- Luxor CRM Overview
- Our Pricing
- Our Process
- List of Features
- Video Screencasts
- Video Tutorials
- Customer Case Studies
Video Tutorials of New Feature Releases
July 2010
Customizable Security Tabs: Grant specific users permission to access confidential client information
Sharing Views with Target Users: Allow other members of your organization to share and use your personalized views
Leads to Opportunity Mapping Feature: Automatically generate an Opportunity, Organization and Contact record when advancing a client from a Lead to an Opportunity
February 2010
Stage-Aging: Proactively monitor how long an opportunity or support ticket sits in a specific stage
Assign To: Assign records to users directly from the open record window
December 2009
Date-Based Business Alerts: Notify targeted users either prior to or following events, based on event date
Expenses Reports: Generate reports based on expenses
Stage Fields: Update information in fields from related records when advancing opportunity stages
October 2009
Intelligent Forecasting: Better pipeline visibility and more accurate forecasting
Create To-Do from E-mail: Create tasks directly from e-mail messages
E-mail Preview: Preview all e-mails without opening each message individually
September 2009
Individual Mail Merge Preview: Preview and customize e-mails to individuals
Reports: Enhanced reporting functionalities: grouping and calculating fields
July 2009
Alerts: Proactive activity and inactivity alerts
Google Maps: Takes you directly to the address on Google Maps
Spell Check: Spell check available in all modules
To see the simple power of Luxor CRM for yourself, contact us to schedule an on-site demo.
July 2010
Customizable Security Tabs: Grant specific users permission to access confidential client information Sharing Views with Target Users: Allow other members of your organization to share and use your personalized views Leads to Opportunity Mapping Feature: Automatically generate an Opportunity, Organization and Contact record when advancing a client from a Lead to an Opportunity February 2010
Stage-Aging: Proactively monitor how long an opportunity or support ticket sits in a specific stage Assign To: Assign records to users directly from the open record window December 2009
Date-Based Business Alerts: Notify targeted users either prior to or following events, based on event date Expenses Reports: Generate reports based on expenses Stage Fields: Update information in fields from related records when advancing opportunity stages October 2009
Intelligent Forecasting: Better pipeline visibility and more accurate forecasting Create To-Do from E-mail: Create tasks directly from e-mail messages E-mail Preview: Preview all e-mails without opening each message individually September 2009
Individual Mail Merge Preview: Preview and customize e-mails to individuals Reports: Enhanced reporting functionalities: grouping and calculating fields July 2009
Alerts: Proactive activity and inactivity alerts Google Maps: Takes you directly to the address on Google Maps Spell Check: Spell check available in all modules To see the simple power of Luxor CRM for yourself, contact us to schedule an on-site demo.
