YetiForce

10/03/2022

W ramach wsparcia naszych przyjaciół z Ukrainy postanowiliśmy znieść wszystkie opłaty za hosting, chmurę, oraz dodatki dla firm zarejestrowanych w Ukrainie 💙💛

Jeśli Twoja firma jest zarejestrowana w Ukrainie i obecnie używasz któregokolwiek z tych produktów lub jeśli chciałbyś zacząć ich używać bezpłatnie, wyślij do nas maila na adres: [email protected].

Oferta dotyczy następujących usług i produktów:
https://yetiforce.com/pl/marketplace/hosting
https://yetiforce.com/pl/marketplace/chmura
https://yetiforce.com/pl/marketplace/dodatki



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To show our support to our friends in Ukraine we decided to remove all hosting, cloud and add-on fees for all companies registered in Ukraine 💙💛

If your company is registered in Ukraine and you’re using any of these products, or if you would like to start using them free of charge, please send us an email to [email protected].

The offer applies to the following services and products:
https://yetiforce.com/en/marketplace/hosting-en
https://yetiforce.com/en/marketplace/cloud
https://yetiforce.com/en/marketplace/addons

09/03/2022

Zostaliśmy nominowani do nagrody "20i Free Open Source Software (FOSS) Award" w kategorii "Best CRM & Support Software" 🏆

Możesz na nas zagłosować na https://www.20i.com/foss-awards/category/crm-and-support. Oddanie głosu zajmuje tylko kilka sekund i nie wymaga zakładania konta ani weryfikacji mailowej.

Celem FOSS Awards jest rozpoznanie kluczowej roli, jaką open source odgrywa w naszym życiu. Z góry dziękujemy wszystkim za głosowanie na YetiForce CRM i okazywanie wsparcia 🥰



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We’ve been nominated for a "20i Free Open Source Software (FOSS) Award" in the "Best CRM & Support Software" category 🏆

If you would like to help us win, you can go to https://www.20i.com/foss-awards/category/crm-and-support and vote for us. It will only take a couple of seconds. No accounts, confirmation or verification required.

The FOSS Awards aim to recognize the vital role open source plays in our lives. We would like to thank everyone in advance for voting for YetiForce CRM and showing your support 🥰

The 20i FOSS Awards are here to celebrate the contribution self-hosted Free Open Source Software makes to our lives every day. The 20i FOSS Awards are your chance to recognise all the hard work that goes in to developing the tools we rely on so much.

23/12/2020

With the upcoming Christmas 🎄🎅, we would like to wish our Customers and YetiForce CRM fans 👩‍💻👨‍💻 a healthy, peaceful, and joyful Christmas spent with your closest family and friends 👪

At the same time, we would like to thank you for your trust and cooperation during this challenging year 🤝 and we hope that in 2021, you will be able to achieve everything that brings success 📈💵, foresee obstacles and prevent adverse circumstances from happening 😉

21/12/2020

The end of the year favors various types of summaries 🗓️

In one of them that was prepared by sprawny.marketing (one of the leading marketing services in Poland 🎯) YetiForce CRM was placed among 14 recommended marketing tools in the "Sales and customer service" category 💰👩‍💻👨‍💻

It’s another honorable mention for our software 🏅 and again proves the fact that it is a powerful solution that facilitates the processes in a company 🚀 in the areas of marketing, sales, and customer service.

Check out what kind of benefits can the deployment of YetiForce CRM bring to your business 😉

https://sprawnymarketing.pl/blog/przydatne-narzedzia-marketingowe/ -66-yetiforce-crm

(The content is in Polish, so you need to use the translation tools.)

16/11/2020

We’ve reached 1.000 stars ⭐️ on GitHub! Huge thanks to our amazing Community for all the continued support. We know this is only a number but it’s a symbolic one because it means people are adding the project to their list of favorites. It’s a significant achievement for an open source project. 🎉

When we started working on our project in 2014 we could only dream about reaching the significant milestones we’re reaching now, and about a Community as large and dedicated as the one we managed to create around YetiForce. We’re extremely thankful to each and every single one of our Community members, those who have been with us since the beginning, as well as those who joined us recently.

It is very motivating to see a thousand people interested in helping us develop the project that we consider our passion. Each day we aim to improve it, add something new, listen to your suggestions and needs.

If you haven't followed us yet, you can join the thousand followers on GitHub by visiting this link https://github.com/YetiForceCompany/YetiForceCRM and clicking the star icon in the upper right corner.

20/10/2020

Do you have clients from different sectors and have to enter completely different data types 🗂️ into the system for each of these companies ❓ Or do you offer products 💻 or services 👩‍💼👨‍💼 whose parameters differ from each other❓

The YetiForce CRM system will soon allow you to define conditions for individual modules that will dynamically display relevant fields to fill in 📝, depending on the data you enter while creating records ⌨️ Thanks to this functionality your employees will increase their productivity 📈 because they won’t have to add excess data into the system 🗃️

In today’s video from the series 📹 you can see this functionality in action using the "Accounts" module. The new feature is going to be available in the next stable version 😉



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Posiadasz Klientów z różnych branż i dla poszczególnych firm należy wprowadzać zupełnie inne dane 🗂️ do systemu❓ A może oferujesz produkty 💻 lub usługi 👩‍💼👨‍💼, które charakteryzują się odmiennymi parametrami❓

Już niedługo w YetiForce CRM będziesz mógł określić warunki dla modułów, które dynamicznie wyświetlą istotne pola do wypełnienia 📝, na podstawie danych wprowadzanych podczas tworzenia rekordu ⌨️ Dzięki temu Twoi pracownicy poprawią swoją produktywność 📈, bo nie będą musieli dodawać do systemu zbędnych informacji 🗃️

W dzisiejszym filmie z cyklu 📹 - na przykładzie modułu "Kontrahenci" - przedstawiamy, jak to rozwiązanie będzie funkcjonowało w praktyce od następnej stabilnej wersji systemu 😉

08/06/2020

We are very pleased to inform you that Crozdesk has awarded us another prize 😀🎉 This time we have won the title "Trusted Vendor" 🏆

This badge gets awarded to software vendors with an established position on the market. This is determined by Crozdesk's AI ranking algorithm and based on estimated market shares 📈 and large user numbers 👩‍💻👨‍💻

Interestingly, only about 20% of the solutions win the "Trusted Vendor" badge 😮 That is why we are delighted that we are in this wonderful group 🥳

https://crozdesk.com/customer-service-crm/crm-software/yetiforce

03/06/2020

In many companies, the number of Leads and Accounts that are stored in the CRM system is counted in hundreds or thousands of records 📜 Due to various matters or hectic everyday schedules 🗓️, it often happens that a given Account is added to the system at least twice 🤭

In these situations, it is a good idea to maintain proper database hygiene 🗂️ by merging the same records into one 🖇️📎 Fortunately, YetiForce CRM can easily deal with these types of challenges 😀

In today’s video from the series 📹, we present an example of searching for records in the "Accounts" module 🔎 that have the same data (e.g. email address) and then merge them to receive complete information about a given Account 😉



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W wielu firmach liczba leadów oraz kontrahentów, które są zapisane w CRM-ie, jest liczona w setkach lub tysiącach rekordów 📜 Ze względu na różnego rodzaju kwestie organizacyjne lub natłok codziennych obowiązków 🗓️, dość często przytrafia się, że dany kontrahent jest dodany w systemie co najmniej dwa razy 🤭

W takich sytuacjach warto zadbać o właściwą higienę bazy danych 🗂️, łącząc te same rekordy w jeden 🖇️📎 Na szczęście YetiForce CRM potrafi w łatwy sposób uporać się z tego typu wyzwaniami 😀

W dzisiejszym filmie z cyklu 📹 - na przykładzie modułu “Kontrahenci” - przedstawiamy, jak wyszukać rekordy 🔎, które mają takie same dane (np. adres e-mail), a następnie połączyć je, by zachować pełne informacje na temat danego kontrahenta 😉

28/05/2020

This time we have very good news for people who are responsible for installing the YetiForce CRM system 📣👩‍💻👨‍💻

Before the installation, it is required to prepare the right environment. To make it as simple as possible, we have created a Docker image 🤗

It provides access to the prepared server configuration ⚙️ so that it meets all the requirements associated with the installation of YetiForce CRM 👍 These setting will also help to achieve better server performance and thus faster system operation 🚀

In addition, using our container allows you to avoid problems with the adjustment of the environment 🛡️ and it will not interfere with other applications installed on the server 📱

Now, you can run the developer version of the container but with the release of YetiForce CRM 5.4, each stable version of the system will have its own separate Docker image 😮

You can download the Docker image from our Docker Hub repository ⬇️

✔️ Docker Hub: https://hub.docker.com/r/yetiforce/yetiforcecrm
✔️ Instructions for using a container:
https://github.com/YetiForceCompany/YetiForceCRM/blob/developer/tests/setup/docker.md

Please write in the comments what you think about this solution and whether it will be useful for you when creating the environment for YetiForce CRM 😉

20/05/2020

Do you often export data from YetiForce CRM❓

The new version of the system will bring some new export solutions and improvements 📲

First of all, you will be able to export data using 2 new formats - XLSX and ODS 💾 Secondly, you will be able to export all data saved in contacts, orders and campaigns 🗂️, not only the data visible in columns on lists like it is now.

Both solutions are available for testing on our developer version of the system: https://gitdeveloper.yetiforce.com

Are you also looking forward to the release of version 5.4❓😉

14/05/2020

YetiForce CRM has over 90 user modules and there are various fields available in each of them where you can enter information important for you ⌨️🗂️

It sometimes happens that in a given module, there is no picklist of your interest 📤 but it can be found in a different module. Do you need to ask for developer’s support in this case❓ Absolutely not 😉

In the next video from the series 📹, we are presenting how in your admin panel you can copy an existing picklist from one module to another in order to have appropriate knowledge about your customers 📋😀



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YetiForce CRM posiada ponad 90 modułów użytkownika, a w każdym z nich są dostępne różnego rodzaju pola, w których możesz wprowadzać istotne dla Ciebie informacje ⌨️🗂️

Jednak czasami zdarza się, że w danym module nie ma interesującego Cię pola listy wyboru 📤, a znajduje się ono w innym module. Czy w takiej sytuacji musisz prosić o pomoc programistę❓ Absolutnie nie 😉

W kolejnym filmie z cyklu 📹 przedstawiamy, jak z poziomu administratora możesz skopiować istniejące pole listy wyboru z jednego modułu do drugiego, abyś miał odpowiednią wiedzę na temat swoich klientów 📋😀

12/05/2020

Today we are presenting an interesting fact for users whose Accounts are mainly private individuals 👩‍💼👨‍💼

In the next version of YetiForce CRM, we are going to implement a new solution that will be available during creating Accounts 🤝 After selecting a "Private individual" in the "Legal form" field, additional fields for name and surname 📋 will display below. In case of selecting other legal forms dedicated to companies 🏢, in the "Account name" field, it will be possible to enter the company’s name.

It appears to be a small change but usually minor details make using the YetiForce CRM system more user friendly 👩‍💻👨‍💻 Is that true❓😉