CRM Card

See key updates and alerts for sales meetings, goals, budgets and more

The CRM Card helps you track your and your teams progress towards weekly, quarterly and yearly sales goals. Keep an eye on your performance and see historical data and detailed financials in this Card, with beautiful graphics, charts and tables to help visualize your progress.

This Card will also notify you about interesting Sales events, such as new leads in your CRM, interesting Whitepapers and available training courses for you and your team.

Provides notifications Pin to Board What's the difference?
Sentences users might say Can I customize that?
Show me sales updates. How close am I to my sales target for Q3? Is there anything new with my customers?
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