Back to all integrations

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.

webCRM dashboard
webCRM
+
Plecto

Category

Sales

Partner website

webCRM.com/dk

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/webcrm

Create 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?

Meetings

Update frequency
Every 2m

Supports custom fields?
No

Supports automatic registration deletion?
No

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

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

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

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

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

Pre-built webCRM KPIs

Browse our extensive library of pre-built webCRM KPIs or customize and create your own.

Value of New Deals

Value of New Deals

Amount of money your potential new client’s account is worth.

Number of Won Deals

Number of Won Deals

Count of the number of opportunities that have turned into clients.

Number of New Tasks

Number of New Tasks

Count of your pending tasks.

Number of Tasks Completed

Number of Tasks Completed

Count of the total amount of tasks that each employee has completed.

Number of Booked Meetings

Number of Booked Meetings

Overview of the number of pending meetings you have in a certain period of time.

Number of New Deals Created

Number of New Deals Created

Total number of new clients that your company has welcomed over the last period.

Value of Won Deals

Value of Won Deals

Amount of money your new client’s account is worth.

Formula

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.

See our integrations

2. Build dashboards

Use our prebuilt KPI dashboards or customize your own by using formulas to calculate more advanced metrics.

Learn more about our dashboards

3. Boost team performance

Share real-time insights with your team and boost performance by 20% with visualizing data on dashboards.

Read our customer stories

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.

Plecto

Start 14-day free trial

Get started in minutes. No credit card required.