Report recurring income

Transform single Zoho CRM deals into recurring monthly licences, retainers or ad hoc milestones without the hassle of using spreadsheets.

Analyse sales performance

Drill down into team, client and business sales performance against target in a single view.

Understand your trajectory

Get real-time updates on the velocity of your sales team and model the impact on future sales pipeline growth.

Visualise pipeline changes

Compare your current sales funnel to a previous pipeline report to truly understand what has changed and if you’re making progress.

Report recurring income

Transform single ZohoCRM deals into recurring monthly licences, retainers or ad hoc milestones without the hassle of using spreadsheets.

Analyse sales performance

Drill down into team, client and business sales performance against target in a single view.

Understand your trajectory

Get real-time updates on the velocity of your sales team and model the impact on future sales growth.

Visualise pipeline changes

Compare your current sales funnel to a previous pipeline report to truly understand what has changed and if you’re making progress.