Know what is working in your business.
- All in every plan
Everything in Reports
Custom dashboards
Put the numbers you care about together on one screen, from new leads to sales to bookings. A salon owner could open a dashboard each morning showing yesterday's bookings, takings, and missed calls. You choose what goes on it and can make a different one for each manager.
Custom reports
Build a report on any field you keep, to answer questions that matter to your business. A plumber could ask how many boiler jobs came from each town last quarter. Save the report and it updates by itself.
Lead source tracking
See where every lead first found you and what brought them back before they booked. A dental practice could learn that most new patients first saw a Google ad but booked after a reminder email. That shows you which marketing earns its keep.
Call and booking reports
Review how calls went and how many turned into bookings, by staff member or by day. A clinic manager could see that afternoon calls are often missed and move staff to cover them. It gives you real examples to coach from.
Staff activity reports
See what each person on your team did, from calls made to messages sent and deals moved. A consultant running a small sales team can check that every new lead got a follow-up. It keeps everyone accountable without micromanaging.
Ad results in dashboards
Show your Google and Facebook ad results next to the revenue in your account. A gym owner can see how much a campaign cost and how many paying members it brought in. It answers whether an ad was worth it.
What we set up for you
Done by our team on Grow and Scale, free when you pay yearly.
How our team works- We build your first dashboards around the numbers you care about most.
- We set up lead source tracking so every new lead records where it came from.
- We connect your ad accounts so ad results show next to your revenue.
- We train you and your managers to read the reports and build your own.
- We check that your numbers keep flowing in correctly, and fix what breaks.
Works with
The areas this one hands work to, and gets work from.
Ads
Ad spend and results feed your dashboards, so you can compare cost with revenue.Phone and calls
Calls made and missed through your business number show up in call reports.Calendars and booking
Bookings, cancellations, and no-shows from your calendars appear in booking reports.Sales pipelines
Deals won and lost in your pipelines show where leads stall and what you earn.
Lead response time: how fast to reply to a new enquiry
What independent research says about lead response time, how to measure your own reply speed this week, and how to set a target your team can hit.Bringing lapsed customers back without sounding spammy
How to define a lapsed customer, pick the list, and send a 3-message reactivation campaign by text and email that people do not mind getting.What a missed call costs, and how to work out your own number
Most missed-call statistics come from companies that sell answering. Here is what independent research shows, and a 4-number formula for your own cost.
Let us set up your CRM.
Start the trial, or talk it through with the person who would build your account.
Prefer to talk now? Call +1 833-719-7466.
- Setup, data moves, and training by our team, free on yearly
- 14 days to try it on your own business
- Usage rates published before you spend
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