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Boost Client Performance

Overview:

ClientView can boost client performance in a few ways:

  • Faster optimization times with alerts

  • Patch lead to CRM breaks before clients notice

  • Historic performance reports at your fingertips

  • Discover where drop off happens in client funnels

Manual tracking takes a lot of time, so pulling large reports is rarely worth the effort.

With ClientView all your data is pulled and sorted for you, automatically.


Dashboard:

Client performance reports have never been easier.

The dashboard metrics are consistently being updated in real-time, collecting and displaying key performance data from all your clients.

  • Pull historic reports in minutes

  • Review key success metrics

  • Get actionable insights ✦

Learn more about the dashboard by clicking here

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