Comprehensive Customer & Executive Dashboards
See all your high-level business and customer information in one system. Gain valuable insight into the customer experience and the performance of your business with our comprehensive dashboards.
- Add new customer information and toggle between Comprehensive or Lightning field views based on your collection preferences.
- Manage new and existing leads and quickly access important customer data with Global Customer Search.
- Use the Customer Summary Page to access your customers’ most frequently asked questions and provide actionable insights for your sales teams.
- View important information quickly, including the total number of customers, the number of active services, accounts receivable, and your attrition rate.