CRM

Your own open CRM tasks, grouped by how far past due they are, with the most overdue first and counts of the leads and deals sitting with you.

The calls logged by you or assigned to you, newest first, showing the title, the call type, the time and the outcome.

Leads that are yours, with a choice of scope: everything, only those assigned to you, or only those you created. Each option carries its own count.

Deals created by you or assigned to you, listed newest first with the contact, the pipeline stage, the amount and the date raised.

Meetings you organised, created or are an attendee of, listed with the date and time, the location and the status.

An overview of your customer relationships and sales pipeline: lead and contact counts, pipeline value, conversion, email engagement and goal attainment.

The people your CRM knows about, as cards or a table, with search, filters by group, status and date, and bulk actions.

The contacts who have become customers, with how many deals each holds, the value won and the value still open, and when they last did business.

The list of lead sources — where your enquiries come from. Each has a name, a description, a colour and an active flag.

The full lead book, viewable as an overview, a board or a list, with filters for status, source, group, product and owner, plus import and export.

Lead groups are kept as tags, so this opens the company tag list where the groups are created, renamed, coloured and retired.

Your sales pipeline as a drag-and-drop board or a list, with totals for the number of deals, pipeline value, value won and total value.

Automated multi-step follow-ups for leads. Each sequence has a trigger, a number of steps, and a count of the leads currently enrolled in it.

Sales targets and how far towards them you have got. Each goal has a metric, a period, a target value, and a progress bar showing attainment.

Every CRM task, as a board or a list, with filters for priority, status, owner, who raised it, and when it is due.

The CRM meeting schedule, with counts for today and this week, and a table of each meeting, its organiser, type, location and status.

Every call logged against a CRM record, with counts of incoming and outgoing calls, an average duration, and the outcome of each call.

Every referral submitted, with who referred whom, the code used, and where each referral has reached between pending and rewarded.

The reward schemes behind your referrals: what each pays the referrer and the person referred, when it runs, and which codes belong to it.