Customer & Business
Reporting

Enquiry and Sales Reporting

Track your sales and enquiry status with the reporting system.

The reporting also tracks sales per user or as a whole sales team perspective. View your reports on a daily, monthly, yearly or using custom dates to get the numbers you need to see.

All Devices

Sales Team Performance

View reports on your sales team or per individual user so you can keep track of what is happening in your business.

  • Sales Team Performance Reports

  • Individual User Reports

  • Download Reports

Teamwork

Custom Made Reports

Custom tailor reports so that you can get a more detailed view of a specific company or enquiry.

Integrations

Mighty Tools

Custom Reports

Custom tailor reports to your needs to get a more detailed look on what is happening with a specific company.

Monthly Performance Email

Automatically get the monthly performance report emailed to you to keep you upto date with what is happening in your company.

Customer Ranking

Customer Ranking reports to see who you are getting the most sales from.

Progress Reports

Enquiry progress reports so you can see all the status’s of all your enquiries and see which need to progress to the next stage.

Monthly and Yearly Performance

With the Monthly and Yearly Performance Report you can see how well your company is doing in these datelines.

Customer Activity Report

Get a more in depth look at a specific customer and their sales and interactions with you.

Different Platforms. Same User Interface. Equal Performance.

£36
SME Growth Subscription

Get Started Today

Sign up today for your CRM and Purchase Order System Package to reap the benefits and track everything that is happening in your company today!

Units 18 – 20, Alan Farnaby Way, The Industrial Estate, Sheriff Hutton, York
YO60 6PG
Tel: 0330 119 1790

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