Gmail Integration

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Susan Jones
CSP Coatings Ltd
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Customer Love Report:

Combining touch-points with live sales data, know who you give attention to and how it translates into sales

Customer Mail Export:

Contact details of all your customers

Sales Pipeline Report:

Provides insight into time in stage and what is closing and when

Activity Report Detail:

See all completed and future activities including relevant notes

Team Activity Breakdown:

Who is doing what to win and retain business

KPI Report:

Motivate and engage your team by setting goals and monitoring their progress

Customer Lead Source by Status:

Let’s you see where new business is coming from

Aged Receivable Summary

Quickly pull down aged receivables from Xero and chase up payment

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