We’re thrilled to announce the launch of our new Dashboards module and it’s all because of the great feedback we’ve received from brokers like you.
With our new Dashboards module, our reports now look and feel great. They’re also customisable to your requirements. You could say that they're the perfect icing on the cake pie.
Here's a recap of the other incredible features our system already offers:
Instant Matrix Pricing Custom Pricing Portfolio Management Task Management Lead Management Make and Monitor Outbound Calls Commission Forecasting & Reconciliation Employee and Referrer Payment Profiling Your Own Branded Customer Portal DocuSign Integration
...And much much more!
Interested in seeing what takes our CRM reporting to the next level?
Other articles...
Dev Update: December 2024
Join us as we dust off the powdery coating from our chins (we think that's from the top…
Dev Update: November 2024
Welcome to the November issue of our monthly dev update. Depending on whichever side of…