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Important Updates

Here are some of the most recent updates we thought would be helpful to take note of

ACH Bank Transfer Payments

New Feature: ACH Bank Transfer Payments

November 25, 20231 min read

We're thrilled to announce a significant enhancement to our CRM that's set to simplify and enhance your business operations. We've introduced ACH support for invoicing and Text2Pay links in the US, and it brings a host of benefits to your fingertips.

ACH Bank Transfer Payments: It one-time invoices, Text2Pay links, and recurring invoices, and with auto-payments.👇🏻

⭐️ Why does it matter to your business?

  • Diverse Payment Options: ACH support allows you to offer customers an additional payment method alongside credit cards, improving their convenience.

  • Streamlined Payment Process: Customers can easily pay invoices and Text2Pay links using their US bank accounts, enhancing the payment experience.

  • Automated Recurring Payments: Utilize ACH for recurring payments, ensuring hassle-free, automatic transactions for your clients.

⭐️ How to use the ACH Bank Transfer Payments:

  1. Create an Invoice or Text2Pay as normal.

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  1. When your customer receives the invoice or link, they can now choose to pay using their US bank account.

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  2. When your customer receives the invoice or link, they can now choose to pay using their US bank account.

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  3. Once verified, they can select their bank account for payment and complete the transaction.

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  1. Customize your branding, including your business logo, to provide a personalized experience for your clients.

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Don't miss out on the opportunity to offer your customers a more convenient way to pay and improve your business's efficiency.

If you have any questions or need assistance with this new feature, our support team is here to help. Thank you for choosing our CRM, and we look forward to seeing the positive impact this enhancement will have on your business.

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Automation Assistant

Hey there, it's great to introduce you to our Automation Assistant – your new ally in navigating our amazing software. This digital buddy is the result of a lot of hard work from our team and a sprinkle of AI magic. But what's it all about? Well, think of it as your personal guide to becoming a software pro. It's here to keep you in the loop with updates, show you the ropes with helpful videos, and share insights that will make you a software whiz. We understand that mastering software can sometimes be a challenge, but with the Automation Assistant by your side, you've got a friend who's always ready to lend a hand and ensure your success in the software world. So, welcome your new companion, and let's conquer this software adventure together!

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