Reporting
Make more deals with actionable insight.
Reports built from the same records your reps work in. No exports, no reconciliation, no arguing about whose number is right.
Pipeline
Pipeline view
Drag-and-drop stages with actual and expected value in each column. Update a deal in one click and the forecast moves with it.
Funnel
Sales funnel report
Find the leak and fix it. Compare users and time periods to separate a bad month from a broken stage.
Configuration
Custom fields and activities
Shape the CRM to the way your team already sells. The reports follow the fields you define rather than the ones we guessed at.
Team
Leaderboards and user stats
Calls placed, conversations held, deals closed. Train on the gap between effort and outcome instead of asking for it in the meeting.
LeaderboardVIBERA