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Dashboards
Surado CRM allows the creation of unlimited customized graphical dashboards that can include activity, sales, marketing, customer service and integrated data. Users at all levels can quickly view “snapshots” of critical data in a single comprehensive screen with bar charts, pie charts, funnels, circle gauges and grids.
Users can view real-time forecast status, top deals, recent sales activity, view what’s in the pipeline, marketing campaign activity, daily to-do’s and appointments, performance gauges and more, all in one place, and even drill-down into details and optimize team effectiveness, based on real-time metrics.
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