Management Reports are an important part of Managing a business. Advantage CRM Software comes pre-loaded with a number of management reports which are detailed below:

There is a graphical dash board which visually allows sales staff and managers to monitor their progress on a daily or weekly basis.

The standard Advantage CRM Software management reports amongst others include:

1. Client Cards
2. Customer Servicing Activity Report
3. Activity Schedule
4. Completed Activities
5. Prospect Status Report
6. Prospect Sales Forecast Report
7. Agreement Expiry Report
8. Budget Vs Actuals Sales Report
9. Sales Report
10. Market Analysis Report – By Product
11. Customer Budget and Actuals Graph

If you are interested in finding out more about Advantage CRM Software and the benefits thereof, contact us or call us on +27 11 462 6871 and we will gladly be of further assistance.