PlaybookIQ Feature: Skip Playbook Step

While the use of playbooks in PlaybookIQ can help you build a repeatable and trackable sales process, there are certainly times when some of the steps in a given sales playbook do not apply to a certain contact or prospect.  To help smooth the process in those situations, we have added a new “skip” feature.Continue reading “PlaybookIQ Feature: Skip Playbook Step”

New letter template feature

PlaybookIQ now offers letter templates.  Letter templates are created just like an email template.  Under the template tab in your account, choose create a new template.  In addition to name fields, you can now add in address and date fields.  After composing the letter, you’ll be given the choice to create the template as a letter (pdf) or email.Continue reading “New letter template feature”

Free Subscription for Veterans

In honor of our United States veterans, we’re offering a free solo subscription to PlaybookIQ to any United States service member, active or inactive.  Please visit our site at  If our service can help your business, contact us at to set up your free account.  Thank you for your service! *Number of subscriptionsContinue reading “Free Subscription for Veterans”

Bulk deleting contacts

PlaybookIQ offers several ways to affect multiple contacts at once, saving time in managing contacts.  These include adding and deleting tags, adding a task, assigning a playbook, and managing steps within a playbook.  Now users can also bulk delete contacts. For example, a group of contacts imported from a purchased list have completed all stepsContinue reading “Bulk deleting contacts”

Easy tracking of comments and history

With PlaybookIQ, all actions completed and comments written are recorded for perpetuity in the History and Comments section of a contact.  Users can now easily review comments only with our color and icon differentiated entries. When the contact full history is shown, user generated comments are now preceded by a balloon and appear in blackContinue reading “Easy tracking of comments and history”

Field Selection for Web Forms

In a previous post, we encouraged you to increase your  inbound marketing effort with PlaybookIQ Web Forms.   We’re excited to announce the first of a series of improvements to our PlaybookIQ Web Forms, field choice. Now when you set up your web forms in PlaybookIQ, you can check the fields you want to include.Continue reading “Field Selection for Web Forms”

CRM Import Help – Improved in PlaybookIQ

CRM import can be at once one of the simplest tasks and yet also one of the most rife for errors.  Contact data is relatively simple.  There are some basic fields for all contacts that most all CRM products support (name, address, email, phone, etc.).  There are contact information standards such as vcard that canContinue reading “CRM Import Help – Improved in PlaybookIQ”

User friendly CRM for all!

In working to revamp the Import feature of PlaybookIQ, its becoming increasingly clear there is still a gap between the developer and the ordinary computer user.  For the technical partner, its easy to throw terms such as CSV, parsing, and “plain text” around (even in a single sentence!).  As the non-technical partner, it feels likeContinue reading “User friendly CRM for all!”