What’s New at Gather CRM: Fresh Tools to Streamline Your Workday (June Updates)
Happy June! ☀️
Summer is officially here, and while you’ve been busy running your business, our team has been hard at work behind the scenes building features designed to save you time, simplify your everyday tasks, and help you connect with your clients more effectively.
Whether you’re looking to generate fresh leads, give your clients a elevated experience, or just cut down on repetitive typing, we’ve got some exciting new tools to share with you this month. Here’s a quick tour of what’s now waiting for you inside your Gather CRM account!
1. Interactive Quizzes & Surveys for Effortless Lead Gen
Looking for a fun, interactive way to attract new prospects, or curious about what your existing clients really think? You can now build custom quizzes and surveys directly inside Gather CRM!
Use them to capture high-intent leads on your website, run quick feedback surveys, or check in on client satisfaction after a project finishes. They’re super easy to set up, highly engaging for your audience, and automatically sync responses right into your contact records.
2. A Branded Client Portal Your Customers Will Love
We know how important it is to make a great impression. With our brand-new Client Portal, you can give your clients a secure, polished, and professional space to check in on their project details, view milestone updates, and stay in the loop—all without endless back-and-forth emails. It’s peace of mind for them, and fewer status-update calls for you!
3. Save Time with Reusable Email Templates
Stop re-typing the exact same messages every week! You can now create and save Email Templates for your most frequently sent communications—from initial inquiry follow-ups to onboarding instructions and project check-ins. Just select your template, personalize as needed, and hit send in seconds.
4. Quick-Add Tasks Directly Inside Contact Profiles
We’re all about cutting out extra clicks wherever we can. Next time you’re reviewing a client’s profile and remember a follow-up action or to-do, you don’t need to navigate away to your task manager. You can now create and assign new tasks directly from inside any contact’s profile view.
Ready to Try Them Out?
All of these features are live in your Gather CRM account today! Log in, take them for a spin, and let us know what you think. Your feedback helps us shape what we build next!
As always, if you have any questions or need a hand getting set up, our support team is just a message away.