Role-Based Homepages and Dashboards

Within the new B2B CRM, you will be updated with customized sales forecasting reports that you can build with ease. In our role-based scenarios, the sales director has a clear overview of revenues, the performance of sales managers, and the pipeline. See which reps are on track to beat their targets with real-time leaderboards.

Key features:

Make critical decisions anywhere you want
Get an accurate view of your entire business with comprehensive forecasts.
Track your top performers
Get deep insights and intelligence on accounts
Stay ahead of your competition with easy-to-use and intuitive homepages

Try Easy Project in 30 days free trial

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