Salesperson Hit Ratio
Track Mutliple Customers in a Bid
Automated Notifications
Custom Reporting/Search
Canned Reports/Graphs
Current Plan Set Marking
Track Changes/Bulletins
Custom Folder Creation
Mark Sheets Private/Internal
Invite Unlimited Subs/Vendors
Organize by CSI Codes or Custom
Track what was reviewed and when
Unlimited Document Storage
Integrated with Plan Management
Each user can have their own dashboard or it can also be defaulted by their location or division. Over 100 different canned charts and/or grids can be added or a new one customized for your company for FREE.
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Powerful bird's eye view of your customers' activity giving you better decision making tools.
Request DemoEasily create custom reports that appear on user's dashboard for quick printing. Choose any available fields plus some calculated fields, give it your own name, pick a duration and group it up to 3 levels deep by fields.
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