With customizable dashboards and reports, view daily progress and sales from your team to stay focused on goals.
Automate repetitive tasks and create workflows to streamline processes across your whole team.
Understand the health of the business today and plan for tomorrow with sales reports and WPCRM's forecasting tool.
Now you can always stay up to date with the inner workings of your sales team. One report lets you know the current status of customers, prospects, vendors and more.
Within Opportunity Management, the pipeline displays open opportunities and their expected close date by month or day, providing you with better insight for budgeting and planning.
Easily add workflows throughout your processes to automate customer touch-points and ensure consistency across the organization.
In this example, a workflow was added to automatically send an email to any customers that have an outstanding AR balance greater than 120 days.