We get TONS of requests from partners just like you looking for new features to help run your business better (and to improve the ConnectBooster platform).
You’re great at sharing ideas that would make your lives easier, reduce your client’s workloads, and decrease your accountant’s stress levels.
We do our best to listen and prioritize those requests…and our team is pleased and excited to announce a cool new ConnectBooster enhancement today.
Here’s what our good news means for you and your IT services business
This latest release makes a couple of key improvements that will benefit your business.
First, it allows you to provide your clients with more robust notifications related to their accounts. This feature received a lot of requests.
Specifically, ConnectBooster now supports automatic scheduling of your clients’ recurring account summaries, which show important information about open and past due invoices, as well as any payment methods that are soon to expire.
This notification can now be configured to be sent whenever new invoices are imported into ConnectBooster. This will alert your client immediately when a new invoice needs their attention, helping your team expedite payment collections.
The second feature of this release includes major improvements to the efficiency of our data syncing process with ConnectWise, Autotask, QuickBooks, Great Plains accounting, and Xero. We also made a number of user experience-related adjustments to make the system even easier to use (and it was pretty easy to use already).
We will continue to listen and make improvements partners like you want and need
You and your feedback are important to us, which is why we want to hear more from you.
Email us at [email protected] to enable this great new benefit of ConnectBooster as well as share your feedback.
We’ll continue to enhance our platform with new integrations and improve the end user and partner experience. Our goal is the help you automate with ease.
Be on the lookout for more notices and announcements in the near future. ConnectBooster will soon offer even more flexibility in email management and customization to make communicating with your clients’ easier than ever.