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Preguntas y respuestas

• Sales Import
  Upload your past sales using a lead file, and the system matches it automatically.
• Sales Trends
  View your sales data in many ways, compare different time periods, and see when sales happen.
• Log Activities
  Track calls, quotes, and follow-ups that your team makes with simple activity logs.
• Flexible Reports
  Compare sales to last year or last period, and see statistics by product, producer, source, or state.
• Agency Management
  All your office information like sales, pay, leads, and schedules are in one place, with no need for spreadsheets.
• Commission Tracking
  You can see all sales and commissions, with details about each pay period before paying your team.
• Record Sales Easily
  With just a few clicks, you can record new sales in the app when they happen.
• Time Range Analysis
  See reports and trends for different date ranges, longer than a month if needed.
• Custom Pay Schedules
  Pay your team whenever you want—monthly, twice a month, or any day you choose.
• Chargebacks and Carryovers
  Handle refunds and carried-over sales automatically, not by hand.