SYSTEM UPDATES, NEW FEATURES, AND IMPROVED TOOLS

Stay informed with the latest updates and functionalities as they're released.

This site covers new features, software improvements, bug fixes, and important

announcements to help you make the most of our platform and optimize your business processes.

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Recent Posts? d sjime➡️

SYSTEM UPDATES, NEW FEATURES, AND IMPROVED TOOLS

Stay informed with the latest updates and enhancements to our platform.

This site covers new features, software improvements, bug fixes, and important

announcements to help you make the most of our tools and optimize your business processes.

Keep up with everything you need to know to ensure a seamless experience

and take advantage of new functionalities as they’re released.

We’re dedicated to keeping you up-to-date and elevating your learning experience.

Be sure to bookmark this page - https://get.melodiesbusinesssolutions.com/crmsolutions

and visit often to see how we're continuously working to support your success.

Looking for a particular topic?

Let our library find it for you.

Just type in a word, such as website or

email and it will do the searching for you.

Need to see the most recent updates?

Click on HOME BUTTON and it will take you to the most recent posts.56

Recent Posts? d⬇️

Choose Currency When Creating Estimates and Proposals

Choose Currency When Creating Estimates and Proposals

Choose Currency When Creating Estimates and ProposalsMelodies Business Solutions
Published on: 06/02/2024

Our CRM now enables businesses to send proposals and estimates in any preferred currency, allowing users to choose and accept payments using invoices in the currency of their client's country. This eliminates the need for businesses to define currency, addressing a significant pain point when invoicing clients outside their own country.

system update
Upload PDF Support For Contracts & Proposals

Upload PDF Support For Contracts & Proposals

Upload PDF Support For Contracts & ProposalsMelodies Business Solutions
Published on: 29/01/2024

Implementing this upgrade transforms your document management process, offering unparalleled customization and efficiency in handling proposals, estimates, and legal signatures within our CRM.

system update
Floating Signatures Live for Proposals Estimates Contracts

Floating Signatures Live for Proposals Estimates Contracts

Floating Signatures Live for Proposals Estimates ContractsMelodies Business Solutions
Published on: 11/01/2024

Exciting news for our CRM users! Our latest update revolutionizes the proposal and estimate system by introducing a flexible signature placement feature, empowering business users to customize documents effortlessly and address specific alignment challenges in contracts, directly responding to user feedback for a more intuitive experience.

system update
Send Proposals & Estimates with a Link

Send Proposals & Estimates with a Link

Send Proposals & Estimates with a LinkMelodies Business Solutions
Published on: 20/12/2023

Introducing an exciting enhancement to our CRM's proposal and estimate feature, now offering the convenience of sharing your documents via customized links. This new capability not only expands your communication options beyond email but also allows for individualized links, streamlining document sharing and management, making it easier than ever to collaborate with your clients and prospects.

system update