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Latest CRM Features

March 13, 2025

Sub Account Dashboard and Reporting: Quick Filters for Dashboards

Introducing Quick Filters: Elevate Your Data Analysis In the ever-evolving landscape of data analysis and business intelligence, Bosseo CRM is proud to introduce a transformative feature to enrich your data interaction capabilities—Quick Filters on ...

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February 6, 2025

WhatsApp X Snapshots

WhatsApp Template Support in Snapshots: A New Era for Bosseo CRM Users We at Bosseo.com are thrilled to announce the integration of WhatsApp Template support in our CRM’s Snapshots feature. This innovation promises to transform how agency ...

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February 6, 2025

Dialer Refresh (via Labs)

Introducing the Dialer Refresh: A New Era for Business Communication In today’s fast-paced business environment, staying connected is vital. Bosseo.com is excited to unveil the Dialer Refresh via Labs, an innovative update that redefines phone and ...

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February 6, 2025

Transfer Incoming calls (via Labs)

Transforming Communication: Transfer Incoming Calls with Bosseo CRM In today’s fast-paced business environment, seamless communication is paramount across various industries. Whether you’re operating a home improvement business, a law ...

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February 6, 2025

Calendars: Activity Log Enhancements

Introducing Enhanced Calendar Activity Logs in Bosseo CRM In our continuous effort to enhance user experience and streamline operations, Bosseo CRM is thrilled to announce the latest updates to our Calendar Activity Logs. Designed with clarity and ...

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February 5, 2025

Payment Links – Ability to automatically deactivate after a certain fixed date

Revolutionizing Payment Methods: Auto Deactivation for Payment Links In the ever-evolving world of digital payments, features like automated payment link deactivation have become essential for businesses to maintain control over transaction ...

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February 5, 2025

Payment Links -> Auto apply coupon codes on links

Streamlining Payments with Bosseo CRM’s New Auto-Apply Coupon Feature In today’s fast-paced digital age, managing customer relationships and optimizing transactions are more vital than ever. Bosseo CRM has embraced this demand by rolling ...

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February 5, 2025

Sub Account Dashboard and Reporting: Multi Metric Support

Introducing Multi-Metric Support for Bosseo CRM: A New Era in Data Visualization Revolutionizing Data Insight with Multi-Metric Support In the fast-paced world of business, data is king. Bosseo CRM is proud to unveil our latest innovation in data ...

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February 5, 2025

Documents & Contracts – Corrected Rendering of Special Characters

The Importance of Correct Rendering of Special Characters in Bosseo CRM Documents At Bosseo, we’re excited to unveil a crucial update that resolves a longstanding issue in our Documents & Contracts feature within the Bosseo CRM. Users ...

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February 5, 2025

Custom code panel enhancement

Enhanced Custom Code Experience with Bosseo CRM We’re thrilled to introduce a notable upgrade to the Custom Code Panel in Bosseo CRM. This enhancement rectifies a persistent issue where custom values were previously not rendering correctly, ...

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February 5, 2025

Template Library – Smart Search Update🚀

Revamped Template Library Smart Search: A Game Changer for Efficiency At Bosseo CRM, we’re committed to enhancing user experience by providing tools that streamline and simplify processes. Our latest update in the Template Library, the Smart ...

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February 5, 2025

Multiple Review Platform Integration

Revolutionize Your Reputation Management with Multiple Review Platform Integration In the ever-evolving landscape of digital reputation, Bosseo CRM proudly unveils a pioneering update – the Multiple Review Platform Integration. Designed to ...

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February 5, 2025

New Workflow Actions: Manage Associated Custom Object Records

Introducing Workflow Actions for Seamless CRM Management We are proud to announce Bosseo CRM’s exciting new feature, designed to streamline your workflow processes and significantly boost productivity. Building on our commitment to delivering ...

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February 5, 2025

Deposits and Payment Plans on Documents & Contracts!

Introducing New Payment Features in Bosseo CRM We’re excited to announce a significant update to Bosseo CRM—introducing the innovative Deposits and Payment Plans on Documents & Contracts! This revolutionary feature allows users to ...

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February 5, 2025

Enhanced Accessibility Features Across Media Library, URL Redirects and Domains.

Enhanced Accessibility Features Across Media Library, URL Redirects and Domains for Bosseo CRM Bosseo CRM has been innovating diligently to provide an elevated, user-friendly experience for all its customers, and the launch of their Enhanced ...

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