Introducing the New Feature: Agencies Paying on Behalf of Sub-Accounts in Bosseo CRM App Marketplace
In a pivotal move aimed at enhancing the app installation experience, Bosseo CRM has introduced an innovative feature allowing agencies to pay on behalf of their sub-accounts when installing apps from the marketplace. This update is a significant leap forward in streamlining operations for agencies and their sub-accounts, particularly when dealing with paid apps. We’ll delve into the specifics of this new capability and explore relevant use cases across different sectors including home improvement, legal, and medical practices.
The Enhancement and Its Importance
What’s New?
This latest update introduces a flexible payment mechanism that enables agency owners or admins to choose how app payments are processed during installation for sub-accounts. They can either charge the sub-account directly (the default option) or select to have the cost billed to their agency. This enhancement is particularly beneficial for sub-accounts that lack card setups, a common scenario observed among users of the $97 plan. Often, these users only establish card setups at the agency level during onboarding with the intention of using the same for their sub-accounts.
Why is This Development Important?
The change arrives as a solution to a recurring issue where many app installation failures for paid apps stem from sub-accounts not having payment methods set up. This is especially prevalent in accounts managed under the $97 plan, where financial transactions default to the agency level, potentially causing disruption without this new option.
Use Cases Across Different Sectors
Home Improvement Sector
In the home improvement industry, agencies often manage multiple projects with various contractors. Utilizing Bosseo CRM’s new feature, an agency can efficiently install critical project management and budgeting apps for each contractor’s sub-account without needing them to manage payment details individually. This ensures that all involved parties have access to key tools without the hassle of setting up payment methods independently, streamlining collaboration and oversight.
Legal Practices
For legal firms, maintaining confidentiality and streamlined operations is paramount. Bosseo CRM allows agencies to install legal management applications on behalf of various sub-accounts like different departments or practice groups. This ensures uniformity in the tools being used across the firm without disruptions due to payment setup issues, thus upholding the efficiency and reliability expected in legal environments.
Medical Practices
In medical practices, administration often spans across multiple departments or clinics, each with unique software needs. By utilizing this feature, medical admin agencies can manage app installations for various sub-departments to ensure they are equipped with the latest healthcare management tools. This seamless installation process eliminates technical disruptions and allows medical professionals to focus on patient care without administrative delays.
Conclusion
The introduction of this feature by Bosseo CRM is a significant stride in enhancing usability and operational efficiency for agencies and their sub-accounts across diverse industries. By addressing the common hurdles associated with payment setups during app installations, Bosseo CRM not only simplifies the administrative process but also ensures a smooth, uninterrupted workflow for all its users. As businesses across sectors continue to embrace digital solutions, such seamless integrations can make a profound impact on productivity and service delivery.
