Get quick access to your company's key performance indicators. Easy and convenient reporting in CRM.
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General overview of finances
A block that provides a brief summary of financial indicators: total income, expenses, unpaid invoices, and expected payments. The information is presented in the form of figures and graphs, which allows you to quickly assess the company's financial condition.
Overview of income and expenses
A block that provides the overall balance between income and expenses for the selected period. It is displayed in the form of a chart or graph, which makes it easy to see the ratio of income and expenses and assess financial stability.
Analysis of time spent on tasks
A block that displays the total time spent by the team on tasks for the selected period. The information is presented in the form of a table with details for each task (name, performer, completion time) and a graph showing the distribution of time between projects or employees. This helps to assess performance and identify tasks that need to be optimized.
Dynamics of work with clients
A report that shows the number of new customers, successfully closed deals, created offers, and completed projects. Presented in the form of graphs or diagrams, the block helps to quickly assess the effectiveness of customer interaction.
For successful running of modern business it is very important to have a tool for maximum automation of all processes, it will always “keep a hand on the pulse of the company”, raise the quality of the service provided and free up additional time.
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Enterprise
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"This CRM has truly transformed our workflow. We now manage leads and customer relationships much more effectively!"
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To run a successful modern business, it is very important to have a tool to automate all processes as much as possible, which will allow you to always “keep your finger on the pulse of the company,” improve the quality of the service provided, and free up additional time.
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