FreeAgent Banyan introduces breakthrough improvements to the FreeAgent CRM platform, including:
- A Brand New Way to Manage Tasks
- Support for OpenCTI
- Introducing 'Applets;' for Plug-and-Play 3rd Party Solutions Right Inside FreeAgent CRM
- A Home Page
- A Brand New Mobile App
- Reporting Improvements
- So Much More
A Brand New Way to Manage Tasks
We've completely re-built task management in FreeAgent Banyan, delivering you a large number of new capabilities via an App called 'Tasks.' Tasks replaces 'Next Steps' entirely. And delivering task management as an App gives you more power to personalize the system.
All your Next Steps have been migrated automatically to the new Tasks App.
Tasks works just like any other App in your system, giving you so many options to manage your work. You decide what fields you want to capture, how the Task form is organized, who can see what, and so on. You can even customize the layout of your Task Cards.
Till now all CRM’s have had an inflexible system for task management. Every task type from Calls to Emails to Todos to Meetings was hard-coded, making it next to impossible to capture the data most important to you and your team. Want to add a new type of Task? You can’t. Want to add a new field to capture additional data about a task? You can’t. Want to disable task types your team doesn’t use? You can’t. All those limitations added up, making it harder for you and your team to get work done.
We've solved all that with the new Tasks App. FreeAgent Banyan you are ‘free to task’ just the way you want.
And because Tasks is an App all our advanced reporting is available too!
Support for OpenCTI
FreeAgent Banyan fully integrates with a myriad of VOIP providers for seamless inbound and outbound calling & inbound and outbound text messaging. It does this via a secure integration standard called OpenCTI. You can fully integrate communication solutions such as RingCentral, Gigtel, Vonage Business, Nextiva, 8×8, GoToConnect, Dialpad, Mitel, Intermedia, Grasshopper, Ooma, and more.
We've documented a reference implementation with RingCentral to get you started.
Introducing 'Applets;' for Plug-and-Play 3rd Party Solutions Right Inside FreeAgent CRM
FreeAgent already offers the most open API layer of any CRM on the market. Because we know you get the most value out of FreeAgent when it connects to all your other systems.
With FreeAgent Banyan we’ve gone one step further. You can now embed custom 3rd party software right inside the Web UI have it called from custom buttons or when using automations. We’ve done this through a new FreeAgent Banyan concept called 'Applets.' Using Applets 3rd party components securely integrate directly into the FreeAgent CRM Web UI using a floating panel.
Applets carry all of the power of Apps - including giving you complete control over security, custom fields, and access to our complete reporting layer. And they are incredibly useful for integrating 3rd party communication services – they are how we delivered OpenCTI. They also make integrating 3rd party best-of-breed SaaS services (like PandaDocs, Google Forms, Box, etc.) so easy.
A Home Page
FreeAgent Banyan includes a new Home Page, which defaults to a list of all the Apps you have access to in the system, as well as all your favorited links in each App. You can personalize your home page to point to any View or Dashboard via Preferences in Settings.
Get More Power in your Pocket via a New Mobile App
FreeAgent Banyan delivers a brand new mobile experience. It includes support for Global Search so it’s easier than ever to find just what you want. Our new mobile experience also delivers a consistent menu experience – so you can access your favorite views quickly and easily. Forms are more powerful too – with full support for Form Sections, Form Rules, and Form Actions. Even custom App Actions can be embedded in mobile for more productivity and power while on the go.
More Powerful Reporting
FreeAgent Banyan includes a richer set of capabilities for reporting. This includes a new option to display the 'list' view under all charts. In addition you can add a calculation to any number or currency field in any list view.
So Much More…
- Field types: new: Boolean, Schedule (special), format mask for Number
- View: new Calendar view for any App
- Pills: see ‘Sum’ value as a pill on board and charts
- Calculate currency and number statistics on list view
- Form rules for Form Sections
- New ‘setValue’ form rule for defaulting dependent fields
- Better forms validation user experience
- Quick nav from related list to list view with filter applied
- A cleaner title bar with live chat, knowledge base, and what's new moved to the profile menu
- Many new card configuration options
- App actions available from cards, including edit and delete