We’re thrilled to introduce Ryerdyne CRM version 2.9, packed with powerful productivity features and workflow enhancements to streamline your business operations. Here’s what’s new:

Sortable Task & Lead Checklists

• Drag & Drop Sorting: Easily prioritize checklist items with intuitive drag and drop functionality.
• Visual Organization: Arrange your workflow in a way that makes sense for your team.
• Improved Task Management: Keep your most important items at the top of the list.

Enhanced Invoice Management

• Manual Overdue Reminders: Send payment reminders exactly when you need to.
• Bulk Email Invoices: Send multiple invoices to clients simultaneously, saving valuable time.
• Printable Invoice Lists: Generate printable reports of your invoice data with a single click.

Advanced Client Management

• Client Impersonation: Log in as a client to troubleshoot issues and provide better support.
• Customizable Duplicate Detection: Set your own rules when importing leads and clients to prevent duplicates.
• Bulk Estimate Actions: Email multiple estimates, change statuses, or convert to invoices all at once.

Project Management Improvements

• Bulk Project Actions: Stop timers, change status, archive, and restore multiple projects at once.
• Printable Project Lists: Generate physical copies of project data for meetings and reviews.
• Enhanced Organization: Manage your projects more efficiently with improved bulk actions.

Timesheet Enhancements

• Admin Timesheet Recording: Administrators can now record staff timesheets for better oversight
• Start Time Display: View the exact start time on timesheets for precise tracking.
• Printable Timesheet Reports: Generate comprehensive timesheet reports for billing and review.

Printable Table Lists

• Print Any Table: Generate printable reports for projects, invoices, estimates, payments, products, and timesheets.
• Meeting Ready: Prepare professional printouts for client meetings and team reviews.
• Documentation: Keep physical records of important business data for compliance and reference.