Leaderboards
Agency Business Planning
Bring your agency goals and team performance into focus.
- Agency goals and business plans
- Team performance leaderboards
- Progress against targets
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Agency Management System Hub
Plan your agency’s future, understand your customers, and keep your business performance in focus.
Planning & calculations
MAPA Calculator
A dedicated space for your MAPA calculations and planning.
- MAPA calculation overview
- Compare planning scenarios
- Review your calculated results
Income planning
Income Calculator
Connect your income ambitions with your business goals.
- Income goal planning
- Compare income scenarios
- Projected income overview
Performance & progress
Production and Activity Tracking
Keep your business production and daily activity in view.
- Production against targets
- Activity progress overview
- Individual and team performance
Customer insights
Customer Profiling
Understand your customers and the needs that matter to them.
- Customer profile overview
- Needs and priorities
- Customer segments
Customer communications
Customer Touch
Keep your stored customers informed about your product and service offerings through WhatsApp and email reminders.
- Monthly, quarterly, and annual reminders
- WhatsApp and email campaigns
- Consenting customers in your stored customer data