The client overview puts every important piece of information in front of you. You see not just how many leads have come in recently, but how many are still untouched and which ones urgently need following up.
Every client gets their own card. At a glance you see the status of their campaigns, the total number of leads and the current stakeholders.
The colour-coded status overview gives you a visual read on how far along your campaigns are. You always know where things stand and where something needs doing.
Overall view: 📊
At the top of the client overview you’ll find a summary of all leads generated along with how that has moved over the last 30 days. It gives you a clear picture of how your campaigns are performing and how your agency is growing.
Sorting: 🔍
The client overview gives you plenty of sort options. Sort by name, date of the last lead, untouched or overdue leads, total lead count and more. It helps you get to exactly the clients who need your attention right now.
Switching view: 📋
You can switch between a list view and a card view. The list view is compact, while the card view gives you more detail on each client.
Customising: ✏️
The customise box at the top lets you tailor the overview. Anything you don’t want on screen can be hidden from there.
The cog icon on each card takes you straight to that client’s settings.