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Real-time tracking of leads, appointments, and overall revenue performance.
Detailed monthly performance breakdown and efficiency metrics for each owner.
Contacts by date range or month, with the appointments and sales each one generated.
Growth analytics, demographic tracking, and localized customer data mapping.
High-level command center for tracking key sales metrics and target progress.
Instant lookup of customer profiles and history via ServiceMinder integration.
Every message exchanged with a customer — SMS, email, calls and bot replies — with export.
The path each customer took — created, contacted, replied, booked, quoted, sold — on one timeline.
Fetch latest API proposals and aggregate them into the local secure database.
Fetch latest API appointments and sync them with the local database.
Bulk import customer datasets from CSV with intelligent field mapping.
Upload large appointment batches to reconcile schedules and interaction logs.
Mass import of proposal records to maintain exhaustive historical sales data.