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Revolutionizing Invoicing with Business Hours on Bosseo CRM
For businesses, the timing of communication can be as crucial as the message itself. This is especially true in the case of invoice reminders. Until recently, businesses using the Bosseo CRM faced a minor, yet notable inconvenience—reminders were automatically dispatched at 12 AM, often not aligning well with business operations or client expectations. But there’s exciting news! Bosseo CRM has introduced a game-changing update: the integration of business hours to invoice reminders. This feature promises to offer more flexibility, streamline operations, and notably enhance customer satisfaction.
What’s New?
Personalized Business Hours
This latest feature allows businesses to configure their working hours, making it possible to send reminders at more convenient times. By aligning reminders with operational hours, businesses reduce the disturbance caused by ill-timed communications, tailoring the customer experience for improved satisfaction.
Time Zone Preferences
Acknowledging the global nature of many businesses today, Bosseo CRM also offers time zone preferences. Companies can choose to either use their own or their customer’s time zone for sending reminders, ensuring messages are timely and relevant no matter the location.
Seamless Future Invoice Operations
With this update, the business hours configuration applies automatically to all future invoices once the feature is enabled. This ensures consistency and removes the manual workload of adjusting settings per invoice, making the transition to improved invoicing operations seamless.
Why We Built It?
The primary motivation for building this feature was to enhance the flexibility and accuracy of managing reminders. By tailoring invoicing processes to operate within business hours and adhering to relevant time zones, businesses can offer better service and maintain healthier customer relationships.
Use Cases Across Industries
Home Improvement Businesses
For home improvement companies, managing time effectively with clients is paramount. Workers often start their days early, and so should their invoicing reminders. With customizable business hours, invoice reminders can be sent at the start of a business day, ensuring that clients are reminded promptly as work commences. This is particularly beneficial in billing for projects that might require daily updates or staggered payments.
Legal Practices
In the legal industry, timing can affect client trust and cash flow significantly. Lawyers often deal with international clients, and being able to send reminders that align with a client’s time zone can both ensure punctual payments and respect client schedules. The flexibility to manage reminders better aligns with their often unpredictable work hours and workload.
Medical Practices
For medical practices, especially those operating in multi-specialty clinics, respecting patient peace while maintaining financial operations is crucial. Nighttime reminders aren’t ideal for patients, as they could disrupt. Configuring reminders during business hours improves the clinic’s image and enhances patient satisfaction by maintaining professional and sensitive communication tactics.
Implementation in Bosseo CRM
To configure business hours for invoice reminders, users can navigate to the invoice settings menu. By enabling reminders and defining business hours, businesses can set the timing of their outgoing reminders to suit their operational schedule. Additionally, users can set their preferred time zone—either their own or their customer’s. After these settings are enabled, they will automatically apply to all new invoices, ensuring that every future communication is optimally timed.
This update not only represents an enhancement in the invoicing system but also a commitment by Bosseo to provide users with tools that effortlessly integrate into their operational strategies to deliver better, more efficient service.
By aligning invoicing with business hours and time zones, Bosseo CRM ensures that reminders are not just timely, but also tailored and non-intrusive, fostering a better client-business relationship.
