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...

Development Update – January 2024

As always we've got big plans for the year ahead - but we're especially keen to focus…

Read More

“You Saved Us Over $100,000”

Ohio-based procurement experts, Statistical Energy recently told us about the…

Read More