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Reports

 

Sales Reports

With sales reports, you can prepare special reports for medical tourism. You can filter these reports according to the salesperson or customer status. You can separate by the source of the sale and produce detailed sales performance reports for sales channels.

Ads Reports

With the advertising reports, you can see returns by sales platform. You can review your advertising performances at any time, compare the success rates of your advertising channels and arrange your ads according to the results.

Lead Reports

Elevate your lead management strategy with our high-performance reports, offering a detailed account of all team and company actions on leads within the system. These comprehensive insights serve as a valuable resource for strategic planning, enabling swift identification of successful practices and areas for refinement.

CRM Message Report

The system meticulously compiles your messaging activities into comprehensive reports, providing you with a nuanced view of your data. These reports can be tailored to showcase specific details, offering insights either on a user-centric level or based on the communication platform utilized. This sophisticated feature empowers you to analyze and optimize your messaging strategies with precision and adaptability.

Call Report

Integrating your phone system with the CRM not only streamlines communication but also provides valuable insights into your calls. This synergy offers detailed data, including call duration and frequency, enhancing your ability to gauge communication effectiveness and make informed decisions. The unified approach ensures personalized customer engagement, contributing to improved satisfaction and stronger relationships.

Call PBX Report

The seamless integration of your phone system with the CRM platform offers a sophisticated solution by providing comprehensive data related to your calls. This integration not only facilitates efficient call management but also transforms these interactions into a rich source of insights. From call duration and frequency to specific details about the involved parties, this integrated system ensures a nuanced understanding of your communication dynamics.