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Introducing the New Agency Wallet Usage Notification Feature on Bosseo CRM
At Bosseo CRM, we continually strive to innovate and enhance our platform to provide agency owners with tools that simplify business operations. In our latest offering, we’re excited to introduce the Agency Wallet Usage Notification Feature. This advanced feature empowers agencies to monitor and control wallet usage effectively across their sub-accounts, avoiding unexpected financial surprises and allowing for more strategic financial planning.
What’s New?
The Agency Wallet Usage Notification is packed with functionalities designed to streamline wallet management:
Custom Notification Thresholds
Agencies can set specific notification thresholds for wallet usage, allowing detailed oversight and control of sub-account expenditures.
Email Alerts
Seamless notification process ensures you receive timely email alerts when sub-accounts approach or exceed the predetermined wallet usage limits. Agency owners and designated administrators or users can now stay informed and respond swiftly.
Retrospective Usage Insights
The notifications take into account wallet usage from the start of the chosen period—be it daily, weekly, bi-weekly, or monthly—providing a comprehensive picture of financial activities.
Reduced Inbox Clutter
To prevent notification fatigue, only a single notification per sub-account is dispatched each day, irrespective of multiple threshold crossings.
How to Use
Access the Feature
Navigate through the easy-to-use interface: Agency View > Billing > Notifications > Wallet to access the configuration settings.
Set Usage Thresholds
- Enable the feature and define the usage thresholds that best suit your agency operations.
- Select the frequency of notifications: daily, weekly, bi-weekly, or monthly depending on your preference.
- Add additional emails for administrators or users who should receive notifications.
Receive Alerts
Once set up, you’ll receive email alerts every time a sub-account surpasses the usage limit set for the current period.
Why This Feature Matters
This feature offers substantial benefits across different sectors:
For Home Improvement Businesses
Home improvement agencies can gain tighter control over project expenditures, ensuring that budgets are adhered to and cash flow remains positive. This leads to better client relationships and streamlined project management.
For Legal Practices
Law firms dealing with intricate billing across multiple cases can leverage this feature to maintain oversight over disbursements and client accounts, ultimately enhancing billing accuracy and client trust.
For Medical Practices
Medical practices involved in various healthcare services can monitor spending across different departments, helping to streamline financial operations and improve service delivery.
What’s Next for the Agency Wallet Feature?
Looking forward, Bosseo CRM will be rolling out more refined controls enabling agencies to establish thresholds on a per-sub-account basis, offering even more nuanced control over financial activities.
With the Agency Wallet Usage Notification Feature, Bosseo CRM not only enhances operational efficiency but also assures proactive financial management, driving your business towards success without unwelcome surprises.
