Jetpack CRM: Product Update #25 – Jan 2020

Posted on January 31, 2020 by Mike Stott

Wow, our last Product Update was in April 2019. The hiatus has been linked to a couple of things

  1. We were acquired by Automattic – so things fell a little quiet since then and
  2. We were building v3.0 of Jetpack CRM which primarily was a lot of behind the scenes improvements

With both of these out of the way – we are happy to get back to our regular product updates as we add new features and keep stepping on those pesky bugs.

This update covers what happened CRM wise in January 2020.

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Jetpack CRM & SCA

Posted on November 14, 2019 by Mike Stott

European Payments are changing meaning at some point in the near future*, when accepting card payments online – your implementation may need additional authentication that the person making the payment is who they say they are. This is called strong customer authentication (or SCA)

Jetpack CRM: Invoicing Pro uses Stripe to accept card payments, and as such now uses Stripe’s SCA ready checkout.

Stripe Checkout

Stripe Checkout is a page hosted by Stripe which handles all of the additional checks you may need to do before taking payments.

*the implementation date of SCA depends on the country your bank is in, for example in the UK, this was delayed until March 2021. https://gocardless.com/blog/fca-confirms-sca-delay-uk/

What has changed in Jetpack CRM

In Invoicing Pro, from version 2.6 you’ll now see a new Payments tab, this has an additional setting for Stripe Webhook Signing Secret (here’s how you set that up).

Be sure to also double check your stripe secret key and your stripe public key which you get from your Stripe developer settings.

Once you’re set up, now when you create an invoice, with line items, and have Stripe as the payment option, the flow is as follows.

Create your invoice the usual way

Clicking Pay Now brings you to Stripe checkout

This is automatically generated to match the invoice items (they’re even on the breakdown) and you have various options to pay (Stripe allow card, and Google Pay).

Following successful payment, the customer is brought back to your website and it’s confirmed that payment has taken place.

Webhooks do the rest

The Stripe webhook in your Stripe account does the rest, as long as you’ve added your webhook signing secret as per the guide (and have added the webhook endpoint as per the guide). You’re good to go.


Jetpack CRM – v3.0 release schedule

Posted on November 11, 2019 by Mike Stott

It’s been a long time coming, but we’re now able to share our release schedule for v3.0 of Jetpack CRM:

  • Friday 15th November: Release Candidate 1 (RC1)
  • Friday 29th November: Release Candidate 2 (RC2)
  • Friday 6th December: Formal v3.0 Release

We’ll be opening up the release candidate versions for our bundle holders first, who’ll be able to get it from the ‘Beta’ page on the Jetpack CRM portal. If you’ve not purchased a bundle (or your license has expired) you can grab a new license here.

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Jetpack CRM: Product Update #24 – April 2019

Posted on April 30, 2019 by Mike Stott

Welcome to the Jetpack CRM Product Update for April 2019. This is the 24th monthly update. That’s right, we’ve hit the 2 year mark where we’ve been regularly providing you with updates about the CRM development.

If you’ve not yet joined Jetpack CRM’s growing army of Entrepreneurs, and want to gain access to all our CRM extensions, you can purchase a bundle here (hurry, while still at v2 pricing).

Zero BS Core

We’re now finalising our release candidates for version 3.0 of Jetpack CRM. We’ve made big strides over April and have done a lot of pre-launch preparations in the extensions. This means, you may have even started noticing some additions to extensions already, which have been the result of the preparations and refinement across the board of extensions.

In the core updates in April, we’ve now reached version 2.99.2 which gets us ever closer to v3.0 of Jetpack CRM.

Zero BS Data Tools

We’ve added the ability for Site Administrators to reset the CRM and remove the data from the tables. This is useful if you’ve been testing the CRM and want to start fresh.

Core Fixes

We’ve also fixed a lot of issues this month related to refinements and code refactoring. We’ve fixed some bugs in segments, as well as made them find contacts when the criteria included special characters (such as accents).

We’ve also fixed a display issue where if a user pasted in an activity log containing the character “<” it would cause issues in display and operation.

Finally, we fixed some issues with Task Notification emails, meaning that emails were not going out reliably, and did not include enough information about the upcoming task.

Extensions

We’ve made some big feature improvements to the extensions over April, with a particular focus on WooSync, which is our popular integration with WooCommerce.

Woo Sync

When running WooCommerce, your customers have an “Account” area, and with Jetpack CRM they also have the Client Portal.

We’ve now made it optional

Invoices in WooCommerce

We’ve also refined the Invoice flow when orders are created in WooCommerce which result in an “Unpaid” invoice status. Previously Jetpack CRM would think these invoices should be paid via Jetpack, however since they’re WooCommerce orders, they should be checked out via the Store.

We’ve made it so that if an invoice is created from a WooCommerce order, but still needs to be paid, then it’ll show a “Pay Now” button on the invoice, taking you to the WooCommerce order page to pay.

WooCommerce Deposits

We’ve also added support for WooCommerce Deposits, which lets you create orders set up with deposit structures and these will be added into Jetpack CRM with the respective value and order status.

ZERO BS CRM SPONSORS 

Not forgetting our backers 

A special thanks to our current backers below, if you want to help fund Jetpack CRM through a sponsorship, you can do so here.

  • Epic Plugins
  • Ace Media
  • Stormgate
  • Pressertech
  • Web Monkey Limited

Our backers are businesses and people who use Jetpack CRM every day and want to give a little bit extra. Get your name listed above by becoming a backer today.

WHAT IS NEXT?

Our database model is continuing to be refined ahead of v3.0. We’ll also be planning our next stage of Jetpack CRM (i.e. what comes “shortly after” v3.0), including

  • UI / UX structuring to support the new data models (menu, metaboxes, cross CRM wide consistency)
  • Recurring Invoices – how to handle these in Jetpack CRM.
  • Translation support for all extensions ongoing via https://translate.zerobscrm.com

That’s all for this months update, some big strides towards v3.0 this month, if you’re not yet part of our merry band, here’s the link to the extension bundles.


Jetpack CRM: Product Update #23 – March 2019

Posted on March 30, 2019 by Woody Hayday

I’m super excited to be writing this product update post for March 2019. March has been a great month for Jetpack CRM.

We are now in the FINAL stages of the development for version 3.0 and expect our release candidate to be ready shortly. But, that aside, we’ve added some amazing features and improvements in March, including three new extensions for the CRM. I’m so excited, I’ve done a video summary of this product update (in case you’d rather watch, than read)

If you’ve not yet joined Jetpack CRM’s growing army of Entrepreneurs, and want to gain access to all our CRM extensions, you can purchase a bundle here (hurry, while still at v2 pricing).

Core Updates

We’ve added, fixed and improved a whole raft of areas in the CRM. As we approach v3.0, if a particular feature is ready to release we have been putting it out in the regular updates.

Extension Manager and Core Modules

Jetpack CRM now has a much nicer extensions manager page where you can click through and see information about each Jetpack CRM extension.

This page also shows you which extensions you have active, as well as provides links to our knowledge base articles related to the extension. If you want to read more about the extension you can click through, all without leaving your site.

Another area we’ve improved is the Core Modules manager, which sits below the list of extensions. Here you can control which modules of the CRM are active (don’t use quotes? no problem, disable them easily)

Turn off certain features of the CRM if you do not want to use them and this will in turn make the menu navigation a bit nicer and easier to use only the features you need.

Previously, people who were using our White Label solution, did not have the ability to control the modules, but now they can (the extensions manager area is removed from white label installs).

Quote PDFs

We’ve also added the ability for you to download a PDF version of your Quote once it’s been created. This is useful if you like to keep offline copies of your proposals for your clients.

Client Portal

We’ve refined the Client Portal and made it even easier to setup and use. A huge addition, available from v2.98.8 of Jetpack CRM is the ability to use WordPress child pages (i.e. set the Portal as the parent page) to add new tabs and content to the Client Portal (only available in Client Portal Pro).

You can find out more about this feature in our knowledge base guide. The Client Portal changes do not stop there we’ve also

  • Made it so that DRAFT invoices do not display on the client portal
  • Tidied up the class and IDs to avoid conflicts
  • Styles enqueued correctly on certain template pages

Custom Fields

We’ve listened to your feedback, and have now added in additional custom field options to the CRM. We’ve added

  • Checkbox
  • Radio
  • and also, Autonumber

Auto Number is useful if yo want to have the CRM automate the value of a field depending on the previous value.

You can learn more about this field type in our Autonumber Custom Field Guide

New extensions

We’ve added three brand new extensions to the Jetpack CRM extensions store.

  • Funnels – lets you visualise the effectiveness of your sales funnel (and filter via date range)
  • System Emails Pro – lets you create and manage canned replies for your single email sends
  • Optin Monster – this extension captures any OptinMonster generated leads into your CRM

Not only have we added three new extensions, we’ve done some substantial updates to both Client Portal Pro and our WooSync extension.

WooCommerce Sync

WooCommerce is a popular eCommerce solution for WordPress, like Jetpack CRM it has an extension system where you can extend the functionality of your store.

We’ve done some system wide improvements to the WooCommerce sync extension, which falls into the following areas of functionality.

Easier CRM contact viewing

Previously, we made sure that customers and their transactions made it into Jetpack CRM but we didn’t make it super obvious on the pages of WooCommerce.

We’ve now added in two areas where you can access the CRM contact information linked to your WooCommerce order, the WooCommerce orders page now has a link through to the contact page, and the order page itself gives the CRM contact summary (top right).

Better support for Subscriptions, Memberships and Bookings!

We’ll be covering this in more detail in specific guides, but we’ve added to the CRM contact view some additional tabs which will make your life easier if you use WooCommerce Subscriptions, WooCommerce Memberships, or WooCommerce Bookings.

You can now see, at your fingertips, information about your contacts Subscriptions, any Memberships, and their upcoming bookings with you.

This is incredibly powerful as an addition to the CRM, and means you can have our CRM sitting behind the powerful front end features of WooCommerce. Perfect, and no BS.

Client Portal Pro

As mentioned in the Core update section, we’ve now made it even easier to add custom tabs and content to your client portal. Simply add child pages to your Client Portal pages and these will show up as new tabs.

This makes it much easier if you’re looking to modify what is displayed via the client portal.

ZERO BS CRM SPONSORS 

Not forgetting our backers 

A special thanks to our current backers below, if you want to help fund Jetpack CRM through a sponsorship, you can do so here.

  • Epic Plugins
  • Ace Media
  • Stormgate
  • Pressertech
  • Web Monkey Limited

Our backers are businesses and people who use Jetpack CRM every day and want to give a little bit extra. Get your name listed above by becoming a backer today.

WHAT IS NEXT?

Version 3.0 of Jetpack CRM is getting ever closer, we’ve been making steady careful progress towards our release candidates which should be available in April. We’ve also been working on

  • UI / UX structuring to support the new data models (menu, metaboxes, cross CRM wide consistency)
  • Invoicing Improvements (to allow for tax tables, and cleaner data storage (above)).
  • Translation support for all extensions ongoing via https://translate.zerobscrm.com

That’s all for this months update, some big strides towards v3.0 this month, if you’re not yet part of our merry band, here’s the link to the extension bundles.


Jetpack CRM: Product Update #22 – February 2019

Posted on February 28, 2019 by Mike Stott

Welcome to our Fabulous February’s product update post. In these blog posts we highlight what we’ve been working on over February as well as what’s coming along next.

As always, you can join the growing tribe of Empowered Entrepreneur’s and Small Businesses using Jetpack CRM by purchasing a bundle.

Jetpack CRM Core

We’ve been working behind the scenes still on the new database structure which will drive v3.0 of Jetpack CRM. Throughout February we’ve also Improved, fixed and added a raft of refinements and features to the Jetpack CRM.

The main focus in the core has been around improving and refining the contact view page.

We’ve tidied up how this looks, made the Socials and the tags a bit more obvious (you don’t need to scroll down now to below the documents to see tags) as well as added some visuals to the key info (contact since {date}, works for {company} and location).

We’ve also brought the WordPress User link easily into our interface and onto the contact view page so Portal access can be easily seen without needing to click in further.

Those two areas are the main places you’ll notices changes in the CRM that happened in February. We also..

  • Improved the speed that the Dashboard loads when charting a lot of contacts.
  • Added mp4 support for the Client Portal documents area
  • Improved edge case support (i.e. instances where Administrator role had been removed from the WP install)
  • Plus minor consistency fixes and improvements around status change logging, contact form notes and more.

Jetpack CRM Extensions

It’s been a busy month in extensions too with lots of behind the scenes v3.0 work and improvements that are more visible too, the main being improvements to the Zero BS Livestorm extension to give information on webinar attendance and related information.

Zero BS Livestorm Extension

We’ve added support for the webinar ended web hook which lets you keep your CRM contacts updated with information about what webinars they’ve attended, as well as how long they stayed, and whether they asked questions

Main Site

In these product updates, we also cover what we’ve been doing on “main site” that is good for you to know as it can be a place to help you when it comes to the CRM.

Use Cases

Our case studies is one place you can learn about real-life customers using Jetpack CRM , but our Jetpack CRM: Use Cases area will be another. We’ve added one of our more popular uses first (WooCommerce setups) but we’ll be releasing additional use cases over March ahead of the launch of v3.0.

Our Jetpack CRM: Use Cases is where we have been putting our more detailed areas showcasing how Jetpack CRM can be used. “It’s not just online sales.” as there’s plenty of applications and we want to make them easy for you to read about.

The Use Cases page also links through to our growing case studies area.

Case Studies

Take a look at our new case studies area. This is where we continue to display how Jetpack CRM is helping Entrepreneur’s and small businesses to strive.

Our Jetpack CRM: Case Studies is where our customers have been so kind to spend a bit of time telling us about themselves and their use of Jetpack CRM and how it’s made things better for them.

ZERO BS CRM SPONSORS 

Not forgetting our backers 

A special thanks to our current backers below, if you want to help fund Jetpack CRM through a sponsorship, you can do so here.

  • Epic Plugins
  • Ace Media
  • Stormgate
  • Pressertech
  • Web Monkey Limited

Our backers are businesses and people who use Jetpack CRM every day and want to give a little bit extra. Get your name listed above by becoming a backer today.

WHAT IS NEXT?

Nothing much else has changed in February. We continue to march relentlessly towards v3.0 of Jetpack CRM and each monthly update brings with it little features along the way.

  • Mail Campaigns v2.0 Finalisation
  • UI / UX structuring to support the new data models (menu, metaboxes, cross CRM wide consistency)
  • Invoicing Improvements (to allow for tax tables, and cleaner data storage (above)).
  • Extension and Module Manager improvements.
  • Further User Interface improvements, to make sure the CRM stays easy to use.
  • Translation support for all extensions ongoing via https://translate.zerobscrm.com

That’s all for this months update.


Jetpack CRM: Product Update #20 – December 2018

Posted on December 31, 2018 by Mike Stott

We are back once again covering our December product additions. We write these update posts at the start of the month, covering what we’ve added to the CRM and its extensions over the month of December.

We inch forever closer to our v3.0 of Jetpack CRM at which point prices are going up, if you’ve not joined our growing Entrepreneur army, you can do so by purchasing a bundle here. Onto the update

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