Serenity CRM April 2025 Feature Update: Enhanced Control, Efficiency, and Communication
April has brought significant enhancements to Serenity CRM, making your experience smoother and more productive. Here’s a snapshot of what’s new, there’s a substantial list of changes and we’ve gathered the most significant into this announcement.
Enhanced Companies Module
Take full control of your company records with:
- Custom fields creation and management
- Customized list views
- Advanced filtering and sorting
- Comprehensive search across standard and custom fields
Client Portal Document Sharing
Securely exchange documents directly within the CRM:
- Easily share files with contacts
- Allow contacts to upload documents back to you
- Manage or revoke access instantly for enhanced security
Task List View Improvements
Managing tasks has never been easier:
- Utilize Default Smart Lists
- Apply advanced filters for quicker task navigation
- Customize fields and sorting to match your workflow
- Enjoy an enhanced and intuitive user experience
Upgraded Calendar View
Get a clearer overview of your appointments:
- New quick month view option
- Select multiple users and calendars simultaneously
- Easily identify appointments with color-coding
- Intuitive event icons for quicker scheduling
Automated Call Transcriptions
Improve documentation and compliance effortlessly:
- Automatically transcribe recorded calls
- Access transcriptions directly within the conversation page
Refreshed Email Statistics Dashboard
Gain instant insights into your email campaigns:
- New default landing page with introductory data for new users
- Immediate transition to live statistics after your first campaign launch
Mobile App Enhancements
Manage your contacts on-the-go:
- Quickly mark contacts as Do Not Disturb (DND) from call screens and conversations
- Identify and manage spam calls with "Spam Likely" labeling
- Efficiently handle calls with new inbound call transfer options, including warm and blind transfers
These updates ensure Serenity CRM continues to empower your business, streamlining your daily operations and enhancing client communications.
Disclaimer: This publication and the information included in it are not intended to serve as a substitute for consultation with business consultants and professionals. Specific business, financial, legal issues, concerns and conditions always require the advice of appropriate professionals. Any opinions expressed are solely those of the participant and do not represent the views or opinions of this company.
