Activity
Every call, task, meeting, note, and interaction is captured in one place, so nothing gets missed and performance is always visible.
Activity Timeline
View all logged activities in a clear chronological timeline. Track what’s been done, what’s pending, and what’s overdue across leads, accounts, and users.
Task Monitoring
Monitor daily, scheduled, and completed activities to ensure follow-ups happen on time. Improve accountability by clearly seeing ownership, due dates, and status updates.
Performance Tracking
Analyze activity volume, completion rates, and productivity trends at both individual and team levels. Understand effort, consistency, and execution, not just outcomes.
User Engagement
See how users interact with leads, clients, and the CRM itself. Identify engagement gaps, coaching opportunities, and areas for operational improvement.
