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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

Partner website

webcrm.com

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

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

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

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.

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 the most popular CRM, support, marketing and other business systems.

See our integrations

2. Build dashboards

Use our prebuilt KPIs 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%.

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.

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