February, 2025
- Notes Management - Tools to jot down messages/notes on specific client. Refer to this article for more details.
- Subscription changes - Refer to this article for more details.
- Problematic apps resolution process & flagged apps - Refer to this article for more details.
- Inclusion of new fields in the clients landing page - Recurring revenue & Project opportunities. (Shown only under the "All" & "Active" tabs)
January, 2025
- Select All & Edit Functionality – Bulk edit apps, clients, and transactions. Refer to this article for more details.
- Schedule a Call Feature – Clients can book meetings with tech advisors. Refer to this article for more details.
- Redesigned Settings Menu – Improved layout for easier navigation. Refer to this article for more details.
- Task Management – Enhanced tracking and collaboration. Refer to this article for more details.
- Problematic App Identification – Automated detection of app issues. Refer to this article for more details.
- Xero Pricing Update – Updates to Xero subscription and pricing. Refer to this article for more details.
December, 2024
1. Stay Informed with Real-Time Notifications
- Get instant updates on critical events, tasks, and client activities.
- Prioritize effectively with timely alerts about client onboarding, task progress, and app recommendations.
- Strengthen client relationships with notifications for interaction updates and app optimization opportunities.
2. Strengthen Security with Comprehensive Audit Trails
- Maintain accountability with a detailed record of all user actions.
- Ensure data security and meet compliance needs by logging every change.
- Quickly resolve issues and analyze events for continuous improvement.
3. Simplify Onboarding for Tech Advisors and Business Owners
- Enjoy a smooth transition with guided onboarding.
- Explore AppVentory’s features easily and start leveraging its benefits faster.
- Increase user adoption and long-term engagement with an intuitive start.
4. Boost Growth with Subscriptions and Refer-a-Mate Program
- Build loyalty with subscription services that provide consistent value.
- Expand your customer base through rewards-based referral programs.
5. Real-Time App Insights with Okta Integration
- Access app and user data instantly for better insights.
- Streamline data integration and reduce manual errors.
- Track user activity patterns and offer personalized app recommendations.
Additional Updates:
- App cost trends (year-over-year percentage changes).
- Client import feature.
- Xero sign-in support.
- Single business accounts for every Multi Business user.
November, 2024
AppVentory MultiBusiness Version was released.
If you need further assistance, please contact our dedicated customer support team at support@coachbar.io who will assist you with anything else you need. We take pride in providing exceptional service experiences, and our commitment to client satisfaction is at the heart of everything we do.