Business App

We wish to be able to track individual link clicks within Campaign emails as opposed to just a general CTR. For instance if a link represents "yes" and another link in the same email represents "no", then we want to know how many of each were clicked. Ideally, the function would also update the contact record with a tag to match the link clicked upon.

Please integrate the meetings into the companies, as my screenshot shows, it would be very easy to do and can streamline meetings being scheduled with auto filled info, and you can see how many meetings you have had with the customer, and it can take the notes from the https://bookmenow.info/ meeting and put it into the CRM as notes, time, date, of future meeting etc, then people can build automations off that

Provide the option to add a Convenience Fee when a client chooses to pay an invoice via credit card. We should be able to set our percentages for this fee. This is not a Surcharge, which can be illegal in some regions. A Convenience Fee is very common and covers the cost of processing credit card payments.

Have the ability to modify forms into two columns in order to shorten layout on scroll

We've received a handful of requests from SMB's seeing if they can change the blurb where it says "We respond immediately" to something custom, or even something saying "Online", "Agent is Available", etc. Currently only able to update the heading above it where it says "Hi, how can I help you today?"

Looking at the various startups in this field, like https://www.relay.app/ for example. Is this the direction you are heading towards with Automation?

Please Update your Categories here in roadmap to represent the newest development in AI automation and AI workforce.

There is currently a lack of help resources and onboarding guides tailored for end customers who want to use the Business App and its connected products directly. Most existing materials are focused on agencies. Please consider implementing in-app help, tooltips, and guided tours accessible directly within the Business App interface. A solution like Product Fruits could be integrated to provide multi-language support and a better onboarding experience for end users. This is a critical gap in enabling self-service adoption and reducing support dependency.

Currently, there is no option to remove the 'Leads' and 'Web Chat Performance' cards from both the Multi-Location and Single-Location Executive Reports. Additionally, there is no way to hide the corresponding tab in the left-hand navigation. Since we do not utilize these products, seeing zeros and empty data points—especially at the top of the report—creates unnecessary friction for our clients and detracts from the overall reporting experience. We recommend adding the ability to remove or hide these sections, similar to the existing functionality for 'Websites', 'Advertising', and other modules. This would allow us to better tailor the report to each client’s active products and improve overall usability.

For businesses with multiple locations under a single brand, it's essential to have the ability to edit listings in bulk. This functionality—offered by platforms like Yext—should be a baseline feature in any multi-location management platform. It ensures consistency across all brand locations and significantly improves operational efficiency.