Track and manage activity across all users.
Easily view activity, task completions and pipeline opportunities across all connected CRM users through one simple report. No more trying to go through your CRM system to find the most important tasks or deals, saving time and driving sales.
Add custom groups for your customers.
Segment your customers within the Sontai platform so that you can see those who operate in different sectors, or by those who buy more often. That way you can target your actions and processes around those customers who need more attention, improving relationships and retention rates.
Directly connected to your CRM Software.
No need to download a spreadsheet or search through pages on your CRM as Sontai connects directly to your data automatically. Showing you the key information on one report. Saving you hours each week in identifying customers that need attention and driving more sales and improving customer satisfaction.
Join other happy businesses that have become data-driven with Sontai.
There are some well thought out, pre-made reports which are really good.
Easy to set up and use and didn't have to break the bank for it.
Frequently Asked Questions.
Do I need any technical knowledge to use the dashboards?
No. All our dashboards are ready to use. Your dashboard is connected directly to your data sources and updates automatically every day with no additional action required.
How will the dashboard connect to my data?
The Sontai CRM Report is able to connect directly, using secure API's, to many of the common cloud based finance systems, such as Xero, Sage, and QuickBooks.
How much does CRM Reporting Cost?
To connect data to the CRM Report you are charged a one off set up fee per data source, and an ongoing refresh fee. You can calculate your own costs HERE.
Is my data secure?
At Sontai we take data security and data protection very seriously. As such, use Microsoft Power BI to create and manage our reporting solutions, which is secured by Microsoft Azure Authentication and and Azure Data Storage. You can read more about Power BI Security HERE.