Insights, charts, and notifications at the organizational and representative levels for:  

  • Neglected Client Information

  • Average Close Time Of Sales

  • Sales Win Percentage

  • Total Amount For Won/Lost Sales

  • Time Spent Selling

  • Lead Conversion Information

  • Quotes

  • Performance Comparisons

  • Rep Leaderboard


*Pricing displayed is for a prepaid 1 year term and is subject to our standard Master Subscription Agreement. Pricing displayed does not include a 30% non-profit discount

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