Capsule

New in Capsule: calendar view and task categories

We greatly value suggestions from our users in making Capsule the best CRM around for small businesses.  Some of the more popular suggestions on our uservoice forum have been to add a calendar view of your tasks in Capsule.  A related suggestion has been to show your Capsule tasks in your favourite calendaring apps such as iCal on the Mac, Outlook Calendar and Google Calendar.

Over the weekend we rolled out the new calendar view and the iCal feed.  You can see how the screen looks below.  We also introduced task categories so that when you add a task to Capsule you can give it additional context such as it’s a Meeting or a Milestone or you need to Follow-up.  We think this is a useful productivity improvement to the tasks functionality in Capsule.

We’ve added a default set of categories to all Capsule accounts which you’re welcome to edit and extend.

Javelin is now Capsule

As per our previous blog post and email notification to users, Javelin is renaming to Capsule. The switch over of the branding and the change of the domain name from javelincrm.com to capsulecrm.com has been completed today. We've sent an email to users with instructions for accessing accounts and support. If you have any trouble, let us know on .

And now for a bit of nostalgia here is the old logo alongside the new:

Javelin is being renamed to Capsule

This weekend Javelin is being renamed to Capsule. Accounts on the system will continue as before with the same data, username and password.  However the URL that you use to access the CRM system will change and we’ll notify users of the new URL once the change over has completed. Integration with 3rd party applications will not be affected as we’ll continue to make the API available on the existing URL.

The reason for the name change is that we have been contacted by a company who has a trademark on the name Javelin.  While we don’t agree there is an infringement of their trademark we figure our time and resources are better spent building a great CRM rather than fighting court battles. We’ll share further details on this once the change over is complete.

To complete the changeover, Javelin will be unavailable this Sunday from 12:00 to 16:00 GMT.

Internet Explorer is officially square

We’ve been introducing rounded corners into the Javelin user interface recently.  Rounded corners and curves are nice and they provide us with a simple way to keep Javelin looking fresh, or at least it should have been simple.  As any web designer will tell you in words I can’t print here, Internet Explorer is a party pooper.

We’ve looked into using the many hacks for round corners in Internet Explorer and we tried a couple but they all have their issues which leads us to this position:

So instead of spending our days making Internet Explorer fit a round hole we’ve left it square.  In Firefox, Safari and Chrome you’ll get some rounded corner love:

And in Internet Explorer you’ll see square:

And another example:

I’m not on a crusade to change your web browser.  The beauty of web applications is you get to choose your operating system and browser, but if you are using Internet Explorer and want to consider an alternative then Mashable did a browser round up recently.

Javelin Affiliate Program

A number of you have been recommending Javelin to your clients, associates and even random fellow Twitter users.  We are very grateful for this support and we’d like to say a big thank you for bringing customers to us.

In return we are launching an affiliate program where you can earn money for referrals.  The Javelin Affiliate Program is a revenue share between you, the affiliate, and us.  You’ll receive 20% of our revenues from a referred customer for the life of their account. 

The sign-up process for the affiliate program is easy and we’ve kept the program as simple as possible.  There’s no fee or other obligation in joining.  To get started, visit the affiliate program overview.

We’d love to hear how you get on, and feel free to drop us any questions on our support email address .

Faster searching

Javelin users have been asking for a quicker way to search for contacts.  Previously the only way was to click through to the people and organizations page.  So to make searching quicker we’ve added a search box that’s available from every page in Javelin.  It’s implemented as a live search so it returns results as you type.

Here’s a short screencast (without sound) showing the new search in action:

search from Javelin on Vimeo.

Announcing Xero and KashFlow Integration

Today we’ve made it easier for small businesses to better manage their customers by integrating the best CRM with the best online accounting systems, Xero and KashFlow.  CRM and accounting are both important functions for most small businesses.  CRM provides the tools to manage relationships with prospective and existing customers, and accounting systems provide the tools to manage your financial success. 

Typically these systems have been disconnected, so when updating a customer in your CRM you have to duplicate that change in the accounting system.  Of course, in practise time is tight and the these systems often drift out of date.  Equally important, you want to see everything you know about a customer in one place.  The CRM provides the customer dashboard, so why would you want to switch to the accounting system to see what’s been invoiced and what’s overdue?

By integrating Javelin with these accounting systems we’ve fixed the problem.  Now all information including invoicing and overdues is available from customer view in Javelin, and updates to customers are automatically applied to the accounting system so you only need update the customer in one place.  This is a big step forward for small business in getting better value out of CRM and accounting.

The following screencast demonstrates how you can get started easily and start benefiting from an integrated solution.  The screencast shows Xero in action and we’ve done exactly the same for KashFlow too.

The KashFlow version of the screenflow is available here.

To find out more about Xero and to sign-up for a free 30-day trial, visit www.xero.com

To find out more about KashFlow and to sign-up for a free 60-day trial, visit www.kashflow.co.uk.  KashFlow are kindly offering Javelin customers £2/month off KashFlow when you sign-up using promo code JAVELIN01

Sign up for a free, no obligation 30-day trail of our Professional Edition to get started.

The value of integrated solutions for small business

Javelin is days away from an upgrade where we are moving into a significantly new world for our Javelin users.  We have integrated Javelin with two online accounting systems.

Why have we done this?  One of the criticisms of CRM’s is the difficulty of maintaining accurate data.  If you are not actively updating the information, no matter the quality of the CRM solution, it will fall into disrepair.  Rubbish in, rubbish out.

I know this from personal experience.  I am in a part-time buy-to-let partnership and we use an accounting package, a landlord system, and a bunch of excel spreadsheets. We have to key the bank details into the accounting system, we have to duplicate the contacts, and we have stopped using the landlord system for anything other than letters and the core contact details – even though the system offers much more.

The good news is that we have integrated the best CRM, Javelin, with the best accounting packages so you manage your data more easily.  What a transformation from when these systems were disconnected.  Accounting information is on the same page as all the other information about the customer – at a glance you can see the invoice status on the customer record, along with last contact dates, history of contacts and any pipeline business.  So if you are chasing an outstanding invoice you can see the value of new business alongside the outstanding invoice before making the call to the customer.  There are also some cool features like moving between systems being as simple as a click-of-a-button.

Personally, I hope other service providers will understand this need and start providing integrated solutions for their users.  It is time for small business to get the benefits of SaaS well beyond discussions around a lower cost threshold and much reduced IT support.  I am proud that we are leading the way in providing a service that is truly beneficial to you.

Farewell beta, hello the new Javelin

Today is a milestone for Javelin as we farewell the beta and relaunch the Javelin website with our shiny new branding. A big thank you to all users who participated in the beta! Your feedback and kind words of support have been greatly appreciated.  If you had a beta account, it continues as before with a limit of 2 users, 250 contacts and 10MB of file storage. With the full launch of Javelin, we’ve introduced the the Professional Edition with a huge 50,000 contact capacity and generous file storage.  The professional edition has a simple fee of $12 per month, per user (£8 if you’re in Europe).

Javelin features preview: Customise your contacts

With custom fields you can easily extend and customise Javelin to suit your business. Checkout this screen cast for a quick introduction.

Javelin features preview: Track your way to success

Javelin will be launching soon and in preparation we will be providing a preview of Javelin functions via our blog.  First up, we are previewing Tracks.

Tracks are a neat feature in Javelin that provides a simple way to manage repetitive processes.  In business we find often find processes that do, or perhaps should! follow the same steps each time.  For example:

• following through on a sales opportunity
• managing a customer support query
• issuing a monthly customer invoice
• end of period accounting procedures

Tracks establish a pre-defined series of steps.  It could be as simple as a pre-defined to-do list that you tick off when steps are completed:

Tracks become more powerful by including rules that control the sequence and timing of each step:

Once defined, a track is available to embed in a Javelin Opportunity or Case.  We’re confident businesses will find novel ways to use this function.  Do you have processes in your business that would benefit from a more structured approach?  We’d love to hear about it.

Register for our Beta now if you would like to see Tracks in action.

Javelin in private beta

Today we are making Javelin available for invite only beta.

This is the culmination of many months of design, development and testing. We are proud of the result, which provides businesses with an intuitive easy to use system for managing relationships, tasks, communications with contacts, and deals in the pipeline. Javelin raises the bar by keeping it simple, but at the same time giving users more power by letting them decide the information that is relevant to their business.

We look forward to working with a small number of beta users over the coming months. If want to take a look, be sure to register your interest for the beta via our home page.

The Javelin Team