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