{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/a76ce91ff48c407a94d14866b585dd17\" frameborder=\"0\" width=\"1440\" height=\"1080\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1080,"width":1440,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1080,"thumbnail_width":1440,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/a76ce91ff48c407a94d14866b585dd17-aa4045a8e01c9b24.gif","duration":507.68,"title":"nowCRM latest features 2025","description":"Introducing the Latest Features of nowCRM\nPresented by Vladimir from nowtec solutions AG\n\nIntroduction\nHello! I'm Vladimir from nowtec solutions, and I'm excited to walk you through the newest features, additions, and improvements in nowCRM. This update includes advanced filtering capabilities, enhanced communication tools, automation features, and much more to power your daily business operations.\n\nAdvanced Filters\nOne of our most significant additions is the Advanced Filters system, which provides powerful ways to filter and work with your contact data.\nKey Capabilities:\n\nMultiple Filter Criteria: Filter contacts across various categories including:\n\nPersonal information\nPreferences\nProfessional information (job title, department, organizations, industry, functions, and more)\n\n\nOperator-Based Combinations: Combine different filters using logical operators to create complex queries and generate precisely targeted result sets\nSave and Favorite: Save your frequently used filters and add them to favorites for quick access and instant application\n\n\nContact Tagging\nQuickly organize and categorize your contacts with our enhanced tagging system:\n\nCreate new tags with customizable colors\nApply tags directly from contact lists\nAccess tags within contact detail pages in the dedicated tags section\nVisual organization for better contact management\n\n\nCommunications History\nTrack all your interactions with contacts in one centralized location:\n\nComplete history of all communications\nTrack what was sent, when conversations occurred, and all interaction details\nAvailable directly within contact records\n\n\nList Management\nEnhanced list functionality with persistent filters:\n\nFilters are saved locally and applied across different data views\nEasy one-click reset to clear all active filters\nSeamless workflow across the platform\n\n\nnowComposer: Multi-Channel Communication\nThe Composer feature provides comprehensive social media capabilities and multi-channel communication management.\nAnalytics Dashboard:\n\nPerformance Metrics: View percentages and counts for all campaigns\nEngagement Tracking: Monitor events published, delivery rates, and open rates\nFeedback Loop: Set up comprehensive tracking to understand campaign performance\nDetailed Insights: Track unsubscribes, bounces, click-throughs, and more\n\nChannel Features:\n\nContact Variables: Use dynamic variables to personalize communications\nQuick Generation: Rapidly create and deploy multi-channel campaigns\nLinkedIn Integration: Special LinkedIn invitation capabilities (see separate video for detailed LinkedIn outreach tutorial)\n\n\nCalendar & Scheduling\nOrganize your outreach activities with the integrated Calendar feature:\n\nAdd and manage events\nSchedule compositions and follow-ups\nSend to individual contacts, multiple contacts, or entire organizations\nName and categorize scheduled activities (e.g., \"Follow-up Important\")\nVisual timeline of all planned communications\n\n\nAdmin Panel Enhancements\nChannel Health Check:\n\nQuick overview of all connected channels\nInstantly see which channels are active or disconnected (e.g., \"LinkedIn publishing disconnected, others active\")\nEasy setup and reconnection of channels\n\nTaxonomy Management:\nOrganize your data with comprehensive taxonomy controls:\n\nJob Titles: Manage and standardize job title classifications\nTags: System-wide tag management\nContact Titles & Salutations: Customize how you address contacts\nCampaign Categories: Organize campaigns with custom categories\nAction Types: Annotate and categorize different interactions to enable scenario-based workflows\n\nText Blocks:\n\nCreate reusable, multilingual text blocks\nUse across different compositions\nMaintain consistency in messaging\n\n\nImport Functionality\nEnhanced data import capabilities:\n\nColumn mapping for precise data alignment\nRequired field validation\nDuplicate Prevention: Configure duplicate detection to prevent importing records with matching identifiers\nReview previous imports for reference (see dedicated video for detailed import tutorial)\n\n\nJourneys: Marketing Automation\nThe Journeys feature provides powerful automation capabilities for contact engagement.\nTrigger Types:\n\nContact Updates: Trigger when contact information changes\nActions: Respond to specific contact actions\nForm Submission: Automatically engage when forms are submitted\nContact Subscription: Track and respond to subscription changes\n\nJourney Building:\nCreate sophisticated automation workflows:\n\nStart with a Trigger: Choose from schedule, wait time, or immediate triggers\nAdd Steps: Insert wait periods, send messages, update contact information\nMulti-Channel Communication: Send via email or other channels\nSelect Identity: Choose which identity sends the communication\n\nExample Workflow:\nWhen a contact submits a form → Wait (specified time) → Send email → Follow up based on engagement\n\nForms\nCreate professional, branded forms to capture leads and data:\nFeatures:\n\nVisual Configuration: Design forms with an intuitive interface\nCustomization: Add colors, branding, and custom messaging\nField Types:\n\nCheckboxes\nChecklists\nDropdown menus\nPhone number fields\nFile uploads\n\n\nDirect Integration: Save submissions directly to existing contact data\nPreview & Embed: Preview forms before publishing and embed them on your website\nSeamless Data Flow: Keep all collected data within nowCRM\n\n\nSummary\nThis update brings comprehensive improvements to nowCRM:\n\nAdvanced Filters for precise data segmentation\nJourneys for marketing automation\nScheduled Social Media with nowComposer\nEnhanced Import capabilities\nBetter Taxonomies for data organization\nCalendar for scheduling and planning\n\nThese features are designed to power your daily business operations, whether you're an NGO, NPO, or any organization that needs robust data management and outreach capabilities.\n\nLearn More: Visit nowtec.solutions to explore nowCRM and schedule a demo.\nAbout nowtec solutions AG: We specialize in digital products, experience, and transformation, with a focus on creating smart tools for data management and communications, particularly for nonprofits and NGOs."}