
Every app has a Charts tab for its own numbers: clients, deals, income, documents, goods. See each month and quarter next to last year, and break it down by responsible, department, status, source or city.
Ready-made reports on your own data: the customer journey from a website visit to payment and the stage where you lose the most, ABC analysis of who brings in the money, and XYZ of how steady it is.
Set a monthly plan for each employee, department or the whole company: leads, payments, meetings, any count or amount from any app. WorkZeal counts the actual result by itself.More about CRM →
Analytics is a separate WorkZeal app, so you will be able to invite board directors, shareholders and investors as guests. They will see only the reports you pick, read only, and nothing else in your CRM.
AI will read your deals, payments and the seasons of past years, and forecast sales and cash for the months ahead, with a range and the reasons behind every number.