Dashboard - BuddyCRM

Dashboard

The Buddy Dashboard

Customise and create a dashboard that presents the information you want.

The BuddyCRM customisable dashboard is the home of your new CRM. From here you can access your customer accounts, see a quick synopsis of your upcoming sales pipeline, check your diary for upcoming appointments, and many other activities. With a single click you can add and remove information as you want, so you can see graphs, tables and analysis or keep it simple and just show your diary for the next week. Everything gets remembered and arranged in the order you want it, so the next time you log in, your reports are presented as you want them.

Buddy’s Dashboard shows:

  • Your diary for today, tomorrow, next 7 days
  • Your recent and lapsed activities
  • An overview of opportunities won, lost and % of target
  • Graphical and Table analysis for Sales, Leads, Accounts, Opportunities and Activities
  • Your business at a glance

Buddy CRM is the online sales customer relationship software for sales teams of 5 or more. Cloud hosted, you can access your customer records and sales data wherever you are through a browser, tablet or phone. Lots of lovely charts, tables, pipelines and kpis for management. History, scheduling, and opportunities for the sales team. With a Buddy to help you with your selling, you'll never be alone on the road again.

Got any questions? Please give us a call - 0121 288 0808

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