NetSendo v1.7.15: CRM Overhaul with Calendar View

Are you juggling sales tasks in one tab, your calendar in another, and your contact list in a third? Switching between tools kills productivity and lets high-value leads slip through the cracks. Effective sales automation requires a single, unified view of your pipeline and activities.

That's why we’re thrilled to announce the release of NetSendo v1.7.15. This isn't just an update; it's a complete overhaul of our CRM, designed to bring all your sales activities into one visual, automated, and powerful dashboard. The star of the show is the new Task Calendar View, giving you a bird's-eye view of your entire sales schedule.

🚀 What's New in Your CRM?

This release focuses on making your sales and marketing efforts more intuitive and efficient. Let’s dive into the powerful new tools at your disposal.

🗓️ Visualize Your Workflow: The Task Calendar View

The centerpiece of v1.7.15 is the brand-new Calendar View in the CRM Tasks dashboard. You can now toggle from the traditional list view to a full-blown interactive calendar, providing an at-a-glance overview of your scheduled calls, meetings, and follow-ups.

• ✅ Month and Week Views: Easily switch between a high-level monthly overview and a detailed weekly schedule.
• ✅ Interactive Task Management: Click any date to create a task, or click an existing event to open the edit modal instantly.
• ✅ Visual Cues: See task priorities, completion status, and synced Google Calendar events with clear visual indicators.

ℹ️ Note: The calendar is powered by a new, efficient backend endpoint (/crm/tasks/calendar-events) that ensures fast loading times, even with hundreds of tasks.

🔁 Instant Engagement: Default Follow-up Sequences

Building effective follow-up sequences from scratch is time-consuming. Now, you don't have to. We've added 4 professionally written default sequences that are automatically created for new users, covering the most critical sales scenarios:

• New Lead Nurturing
• Contact Recovery
• After Meeting Follow-up
• Sales Closing

These templates are fully customizable and even come with a "Restore Defaults" option if you want to revert to the original. Badges in the UI clearly distinguish between "Default" and "Custom" sequences.

🧠 Smarter Contact & Task Management

We've also added several quality-of-life improvements to streamline your daily CRM tasks:

• Real-time Contact Search: When creating a CRM contact, you can now search for existing subscribers by name, email, or phone. Selecting a subscriber auto-fills the form, preventing duplicate entries.
• Precise Task Timing: Task creation now includes start and end time fields, which sync perfectly with Google Calendar, respecting your configured timezone. No more incorrect event durations!
• Automated Lead Scoring Rules: The Lead Scoring page now automatically seeds a set of default rules the first time you visit it, giving you a powerful baseline for identifying hot leads immediately.

💡 Real-World Use Cases

Here’s how you can leverage the new CRM features for your business:

📋 How to Use the New Task Calendar View

Get started with the new calendar in just a few clicks:

1. Navigate to CRM Tasks

   From your NetSendo dashboard, go to CRM → Tasks in the sidebar menu.

2. Switch to Calendar View

   Click the new "Calendar" tab at the top of the page. You will see the current month with all your scheduled tasks.

3. Create a Task

   Click on any date in the calendar. The "Create Task" modal will pop up with the date already pre-filled. Set the start/end times, add details, and save.

4. Edit and Reschedule

   Click on an existing task in the calendar to open the edit modal. While drag-and-drop rescheduling isn't available yet, you can quickly change the date and time from the modal.

⚠️ Important: Ensure your application timezone is correctly set in your NetSendo configuration for accurate Google Calendar synchronization.