UY CRM 1.0 Roadmap

This is a list of the current features of UY CRM. We are constantly improving the system by adding more functionalities and services in order to meet the requirements of every company.

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Some of the features are still in progress and others are planned for future releases. For information regarding the implementation status please refer to the status flags:


Feature Status Feature Status
Company and contact management Customizable home page
Calendaring Microsoft Outlook synchronization
Tasks Knowledge Base
Notes AutoUpgrade utility
Messages Dynamic databases
Opportunity management Trouble ticket management
Activity management Lead routing and conversion
Advanced search Business intelligence
Charting GeoMarketing
Case / Solution management Incoming e-mail autoresponse
Lead management Campaign management
Administration Territory management
Internationalization Advanced campaign management
Company, contact, lead and catalogue Sales processes
Importation Extended WebServices
Advanced reporting Rule engine
Product catalogue Contract management
E-mail marketing and mailing lists Ajax 2.0 implementation
Mobile/WAP access Granular permissions
Base WebServices Advanced object permission
Forecasting Management
Mailing list attachments E-mail object sending
VoIP integration Automatic report e-mails
WebMail SLA
Advanced opportunity search First startup wizard
Unicode supported PDF management
DataStorage full text serch ERP functions
Microsoft Outlook e-mail integration E-commerce catalogue
Microsoft Outlook contact download Dynamic sidebar
Desktop alerter Global logging
Quote management Scheduler
Order management Activity closing wizard
Invoice management Integrated authentication
Status flags:
Completed,In progress,Planned

 


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