We are in the process of continuous development and improvement. Besides integrating newer features to make the user-experience more enhanced and increasingly better, we relentlessly work towards integrating the latest from the technology world. For example, we are investing heavily on implementing Artificial Intelligence driven sales-forecasting, performance projection etc. apart from making ways for you to integrate a plethora of 3 rd -party tools. All these features and a host of others have a common motto – improve productivity so that you can serve your customers in the best possible way.
A list of upcoming features with tentative release date is given below:
| SL NO | Feature identification | Release Version |
|---|---|---|
| 1 | Lead management | 2.1 |
| 2 | My pipeline | 2.1 |
| 3 | TAT management | 2.1 |
| 4 | Objection management | 2.1 |
| 5 | Itinerary publishing | 2.1 |
| 6 | Account ledger | 2.1 |
| 7 | Alerts and notification | 2.1 |
| 8 | ‘Pin a View’ option to create a default list view | 2.1 |
| SL NO | Feature identification | Release Version |
|---|---|---|
| 9 | Ability to clone a record | 2.2 |
| 10 | Generate, use and clean sample records | 2.2 |
| 11 | Interactive charts and bar-graph for views | 2.2 |
| 12 | Interactive charts and bar-graph for Reports | 2.2 |
| 13 | One-click copy option of data from a field (useful fields only) | 2.2 |
| 14 | Profile Enhancer (For Accounts, Contacts, Person Accounts and Leads) | 2.2 |
| 15 | Fixed Departure Management/Product management | 2.2 |
| 16 | Rename a user at the Tenant level | 2.2 |
| 17 | Change email ID for a User | 2.2 |
| 18 | Add destination dropdown in leads as a additional field | 2.2 |
| 19 | Set password policy for all users | 2.2 |
| SL NO | Feature identification | Release Version |
|---|---|---|
| 20 | Notes and attachments with every record | 2.3 |
| 21 | Connect Facebook and Instagram with TutterflyCRM | 2.3 |
| 22 | On-screen notifications for logged-in users from tenant admin and TutterFly super admin | 2.3 |
| 23 | Tenant Admin Area: View Login History of users with Timestamp, IP and Location | 2.3 |
| 24 | TutterflyCRM Mobile App (Android) | 2.3 |
| 25 | TutterflyCRM Mobile App (iOS) | 2.3 |
| 26 | TutterflyCRM Mobile App (PWA) | 2.3 |
| 27 | Use WhatsApp to send transactional messages (add-on feature) | 2.3 |
| 28 | Option to create Leads from Emails | 2.3 |
| 29 | Supplier Management: Manage list of approved suppliers | 2.3 |
| 30 | Supplier Management: Option to prepare RFQs and send to suppliers for quotation | 2.3 |
| 31 | Assign ratings: Account, Lead and Person Account | 2.3 |
| 32 | Locking all the users with in tenant in case of emergency | 2.3 |
| SL NO | Feature identification | Release Version |
|---|---|---|
| 33 | Calendar for upcoming tasks/process/activity (integration with Google and Outlook Calendar) | 2.4 |
| 34 | Integrated SMS to communicate with customers (add-on feature) | 2.4 |
| 35 | Customize theme based on organizational color, logo, and background image | 2.4 |
| 36 | Dynamic Email Templates | 2.4 |
| 37 | Beamer feature to send updates to your website from TutterFly | 2.4 |
| 38 | Mass ownership transfer of records | 2.4 |
| 39 | Customizable workflow at tenant level | 2.4 |
| 40 | Organization chart in user profile | 2.4 |
| 41 | Organization directory in User profile | 2.4 |
| 42 | Emergency measure: Expire all password (new password on next login) | 2.4 |
| 43 | IP range locking (access control by setting IP range) | 2.4 |
| 44 | Escalation matrix in user profile: (SALES ESCALATION) | 2.4 |
| 45 | Integrated intra-tenant chat feature for users | 2.4 |
| 46 | Meeting scheduling | 2.4 |
| SL NO | Feature identification | Release Version |
|---|---|---|
| 47 | AI based Sales Forcastig | 2.5 |
| 48 | Territory Management | 2.5 |
| 49 | Constraint Management | 2.5 |