Custom webCRM dashboards
The webCRM integration gathers all knowledge about each customer relationship. Not just from the sales work, but also from marketing and customer service.
Sales
Partner website
About webCRM
webCRM helps your sales team with practical tasks. It keeps track of the day’s tasks, remembers follow-ups and quickly puts together call lists or segmented e-mails broadcasts.
Additional help
help.plecto.com/webcrmCreate real-time WebCRM dashboard with Plecto
Visualizing your WebCRM data on a Plecto dashboard in real-time is a powerful way to create a complete overview of your most important sales activities, KPIs, and business metrics. Create a fully customized WebCRM dashboard for your needs with a Plecto Dashboard, and add value to your WebCRM data with meaningful visualizations.
Display your WebCRM data on a wide variety of widgets, including graphs, speed-o-meters or tables. You can also use conditional colors to easily identify progress towards your goal. Make use of Plecto’s unique gamification features by creating leaderboards that spark motivation amongst your team. Set up custom notifications that trigger every time an employee achieves a goal like reaching a new milestone or closing a sale.
Take your dashboard to the next level, and combine your WebCRM data with services like Intercom, Aircall, and hundreds more. With Plecto's integration to WebCRM, you are able to create, edit, iterate and display WebCRM dashboards focused on sales hit rate and quota attainments. The options are endless. You can display your WebCRM dashboards on TV screens across your office, on your computer or access them from your device thanks to our iOS and Android app.
What types of data can you import from webCRM?
Activities
A good overview of the opportunities current stage. Here you can establish if an opportunity is currently; in contact with the company, waiting for a meeting, waiting to be signed or if they are on fallback because of different reasons.
Update frequency
Every 2m
Default member field
ActivityAssignedTo
Default date field
ActivityCreatedAt
Supports custom fields?
Yes
Supports automatic registration deletion?
No
Organizations
This data type will show you where your leads are coming from and what their name is. There will also be dated for when the lead has been created and when it has been updated.
Update frequency
Every 2m
Default member field
OrganisationAssignedTo
Default date field
OrganisationCreatedAt
Supports custom fields?
Yes
Supports automatic registration deletion?
No
Deliveries
This data type will showcase order values and the date in which the order has been placed.
Update frequency
Every 2m
Default member field
DeliveryAssignedTo
Default date field
DeliveryCreatedAt
Supports custom fields?
Yes
Supports automatic registration deletion?
No
Opportunities
Opportunities are your soon to be clients. Make sure to register an activity on them, so you know how and when to get a hold of them again. You are able to see which campaign the opportunity came from and what their weighted value is estimated to.
Update frequency
Every 2m
Default member field
OpportunityAssignedTo
Default date field
OpportunityCreatedAt
Supports custom fields?
Yes
Supports automatic registration deletion?
No
Events
This datatype will showcase planned meetings, which dates they are planned to be held, and where they are supposed to take place. Furthermore information about which employee is in charge of the meeting and how many hours is expected to be used on this.
Update frequency
Every 2m
Default member field
EventAssignedTo
Default date field
EventCreatedAt
Supports custom fields?
Yes
Supports automatic registration deletion?
No
Meetings
Update frequency
Every 2m
Supports custom fields?
No
Supports automatic registration deletion?
No
Pre-built webCRM KPIs
Browse our extensive library of pre-built webCRM KPIs or customize and create your own.
Overview of the number of pending meetings you have in a certain period of time.
Total number of new clients that your company has welcomed over the last period.
Don't see the KPI you are looking for?
Build your own KPIs to use for custom widgets with our easy-to-use formula editor.
How it works
1. Connect your data sources
One-click real-time integration with our dashboards to the most popular CRM, support and other business systems.
2. Build dashboards
Use our prebuilt KPI dashboards or customize your own by using formulas to calculate more advanced metrics.
3. Boost team performance
Share real-time insights with your team and boost performance by 20% with visualizing data on dashboards.
Boost performance with real-time insights
Plecto is a data visualization software that helps you motivate your employees to reach new limits and stay on top of your business.
