Automation and reports
Rules that run the desk,numbers that run the week.
When an enquiry passes its time limit, tell a manager. When someone misses a visit, create a follow-up. Every rule has a run log, and the reports define each figure once so two screens never disagree.
New2
Slot offered1
Booked3
Visited1
Automation
When this happens, do that.
- 01
A trigger
Enquiry created, stage changed or overdue; an outcome chosen; a booking confirmed, cancelled, attended or missed; a follow-up overdue; a returning contact; or a schedule.
- 02
A condition
Only for this branch, source, stage or field value.
- 03
Actions
Assign (including round-robin), move the stage, create a follow-up, send an email, notify someone, tag the contact or set a field.
- 04
A run log
Every run recorded. A rule that fails three times in a row switches itself off and says why.
Reports
The figures a manager runs the week on.
Funnel and sourcesAll plans
Enquiries to bookings to visits, and which channels bring the people who book.
Agents, resources and heatmapsBusiness
Who books, whose diary is full, when the phone rings, why enquiries are lost.
UtilisationBusiness
Booked time against the hours actually rostered, with time lost to no-shows shown separately.
What the work is worthEnterprise
The value of open enquiries and what the diary earned, by service, source and person.
Build your own
Enquiries, bookings or follow-ups, by agent, source, branch, service or day, with five filters.
CSV, Excel or PDF
Every report exports in all three. Personal details are masked for anyone without permission to see them.
Plans
Which plan has it.
| Capability | Starter | Business | Enterprise |
|---|---|---|---|
| Automation rules | Not included | Included | Included |
| Reports: funnel and sources | Included | Included | Included |
| Reports: agents, resources, heatmaps, export | Not included | Included | Included |
| Utilisation | Not included | Included | Included |
| What the work is worth | Not included | Not included | Included |
Anything not on your plan can be added to one workspace on its own. Compare every plan