Account Management

Account Management

 Our Account Management Dashboard groups your customers by how long it’s been since you last contacted them or sent an invoice. 
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90 Days +

View who you haven't you spoken to for 90 days or more

Comparative Sales

Compare Month to Date, Year to Date and the last 12 months

Call Cycles

Filter by clients without a future activity planned to retain or win their business

Lifetime journey

Track the lifetime value and every interaction with your customers


See who has been invoiced for the different products/services your company sells

Activity Links

Quickly open the last activity and next activity planned to retain business