Easily Capture Company Names During Checkout

Great news, small business owners! There’s an exciting addition to your CRM that makes handling customer subscriptions even easier. Now, you’ll be able to capture your customers’ company names during the checkout process. This enhancement helps you keep track of the businesses you’re servicing and improves your reporting capabilities.

📌 Why This Matters

As your business grows, keeping organized and understanding who your clients are becomes vital. By capturing company names at checkout, you can get a clearer picture of your customer base. This visibility can help you make informed decisions and better tailor your services to your different clients.

✨ What’s New

• Company Names at Checkout: Now, when customers subscribe through your payment system, their company name is automatically collected and stored.
• Improved Reporting: This new feature allows for better tracking of company names linked to subscriptions, enhancing your operational reports.
• Future Opportunities: This upgrade sets the stage for exciting downstream features, where you can automate processes using this valuable metadata.

🛠️ How to Use It

1. Step 1: Ensure your checkout process is updated to include the company name field.
2. Step 2: Access the subscription data in your CRM to view and utilize the company names collected.

💡 Pro Tip

Use the captured company names to personalize your follow-up communications, creating stronger relationships with your clients.