What it is
A lead performance system for a media sales team: a leads board filtered by stage, temperature, owner and source, follow-ups due, a client ledger with payments and a performance view per salesperson.
← Admin panels and internal toolsCRM · Lead performance
GOAT CRM
A lead performance system for a media sales team: a leads board filtered by stage, temperature, owner and source, follow-ups due, a client ledger with payments and a performance view per salesperson.
What is in it
- A leads board filtered by stage, temperature, owner, source and booking month
- Follow-ups due and the open pipeline value
- A client ledger with contract value, collected and outstanding
- Payments recorded with mode and handler
- Performance: the funnel, why leads drop and revenue per salesperson
- Team accounts with roles
- CSV download
Built with
Next.jsTypeScriptPrismaPostgreSQL
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