In Keruj, it became possible to display custom fields (properties) as separate columns in tables

Now the necessary information is always in front of your eyes - without opening each record

Customize tables for your own business processes and work even more efficiently

When mentioning a user via the @ symbol, who is not yet a member of the chat, Keruj will automatically add them to the conversation

This means:

• no need to first add the participant manually anymore

• the mentioned person will see the message immediately

• important addresses will not get lost among other messages

Now each date displays grouped information by statuses and amounts, allowing you to quickly assess the situation without opening individual documents

Thanks to the update, you can:

• instantly see the number of documents in each status

• control the total amounts for the day

• faster analyze planned and completed operations

All important information - right in the calendar. Fewer transitions, faster control, and more convenience in daily work

Now all the necessary documents, agreements, invoices, photos, or other materials can be sent directly within the communication - without third-party messengers and email

This helps to:

• quickly share documents with colleagues

• discuss files in the context of workflows

• keep the entire communication history and attachments in one place

Now it is enough to enter several options separated by the "|" symbol to find records that match any of the specified values

For example:
Melnyk | Morozenko - the service will find records containing the corresponding data

The new operator works:

• in all searches in Keruj

• in all API methods that support the "search" argument

This makes searching even more flexible, helps find the necessary data faster, and simplifies integrations via API

We have added a new column - "Account" in the "Cash Flow" report

Now you can:

• group cash flow by accounts

• analyze income and expenses faster

• control balances and financial flows for each account separately

Even more convenience for accurate financial accounting and analysis

We have improved the automatic recognition of financial transactions

Now Keruj can automatically detect:

• transfer of funds between your accounts and sole proprietor cards (white / black)

• and separately recognize the outflow of funds to external counterparties

This helps to:

• avoid confusion in financial transactions

• reduce the number of manual checks

• form cash flow and reporting more accurately

• control company finances faster

Added the "Interest" column for leads in opportunities:

• Cold

• Warm

• Hot

Now it is easier for managers to:

• evaluate the level of customer interest

• prioritize work with proposals faster

• focus on the most promising deals

• better control the sales stages

Less chaos in communication - more understanding of who needs to be worked with first

Added a new feature that allows postponing an opportunity for a certain number of days or until a specific date

Postponed opportunities do not appear in the active workflow, but remain accessible at any time through a special status filter

Keruj will automatically remind you about the postponed opportunity - on the postponement day at 09:00, the user will receive a notification in the opportunity chat

This helps to:

• avoid overloading active processes

• return to tasks at the right time

• not forget about potential leads

• better plan work with potential deals

Now, when an opportunity is won, it can be immediately converted into a counterparty

All information is transferred automatically, without the need for re-entering data. This speeds up the team's work and helps prevent the loss of important information when transitioning from sale to execution

Less manual work - more systemization in processes