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September 2024 Updates

Written by Charlie Troccaz
Updated over 3 weeks ago

BoondManager is back with innovations that will transform your daily life! ๐Ÿš€๐Ÿ“š
โ€‹Back to the office has never been so exciting ๐ŸŽ’โœจ

SALES MANAGEMENT


๐Ÿฆ Log in your bank account to BoondManager

โฑ๏ธ Save time every day by logging in your bank account to BoondManager and simplifying the tracking of your payments ๐Ÿฅณ

  • ๐Ÿ” Spot payment errors (duplicates, omissions, etc.) at a glance

  • ๐Ÿ’ธ Quickly identify your unpaid invoices and follow up with your clients

  • ๐Ÿ“Š Detect and understand your balance discrepancies more easily

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SALES CRM


๐Ÿ” Easily search your contacts on a company record

๐ŸŽฏ To help you target the right contacts and focus your efforts on the right people, you can now quickly search and manage your contacts directly from the company record thanks to the addition of:

  1. ๐Ÿ”Ž Search by key words

  2. โœ”๏ธ Use of Type filters and State filters

  3. โœ๏ธ Bulk/Mass modification (main manager / state / type / influencer / flag)

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๐ŸŽฏ Identify key contacts in your CRM accounts

๐ŸŽ‰ With this new feature, BoondManager will help you maximize your chances of success and adapt your sales strategies.

Spotting your strategic contacts at a glance is now child\'s play ๐Ÿคฉ.

You can now:

  • Indicate a specific state for contacts different from that of companies, and thus indicate the relationship you have with them: new, established link, engaged, etc.

  • Assign a "type" to each contact to identify key roles: decision-maker, influencer, ambassador, etc.

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โ €

Want to participate in our roadmap?

We provide a portal where you will find the developments officially in our roadmap. Feel free to vote for them to help us prioritize (by describing their criticality and how it would help you). Also, feel free to submit other ideas by clicking the "Submit an idea" button at the top right.

Our product team relies 100% on customer feedback so our teams can work exclusively on improvements that help you in your daily life.

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