Archive for August, 2007

Getting new business and managing leads

Wednesday, August 15th, 2007

We’ve added two new features that we’re really excited about and that we know you’re going to love. With the update we’ve made today, your customers can easily refer your business to their friends and family, and allow you to track these referrals.

The way this works is that you can now (optionally) add a link on your invoices that your customers can click on to refer your business to their friends and family. They can also choose to send you these email addresses for tracking purposes. What a great way to increase your own business!

In addition, when you log-on to your account, you’ll notice a new gadget called Leads and Referrals. This is where you can track and manage your leads. Moreover, if your customers choose to you send you the email addresses of the persons to whom they have referred your business to, they will automatically be added in the Leads section.

Finally, in addition to getting leads from others, you can use this gadget to enter your own leads and follow up with them as you see fit.

All in all, two great new features. Lets us know what you think.

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Invoice printing and other improvements

Friday, August 10th, 2007

Many of you have expressed the need to print invoices. While SimplifyThis had printing capability, we realize that it was not as high quality as it should have been. We have been working for some time to make printed invoices look more professional, and today, we’ve updated the application with better print capability. From now on when you print invoices, they will be more nicely formatted, and with appropriate page breaks.

In this update, we are also making two minor changes to invoices:

  1. Invoices will no longer add the default “Please make all checks Payable to” note. Some of you told us that you’d rather add payment instructions yourself, using the provided notes areas.
  2. Invoices will now include customer’s contact name as well as business name, if there is one.

Hopefully these tweaks make sense and please do let us know if you have any other feedback.

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