Reports and Sales Funnels
A quick look at the sales funnel gives an immediate account of transactions in progress and their respective stages. Stages can be added easily and each one appears in a separate line and different color.
The length of the line corresponds to the total sum of the deals at that stage, and a table with the numeric values is displayed below the funnel.
Dashboards in CRM are instant snapshots of the most important sales activities. Each agent can see how many deals they’ve won, how many clients haven’t been invoiced yet, agent’s rating in comparison with other sales team members and so on.
Dashboards are currently available for deals, leads & invoices and are in the process of being added to all other CRM entities (Contacts, Companies).
Invoice Inside The CRM
The CRM allows you to create personalized invoices instantly. Client data from the CRM are automatically inserted into an invoice - just select the appropriate Contact or Lead. Recurring invoices are supported.
Products and services that are included in an invoice can be selected from existing items, or you can create new ones on the fly.