Introducing Smarter Enable SaaS API for Returning Customers
We’re excited to announce our new update: Smarter Enable SaaS API for Returning Customers. This feature has been designed to enhance the Bosseo CRM’s Enable SaaS public API, making it more efficient in automated workflows, especially when integrating with existing clients who already have saved payment methods.
What’s New?
In previous implementations, if an existing client with a stored payment method was passed through the API, the subscription wouldn’t proceed until a new card was added. With our latest update, if a client already has a stored card, the subscription initializes immediately upon the API call. The plan remains on hold for clients without a payment method on file until the details are updated.
Key Improvements
- Seamless operation for agencies providing SaaS as a supplementary service.
- Eliminates the need for clients to re-enter payment information they have already provided.
- Improves the reliability and automation of SaaS processes.
Use Cases
Home Improvement Industries
The ability to manage subscriptions with existing clients simplifies processes for home improvement companies. By automating subscription activations, these businesses can seamlessly add SaaS-based services such as maintenance schedules and home monitoring aids, thereby enhancing client satisfaction and operational efficiency.
Legal Practices
For legal firms, the API update allows integrating management systems that streamline client interactions without requiring clients to repeatedly input their payment details. This efficiencies paperwork management and billing processes, which is crucial in legal practice where time is of the essence.
Medical Practices
Medical practices can leverage the updated API to automate patient engagement and service billing. Facilities can efficiently upgrade patient plans and add new services without administrative hassle, allowing more time for patient care.
Looking Ahead
We are working to make the API even more adaptable with the introduction of two separate APIs for enabling SaaS mode and attaching a SaaS plan to start billing. This means that agencies and businesses have better control over the activation and deployment of SaaS solutions.
In summary, the Smarter Enable SaaS API update allows seamless integration of returning clients into automated flows, reducing friction in user experience and optimizing backend operations. Stay tuned for further updates as we continue to refine our services to better meet your business needs.
