notifications
Recent chats and latest notifications available on all screens
Support notifications by push or email
Support for new Tags field
Support for named user licensing
Fixed issues with barcode reader, touch interface, etc. 1.3.0 04/01/2025 Enhanced Reporting Capabilities
Support for Attachments
Recent Chats view in Dashboard 1.2.30 08/22/2024 Bug Fixes and Improvements

- Duplicate Measure Appointments 1.2.27 05/24/2024 New reporting features! 1.2.20 01/12/2024 Support for Unassigned Appts
Bug Fixes 1.2.14 10/25/2023 Pipeline supports custom stages configured in ROS
Two-way calendar syncing with Outlook and Gmail
Admins can view deleted opportunities and restore them
Download search results as CSV file 1.2 04/25/2023 Dashboard now includes recent notifications
Pipeline enhancements to improve loading times 1.1.30 03/05/2022 Dashboard now includes recent notifications
Pipeline enhancements to improve loading times 1.1.21 02/08/2022 New Feature:

• Sample checkout

Improvements:

• MyFlooringLink customer URL can now include terms and conditions that require customer approval
• Opportunities can now be associated with a new or existing customer after initial creation
• Agreed upon terms and conditions will be saved on customer MyFlooringLink URL
• Terms and Conditions approval will now display in Proposal
• Custom stage names can now be configured in admin.rfms.online (please note: names will change, but column actions remain the same)
• Estimated value populates in the product selection screen with the highest valued option when opportunity is saved
• Users can now search opportunities by updated or created date
• The deletion of a task or an appointment is logged in the opportunity history, and the assigned person is notified

Bug Fixes:

• Fixed notifications for iOS
• Fixed bug with searching for opportunities as a salesperson
• Appointment date and time are now synchronized correctly with Measure date and time
• Ship To information is included when creating a new customer 1.1 05/27/2021 - Send and receive photos via Chat
- Attach photos to products and share them with MyFlooringLink
- New Questionnaire tab includes customizable questions the salesperson can ask a customer
- Admins and Managers can now configure number of days before an opportunity is Stale on each stage

See complete release notes here: https://rfmsapps.zendesk.com/hc/en-us/articles/360048652354-CRM-Release-Notes 1.0.46 11/10/2020 - New Sales Goals feature allows admins to set performance goals per salesperson
- Opportunity ID Number now applied to each opportunity
- Improvements to the Activities and Overview Tabs
- Many other improvements and bug fixes

See complete release notes here: https://rfmsapps.zendesk.com/hc/en-us/articles/360048652354 1.0.30 09/15/2020 - New Dashboard Screen
- New Close Rate Report
- Bug fixes and performance improvements 1.0.13 07/03/2020 1.0.1 06/04/2020