New Features| TigerLRM

Introducing Card Capture – The easy way to enter in new leads!

With Card Capture, there is no need to enter all their details manually. Card Capture can do it for you. The Card Capture feature allows you to scan any business card with your phone or tablet and capture the data to automatically create a lead inside TigerLRM. As soon as you get a new business card, you can capture their data immediately - no more piles of cards to go through.

March 27, 2023

New Features

Taking CRM notes on the go has become much easier with Speech to Text for TigerLRM!

Users now have a new option to facilitate writing notes when using the mobile app. When you as a user open a lead or account screen, you can go to the notes section, press a button, and the TigerLRM app will transcribe your speech into text and enter it into your notes. Save time and hassle when taking important notes, and never lose the details.

March 27, 2023

New Features

Create an account using Gmail or LinkedIn

Great news! Users can now sign up and log in to TigerLRM using their LinkedIn or Gmail Accounts. New members logging in to TigerLRM for the first time now can sign up with their LinkedIn or Gmail accounts. Once the user chooses to take one of these options, they will be directed to log in with their own LinkedIn or Gmail Accounts and can create a TigerLRM profile. Next, the system will direct the user to our TigerLRM platform, and they will be automatically logged in with their new account, using the information from their LinkedIn or Gmail.

March 21, 2023

New Features

Great News! - Users are now able to connect to TigerLRM with WhatsApp.

As part of the first stage of our WhatsApp integration, users can contact our TigerLRM team members via text message on their WhatsApp, chat with us, and get help right away directly on WhatsApp.

January 24, 2023

New Features

Sales Enablement Team Member Option

As the main administrator, you can now assign users with " Admin " or "Enablement Team" (ET) access. Admin and ET are two different user types. Their roles are different because of the unique responsibilities involved. The main administrator will always have a higher authority. An "admin" user is an administrator for your account and has some accesses that the ET user doesn't have. The admin user usually works with user management on adding, editing, removing users, etc.

January 19, 2023

New Features

Welcome to the TigerLRM online community platform and discussion website.

The TigerDen forum is your online community where users can discuss the platform, ask the group questions, answer inquiries and dig into any topic related to our platform, sales, sales enablement, and more! Submit your content, questions, photos, links, etc. Some of our most discussed topics on the TigerLRM forum include sales enablement, training/onboarding, sales, and playbook management, among other interests and passions.

December 21, 2022

New Features

Web Form Integration

TigerLRM’s Web Form Integration gives users the ability to create web forms on their own sites that can seamlessly connect with TigerLRM. These web forms, when filled out and submitted by customers, will automatically generate new leads and contacts in the respective TigerLRM account.

October 18, 2022

New Features

Lead Creation API

TigerLRM has announced the release of Lead Creation API, an “open API” that works to connect all non-website-based systems and programs to TigerLRM. This new feature can be used to connect all type of lead sources; for example, ERP, Accounting System, Database, among others, to TigerLRM.

October 10, 2022

New Features

CRM Mobile App

TigerLRM went mobile! Meeting clients, networking events, and constantly being on the go makes it challenging to focus on your sales. For this reason, our TigerLRM Mobile App is a must! Now you can download the app and start hunting and closing deals from your phone or any mobile device. The TigerLRM mobile app is available for both iOS and Android users and can be downloaded in both the Google Play and App Store.

September 08, 2022

New Features

TigerLRM Phone Integration Functionality

TigerLRM’s new Phone Integration functionality now allows users to receive and make inbound and outbound phone calls directly in the LRM via our Twilio integration. For inbound calls, all a user needs to do is be logged into their TigerLRM account, and any call from a lead or contact associated with the user’s account will be able to be answered directly in the TigerLRM app.

July 29, 2022

New Features

Payment Acceptance Portal

With Payment Acceptance Portal, users can accept payments directly through TigerLRM using an integrated Stripe portal. This secure payment method allows TigerLRM users to send their customer a one-time unique and secure link. As soon as the customer makes the payment, the TigerLRM user will be alerted. All this activity will be automatically logged into TigerLRM, so users can see their entire payment history per customer.

July 22, 2022

New Features

Outlook Plugin Feature

TigerLRM’s new Microsoft Outlook Plugin enhances the platform by allowing for a seamless connection between your Outlook inbox and the TigerLRM portal. You can now automatically synchronize your Outlook emails with TigerLRM. It’s easy and simple to use. All you need to do is install TigerLRM’s Outlook plug-in.

July 7, 2022

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Feature

October 5, 2022 Twilio (SMS & Calling)

TigerLRM’s new Twilio integration includes SMS, Calling, and call recording. The SMS option allows the user to send and receive SMS, this activity automatically logs into TigerLRM. The Calling option gives the user the ability to make and receive calls to landlines, cell phones or inbuilt softphones; furthermore, the screen pops for activity logging in TigerLRM. This new feature can be added at the Administrator Tab under “Integrations” > “Add-Ons.”

September 20, 2022 Call Recording

The Call Recording feature gives the user the option to record any inbound or outbound call made through TigerLRM. This feature grants permission to record and store any call in the platform, so it can be saved on the user’s Activity section and replayed at any time.

August 29, 2022 Deletion Feature

Users are now able to delete leads, accounts, opportunities, and activities from the LRM. For quality assurance purposes, users must provide a reason for deletion before the action will take place. Once deleted, the record will not show up in the LRM; however, it will go to an administrator deletion folder where the information can be restored or permanently deleted.

July 20, 2022 Debit Card Acceptance

In addition to credit cards, TigerLRM’s is now accepting payments via debit card on the platform. To add your debit card just go to Payment Settings under the Payment Setup tab. This can be found under “Administrator” in the lower left corner. If you have already registered a credit card you can either remove it or replace it to add your debit card to TigerLRM.

July 18, 2022 Record Access Permissions

The Record Access Permissions feature allows account administrators to control the information that is visible to specific users. This includes whether or not their users can see all phases of each other’s sales pipelines, including leads, accounts, opportunities, and contacts, as well as overall communication on the LRM. They are also able to choose whether other users can export data from the LRM and create reports leveraging all the data (from all users) in the account as a whole.

July 15, 2022

Add Media Center Items in Auto Follow-ups

This new feature enables users to select items from their Media Center and plug them directly into their Auto Follow-up schedule. This feature is available while users are programming an Auto Follow-up and select the plug in option coming from the media center. This option allows them to choose any item or material, such as flyers or logos.

July 11, 2022 Custom Field Importing

TigerLRM’s new “Custom Field” tool allows users to import their leads and map their data to the custom fields they have already pre-created in their LRM platform. This tool allows users to have more control over their leads and manage their data in a more personalized way. This is an aggregated value to conveniently organize leads and data per individual. You can find this new feature under the Administrator tab.

July 1, 2022 Help Desk

TigerLRM will quickly address and resolve technical issues and concerns through our ZenDesk integration. In the Resource Center, simply access the “Get Help” option to contact our support team.

June 25, 2022 Tour the Platform

TigerLRM users are able to take personalized tours of the main features via our Userpilot integration. Follow step-by-step guides on how to use TigerLRM’s powerful sales enablement and CRM features.

June 25, 2022 Microsoft Azure

TigerLRM is now using Microsoft Azure for cloud hosting. This implementation provides wide ranging secure cloud services that include compute, analytics, storage and networking among others.

June 1, 2022 Email Servers

Users can choose from several channels to send emails inside the platform. Current services set up on TigerLRM include: Gmail, Exchange Server, Office 365, Hotmail, Outlook, and Live. All these options are available when composing an email under the Communication Center tab. For alternative service, connectivity might be made; however, additional, yet simple, configuration is required.