What’s New

  • Improvements to web lead creation

    • 2 August, 2022
      • Sales
    • Patrick Haley

    What’s changing In June 2022 we introduced automatic web lead creation into G.J. Software. Today we released a handful of improvements to make it easier to manage leads created by the website sync integration.  Set contact type to Individual if the web lead name contains more than one word. Copy…

  • Coming Soon: House & Land Packages in GJ Software, New Plan Bank, and Automatic Lead Creation

    • 23 May, 2022
      • GJ Software
      • Sales
    • Patrick Haley

    Quick launch summary Previously, we announced various website management functionalities from the Intranet were being moved to the Builder Portal, including the automatic creation of leads in the CRM. We experienced some unforeseen complications that caused us to delay this functionality, but we’re happy to announce this will be rolling…

  • Coming soon: New Leads column for Leads Board

    • 2 November, 2021
      • Sales
    • Patrick Haley

    What’s changing We’re adding a new column called Leads to the Leads Board to help you manage your sales pipeline. In this update: Adding new Sales Folder Stage for Leads and the corresponding column to the Leads Board. New website leads will appear under A Priority at the top of…

  • Website leads are now automatically created in G.J. Software and distributed to sales

    • 15 September, 2021
      • Sales
    • Patrick Haley

    Quick launch summary We previously announced we were moving the various website management components from the Intranet to G.J. Software (GJS). We have completed everything required in GJS to facilitate the office and staff information sync to the website, as well as being able to receive leads into the system….