NetSendo v1.7.17: Upgraded CRM & Smoother Workflows
Managing a busy schedule of sales calls, marketing deadlines, and client appointments can feel like a juggling act. When your tools don't provide a clear picture of your day, it's easy to double-book meetings or miss critical follow-ups. A disorganized workflow costs you time and opportunities.
That's why we're excited to release NetSendo v1.7.17! This update is all about enhancing your productivity with a major upgrade to our CRM Calendar and introducing quality-of-life improvements that streamline your daily tasks. Get ready for a smoother, more intuitive workflow.
🚀 What's New in v1.7.17
This release focuses on making our integrated CRM more powerful and your form management more efficient. Let's dive into the details.
Revamped CRM Calendar
New daily and weekly views with intelligent event overlap handling for ultimate clarity.
Form Status Toggle
Activate or deactivate subscription forms instantly from the list view with a single click.
Task Duration Picker
Create CRM tasks faster with preset durations and automatic end-time calculation.
Enhanced Reliability
Key fixes for timezone accuracy, subscriber data, and automation stability.
A More Powerful and Intuitive CRM Calendar
Your calendar is the heart of your sales and marketing operations. We've rebuilt our CRM Calendar views to give you the clarity and control you need to manage a packed schedule.
ℹ️ Note: The CRM is a core feature of NetSendo, allowing you to track leads and manage sales pipelines directly within your marketing automation platform. No need for a separate, expensive tool!
- Weekly View with Overlap Handling: Say goodbye to stacked, unreadable events. Our new algorithm displays concurrent tasks side-by-side, so you can instantly see where you have overlaps and how your team's time is allocated.
- Detailed Daily View: Need to focus on today? The new "Day" view gives you a spacious, hour-by-hour look at your schedule. It's perfect for time-blocking and viewing full task details at a glance.
- Quick Task Duration Picker: We've added a duration picker to the task creation modal. Choose from presets like 15, 30, or 60 minutes, and the end time is calculated automatically. This small change saves you dozens of clicks every day.
Streamlined Form Management with the Status Toggle
Need to quickly pause a lead generation campaign? Previously, you had to edit a form to deactivate it. Now, we've added a simple toggle switch directly in the subscription forms list. Activate or deactivate any form with a single click, complete with clear visual feedback and toast notifications.
🎯 Benefits & Use Cases
Here’s how you can leverage the new features in NetSendo v1.7.17 for your business.
SaaS: Seamless User Onboarding
Use the revamped CRM calendar to manage your schedule of demo calls and onboarding sessions. The new Daily View helps your sales team meticulously plan their day, while the timezone fixes ensure calls with international clients are logged correctly.
Agencies: Efficient Client Management
The weekly calendar's overlap handling is perfect for managing multiple client projects. Quickly see your team's availability and avoid double-booking. Use the form status toggle to instantly pause a client's lead capture form once a campaign goal is met, without deleting the asset.
E-commerce: High-Value Customer Follow-ups
When a customer makes a large purchase, create a task in the CRM for a personalized follow-up call. The new duration picker makes scheduling this quick and easy. The subscriber restoration fix ensures that if a customer resubscribes, they are treated as a fresh lead, ready for new automation sequences.
📋 Step-by-Step Guide: Using the New CRM Calendar
Ready to get organized? Here’s how to use the new calendar views:
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Navigate to the CRM
From your NetSendo dashboard, click on "CRM" in the main navigation menu to open the calendar.
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Switch Between Views
In the top-right corner of the calendar, use the toggle buttons to switch between the "Month", "Week", and new "Day" views.
[Image description: A screenshot of the NetSendo CRM calendar view, with an arrow pointing to the view-switcher buttons (Month, Week, Day).] -
Use the Duration Picker
Click any time slot to create a new task. In the modal, find the "Duration" dropdown below the start time and select a preset. Notice how the end time updates automatically.
[Image description: A screenshot of the CRM Task creation modal, highlighting the new "Duration" dropdown with presets like 15 min, 30 min, 60 min.] -
Toggle a Form's Status
Go to "Subscribers" → "Forms". In the list of your forms, find the new toggle switch in the "Status" column. Click it to activate or deactivate a form instantly.
💡 Expert Tips
Use the new Daily View to plan your entire day. Block out time for focused work, meetings, and breaks to maximize productivity.
Running an A/B test on two different subscription forms? Use the new status toggle to quickly activate one and deactivate the other without navigating away from the list view.
Navigate to your user profile settings and ensure your timezone is set correctly. This guarantees that all CRM tasks and their corresponding Google Calendar events are perfectly aligned.
⚠️ Important: The numerous fixes in this release, especially for `SendEmailJob` and subscriber restoration, significantly improve the reliability of your automations. Updating is highly recommended to ensure your funnels run smoothly.
Ready for a Smoother Workflow?
NetSendo v1.7.17 is a significant step forward in making your marketing and sales efforts more efficient and reliable. With a smarter CRM and faster management tools, you can focus on what truly matters: growing your business.
As a self-hosted platform, updating is simple. Just pull the latest Docker image to get all these new features.
docker compose pull
docker compose up -dUpgrade to v1.7.17 Today
Take control of your schedule and streamline your workflows.
