Insights
Advanced reports
Won/lost by period and rep, activity counts, lead-source conversion and CSV exports.
Included in plans
- Business
On any other plan, add it for $10 per month.
Requirements
None — works on every plan.
Goes well with
All NextGenLB CRM add-ons-
$5/mo
Custom domain
Quotes and lead forms on your own domain.
Details -
$8/mo
Multiple pipelines
Separate pipelines (new business, renewals, partnerships) each with their own stages.
Details -
$12/mo
Quotes
Product catalogue, quotes built from a deal, branded PDF, e-mail and online accept/decline by the client.
Details