New e-marketing module for marketers
We’re excited to unveil the Marketing Module, a powerful addition to Sweet CRM for Marketing. This new feature provides in-depth insights into your email marketing performance, giving you unparalleled control over your campaigns.
By seamlessly collecting data from your email marketing connection and transforming it into actionable performance KPIs through Sweet Automation, you gain daily insights into how your campaigns perform.
With this unique capability, you can now analyze, refine, and optimize your marketing strategy with precision like never before—for smarter decisions and better results for your marketing efforts.
Get ready to take your marketing analytics to the next level!
Panorama Actions
Discover the enhanced Panorama View in Sweet CRM and Sweet Forms – your all-in-one solution for smarter data visualization and automation. With Panorama Actions, users can now trigger automated workflows directly from selected rows, using Sweet Automation and Flow Trigger. Perfect for real-time task management, integrations, or internal processes.
Thanks to the new row count feature, you can instantly see how many records match your filters – helping you gain faster insights and improve decision-making.
These updates make Panorama View even more powerful – turning your data lists into dynamic tools for action, not just display.
Invoice module
Drumrolls please – here comes our very own invoice module!
Sweet CRM introduces a powerful new invoice module designed to simplify and centralize your invoicing process. This new feature lets you manage all invoice-related data in one place – including statuses, relationships, documents, articles, and time reports.
What you can do with the new invoice module:
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Add articles and time reports to your invoice base for accurate billing
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Create invoice drafts directly from projects or work orders
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Use a dedicated selection view to easily manage and track invoice items
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Quickly generate new invoice documents using the “create invoice document” action in work orders or projects
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Follow structured workflows from draft to invoiced with steps like Draft, Attest, Done, and Invoiced
This new module gives you full control and visibility over your billing process, helping you save time, reduce errors, and streamline your financial operations.
Smart Panel
The new Smart Panel, is a smart overlay navigation bar that lets you open worklists, filter data, and explore related information – all without leaving your current view. Whether you’re working in a case, a project, or a contact card, the Smart Palen helps you stay focused while still giving you quick access to the details you need.
It’s smoother, faster, and designed to keep you in flow.
Sweet Automation - new user interface
Sweet Automation has stepped into the future with a brand-new user interface. While the structure and navigation remain familiar, the updated colors, shapes and styling deliver a more modern and intuitive experience – all while preserving the powerful capabilities you’re used to.
Sweet Forms - Accessibility proof
Accessible forms to meet the Accessibility Act and WCAG 2.2
Sweet Forms now supports the requirements of the Accessibility Act and WCAG 2.2 to ensure digital accessibility for people with disabilities for services and information online.
Sweet Form now comes packaged with a new template containing a form template with good contrasts, text and input box size and more. The new technical features of this template enable support for:
- Text alternatives:add alt-text as an alternative for any non-text content such as images are provided.
- Keyboard navigability:the website and form tools are fully navigable using a keyboard, no need for mouse clicks.
- Screen reader compatibility: the website and forms are compatible with most website screen readers.
- Semantic HTML:we are rewriting our html code to ensure it is semantic and accessible.
- New CSS templates:implementing new CSS templates to improve accessibility.
- Calendar module replacement: replacing the calendar module for question types “date interval” and “date & time” to enhance accessibility.
