Our goal is to make Marketing 360® the #1 Marketing Platform® for small businesses, and our team is constantly working on new features and improvements to make that happen. 

As 2022 comes to a close, we wanted to reflect on the product updates we made to the Marketing 360 CRM over the past year. We made these updates to improve the way our customers manage their leads, contacts, customers, tasks and more, all from our easy-to-use, customizable CRM. 

Here’s a glimpse of what we how we improved the Marketing 360 CRM in 2022: 

 

A new CRM Leads Inbox

 

 

The new Leads Inbox provides a single place to view new leads, manage leads and save leads as contacts, all from within the CRM. 

The Leads Inbox enables customers to: 

• Quickly see new leads from Google Local Service Ads, Marketing 360 Forms, call tracking numbers and manually create new leads 
• Take notes, assign tasks and view a lead’s history 
• Archive leads and save their details within the Archived Leads table 
• Save a lead as a contact to move them from the Leads Inbox into the Contacts table 

This update improved the CRM’s lead management capabilities by giving customers a central place to manage, nurture and view their leads. 

Since launch, there have been over 217,000 leads created for our customers in the Leads Inbox!* Learn more about the new CRM Leads Inbox in this blog post. 

*Based on in-platform data gathered on 12/07/22.

 

A new Mobile CRM in the Marketing 360 Mobile App

 

 

With the launch of the new Marketing 360 Mobile App, we introduced a new mobile version of the Marketing 360 CRM and Leads Inbox. 

With the new Mobile App, customers can use their mobile phone to: 

• Import contacts from their phone into the CRM with just a couple of clicks 
• Easily find contact information and quickly tap to email, text, charge or call leads and customers 
• Manually add a new lead or contact
• Save a lead as a contact or archive them 
• Filter and search for contacts and leads 
• View a lead or contact’s tasks, manage tasks and create new tasks 

The new Mobile CRM makes it easier to stay connected with contacts and leads while our customers are on the go. 

Learn more about the Marketing 360® Mobile App.

 

A new connection between the Marketing 360 CRM and Payments

 

We improved the connection between CRM and Payments by connecting CRM contacts with their associated Payments customer profile. 

This integration enabled: 

• A new dynamic Sales Dashboard within Contact Profiles 
• New quick-action charge buttons on Contact Profiles 
• Better information sharing across our CRM and Payments apps 

This update provided key functionality that allows Marketing 360 customers to quickly charge their contacts and view a contact’s sales history, and it makes accepting and managing payments easier.

Learn more about the Payments and CRM sync in this blog post. 

 

Improved CRM Contact Profiles

 

 

We refreshed CRM Contact Profiles with a more user-friendly, modern design that added new features, such as: 

• Quick-action buttons to call, text, email and charge contacts with ease 
• A new Notes section to quickly take notes about a contact and manage/view that contact’s notes in one place
• A dynamic sales dashboard to quickly show a contact sales history from Marketing 360 Payments 
• A new History feed that allows customers to quickly view a contact’s history and add manually-created history 
• New pre-determined Contact Info and Contact Detail fields that contain a contact’s most important information, such as their name, email, source and contact stage 

This update made it easier to quickly view a contact’s most important details on their contact profile. 

Learn more about the improved Contact Profiles in this blog post. 

 

Other CRM updates: 

• A new, more-modern CRM Contacts Page design that increased the CRM’s speed by decreasing the time it takes to load contacts 
• A better user experience through intuitive navigation changes and re-organization of key CRM functions
• Behind-the-scenes improvements to make the CRM faster 

 

What’s up next?

We’re just getting started. In 2023, we’ll be continuing to improve the CRM to make it even better for small businesses. Stay in the loop by visiting our Product Updates website and never miss a new feature. 

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Learn more about Marketing 360®

Marketing 360 gives businesses everything they need to manage and grow their business from a singular platform. Build a professional website, accept and manage payments, manage leads and customers, market your business through social media and email marketing campaigns, and more. Learn more and see our plans and pricing today.