Reporting Structure – Create your organizational hierarchy
Prod/Service Categories - Easily add and track your best sellers
Email Marketing Tool – Easily communicate with the client demographics in your Fish Tank
Project Log – Manage each project, track progress, update statuses, and invite colleagues to help
Dashboards – Keep a pulse on your progress, so you know where to improve
Progress At-A Glance – Always know where you stand
Business Goals – Always know where you're heading
Goals vs. Actuals – Always know where to improve
Learning Tank – Access to a growing number of curated business articles and videos
Actionable intelligence - Pre-populated reports at the click of a button
Master Sales Reports
Master Demographic Reports
B2C Client Demographics
B2B Client Demographics
Custom Reports
Sales Pipeline
Reason for Decline
Cash Flow
Project Management
Product / Service Categories
Archives
Account Settings
See how much of your GB and emails you've used all month
Change passwords
Upload your photo
View and print your subscription payment history
Export your data via CSV