The dashboard feature on SingCRM enables you to see at a glance what is going on in your business. By using the customisable widgets you are able to see information on upcoming meetings, invoices both paid and unpaid, quotes for customers, the latest news and even the weather from the other side of the world! Using the dashboard means that time is saved as you have all the information you need clearly displayed on one page which enables you to get an accurate picture of what needs your attention so nothing is ever missed again. Your dashboard can help you to -
- Review open tasks and see which deadlines are approaching, you can then check with your employees to make sure that tasks are on track to be completed in time.
- See a list of valuable customers - from this you can then create mailing lists for future promotions or mail shots so that you can make your customers feel in touch with what is happening in your business.
- Latest notes can be added so that you can keep a track of any information that you receive so that it does not get misplaced and lead to lost revenue again. Remember information on customers is important regardless of how trivial it might seem, you never know when you will need it.
- External widgets - these are a selection of widgets that you can place on your dashboard that allow it to be further customised. You can chose from Google docs, financial calendar, currency converter, live weather and even a loan calculator. These external widgets are constantly being updated so check back there regularly and see if there is anything that can be of use to you.
When you have chosen the widgets that will be of the most use to you simply drag and drop them on your dashboard to position them, allowing you total control over what you see when you open your dashboard.