September has arrived, and as everyone settles back into their post-summer routines, we’ve been busy rolling out a set of updates focused on making your on-the-go workflow smoother, your project management smarter, and your business insights clearer.
Here is a look at everything fresh inside Gather CRM this month!
Turn Paper Business Cards into Pipeline Leads on the Go
Networking in person is fantastic, but manually typing contact details into your CRM after an event definitely isn’t. To fix that, we’ve added a brand-new Mobile Business Card Scanner right inside the Gather mobile app.
Now, when you meet a new client or prospect, you can simply snap a quick photo of their business card using your phone. Gather automatically extracts their details, builds a clean contact profile, and drops them straight into your sales pipeline so you can follow up while the conversation is still fresh.
Smarter Project Management & Meeting Follow-ups
We’ve also given your project management toolkit some really thoughtful enhancements. If you take meeting notes inside Gather, you’ll love this: action points can now automatically turn into actionable tasks without any extra copying or pasting. On top of that, you can now link individual tasks directly to project milestones, giving you a crystal-clear picture of what needs to get done to hit your key targets on time.
Tailored Custom Reporting & Financial Flexibility
Understanding your business data shouldn’t require a degree in analytics. This month, we’ve introduced Custom Dropdown Reporting, allowing you to build tailored reports from any custom dropdown field in your contact lists. Whether you want to track leads by industry, location, or source, getting clean visual insights takes just a few clicks.
We’ve also polished up our finance and communication tools across the board:
- You can now manually record payment details directly against invoices.
- The Email Hub now lets you exclude specific categories so your inbox stays focused on what matters.
- You can easily export time reports directly out of the Time Hub for fast, simple client reporting.
All of these September features are live in your Gather CRM account today! Snap a card with the mobile app, test out the new meeting-to-task feature, and let us know what you think. As always, our support team is right here if you need a hand with anything!