Defalto Blog - Open Source CRM Guides & Updates
Recent news & events at Defalto
Defalto CRM 1.10 Released
Defalto CRM 1.10 improves workflow conditions, List View filters, automation tracking and dashboard layout persistence. This release also adds Sales Funnel as a free extension installable through the Defalto Installer.
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Defalto CRM 1.9 Released
Defalto CRM 1.9 introduces Drag and Drop files, Summary Widgets in Summary View and Quick Search in the core CRM system. This release also improves Reports for Defalto CRM, Installer license handling, related list widgets and daily CRM usability.
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Countries in Defalto CRM: Smarter Address Entry
Discover Countries in Defalto CRM, a free built in feature for faster address entry with postal code and city search and automatic field completion.
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Defalto CRM 1.8 Released
Defalto CRM 1.8 introduces Two Factor Authentication and improved Reports for Defalto CRM. This release adds better login protection, grouped reports, charts, PDF reporting, Installer improvements, Quick Create fixes and several usability updates.
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Defalto CRM 1.7 Released
Defalto CRM 1.7 introduces better phone number formatting with country based behavior. This release also improves Installer module management, Accounts identification fields, multilingual custom views, migration safety and overall CRM configuration.
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Defalto CRM 1.6 Released
Defalto CRM 1.6 improves translations, picklist handling, multi picklist filtering, module import, PDF export security and CRM usability. This release also prepares Defalto CRM for AI Chat Bot, available through Membership.
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Workflow Automation in CRM: Save 5 Hours Every Week
Your sales team is talented. So why are they spending hours every week copy-pasting data, sending the same follow-up emails, and manually updating deal stages? The answer is simple: they are doing work a CRM should be doing for them. Workflow automation in CRM is the feature that transforms your system from a passive database…
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Excel vs CRM: When to Stop Managing Customers in Spreadsheets
If you are using Excel or Google Sheets as your main CRM tool, you are not alone. Millions of small and medium businesses manage customer data in spreadsheets every day. It works until it does not. At some point, your spreadsheet becomes too large, too fragile, and too slow. This article explains how to recognize…
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