Sontai is trusted by brands all over the world.
5.0/5
5.0/5
5.0/5
Track and manage activity across all users.
Stop trawling through your CRM to find out how each member of your Team is performing. View activity, task completions and pipeline opportunities across all connected CRM users through one simple report.
No need to go through your CRM to find and extract the information that you need to effectively manage your customers and leads.
Use Sontai to delve deeper into your customers so you can manage them more effectively to drive sales and improve customer satisfaction.
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.
Make it easier to 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 spreadsheets or search through pages on your CRM as Sontai connects directly to your data automatically in just a couple of clicks.
See all your the key information on one report, saving you hours each week in identifying customers allowing you to focus on the right customers at the right time.
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.