BUSINESS TOOLS
Essential features to monitor business growth and performance.
Run reports on all phases of your business. Review where your company excels and identify areas that need improvement. The company reporting feature provides easy to read reports.
Utilize the built in CRM to capture a potential client’s information for follow up later on.
Built In CRM
The Customer Relationship Manager (CRM) can track leads, marketing activity, new opportunities and events like client meetings or conferences.
Client & Sales Metrics
What type of case is most requested? How many cases did XYZ assign last month? Were sales up from last month? Run these reports and hundreds more.
Enhance Productivity
See how much time staff are spending on certain tasks. Upload frequently used documents to an area and the investigators can access them when needed.
