SALES CALLS & REPORTING

Sales calls, KPIs & reporting

Every customer-care call is logged and rolled into KPIs — the sales team works in rhythm, and managers see each person's impact.

A disciplined sales-call workflow

Schedule calls, record each outcome and get automatic follow-up reminders. Leads move across a visual kanban board so nothing falls through the cracks.

• Kanban by care status
• Automatic follow-up reminders
• Complete call history and notes

Real-time dashboards and KPIs

An overview dashboard for leadership: sales, call volume and conversion rates by employee and branch. Data exports to files, with scheduled backups for total safety.

• KPIs per employee and per branch
• Report exports and scheduled backups