Skip to content

Beta Release Out Now

It’s official: The Intro CRM beta release is here! I want to take a minute to tell you about all the new features. These include: cash flow forecasting, setting monthly goals, and logging next steps for your deals.

First, I want you to know beta users get an extended six-week free trial. If you’re wondering about whether to sign up or not, now is the time. With the full release, new users will only get a one-week free trial.

Setting Sales Goals

This new feature is self-explanatory—you can set a monthly sales goal for your business! By setting this monthly goal, it sets a target and you will be able to see how you’re doing this month, next month, this year, and year-to-date towards achieving your financial goals.

See the power of goal setting when you take advantage of deal flow forecasting—shown below.

Cash Flow Forecasting

How much money are you getting paid next month? How do you account for a deal that has variable payout over time, rather than one big up front payment? This is where cash flow forecasting comes in. The best way to understand this feature is to understand how it’s different than conventional CRMs.

Most CRMs are built for big companies. They have a sales rep who closes a deal, the sales manager creates a report, then passes it off to an accounting or finance department who looks at when the company can expect to get paid on that deal. What if you’re the only person responsible for sales?

Intro CRM helps you forecast your cash flow by giving you the ability to distribute–or spread–the value of a deal over future periods. Know what you’re getting paid, when you need to get new business, or when you’re over-worked.

Intro CRM cash flow forecast screenshot.
Intro CRM helps you see your cash flow forecast by month over time. Know what you’re getting paid and when.

Freelancer CRM Example

Let’s say you are an independent freelancer—web design, software engineering, graphic design, whatever. You close a new deal in January for a client who will pay you $3,000 in three payments (one in February, one in March, and one in April). A conventional CRM would log this as a $3,000 deal for the month of January—simple, right?

This isn’t helpful.

What you really have is $0 in January, a $1,000 deal in February, a $1,000 deal in March, and a $1,000 deal in April. You can skip months, have variable payments between months, or set up repeat business for a consistent client. Intro CRM helps you see if you’re meeting the financial goals you set for your business.

Intro CRM deal value distribution screen shot.
Intro CRM helps you distribute–or spread–the value of a deal over future periods. See what you’re really getting paid.

Next Steps for Deals

The worst way to lose a deal is for it to get stuck. We need to maintain forward motion to avoid this fate. And if a deal doesn’t have a next step, it’s never going to close.

Whenever I have pipeline meetings with clients, we focus on one thing: What’s next? What’s next for your deals? How do we keep things moving forward?

That’s why there’s a new Next Step widget in Intro CRM to help you track this. It’s not a substitute for a full task management tool like Basecamp, Trello, or Asana. No. Intro CRM integrates with those tools for a reason. Instead, this is simply to keep your eyes on the prize—what’s next?

Intro CRM next steps screenshot.
Intro CRM helps you track next steps for all of your deals. Know what you need to do next.