Uses one-click integrations:
If you don’t use Intrix CRM, you can pull data from any of our 100+ one-click, native integrations or from spreadsheets, databases and other APIs.
Get this dashboard for freeWhat does your sales funnel look like?
Instant snapshot of top of funnel sales goals:
- Get a live funnel with Calls, Meetings, Tasks and more
- See the team members with most activity
- Compare this month’s activity to last month
- Track the number of activities needed to get a meeting.
Key Metrics
- Number of Tasks, Meetings and Calls over time
- Tasks, Meetings and Calls by Representative