New features include an advanced filtering function to restrict displayed information to only that needed by each operator, a history function for quick access to recently opened records and custom buttons to add direct links to other applications.
"The idea is to make the software quicker to use by restricting what you see to your customers and your jobs," said Shuttleworth joint managing director Paul Deane. "By making account executives and customer service reps (CSRs) more efficient they can focus on being pro-active in dealing with customers rather than reactive."
An automated export function creates .csv and Excel files formatted according to the data exported, making it quicker and easier to generate and send custom reports to customers.
Lastly the firm has introduced a mobile CRM app to enable remote working. Initially available on Apple iOS devices, an Android version is in development.
"We use that ourselves internally, it’s great," added Deane.
The upgrade to 5.2 is included in customers’ maintenance contracts, while the mobile CRM app costs £25 per month per device.