V9 comes with a pleasant UI, easy navigation, and a well-structured layout. Here are a few improvements in V9 that deserve attention.
- Main Menu
- The menu is now very well categorized into different tabs, sections, and blocks.
- You can group the modules and features based on their functionality.
- You can personalize the main menu and tailor it according to your interest. You can move the modules around to different tabs and sections.
- You can combine your go-to modules under Favorites for easy accessibility. You can add up to 10 modules here.
- Look and feel
- The white background with line icons makes the CRM light and well-spaced.
- The illustrations on empty spaces lighten the mood.
- An optional dark mode theme is available that will help reduce your eye strain.
- You can add your company logo and customize the CRM.
- Layout
- Detail View is merged with the Summary View, reducing the number of clicks.
- Drop-down items are listed in columns to improve focus.
- Shortcuts for Actions and Inbox are added in the header to save time.
- The History icon lists all the records you have recently opened.