Why download SeoToaster CRM Ultimate?

SeoToaster CRM Ultimate is a powerful Customer Relationship Management software that let you track leads, activities, opportunies but also interations with your brand, and help you automate your sales process.

SeoToaster CRM Ultimate is built on top of SeoToaster CMS and SeoToaster Ecommerce. Thanks to its connection to the SambaSaaS marketing cloud, SeoToaster CRM Ultimate boasts built-in analytics, call tracking, VOIP integration, email newsletter integration, and saves users thousands of dollars in services integration fees, and loads of time.

SeoToaster CRM Ultimate is the ideal tool for web-centric organizations to build one or more websites, web stores, or get PPC campaigns up and running fast. SeoToaster CMS and Ecommerce are both free and open source components, while SeoToaster CRM includes a free 250 named users sales automation license.

 

Change log, New features

March 2024 SeoToaster v3.8.0 

  • Core:

  • Added thank you page as a draft page for regular forms. 

  • Minor fixes and adjustments.

  • Quote Engine:

  • Optimized speed for quotes grid.
  • Added ability to change quote owner.
  • Added {quotenotsigned} and {quotesigned} magic spaces.
  • CRM:

  • Added documents image preview for the documents section.
  • Added ability to create opportunities for leads without emails.
  • Added ability to specify custom redirect URL for admin in the CRM config.
  • Added lead custom lead param widget for quote system.
  •  

SeoToaster v3.7.0 New Features

E-commerce/Sales Proposals

  • Added notes for the pickup step
  • Added cartnotempty magic space
  • Added "attach invoice action email payment completion" checkbox
  • Added spam validation for quote forms
  • Added notes field for the pickup form
  • Added ability to upload webp previews for products
  • Email notification system

General Improvements

  • Added support for Mysql8 compatibility
  • Added MMS support

CRM:

  • Added mass action for close/complete tasks on dashboard welcome screen
  • Added ability to organize custom fields
  • Added rules for clicked emails
  • Added filter by email clicks
  • Added task presets to the task screen
  • Added Webhook URLs config (leads data only)
  • Added MMS support
  • Plenty of fixes and improvements

SeoToaster v3.6.0 New Features

E-commerce

  • Added operational hours verification support for add-to-cart button and checkout. Add the ability to disable stores based on your hours of operations.
  • Added filter by client group on the orders screen

  • Added full pagination for the clients’ grid. Reworked sorting and search mechanism.

  • Improved pagination for the supplier screen

  • Added operations tab to the shopping config

  • Added custom order support for displaying products on the order's detailed screen

  • Added words splitting search for orders and users grid screen

Sales Proposals:

  • Added custom product fields widgets for the quotes page
  • Added quote thank you page

  • Added quote conversion support (for newly created quotes)

  • Adjusted quote expiration. Prevent quote expiration for signed quotes.

Seotoaster CMS:

  • Added support for .webp in the Directupload widget
  • Added youtube shorts URL video support for Videolink widget

Core:

  • Added to referer utm tags
  • Added preheader to action emails
  • Added counter for Manage Users screen
  • Added .webp support for the page optimization process

News system:

  • Added word splitting for search on the news organize screen

CRM:

  • Added additional filters for email triggers grid and edit trigger button for email sequence screen
  • Added delete trigger confirmation for the trigger details screen
  • Added preheader to action emails
  • Added email click tracking link support
  • Added support for processing lead and organization coordinates
  • Added remarketing organizations' mass action
  • Added upload multiple files to the document upload
  • Added support for .mov and .eml formats for document upload
  • Added preheader for action emails
  • Added clean-up tab Added search by secondary email

SeoToaster v3.5.0 New Features

E-commerce / Sales Proposals:

  • Added operational hours verification support for add-to-cart button and checkout. Add the ability to disable stores based on your hours of operations.
  • Added ability to hide some product options on the checkout
  • Added support for minimum order amount
  • Added maximum allowed products in the quote configuration
  • Added quote expiration notifications
  • Improve shipping calculation for the quote system
  • Added partial payment reminder notification
  • Added ability to assign suppliers on the product screen
  • Added information about first and second partial payments
  • Added default order filter preset
  • Added "without groups" Magicspace
  • Added quote info in the order details screen
  • Added subfolder support for PWA
  • Added ability to verify spam (spam filter) for system forms
  • Updated version of the TinyMCE editor (5.5.1)
  • Added auto reply form email/pdf attachment support

CRM:

  • Added IMAP parsing rules
  • Added partially paid info in the timeline
  • Added processing multiple Ad accounts for rules
  • Added ability to parse additional params during user registration
  • Added unassigned email lists to the rules

General improvements:

  • Added support for php7.4
  • Updated MPDF library version to 8

SeoToaster v3.4.0 New Features

 E-commerce:

                • Added support for the negative stock.
                • Added support for the flat partial payment amount
                • Added new type of the product option -> additional price
                • Added ability to delete from products options library
                • Added ability to set the custom date format for the postpurchase created
                • Added minimum order limit
                • Added throttle transactions
                • Improved product filters mechanism

                   

                • Added quote link to the user orders grid
                • Added partial payments support for the quote system
                • Added ability to sign quotes (quote - signature)
                • Added ability to drag products inside the product list in quotes
                • Added new -> "quote signed only" status for the quote system
                • Added quote auto-saving (admin part)

                   

                • Added invoice prefix label
                • Added support for partial payment for the PAYPAL on the quote page

Core:

                • Added ability to drag system popups.
                • Added width and height to featured only widget
                • Added sneak peek eye to all password fields.
                • Added browser spell check for "text only" widget

News system:

                • Added ability to exclude tags option for the news list widget
                • Added support for custom canonical URL (via MHUB only)

Email notification system:

  • Added mobile app support/configuration
  • Added "avatar link", "personal calendar URL" and lead source lexemes for email templates

CRM:

  • Added dashboard welcome screen
  • Added email validation service for the leads emails
  • Added goals configuration screen
  • Added ability to specify due date for the tasks
  • Added IMAP configuration screen for salesperson role
  • Added tags assigning via workflows
  • Added lead source for the workflows
  • Added user/lead group synchronization
  • Added merging lead documents during a lead merge
  • Added advertiser accounts config
  • Added additional notifications for the tasks
  • Added additional notifications for meetings
  • Added mass-action for the organizations' grid - delete organizations

General improvements:

  • Added support for the PHP 7.4
  • Different fixes and optimization

 

SeoToaster CRM v3.0 Features

  • Contacts management
  • Organizations management
  • Sales opportunities tracking
  • Products and services catalogue
  • Sales quote builder with private quotes
  • Online payment collection
  • Mobile adapted interface for on-the-go usage
  • Integrated web form builder for local or outside website deployment
  • Integrated landing page builder with 4 pre-built landing pages
  • Integrated Open Source Content Management System SeoToaster CMS
  • Integrated Open Source Shopping Cart System SeoToaster Ecommerce
  • Extensible to support full CMS or Ecommerce website
  • Available in locally deployable version or cloud CRM version

Marketing & sales automation integrated right within your CRM with:

  • Contact website visit tracking across one or multiple domains**
  • Inbound form tracking
  • Cart sales tracking
  • Outbound email tracking
  • Email recipient opening tracking
  • Email recipient attachment tracking
  • Automated email marketing drip sequences
  • Filter and add emails to Constant Contact or SeoSamba Email marketing services in a click
  • Newsletter campaigns send/open/click tracking from contact timeline when using SeoSamba email services
  • Documents/white papers download tracking
  • Automated sales lead source tracking
  • Sales quote viewing tracking
  • Sales quote real-time viewing alert and chat initiation
  • Automated lead contact creation from Olark chat
  • Web form and 3rd party direct API and Zapier events connection workflow creator: Assign automatically lead owner/follow-up tasks/email drip sequence/stages...
  • Digital products download tracking
  • Sales coupons issuing and tracking
  • Inbound phone call tracking and contact creation*
  • Outbound call tracking*
  • Website buyer SMS notifications*
  • Inbound form prospect SMS notifications*
  • Inbound form sales rep SMS notifications*
  • Missed inbound call sales rep SMS notifications*

* Requires a SeoSamba phone number. Starts at $5 a month and 3 cts a SMS and per min.

** Requires a SeoSamba free account

Plus marketing automation from the cloud with a SeoSamba Free account; 

                  • Multi-account social marketing calendar/curation
                  • Multi-website organic search ranking tracking
                  • Email newsletter marketing services with drag & drop editor
                  • Centralized blogging with drag & drop editor
                  • Press release distribution
                  • Adwords account performance tracking
                  • Other advertising platforms (Facebook etc..) performance tracking

SeoToaster v2.5 New Features

                • Send SMS auto-reply from web forms
                • Send SMS notifications for received & shipped orders
                • 1-click implementation for web-to-call-widget
                • Faster web serving with a new cache
                • Faster web building with more developer tools
                • Works nicely on any shared hosting
                • Optimized Default Image: "No image changed" optimized for load speed.
                • Search by Page Type: The search widget can now filter results by product pages, news pages, or regular pages.
                • Alphabetic Sort: Ability to sort items in a featured area in alphabetical order.
                • Extended CRM services: More features added to the Salesforce Cloud App services.
                • New Events Function: Add dates and locations to any news or blog post.
                • Improved XML feeds generation: Feeds are now generated dynamically to improve performance and load times.
                • Upgraded videolink API.
                • Multiple security improvements.
                • Added Translations.

What Version Of SeoToaster CRM Ultimate Should I Download?

SeoToaster CRM Ultimate v3.9.0 is the latest public version, and was released on the 14th of October 2024. The next major public release in due in March 2025.

SeoToaster v3.9.0 New Features

E-commerce:

  • Added support for free checkout.
  • Added ability to specify several values for product filters

Core:

  • Added role-only magic space
  • Added 2fa support for admin/salesperson users

CRM:

  • Added manage users tab on CRM dashboard
  • Added reports notifications for admin and salesperson roles
  • Added ability to complete tasks from the dashboard welcome screen
  • Added ability to set status to the meetings in the lead and organization timelines
  • Added salesperson access limitation by lifecycle.
  • Added search setting tab on CRM dashboard
  • Added a new search format for the custom attribute "date" type on the leads and organization screens
  • Added ability to change quote owner from the opportunity screen

General improvements:

Different fixes and optimization