BoondManager and Browse AI are both powerful tools that, when used correctly, can help you become more productive.
When you create a contact in BoondManager, do you also create a task in Browse AI? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
Imagine this scenario: you've just negotiated a great opportunities with a potential client, and you want to make sure that the ball is kept in your court by creating a task in Browse AI to ensure that the opportunities goes through. Wouldn't it be great if there was an easy way to do that right from within BoondManager? Well now there is!
With our integration between BoondManager and Browse AI, creating task in Browse AI is now easier than ever. Whenever a opportunities is created in BoondManager, you can automatically create a corresponding task in Browse AI to keep your team up-to-date.