EBSuite can now handle recurring tasks

Task management is often the management of repetitive tasks. Now within EBSuite the user may create a recurring task. This is a new feature that customers have been very excited to try.

EBSuite's CRM with JAJAH Telephony

EBSuite's CRM with JAJAH Telephony


EBSuite's On-Demand CRM has added JAJAH telephony into its CRM applications. The new EBSuite integration allows customers to make or schedule JAJAH calls with one click. JAJAH’s service saves our customers up to 98% on their telephone calls and text messages. JAJAH works by calling each person’s phone, mobile or land based phones.

Cris Mader, Chief Technology Officier of Tekxperts.com: "A perfect merge of Web 2.0 technologies: EBSuite, JAJAH and my iPhone. I now can work from anywhere with calls to our customers in Europe and developers in India. We have saved a fortune".

Let us know what you think of this exciting new telephony feature.

New CRM for iPhone

New CRM for iPhone


EBSuite released its specially designed site for Apple Inc.'s (AAPL) iPhone users to access their EBSuite account easily via the new mobile interface.

George Triantifillo, Director of Security for S3 described the application as: "Its perfect "I haven't used my computer since I got my iPhone. All my appointments, tasks, contacts, and cases are available on my iPhone. My staff and I are in sync in real-time."

EBSuite’s CRM application has a new specially designed mobile iPhone access site. Our users can access all their CRM information via our new mobile interface. It is optimized for the iPhone's screen size to work in any direction (vertical or horizontal). Each CRM feature has been redesigned for easy access to information from iPhone's touch screen. EBSuite’s CRM and iPhone is ideal to work from anywhere, any time: receive/send emails, files, call customers and complete tasks - in real-time.


For more information about this feature, please see below flash tutorial.

Team Collaboration Features - PDA, iPhone, Text Message

EBSuite has added more collaborative, team-oriented features.

Check out these new additions:
1. Your daily agenda can be automatically sent to your PDA or by Phone Text Message at a prescribed time each day.
2. Not only can multiple calendars be setup, but now you can color code each activity to quickly get the pulse on the day's/week/'s events.
3. You can ask your key contacts to update their own record information in the database, by "one click - Request Update"
4. You can allow your clients to view your calendar and request appointment times.
5. Tasks can now be delegated - to internal users and Outside Contacts.

At EBSuite we're well beyond just being on-line - We're viral and virtual.



1. Your daily agenda can be automatically sent to your PDA or by Phone Text Message at a prescribed time each day.
2. Not only can multiple calendars be setup, but now you can color code each activity to quickly get the pulse on the day's/week/'s events.
3. You can ask your key contacts to update their own record information in the database, by "one click - Request Update"
4. You can allow your clients to view your calendar and request appointment times.
5. Tasks can now be delegated - to internal users and Outside Contacts.

Data Integrity - Eliminating Duplicates

Data Integrity - Eliminating Duplicates


Our new feature to merge duplicate contact records into one complete record:

Merge Duplicate Contact Records - Increase your database's integrity by eliminating duplicate contact records. Eliminating duplicate records is very important for users and manager. For users, all information about a particular contact in available in one record. For managers, a reports value may be compromised if too many duplicates exist in your database.

Identify Duplicates Before You Create a Record- EBSuite will automatically check to see if you are creating a duplicate contact or organization record. If you are it will either let you continue or show you the record and the owner of that record.

Merge All Your Contacts Information Into One Record- Our merge engine will automatically merge your contacts, Notes History, Sales Opportunities, Cases, Appointments, Tasks, Projects into one record.

How to Merge:- Use the Contact -> Search & Manage to identify duplicate records. Next, select each duplicate record by checking the check box, then click on the Update Value button. Next at the bottom of the page, click on the Merge Duplicate Records button and click "Yes" to confirm and merge the records together.


For more information about this feature, please our customer support team.

New Calendar/Task Drag-n-Drop and more...

New Calendar/Task Interface & Features


Our new Calendar and Task interface and features include:

Drag-n-Drop - Now you can to rearrange appointments and tasks by dragging an d dropping appointments and tasks on your calendar.

Convert Appointment Time to Client Billing- Automatically Convert a client Appointment time to a time sheet for billing. Then use our new Time - Invoice & Billing module to group your time sheets and automatically deliver invoices to your customers.

Reserve Company Resources- Reserve company resources for meeting, like conference rooms, projectors, laptops or the company car.


For more information about this feature, please our customer support team.