Client analytics
Client analytics show which counterparties take longest to decide and which ask for the most rounds, so the next quote is built on the record rather than on memory. The numbers come from approval windows and round counts already stored on the work.
This is not a customer-satisfaction survey and not a knowledge base. It is the time and the rounds attached to the people who already have doors.
Analytics is included from the Professional plan at $99 per month.
Questions that keep coming up
- Is this CSAT?
- No. There is no customer satisfaction survey in the product.
- Does it invent a score for a client?
- It reports time to decide and rounds used, from the work. It does not invent a rating.
- Which plan includes it?
- Professional, at $99 per month.