Features

Reporting and Analytics

Closed deals are good for measuring success, but they don’t answer the question of how you got there. Get clear insights into your sales process as well as individual and team performance.

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Email Activity

Email Activity Report

The Email Activity Report puts the power in your hands to see all data pertaining to your own tracked email activity, as well as that of your team.

View sent, open, and reply rates for both you and your team(s) and sort by reporting period, team, and metric to learn as much as you can so that you and your team can improve together.

Custom dates and advanced filters (like the ability to exclude colleague events) makes this report very customizable. 

Personal Tracking

Personal Tracking Report

The Personal Tracking Report details your outbound prospecting performance in an easy-to-read graph that shows sent, open, click, and reply rates. Filter, sort, and search your full email tracking history based on the date, subject line, and recipient.

Campaigns Dashboard

Dashboard

Your Campaigns Dashboard shows you sent, open, click, and reply rates for each Campaign. Pull this report for you and your team to see which Campaigns are most successful and should be replicated.

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