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Client base export in CRM
10 April 2018

We have added new useful features in the last version of the UTIP CRM

  • client base export
  • group setting of notifications
  • quick editing of actions and clients

Data export

The button to download any clients’ overviews in popular xlsx and csv formats appeared in CRM.

Excel files can be used to make own reports or to use in third-party apps, e.g. in the bulk email services.

Group setting of notifications

Now notification time can be changed for several actions at once. The new feature will save your time.


Each field of client’s data sheet can be edited separately in CRM without going to «Edit» tab.

A modal view appears above actions table while editing an action. The modal view allows to create and edit actions quicker.

Contact Sales Department for more details about the UTIP CRM

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