Introducing Bosseo CRM’s Latest Feature: Estimates Linked to Opportunities
Bosseo CRM consistently strives to enhance the user experience by regularly integrating new features and updates. The latest addition to its robust suite of tools is the “Estimates: Link opportunities and view it in Payments tab” feature. Designed to streamline invoicing and estimate management processes, this update is set to redefine how businesses, ranging from home improvement companies to law firms and medical practices, manage their financial transactions and client interactions.
What’s New?
Seamless Auto-Linking of Estimates
This new feature introduces seamless auto-linking, where every estimate created from an Opportunity’s Payments tab or via workflow is instantly connected back to its respective Opportunity. This functionality ensures you maintain an overview of which deals each estimate is related to, thereby preventing any potential mix-ups.
On-Screen Linking Options
Now, when you navigate to the Payments tab and switch to Estimates, you have the option to create an estimate. You can simply check the “Link Opportunity” box and select the relevant deal before dispatching the estimate. This easy, intuitive interface ensures quick linking on-screen, reinforcing clarity and accuracy in your processes.
Fully Automated Workflows for Efficiency
Integrating a Send Estimate action into any Opportunity-triggered workflow – like a Status or Stage change – automates the creation, sending, and linking of estimates. This automation eliminates manual processing errors and speeds up the timelines, allowing teams to focus on strategic activities instead of administrative tasks.
Use Cases Across Industries
1. Home Improvement Enterprises
For businesses engaged in home improvement projects, maintaining clear records of estimates for multiple simultaneous projects can be overwhelming. Thanks to this new feature, home improvement companies can create estimates linked to individual client opportunities directly from the Payments tab. This ensures that each estimate corresponds to a specific project, thus minimizing errors while facilitating easy access for future inquiries or negotiations.
2. Legal Practices
In legal firms where time is a critical factor and billing is often based on hourly estimates, the ability to auto-link estimates to the appropriate client cases ensures that no detail is overlooked. This feature significantly simplifies the billing cycle by tracking which estimates are tied to specific legal services provided to various clients, enhancing the transparency and accountability of the firm’s financial practices.
3. Medical Practices
Medical practices often deal with numerous patient treatments and procedures that need separate estimates for insurance and billing purposes. By ensuring that estimates are automatically linked to patient opportunities and stored in one accessible location, medical practices can better manage their financials, reduce patient confusion about billing, and streamline insurance submissions.
Why We Built It
The core objective behind developing this feature was to enable comprehensive visibility and traceability of estimates directly interconnected with the sales process. It supports the creation and tracking of estimates within the CRM itself, thus supporting businesses in managing deals without friction and in a manner well-organized to boost productivity and profitability. By centralizing the process, Bosseo CRM delivers a more integrated and streamlined approach to estimating and invoicing for businesses of all sizes.
With this new update, Bosseo CRM reaffirms its commitment to providing cutting-edge solutions tailored to meet complex business challenges across various industries. We invite businesses to explore this feature and experience unprecedented ease in managing their financial workflows.
