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StageKite LogoStageKite Release Notes

Stay up to date with the latest features and improvements

🔐 Pre-Login / Signup

  • Users can log in at app.stagekite.com
  • Users can register at app.stagekite.com/register
  • Users can reset their password from the login screen
  • Upon registration, users verify their email using a 6-digit verification code

⚙️ Settings

  • Users can update all Virtual Forecast Call (VFC) settings
  • Company admins can update organization-level settings

🔗 Integrations

  • Users can connect their Zoho CRM account
  • Users can disconnect their Zoho CRM account

💼 Opportunity Management

  • Admins can view opportunity update information about individual deals
  • All opportunity information will be added to the connected Zoho CRM
  • Default Update Fields: Stage, Close Date, Close Percentage and Opportunity Value
  • Story of the Deal: Follows BANT sales framework and adds a Zoho Note to the related opportunity

👤 Admin Functionality

  • Admins can add, edit, and remove team members
  • Admins can view all deals tagged "Tracked in StageKite"
  • If no tracked deals exist, a helpful instructional popup is displayed
  • Admins can access and view billing information

👥 Team Member Functionality

  • Team members can initiate a Virtual Forecast Call by calling in
  • Team members receive automated reminder emails ahead of their scheduled VFC

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