The Coachbar Dev team periodically issues updates to the code base that affect the end user. Please expand each section to see the updates made in 2023.
Services module
Now, when a software consultant fills in a service that they offer, we have added the ability to select a pricing model and pricing type which creates a more detailed description of the service in the eyes of an SMB.
Specialization module
A software can be added to your system grid(s) from the specialization page without needing to go to the system grid and edit every single time.
Specialization module
If a referral is added manually or imported via CSV, it is possible to delete it.
Referrals module
Option to delete manually created referrals. Now if a referral is added manually or imported via .csv, it is possible to delete it.
When signing up for Coachbar
When a user comes on the signup page, and user enters the company name and email for signup with Coachbar as a software consultant, if any relevant company profile is found within our database, then we will display a window of search results with matching companies.
Profile setup
We are implementing Profile Completion Metrics to Pass them to Marketing for Encouraging Activities. NOTE: we plan to implement the page for the display of the profile completion in the software consultant portal. The workflow for marketing is planned for the next stages.
Integration
Integration with Hubspot to sync data from the software consultant Coachbar portal to the software consultant Hubspot.
Referrals module
Now you can provide a detailed description of the type of customer or company that is the best fit for your service. Creating ICPs will help your business identify and target the most promising prospects and focus your marketing and sales efforts more effectively.
SC Portal
As a UI/UX improvement, we have added links to the subscription page throughout the system making it easy for the user to access the subscription page from anywhere in the system
SC Portal
We have added a support chat widget to the SC portal and a Freshdesk knowledge-based article
SC Portal
Profile setup
Profile setup
Profile setup
Profile Completion
We have improved our user interface so that software can be easily rearranged by drag and drop to match the flow.
Profile Completion
A mandatory field named Core software is added to the system grid. This means that all other software depends on the Core software.
Subscription
Software consultants can fully experience Coachbar without immediate payment.
Integrations
We are pleased to announce that the feature to synchronize data between Coachbar and Hubspot is now available!
Company profile
It is now possible to indicate global operation in the software consultant portal.
Software consultant portal
The system has tooltips for every option to provide helpful guidance.
Company profile
You can now manually add software if you cannot find it in our system grid list.
SC Portal