BoondManager is kicking off the season with innovations that will transform your daily life! 🚀📚
Returning to the office has never been this exciting 🎒✨

Invoice Management

🏦 Connect your bank account to BoondManager

Connect your bank account to BoondManager 🦊 and simplify tracking your payments!

Automatically match your incoming and outgoing funds with your invoices and purchases to : 

  • 🔍 Spot payment errors at a glance (duplicates, omissions, etc.)

  • 💸 Quickly identify unpaid invoices and follow up with your clients

  • 📊 Detect and better understand discrepancies in your balance

Save time every day! ⏱️

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Sales Management

🔍 Easily search your contacts on a company file

Quickly search/manage your contacts directly from the company file (currently possible from the global contact view) with the addition of :

  • 🔎 keyword search 
  • ✔️ the use of filters
  • ✏️ mass edits (manager responsible / status / influencer / flag)

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🎯 Identify key contacts in your CRM accounts

🔍 Spot your strategic contacts in a flash!

With this new feature, you can :

  • Easily assign a "type" to each contact via a new "Contact Role" field (Decision-maker, Influencer, Buyer…)

  • Configure your own list of "types"

  • Filter your contacts by "type" to target the right people

👥 Focus your efforts on the right people!

Identify decision-makers, influencers, and other key roles to tailor your commercial strategies and maximize your chances of success.

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 Want to participate in our roadmap?

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

Our product team relies 100% on client feedback so that our teams work exclusively on developments that assist you in your daily tasks.

We hope this article was helpful, and we strongly encourage you to let us know by voting just below.

If you still have unanswered questions, don't hesitate to contact our Support team, who remains available to assist you:

Contact support

Tel : (+33) 03 62 27 61 05

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