🌨️December '24 - Customer Details

Welcome to our December 2024 product updates!

Initiatives Progress Update

Multiple Inquiries

In 2024, we started working on the longstanding issue in Realpad CRM—recurring (Multiple) Inquiries. To better manage recurring customers, we decided to split inquiry-related data from customer data and build new interfaces and tables for managing Inquiries. Multiple Inquiries will reference customers they relate to, preventing us from losing Inquiry data from previous Inquiries—creation date, projects, referrals, assigned sales agent, and more.

To ensure a smooth and safe transition, the mentioned improvements will be rolled out gradually starting in January 2025.

We will start contacting Realpad Champions to join the testing of the Inquiries Table and Inquiry Details in Realpad.

To start visually splitting Inquiry data with the rest of the customer details, we are going to simplify the grouping of fields in the customer details in January.

No fields are removed—just re-grouping for your convenience and as preparation for the Inquiry Details global rollout. However if this change bothers you, please, let us know why!

Field regroupping in customer details.

Reporting

Find a simpler way of segmenting your customers in our updated Marketing Report. Both the “Segmentation by Referral” and “Segmentation by Campaign” tabs now include a filter enabling you to choose the event segmentation you want — Leads, Meetings, or Contract Signatures.

Other Initiatives

After presenting an experimental version of Email Integrations to a few customers, we concluded that its true value can be exploited onceMultiple Inquiries reaches our first customers. Therefore we will focus on the feedback we received regarding the visual aspect of Activities - its overview-ability and compactness.

Released in December

• there are never enough placeholders in our document templates - and we've added more:

  • separate placeholders for buyer Name, Surname, and Title

  • tags of units, deals, and customers

  (find the full list of document placeholders here Placeholders)

• Smaller under-the-hood changes and bug fixes

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