Lettings Manager, Sharon Basi, explains how AgencyCloud’s custom and pre-built reports ensures all the data she needs is readily available.
“Quite simply, AgencyCloud is fantastic in so many ways yet still so easy and simple to use, which was vital to us as we have staff of all ages and computer literacy levels. When we were looking for a new CRM, AgencyCloud stood out due to how user friendly it is.
“As a business, we love the reporting suite and the ability to forward plan our tasks for each relevant contact. Being able to set ourselves and each other tasks means that we do not miss contact points with our customers – something which we may have done without the task functionality. As a Manager, I love the capabilities of the reporting within AgencyCloud. Building custom reports and using some pre-built ones saves me up to 45 hours each month by having data readily available so I do not need to retrieve it each time.
“As a business, not only do we rely on AgencyCloud each day, but we enjoy using it, too.”
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