Get the latest release from the App Store.
Version 2024.5 brings important enhancements to Inception CRM’s Planner, My Work, Media, and Tasks modules, along with minor bug fixes, improvements, and optimizations.
Closing Days in Planner
Users can now close their days in the Planner. This change unifies day closing with activity completion in one place. It also removes the Closing Days feature from My Work.
Admins can orchestrate this switch as soon as their users are ready to make the change. Customers who prefer to continue closing days in My Work will still be able to do so.
More detailed media audits
Auditing of PDFs has been extended to include time on page, in addition to time spent within a file. This allows managers to see what content within a PDF was presented or viewed by a user, and for how long.
Data aggregated from presentations across the sales team reveals the top content used by your sales reps and the topics that best capture your customers’ interest.
Better task management
Task types can now be enabled for selected user groups based on their roles. This lets companies decide who can create and assign particular task types and initiate task-specific workflows based on their role.
Support for more attachment and media file types
Users can now work with more file types in Media, as well as in Attachments. Previously, iOS and iPad users could only work with PDFs and image files. Now they can work with MS Office files (Word, Excel, and PowerPoint), iWork files (Pages, Numbers, Keynote), and video files (MP4, MOV) as well.
