What's Next: 2024-03-07

This week, Caz Lim shares updates

coming soon

to to lead capture, communication, and conversion.

Business App

[APIs & Integrations] Auto-create contacts from Quickbooks Online to Business App’s CRM with a one-way sync. If the contact already exists in the CRM, it will be updated.
Est. late March 2024
[APIs & Integrations] Customize which entities, such as Contacts, Invoices, Sales Receipts, and Payments, are synced from Quickbooks to the Business App CRM.
Est. late March 2024
[CRM] Prioritize hot leads with customizable lead scoring. Configure a set of scoring rules to get a focused list of leads to work on.
Est. April 2024
[Inbox Pro] Receive and send Facebook Messages from Inbox Pro.
Est. late March 2024
[Inbox Pro] Send and receive emails from Inbox Pro.
Est. late March 2024

Note: Currently, Business App users have been given a default email address on the domain smblogin.com. This default domain is going to be changing in the coming weeks, to businessapp.io. Emails sent from the upcoming email feature of Inbox will use this new grey-label domain by default. At a later date, businesses will be able to set their own custom domain.

[Multi-location] Centralize communication for multi-location businesses with Inbox Pro. One team can easily manage communication across AI web chat, Google Business Messages, SMS – and soon Facebook and Email too – for many locations, in a single Inbox.

Do you have multi-location clients using Inbox Pro that would be interested in getting early access to Multi-Location? Sign up

here

Platform

[Billing] Add discounts to invoices with Subscription Billing. Give each discount a custom name, set it to reduce the invoice’s total by a percentage or set amount, and specify the duration.
Est. Mar. 15, 2024
[CRM] Find and assess new leads from Partner Center’s CRM. Search for business types via "Find nearby businesses," and see - at a glance - if they have a website, if they have claimed their Google Business Profile, and their Google review rating. Select those that would be good prospects for your agency, and add them as Companies in your CRM.
Est. late March 2024
[CRM] Prioritize hot leads with customizable lead scoring. Configure a set of scoring rules to get a focused list of leads to work on.
Est. April 2024
[Task Manager] Enjoy a cleaner UI in Task Manager. The Loop has been removed from the sidebar in Task Manager. It is still accessible in the top navigation bar, beside Inbox. More changes will be coming gradually over the next few months.

Products

[Local SEO] Sync up to 15 keywords to applicable sources to help a business rank with Local SEO Pro. Keyword syncing will be on by default, when Listing Sync Pro or Listing Distribution is enabled.
Est. Mar. 15, 2024

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