New Release: Email integration with "Mailbox"

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All Your Emails in One Place
—Email Integration with Mailbox

Today, we are happy to announce that GrowthWheel Online is now a full CRM system, as we are releasing the new feature Mailbox on GrowthWheel Online.

A Customer Relations Management system is used to track not only information about clients, but also the correspondence you have with them. This way you have all the information in one system.

In your Mailbox , you can get an overview of all emails you send to clients from GrowthWheel Online or from your own email account.

Emails sent from GrowthWheel Online are saved automatically. If you would like to copy emails from your own email account all you need to do is add mailbox@growthwheel.net to the "bcc" field when you send an email to your client. The system will recognize your client's email address and copy the email to your client Mailbox. 

In GrowthWheel, we aim to make your life easier by helping you work smarter. With the new Mailbox, you can keep all information about your clients in GrowthWheel Online. For some advisors, this means that you will no longer need to pay for an expensive CRM system. GrowthWheel Online may work as your primary CRM system –and it is all included in your license. 

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#1 New Menu
See all emails in your Postbox

Select a client and go to that client's Mailbox under the menu "Interactions". Here you will find the emails you send to this client. You will have a Mailbox for each client. 

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#2 Get the Full Overview
See all emails sent from GrowthWheel Online

All the emails you send to clients on GrowthWheel Online are from now on automatically saved in your client Mailbox. The only requirement is that the client must be in your client list on GrowthWheel Online. 

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#3 Email Integration
Copy emails from your own email account

If you would like to copy an email you are sending from your own email account you can add mailbox@growthwheel.net to the "bcc" field. Note that emails cannot be sent directly to your Mailbox. You must always add your client's email in the "to" or "cc" field.

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Improvement: 
Customized Client Profile

You can now get a Customized Client Profile that fits the needs of your country or organization. We already did this for South Africa, and you can get it too. Just let us know which information you would like us to add.

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What is Next?
- A sneak-peak of what we are working on...

In GrowthWheel, we are committed to making continuous and never-ending improvements of our software in collaboration with our users. We have hundreds of upcoming features in our backlog, and here you can see what is on top of the list:

• Download all client data as PDF and Excel files.
• Mark clients as favorites to filter them.
• Managers can upload tools that can be used by all advisors in the organization.
• Further improvements to Ambitions and Outcomes with PDF reports and more visual analytics.
• Interaction analytics of your work with clients.

First Certified Advisor in Minnesota

On February 8-9 we were in Phoenix, AR for certification of 14 advisors. The course was organized in partnership with Maricopa SBDC. At the course was also Juan Saldana, who joined David for the first time as co-instructor. 

At the course we were happy to welcome advisors from Arizona SBDC, Maricopa SBDC, Northland Pioneer College SBDC, Southern Colorado SBDC, and UMD Center for Economic Development. 

We are particularly happy to welcome our first certified advisor from Minnesota. Now counting US 41 states!

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Countdown to GEC 2017 Conference in Johannesburg, South Africa on March 13-16

We are looking forward to the Global Entrepreneurship Congress in Johannesburg on March 13-16. 

Every year, the Global Entrepreneurship Congress gathers together thousands of entrepreneurs, investors, researchers, policymakers and other startup champions from more than 160 countries to identify new ways of helping founders start and scale new ventures around the world.

David Madié and Hilton Theunissen from GrowthWheel will participate in the conference. 

As part of the post-conference program we will do a Certification Course at the Sandton Convention Centre on March 16-17. 

New Release: Client Data in One Place

Save Information About Your Clients
—Client data where you need it

Many have asked for a way to keep all information about your clients in one place. Today, we are happy to release the new Client Profile, a simple, nice-looking menu where you can keep track of all your client data. 

In the Client Profile, you can add each of your client's contact info, business info, team members, legal info, and financials. And after you added information about your clients, go to Client Analytics where you can see your client portfolio by life stage, company size, and engagement time. 

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#1 Client Profile
Save all client information

In the Client Profile, advisors can add their clients' contact info, business info, team members, legal info, and financials. 

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#2 Client Portfolio
Get an overview of your clients

Advisors can also get a visual overview of all clients in Client Analytics where they can see their client portfolio by life stage, company size, and engagement time. 

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#3 Improved Analytics
Charts of outcomes

We have improved the Scoreboard menu with aggregated charts of your clients' outcomes by achievements and results, and by category. 

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#4 Shared Space for Client Files
Upload files to your clients

We have improved the menu Shared Files so you can easily upload and share files and keep all files you and your client shared in one place. 

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What is Next?
—Get a sneak-peak of what we are working on...

In GrowthWheel we are committed to making continuous and never ending improvements of our software in collaboration with our users. We have hundreds of upcoming features in our road map, and here you can see what is on top of the list:

• Client Postbox where you can keep track of all e-mails you sent to your clients from your e-mail application.
• Client Profile customized so you have the specific fields you need in your country or industry.
• Further improvements to Ambitions and Outcomes with PDF reports and more visual analytics.

Welcome to 9 new GrowthWheel Certified Advisors

On January 24-25 we were back in Illinois for certification of 9 business advisors. This time the course was held in Chicago at Coleman Entrepreneurship Center, and was organized in partnership with YWCA Chicago. At the course 8 business advisors got re-certified as well.

At the course we were happy to welcome business advisors from the following organizations:

- Illinois Hispanic Chamber of Commerce
- Illinois SBDC at CLC
- Illinois SBDC at Sauk Valley Community College
- Illinois SBDC at UIC
- OU INC - Oakland University
- SBDC@Harper College
- IL SBDC at ITC At The College of Lake County
- The Chicago Urban League
- University of Illinois at Chicago
- YWCA Metropolitan Chicago
- Greater Englewood Community Development Corporation
- AgileFWD

Welcome to 23 GrowthWheel Certified Advisors from Canada

On January 10-12 we were back in Canada. This time the course was held in Cambridge, ON in partnership with Waterloo Region Small Business Centre. 23 business advisors were certified and 5 participated for free re-certification. 

At the course we were happy to welcome business advisors from the following organisations:

- Brampton Entrepreneur Centre
- Business Advisory Centre Durham
- Business Centre Guelph-Wellington
- Halton Region
- Knoxville Chamber
- London Small Business Enterprise Centre
- Stratford Perth Centre for Business
- Toronto Business Development Centre
- Town of Caledon
- Waterloo Region Small Business Centre

Back in Trondheim, Norway for the 2nd time

Our first Certification Course this year was on January 3-4 where we were back in Trondheim, Norway for certification of 12 business advisors and re-certification of 8 of our users. Most participants where from Næringshagene, the Norwegian business gardens. 

At the course we were happy to welcome business advisors from the following organizations:

- A-Team
- Energy Consult Center AS
- Hallingdal Næringshage
- Næringshagen i Orkdalsregionen
- Næringshagen Rogaland Ressurssenter AS
- Nasjonalparken Næringshage
- Rørosregionen Næringshage
- Ryfylke Næringshage
- SIVA
- Trøndersk Kystkompetanse AS

27 Certification Courses in 8 countries this year

On December 19-20 we were in Copenhagen, Denmark for the very last Certification Course this year. 

We are happy to welcome the 10 new GrowthWheel Certified Advisors from Væksthus Hovedstadsregionen, UdviklingVejen, Væksthus Sjælland, Udvikling Assens, and Business Faxe Copenhagen to our community. 

2016 has been a great year with a total of 27 Certification Courses. Most courses have been in United States, Denmark, and South Africa, but we have also visited Norway, Canada, Mexico, Lebanon, and Malaysia. 

8 business advisors certified in Pittsburgh, PA

On Nov 28-29 we were in Pittsburgh, PA for certification of 8 business advisors from the following organizations:

- Mansmann Foundation
- Robert C Byrd Institute
- Shoals Entrepreneurial Center
- University of North Alabama
- Women Empowered for Entrepreneurial Excellence

We are happy to welcome the 8 advisors to our community!

Back in Malaysia for certification of 10 business advisors from INSKEN

On December 10-11 we had a Certification Course where 10 business advisors from INSKEN were certified by Christoffer Erichsen from Scope Group, our long-term partner, who also organized the course. 

We are happy to welcome the 10 advisors from INSKEN to our community

Back in Canada on January 10-11

We are looking forward to our first Certification Course in Cambridge, ON on January 10-11. The course is organized in partnership with Waterloo Region Small Business Centre.

You can read more about the course in our Course Calendar