Software Suite
Software that shows how your operations are performing
Every client gets access to the tools we use to run their service. You see the same numbers we do, as they happen.
01Product
Sales Tracker
Track revenue and leads across every organisation you run, with each one's data kept apart.
- Several organisations, one login
- Switch between business units or brands. Each one's data stays separate.
- Live figures
- Revenue, active leads, conversion rate, and chat response times update as work happens.
- Pipeline view
- Filter leads by stage, source, and owner, and export what you are allowed to see.
02Product
Client portal
A single place for your stakeholders to check service performance without waiting for a report.
- Service reports
- Monthly uptime, incident, and support-quality reports in one place.
- Stakeholder access
- Give finance, operations, and leadership their own logins with the right permissions.
- Exports
- Download reports and lead lists as CSV for your own records.
03Access control
Roles and access
Each person gets the least access they need. The same rules are enforced in the database, not only in the interface.
| Permission | Owner | Admin | Manager | Agent | Viewer |
|---|---|---|---|---|---|
| See all leads in the organisation | |||||
| See deal values | |||||
| Edit leads | |||||
| Delete leads | |||||
| Manage users and roles |
Agents can only see and edit leads assigned to them.
Next step
See the software with your own data
We can set up a trial workspace for your organisation as part of a consultation.
Schedule a consultation
- sagar@largis.co
- RESPONSE
- 2–4 business hours