What's new on GoalsMapper

GoalsMapper™️ is the first fintech / insurtech company in Singapore with the vision to redefine financial planning, through its real-time, scenario-based and customer-facing financial planning software.

Improvement
February 26, 2024

Enhanced CRM Features

Dear Users,

We're pleased to announce two major enhancements to our CRM system:

Lead Management:

    1. Now, add activities and tasks to your leads for better organization
    2. Scale Up users will have pipeline deals created automatically for new leads, ensuring seamless tracking.
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Pipelines:

Scale Up users will now have multiple pipelines, allowing for more tailored sales and lead flow management. Your existing pipelines will remain untouched. A new Leads Pipeline will be automatically created for you to manage your leads qualification process.

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To start using these features, log in to your account. If you're interested in multiple pipelines, reach out to our support team.

We Value Your Input: Questions or suggestions? Reach out to our support team. Thank you for your continued trust in our platform.

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