Latest Update: QuickBooks Integration Enhanced in Reputation Management

 

Latest Update: QuickBooks Integration Enhanced in Reputation Management

At Bosseo, we’re thrilled to announce a new enhancement to our QuickBooks Integration, allowing you greater control in managing your reputation. Our latest update enables you to opt-out of automatic review requests—a feature that empowers you to decide how and when to request reviews from your clients.

QuickBooks Integration
Review Requests Setting

What’s New?

Opt-Out of Automatic Review Requests

Our users can now easily opt-out of sending automatic review requests triggered when an invoice balance hits zero. This feature ensures that you have total control over when and how review requests reach your customers.

How to Use this Feature

– Open **Settings** in your Bosseo sub-account.
– Navigate to **Integrations** and select **QuickBooks Integration**.
– Uncheck **Send Review Request to Contacts** to turn off automatic review requests.

Why This Feature Was Developed

The ability to opt-out of automatic review requests has been one of our most requested features, driven by direct user feedback through support and social channels. Previously, users had no control over this setting, which sometimes resulted in unsolicited review requests being sent post-transaction.

Benefits of the New Feature

– **Increased Control**: Dispatch review requests on your own schedule, ensuring alignment with customer engagement strategies.
– **Enhanced Customer Experiences**: By controlling the timing and frequency of review requests, you can foster more genuine interactions and improve client satisfaction.
– **Responding to Your Needs**: This upgrade reflects our commitment to integrating user feedback, ensuring our platform evolves with your business needs.

Use Cases Across Industries

Home Improvement

For home improvement businesses, it is crucial to solicit feedback at the end of a project when customer satisfaction is highest. With this update, businesses can send requests moments before follow-ups, ensuring the project is still fresh in clients’ minds.

Legal Firms

In the legal sector, timing is essential for confidentiality and professionalism. Being able to carefully time review requests ensures client privacy is maintained and engagements are tactfully handled.

Medical Practices

Medical practices can target reviews post-consultation or after long-term treatment conclusions, ensuring patients have had ample time to experience and reflect on the quality of care received.

Get Started Today

We invite you to start leveraging this function and experience the benefits of full control over your review management processes. This feature is just the beginning of your next-level customer engagement strategy.

We’re All Ears!

At Bosseo, we are committed to continuously improving our services and love hearing your innovative ideas. Share your thoughts and suggestions on our [Ideas Board](https://ideas.gohighlevel.com/reputation-management) to help shape the future of reputation management!

Latest Update: QuickBooks Integration Enhanced in Reputation Management - Bosseo CRM

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