Your CRM, Evolved: Discover Taghash’s Latest Feature Upgrades
Explore Taghash’s latest upgrades from deal merging to LP onboarding. Every feature boosts efficiency and control, making fund management faster and smarter.
Taghash is evolving to make fund management smoother, faster and more connected than ever. Our latest updates bring you a suite of powerful tools designed to simplify everyday operations. Let’s have a look!
Merge Deals: One Source of Truth for Every Opportunity
We’ve introduced the Merge Deals feature to help you maintain a clean and consistent CRM. You can now consolidate similar deal entries into a single, comprehensive record, ensuring all related information stays organized and easily accessible.
Keep Every Detail Intact
When you merge deals, Taghash automatically preserves all associated notes, emails, activities and linked records under the primary deal. Your data remains complete, accurate and effortlessly traceable.
Full Control, Seamless Workflow
Pipeline admins can manually review and select which deals to merge, ensuring accuracy and transparency at every step.
Individual Dashboards: Now on Mobile App
Your portfolio insights are no longer tied to your laptop. With the latest update, you can now access individual portfolio dashboards directly from the Taghash mobile app.
Complete Dashboard Visibility on Mobile
All charts and dashboards created on the web are now visible in the mobile app. Whether it's performance metrics, financial overviews or trend visuals, your data stays consistent across devices.
Review Key Metrics On the Go
Track portfolio performance, review key KPIs and stay informed wherever you are. Perfect for quick updates before meetings or on-the-go reviews.
Portfolio Report Generation: Custom Reports, Instantly
With Taghash's Portfolio Report Generation feature, you can now generate comprehensive fund-level reports with just a few clicks, customized to your format and powered by your data.
Tailored Templates, Your Way
Each report is built from custom-designed templates, letting you control how your data looks and feels.
Automated Data Sync
Real-time fund data, portfolio updates and MIS metrics are pulled from your portfolio module. No manual edits needed.
Instant Delivery
Select a fund, choose your template and Taghash generates the report in no time. You can download it once it’s ready.
Smart Email Sending: Personalized Communication, Simplified
Say goodbye to one-size-fits-all emails. With Taghash’s new email feature, every message you send can now be truly personal.
Every Email, Tailored Your Way
Whether it's a meeting reminder or an investor update, craft unique subjects and customize To, CC and BCC recipients for each email, all through a single CSV upload.
Simple Setup, Smarter Sending
Just download the sample CSV, fill in your details, upload and write your email body once. Taghash handles the rest, organizing, summarizing and sending your emails in smooth intervals.
From Broadcasts to Conversations
This update transforms bulk emailing into precision communication, helping you reach the right people with the right message every time.
LP Onboarding: Verified and Effortless
Bring compliance and simplicity together with Taghash’s new LP Onboarding feature.
Built-In Verification
Every new LP is verified through government authentication, ensuring accuracy and trust from the start.
Organized & Transparent
All LP documents are automatically stored under their respective fund and folio for quick admin access.
Seamless Digital Flow
New LPs log in, fill out details and upload documents through an integrated form, making onboarding fast, secure and hassle-free.
Behind the Scenes: Reliability & Performance
MIS Import Control: Users can now disable automatic date mapping for more flexible data imports.
Holodeck Upgrade: Backend upgraded to Python 3.9 for improved performance and stability.
Assignee Tab Fix: Resolved loading issue for faster, seamless access to deal assignments.
Team Note
This release marks another leap forward in making Taghash the most intuitive and connected platform for fund management. From merging duplicate deals and generating customized portfolio reports to effortless LP onboarding and mobile-ready dashboards, every update is designed to bring more clarity, control and speed to your daily workflows.
We’ve also focused on behind-the-scenes improvements to enhance stability, boost performance and keep your experience smooth across modules.
Ready to explore the latest upgrades? Reach out to us for a walkthrough of everything new.
— The Taghash Team
