Dashboard

Convert & cultivate
long-term
relationships, and
grow your business.

Accelerate your business growth with reliable, built-in data that’s ready to use instantly, with no setup required.
CRMFlo dashboard view

Easily access well-organized data to streamline your workflow.

Your data is centralized and easy to locate, ensuring you always have real-time access to the information you need.
Lead overview and performance.
Drive tailored, interactive conversations by harnessing customer data.
Connect with your customers and collaborate seamlessly with your team.
Orders
Orders

Reach and go beyond your targets with up-to-the-minute sales reports.

Quickly and easily visualize reports with comprehensive sales analytics for real-time updates on your pipeline.
Get a clear picture of your sales performance.
Oversee your team’s sales activities with ease.

Leads overview

Seamlessly capture, categorize, and assign leads to the right sales reps instantly. Enhance your sales team’s response time and ensure you never overlook a sales lead again.
Orders
Orders

Comprehensive view of tickets and order issues.

Customers approach you seeking answers. Engage them where they are and personalize the conversation to address their specific needs.
Use customer data to personalize interactions and enhance engagement.
Communicate with your customers & collaborate with your team.

Quotes analysis.

Gain instant insights into the effectiveness of your quotes across teams, regions, and products. View quotes across all categories, identify bottlenecks, and evaluate representatives’ discount practices through ready-made dashboards.
Orders
Orders

Keep a tab on your top quotes.

Stay informed about your most successful quotes with real-time tracking. Monitor performance metrics to understand which quotes are generating the highest conversion rates and revenue. By keeping a close eye on your top quotes, you can identify trends, optimize your sales strategies, and ensure your team focuses on the most impactful opportunities.
Orders

Identify the top performers in your team by tracking who converts the highest number of quotes.

Monitor your team's performance by identifying the top converters of quotes. Analyze individual contributions to understand which team members excel in turning quotes into successful sales.

We'd love to
hear from you!

Request a free consultation and talk more about
how SwagFlo can help your company.
Used by hundreds of printshops / decorators / etc.