Monitor the performance of the entire department and each manager individually. Do your investments in the workplace, business trips, development, and training pay off?
Our system will forecast how likely each lead is to pay off based on a custom risk and reward assessment. A beautiful chart then demonstrates the expected revenue from each lead and will help you make smarter business decisions.
Assess how each manager interacts with clients, how many deals they’ve closed, and how their sales plan was fulfilled. You can analyze the number of calls, emails, meetings, overdue tasks, and payments from clients.
The system automatically creates tasks depending on the lead stage, estimated deal amount, and other parameters. Once a manager is assigned to a task, they will receive a custom work plan.
Run automated custom scripts when something happens to the lead — like an alert for an overdue payment, stagnant lead, or other scenarios you create.
It doesn’t matter what you have to do — call the client or make a presentation online. You will deal with it so much faster if you do it in the same window — alongside all information on the lead. All calls, emails, and chats will be stored in the system.
Recruit even more happy clients with the same number of staff.
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