LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
Log dated deal counts and values by stage in the reporting sheet.
Your sales lead gets a Monday view of open deal counts and values by stage, with the reporting period and any missing amounts clear.
Answer sales report requests with figures from matching deals.
Get a sales pipeline report in the same email thread, with the deal count or value and the filters behind it.
Create a filtered CRM report with a linked matching-deals list.
Get a sales pipeline report for the slice you request. Open the matching deals to check the count or value.