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AgencyCRM
AgencyCRM
18d ago

๐Ÿ“ข Platform Update: V1.5 Services (v2) Enhancements for a Smarter Booking Experience

A collection of enhancements has been introduced across Services (v2) to improve booking flexibility, payment options, scheduling, and the overall customer experience. Explore the latest updates below:

๐Ÿ’ณ ๐—ฃ๐—ฎ๐˜†๐—บ๐—ฒ๐—ป๐˜ ๐—˜๐˜…๐—ฝ๐—ฒ๐—ฟ๐—ถ๐—ฒ๐—ป๐—ฐ๐—ฒ ๐—˜๐—ป๐—ต๐—ฎ๐—ป๐—ฐ๐—ฒ๐—บ๐—ฒ๐—ป๐˜๐˜€
โ€ข Customers can now choose between paying a deposit or the full amount during checkout.
โ€ข Smarter deposit calculations automatically reflect discounts, taxes, and add-ons.
โ€ข Improved flexibility with better support for Buy Now, Pay Later (BNPL) payment options.

๐Ÿค– ๐—•๐—ผ๐—ผ๐—ธ๐—ถ๐—ป๐—ด & ๐—–๐—ผ๐—ป๐˜ƒ๐—ฒ๐—ฟ๐˜€๐—ฎ๐˜๐—ถ๐—ผ๐—ป ๐—”๐—œ ๐—œ๐—บ๐—ฝ๐—ฟ๐—ผ๐˜ƒ๐—ฒ๐—บ๐—ฒ๐—ป๐˜๐˜€
โ€ข Clearer pricing summaries and more accurate service totals.
โ€ข Improved booking flow for multi-service scheduling and staff selection.
โ€ข Enhanced AI responses and more reliable service knowledge.

๐Ÿ” ๐—™๐—น๐—ฒ๐˜…๐—ถ๐—ฏ๐—น๐—ฒ ๐—ฆ๐—ฒ๐—ฟ๐˜ƒ๐—ถ๐—ฐ๐—ฒ ๐——๐—ถ๐˜€๐—ฐ๐—ผ๐˜ƒ๐—ฒ๐—ฟ๐˜†
โ€ข Customers can browse additional services beyond their original booking link.
โ€ข Greater flexibility for cross-selling and multi-service bookings.
โ€ข Businesses can control how much customers can explore during booking.

๐Ÿ“… ๐—•๐—ผ๐—ผ๐—ธ๐—ถ๐—ป๐—ด ๐—˜๐˜…๐—ฝ๐—ฒ๐—ฟ๐—ถ๐—ฒ๐—ป๐—ฐ๐—ฒ ๐—˜๐—ป๐—ต๐—ฎ๐—ป๐—ฐ๐—ฒ๐—บ๐—ฒ๐—ป๐˜๐˜€
โ€ข Simpler booking flow with smarter location and staff handling.
โ€ข Dynamic appointment titles for improved organization.
โ€ข Clearer payment visibility and streamlined booking pages.

โš™๏ธ ๐—ฆ๐—ฒ๐—ฟ๐˜ƒ๐—ถ๐—ฐ๐—ฒ ๐—ฆ๐—ฒ๐˜๐˜‚๐—ฝ & ๐—–๐˜‚๐˜€๐˜๐—ผ๐—บ๐—ถ๐˜‡๐—ฎ๐˜๐—ถ๐—ผ๐—ป
โ€ข More control over payment visibility and displayed pricing.
โ€ข Faster service setup with auto-generated URL slugs.
โ€ข Support for both 12-hour and 24-hour time formats.

๐Ÿ“ ๐—ฆ๐—ฒ๐—ฟ๐˜ƒ๐—ถ๐—ฐ๐—ฒ ๐—™๐—ผ๐—ฟ๐—บ๐˜€ & ๐—”๐˜ƒ๐—ฎ๐—ถ๐—น๐—ฎ๐—ฏ๐—ถ๐—น๐—ถ๐˜๐˜† ๐—จ๐—ฝ๐—ฑ๐—ฎ๐˜๐—ฒ๐˜€
โ€ข Assign service-specific forms for more personalized bookings.
โ€ข Improved availability calculations for multi-service appointments.
โ€ข More bookable time slots with greater scheduling flexibility.

๐Ÿš€ ๐—ฆ๐—ฒ๐—ฟ๐˜ƒ๐—ถ๐—ฐ๐—ฒ๐˜€ (๐˜ƒ๐Ÿฎ) ๐—ฃ๐—น๐—ฎ๐˜๐—ณ๐—ผ๐—ฟ๐—บ ๐—˜๐˜…๐—ฝ๐—ฎ๐—ป๐˜€๐—ถ๐—ผ๐—ป
โ€ข Services (v2) is now available for all users.
โ€ข Powerful tools for multi-service bookings, pricing, locations, and automation.
โ€ข Designed to help businesses streamline scheduling and enhance customer experiences.

These enhancements continue to refine the Services (v2) experience by making booking management more flexible, efficient, and customer-friendly while giving businesses greater control over how services are delivered.

๐Ÿ’ฌ 0
AgencyCRM
AgencyCRM
46d ago

๐Ÿ“ข Platform Update: V1.4 Enhanced UI, Smarter Workflows, and Improved Platform Experience

A series of updates and interface enhancements have been introduced across the platform to ๐—ถ๐—บ๐—ฝ๐—ฟ๐—ผ๐˜ƒ๐—ฒ ๐˜‚๐˜€๐—ฎ๐—ฏ๐—ถ๐—น๐—ถ๐˜๐˜†, ๐˜€๐˜๐—ฟ๐—ฒ๐—ฎ๐—บ๐—น๐—ถ๐—ป๐—ฒ ๐˜„๐—ผ๐—ฟ๐—ธ๐—ณ๐—น๐—ผ๐˜„๐˜€, and optimize the ๐—ผ๐˜ƒ๐—ฒ๐—ฟ๐—ฎ๐—น๐—น ๐˜‚๐˜€๐—ฒ๐—ฟ ๐—ฒ๐˜…๐—ฝ๐—ฒ๐—ฟ๐—ถ๐—ฒ๐—ป๐—ฐ๐—ฒ. Explore the latest improvements below:

๐—”๐—ฑ ๐— ๐—ฎ๐—ป๐—ฎ๐—ด๐—ฒ๐—ฟ ๐—ฅ๐—ฒ๐˜ƒ๐—ฎ๐—บ๐—ฝ
โ€ข Fully redesigned UI for campaign creation, tracking, and optimization
โ€ข Improved campaign insights with better visibility and performance previews
โ€ข Faster navigation and reduced setup friction across the platform

๐—ฅ๐—ฒ๐˜ƒ๐—ฎ๐—บ๐—ฝ๐—ฒ๐—ฑ ๐—œ๐—ป๐˜๐—ฒ๐—ด๐—ฟ๐—ฎ๐˜๐—ถ๐—ผ๐—ป ๐—ฃ๐—ฎ๐—ด๐—ฒ
โ€ข Cleaner card-based layout with faster page performance
โ€ข Improved search, error handling, and account management experience
โ€ข More scalable and consistent integration workflows

๐—จ๐—ฅ๐—Ÿ ๐—ฅ๐—ฒ๐—ฑ๐—ถ๐—ฟ๐—ฒ๐—ฐ๐˜ ๐—œ๐—บ๐—ฝ๐—ฟ๐—ผ๐˜ƒ๐—ฒ๐—บ๐—ฒ๐—ป๐˜๐˜€
โ€ข Simplified redirect setup with guided configuration flow
โ€ข Support for full domain redirects to external destinations
โ€ข Live previews and smarter validations to reduce setup errors

๐— ๐—ผ๐—ฏ๐—ถ๐—น๐—ฒ ๐—˜-๐—ฐ๐—ผ๐—บ๐—บ๐—ฒ๐—ฟ๐—ฐ๐—ฒ ๐—˜๐—ป๐—ต๐—ฎ๐—ป๐—ฐ๐—ฒ๐—บ๐—ฒ๐—ป๐˜๐˜€
โ€ข Improved mobile sorting and filtering experience for shoppers
โ€ข Better product visibility with dynamic product count updates
โ€ข Enhanced customization options for mobile storefronts

๐— ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜๐—ฝ๐—น๐—ฎ๐—ฐ๐—ฒ ๐—”๐—ฝ๐—ฝ๐˜€ ๐—ถ๐—ป ๐—ช๐—ผ๐—ฟ๐—ธ๐—ณ๐—น๐—ผ๐˜„ ๐—•๐˜‚๐—ถ๐—น๐—ฑ๐—ฒ๐—ฟ
โ€ข Discover and install marketplace apps directly inside workflows
โ€ข Easier app browsing with categories and global search
โ€ข Faster access to workflow actions and integrations

๐—–๐—ฎ๐—น๐—ฒ๐—ป๐—ฑ๐—ฎ๐—ฟ ๐—œ๐—ป๐˜๐—ฒ๐—ด๐—ฟ๐—ฎ๐˜๐—ถ๐—ผ๐—ป ๐—˜๐˜…๐—ฝ๐—ฒ๐—ฟ๐—ถ๐—ฒ๐—ป๐—ฐ๐—ฒ ๐—จ๐—ฝ๐—ฑ๐—ฎ๐˜๐—ฒ๐˜€
โ€ข Streamlined calendar and integration setup process
โ€ข Improved syncing validations and user guidance
โ€ข Better visibility during synchronization and connection updates

๐—–๐—ผ๐—ป๐˜ƒ๐—ฒ๐—ฟ๐˜€๐—ฎ๐˜๐—ถ๐—ผ๐—ป๐˜€ & ๐— ๐—ฒ๐˜€๐˜€๐—ฎ๐—ด๐—ถ๐—ป๐—ด ๐—œ๐—บ๐—ฝ๐—ฟ๐—ผ๐˜ƒ๐—ฒ๐—บ๐—ฒ๐—ป๐˜๐˜€
โ€ข Added PPTX attachment support and expanded messaging capabilities
โ€ข Improved SMS cost estimation and segment calculation accuracy
โ€ข Enhanced attachment retrieval reliability for incoming messages

๐—ช๐—ผ๐—ฟ๐—ธ๐—ณ๐—น๐—ผ๐˜„ ๐—ก๐—ฎ๐˜ƒ๐—ถ๐—ด๐—ฎ๐˜๐—ถ๐—ผ๐—ป ๐—˜๐—ป๐—ต๐—ฎ๐—ป๐—ฐ๐—ฒ๐—บ๐—ฒ๐—ป๐˜
โ€ข Improved โ€œGo Toโ€ action guidance for easier workflow navigation
โ€ข Clearer prompts during workflow configuration
โ€ข Simpler and more intuitive workflow building experience

Overall, these enhancements reinforce a more ๐˜€๐—ฒ๐—ฎ๐—บ๐—น๐—ฒ๐˜€๐˜€, ๐—ฒ๐—ณ๐—ณ๐—ถ๐—ฐ๐—ถ๐—ฒ๐—ป๐˜, and ๐˜‚๐˜€๐—ฒ๐—ฟ-๐—ณ๐—ฟ๐—ถ๐—ฒ๐—ป๐—ฑ๐—น๐˜† ๐—ฝ๐—น๐—ฎ๐˜๐—ณ๐—ผ๐—ฟ๐—บ experience by reducing friction and simplifying day-to-day workflows.

๐Ÿ’ฌ 0
AgencyCRM
AgencyCRM
74d ago

๐Ÿ“ข Platform Update: V1.3 Unified AI, Automation, and Workflow Enhancements

Multiple platform improvements are now live, designed to make ๐—ฎ๐˜‚๐˜๐—ผ๐—บ๐—ฎ๐˜๐—ถ๐—ผ๐—ป, ๐—”๐—œ ๐˜๐—ผ๐—ผ๐—น๐˜€, and ๐˜„๐—ผ๐—ฟ๐—ธ๐—ณ๐—น๐—ผ๐˜„๐˜€ more efficient and intuitive. Here are the latest updates:

๐—”๐—œ ๐—”๐˜€๐˜€๐—ถ๐˜€๐˜๐—ฎ๐—ป๐˜ (๐—ช๐—ผ๐—ฟ๐—ธ๐—ณ๐—น๐—ผ๐˜„ ๐—˜๐—ป๐—ต๐—ฎ๐—ป๐—ฐ๐—ฒ๐—บ๐—ฒ๐—ป๐˜๐˜€)
โ€ข Improved accuracy and relevance of AI responses
โ€ข Better handling of previously unanswered or incomplete queries
โ€ข Continuously improving system for smarter long-term performance

๐—”๐—œ ๐—”๐—ด๐—ฒ๐—ป๐˜ ๐—ถ๐—ป ๐—ช๐—ผ๐—ฟ๐—ธ๐—ณ๐—น๐—ผ๐˜„๐˜€
โ€ข Fully autonomous workflow decision-making with CRM awareness
โ€ข Natural language instructions with enhanced prompt optimization
โ€ข Pre-built templates for faster automation setup (lead follow-ups, nurturing, enrichment, etc.)

๐— ๐—ถ๐˜€๐˜๐—ฟ๐—ฎ๐—น ๐—”๐—œ ๐—œ๐—ป๐˜๐—ฒ๐—ด๐—ฟ๐—ฎ๐˜๐—ถ๐—ผ๐—ป ๐—ถ๐—ป ๐—ช๐—ผ๐—ฟ๐—ธ๐—ณ๐—น๐—ผ๐˜„๐˜€
โ€ข AI actions now support chat, embeddings, and image analysis
โ€ข Enables multilingual replies, semantic search, and document extraction
โ€ข Easy API-based setup with reusable workflow variables

๐—”๐—œ ๐—ช๐—ผ๐—ฟ๐—ธ๐—ณ๐—น๐—ผ๐˜„ ๐—•๐˜‚๐—ถ๐—น๐—ฑ๐—ฒ๐—ฟ ๐—˜๐—ป๐—ต๐—ฎ๐—ป๐—ฐ๐—ฒ๐—บ๐—ฒ๐—ป๐˜๐˜€
โ€ข Build entire workflows using natural language prompts
โ€ข Edit and refine workflows conversationally or by selection
โ€ข New chat mode and improved interface for faster creation

๐—”๐—œ ๐—”๐—ฐ๐—ฐ๐—ฒ๐˜€๐˜€ & ๐—จ๐˜€๐—ฎ๐—ด๐—ฒ ๐—จ๐—ฝ๐—ฑ๐—ฎ๐˜๐—ฒ๐˜€
โ€ข AI features in workflows are now free with fair usage limits
โ€ข No more AI credit restrictions across automation tools
โ€ข Faster experimentation and broader AI usage across workflows

These improvements are part of our continued effort to ๐˜€๐—ถ๐—บ๐—ฝ๐—น๐—ถ๐—ณ๐˜† ๐—ฎ๐˜‚๐˜๐—ผ๐—บ๐—ฎ๐˜๐—ถ๐—ผ๐—ป ๐—ฏ๐˜‚๐—ถ๐—น๐—ฑ๐—ถ๐—ป๐—ด, ๐˜€๐˜๐—ฟ๐—ฒ๐—ป๐—ด๐˜๐—ต๐—ฒ๐—ป ๐—”๐—œ ๐—ฐ๐—ฎ๐—ฝ๐—ฎ๐—ฏ๐—ถ๐—น๐—ถ๐˜๐—ถ๐—ฒs, and deliver a ๐˜€๐—บ๐—ผ๐—ผ๐˜๐—ต๐—ฒ๐—ฟ ๐˜„๐—ผ๐—ฟ๐—ธ๐—ณ๐—น๐—ผ๐˜„ experience.

AgencyCRM
AgencyCRM
108d ago

๐Ÿ“ข Platform Update: V1.2 Smarter, Faster, and More Streamlined Campaign Experience

Weโ€™ve made several improvements to simplify ๐—”๐Ÿฎ๐—ฃ ๐—ฐ๐—ฎ๐—บ๐—ฝ๐—ฎ๐—ถ๐—ด๐—ป setup, ๐—ฟ๐—ฒ๐—ฑ๐˜‚๐—ฐ๐—ฒ ๐—ฒ๐—ฟ๐—ฟ๐—ผ๐—ฟ๐˜€, and enhance your ๐—ผ๐˜ƒ๐—ฒ๐—ฟ๐—ฎ๐—น๐—น ๐˜„๐—ผ๐—ฟ๐—ธ๐—ณ๐—น๐—ผ๐˜„. Here are the latest updates:

๐—œ๐—บ๐—ฝ๐—ฟ๐—ผ๐˜ƒ๐—ฒ๐—ฑ ๐—ฅ๐—ฒ๐—ท๐—ฒ๐—ฐ๐˜๐—ถ๐—ผ๐—ป ๐—™๐—ฒ๐—ฒ๐—ฑ๐—ฏ๐—ฎ๐—ฐ๐—ธ
โ€ข Clearer reasons for campaign rejection
โ€ข Actionable fixes provided instantly
โ€ข Faster and more confident resubmissions

๐—ฃ๐—ฟ๐—ฒ-๐—•๐˜‚๐—ถ๐—น๐˜ ๐—–๐—ฎ๐—บ๐—ฝ๐—ฎ๐—ถ๐—ด๐—ป ๐—ฅ๐—ฒ๐—ด๐—ถ๐˜€๐˜๐—ฟ๐—ฎ๐˜๐—ถ๐—ผ๐—ป
โ€ข Guided setup with built-in compliance
โ€ข Reduced errors and rejection risks
โ€ข Faster and simpler campaign creation

๐— ๐˜‚๐—น๐˜๐—ถ ๐—•๐—ฟ๐—ฎ๐—ป๐—ฑ & ๐—–๐—ฎ๐—บ๐—ฝ๐—ฎ๐—ถ๐—ด๐—ป ๐—ฆ๐˜‚๐—ฝ๐—ฝ๐—ผ๐—ฟ๐˜
โ€ข Manage multiple brands in one place
โ€ข Create and organize multiple campaigns
โ€ข Better flexibility and scalability

๐—œ๐—บ๐—ฝ๐—ฟ๐—ผ๐˜ƒ๐—ฒ๐—ฑ ๐—ฆ๐—ฐ๐—ต๐—ฒ๐—ฑ๐˜‚๐—น๐—ถ๐—ป๐—ด ๐—ฉ๐—ฎ๐—น๐—ถ๐—ฑ๐—ฎ๐˜๐—ถ๐—ผ๐—ป
โ€ข Prevents invalid time settings
โ€ข Real-time error prompts
โ€ข More reliable campaign scheduling

๐—”๐˜‚๐˜๐—ผ-๐—ฆ๐˜‚๐—ฏ๐—บ๐—ถ๐˜€๐˜€๐—ถ๐—ผ๐—ป ๐—”๐—ณ๐˜๐—ฒ๐—ฟ ๐—”๐—ฝ๐—ฝ๐—ฟ๐—ผ๐˜ƒ๐—ฎ๐—น
โ€ข Campaigns submit automatically after approval
โ€ข Removes manual steps
โ€ข Speeds up overall campaign launch

These updates are designed to help you work ๐—ณ๐—ฎ๐˜€๐˜๐—ฒ๐—ฟ with ๐—ณ๐—ฒ๐˜„๐—ฒ๐—ฟ ๐—ถ๐˜€๐˜€๐˜‚๐—ฒ๐˜€ along the way. More improvements are on the way as we continue to enhance your experience.

๐Ÿ’ฌ 0
AgencyCRM
AgencyCRM
124d ago

๐Ÿ“ข Platform Update: V1.1

Weโ€™ve improved our Square payment integration by allowing users to select a specific location when connecting a sub-account. All available locations are now visible in the AgencyCRM Integrations page, and existing users can reconnect their account to choose the correct one. A default location is auto-assigned upon connection but can be changed anytime, helping improve sales tracking and reporting by location.