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    Pabau 2: What’s New? April 2023

    Last month we lifted the curtain on Pabau 2 for the first time. 

    We showed you some of the features you’ll soon be able to get your hands on. The faster calendar. The live preview that enables you to see everything in real-time. The confirmation manager that shows you who’s confirmed and who hasn’t. 

    Luckily, this month’s drop is just as exciting. First of all, we’ll walk you through what you can expect from Pabau 2’s lead management tool and how you can use it seamlessly to track, assign, and convert prospects into paying customers. 

    Next, we’ll show you how you can use the permissions feature to quickly onboard and create a customised experience for staff. What this means is that your team will only see information that is relevant to their role, nothing extra. 

    Sound good? Let’s hop to it with April’s release notes…

    Enhanced lead management tools 

    Put yourself ahead of the competition with our new leads features. 

    What’s new:
    Our next-gen lead management system will give you a 360° view of your leads. We’ve added colour-coding, clever filtering, and a customisable pipeline so you can see exactly what stage your leads are at. 

    What it means for you: If you don’t know the status of your current leads or where they came from, how can you know what’s working? We’ve made it easy to understand your leads at a glance, so nothing slips through the cracks. 

     

    Leads overview 

    A picture is worth a thousand words – even it comes to leads.

    What’s new: The first thing you’ll see is a splash of colour. Our new leads overview is much more visual so you can make sense of your leads, fast. View your won, lost, or open leads, colour coded in red, green, and black. 

    Related:  Pabau 2: What's New? March 2023

    What it means for you: The leads overview helps you to keep your team organised, accountable, and on track. You can use filtering to find all the leads assigned to a particular staff member, from a specific location, and more.

     

    Pipelines tool

    Power up your sales pipelines with this new feature.

    What’s new: The brand-new pipeline feature gives you a clear visual representation of where your leads are in the sales lifecycle. Using this tool, you can see what stage each leads is at, if they converted, and how long it took.

    What it means for you: Pipelines make it easy to see how your leads are progressing. They can also improve sales forecasting by helping you understand how long it typically takes to convert leads to customers. 

     

    Revamped lead card

    Everything you need to know about a lead, in one place.

    What’s new:
    The revamped lead card displays a timeline of your interactions with a lead so far. Use the lead card to add notes, send emails and SMS messages to the lead, create and assign tasks for your colleagues, and more. 

    What it means for you: All the information you need about a lead is stored here. You don’t have to go rooting around to find what you need. Easy! 

     

    Improved staff onboarding 

    Set up your new team members in a matter of clicks.

    What’s new: We’ve made onboarding new staff members quick and simple. Using Pabau 2, all you have to do is invite them to the team, add their personal details and the location they’re working in, and set their permissions.

    What it means for you: No one has lots of time to spend on the onboarding process. You can add new starts to the system in moments and set permissions quickly according to job title, so that they can hit the ground running.

    Manage group permissions 

    Assign permissions to create a streamlined view of the system.  

    What’s new: You can organise your staff members into groups, manage group permissions, and grant or revoke access to groups. Do all of this with ease, using a simple tick list of access rights for each feature in the system. 

    What it means for you: Every job role is different. A receptionist probably doesn’t need to see medical records, but a practitioner does. A practitioner might not need to see the finance reports, but a director does. Customise for the win!

    What you should do now

    1. Schedule a Demo to see how Pabau can help your team.
    2. Read more clinic management articles in our blog.
    3. If you know someone who’d enjoy this article, share it with them via Facebook, Twitter, LinkedIn, or email.

    See Pabau in action

    Schedule a free demo with one of our team today.

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    Pabau 2 Live Q&A: A Recap

    BACK TO TOP We recently hosted a live webinar all about Pabau 2, where clients had the opportunity to get a first look at Pabau