Streamlining Communication with Bosseo CRM: A New Era of Invoicing and Estimate Workflows
In the fast-evolving world of business, effective communication is key to maintaining seamless interactions with clients and customers. Bosseo CRM understands this need and is thrilled to introduce a groundbreaking update in invoicing and estimate workflows that enhances communication efficiency. The new Channel dropdown in Send Invoice, Send Estimate, and Send Recurring Invoice actions seeks to transform the way you communicate with your clients.
This update empowers users to select their preferred communication channel for each action taken—whether it be Email, Text, or a combination of both without needing to create separate steps or duplicate actions. This game-changing feature is designed to streamline workflows and improve overall efficiency with minimal effort.
How to Implement the New Feature in Your Workflow
Integrating this feature into your existing workflow is a straightforward process. Here’s how you can make the most out of this new update:
- Open your Workflow in the Automation Builder and either add or edit actions for Send Invoice, Send Estimate, or Send Recurring Invoice.
- Scroll down to the new Channel field and select your preferred communication method from the options:
-
Email & Text (default)
– Sends via both channels for maximum reach.
-
Email
– Offers a more traditional method of communication.
-
Text
– Utilizes SMS for rapid, on-the-go communication.
- Ensure to save these settings and publish your workflow to activate the new configurations.
Why This Feature Matters
This enhancement is a significant step forward in customizing your approach to workflow automation. Previous iterations required numerous steps to achieve similar functionalities—whether through intricate workarounds or additional branches in the workflow. Now, with the integration of the Channel dropdown, Bosseo CRM places control directly into the hands of the user, fostering a more targeted and effective communication channel selection.
Industry-Specific Use Cases
Home Improvement Services
For home improvement businesses, timing and clarity are crucial. With the ability to send invoices and estimates directly to clients via text, service providers ensure they reach clients promptly, leading to faster approvals and fewer delays. Choose text for urgent updates, or send via email & text for comprehensive communication that ensures nothing is missed.
Legal Practices
Law firms may prefer sending contracts and invoices through email due to the need for detailed documentation. They can benefit immensely from the flexibility of switching to text messages for reminders or urgent follow-ups, ensuring clients are kept informed at every juncture.
Medical Practices
Medical practices can use the email & text combination to send billing statements and appointment reminders, increasing the likelihood of timely payments and fewer missed appointments. This split approach enables medical facilities to cater to varying communication preferences of patients.
In conclusion, Bosseo.com’s latest CRM update marks a pivotal change in how businesses can control and initiate client communication, offering a level of customization previously not possible. Whether you’re in home improvement, legal services, or medical practice, the Channel dropdown feature is set to refine and enhance your workflow other protocols, paving the way for superior client relations and operational dynamics.
Stay ahead with Bosseo CRM, where innovation meets convenience.
