Eliminate spreadsheets and manually financial institution sales tracking and reporting
Enter sales manually and/or through an API
Track sales, fees, commissions and more
Track all your sales products and services
Set sales goals per employee and products
Simple dashboard to keep staff on track
Automated weekly sales reports sent to staff
Assign commissions to
No more excel spreadsheets for sales tracking
Automated accounting reports
Create custom reports
Generate reports within minutes
Automated reports emailed to sals staff and managers