No need to worry about generating reports and analytics when pretty much all of the information is at your fingertips, ready for you to customise, share, and even export if necessary.
Customize your business flows to maximize your ROI
Never miss a lead again with our smart sales modules
Maximize your productivity with intelligent integrations
All your clients and leads and all their information can be presented in one single screen. Now some of you may think that that’s just too much information for just one screen….
That’s why we’ve made our “Filtered” Views, giving you complete control over what you want to see, what you don’t want to see, and how you want it to look!
Your clients data is presented to you in one large table, and the filtered views allow you to edit this table according to your needs. We even took it a step further and made it possible for you to save those filters to use at your convenience.Learn more about Filtered Views