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
Products/Services
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