The CRM reports can provide valuable insights to improve your education and migration business performance and decisions.
Are your clients getting services on time? Are your invoices being paid on time? Is your business performing well? These questions are quickly answerable through the reports generated by the Agentcis CRM. It lets you view key insights of your agency to make informed business decisions. Also, it helps you judge the performance of your agency to achieve your goals.
Let’s take a closer look at how you can best utilize reports on Agentcis.
Client Reports
You can view your client reports on Agentcis. It is a quick & efficient way of acquiring accurate information about your leads, prospects, and clients with their sources for proper monitoring and further analysis. You can also apply filters such as inquiry date, location, preferred intake, interested services, and much more. Therefore, you can easily extract information about your clients as per your needs.
Application Reports
Application reports let you get detailed information on “In Progress, Discontinued, and Completed” applications. Here also, the system can display you reports based on your filters such as partner client id, installment type, intake date, fee discount, the reason for discontinuation, and much more. So, this will help you in your analysis and make future decisions.
Invoice Reports
You can easily prepare reports of paid/unpaid invoices with all the valuable information like total fee, income sharing amount, client name, product name, and many more. You can also check the reports based on the last payment date, invoice due date, commission amount, tax received/ tax paid or so. Hence, any financial information you need to know is just a click away from your system.
Some more benefits of these reports.
Updated Reports
All the reports are available immediately with real-time data. Agentcis knows your time value, hence with updated reports, you don’t need to wait.
Data Export
The reports are not just viewable but can be easily extracted. Just go to the system and easily export reports in a CSV file for your further data analysis.
Locate the problem, make plans to overcome the problem
Reports are available for multiple key features of Agentcis, so you can make informed business decisions based on the progress of your agency.
Sign up for a 14-day free trial to find out why our CRM software is an undeniable management asset to help you successfully grow your education & migration agency.
Read more about how you can make sales cycle for an education and migration agent more effective.
Check our recent Community Connect Webinar to get more insights from an education agent itself.
