Make Your Reporting Better Today
Make your sales fulfillment a priority today by looking at the important accounting and financial information required to remain fiscally sound. With Inline CRM for VSC sales, you will be able to record, report, and keep track of all this important information. With the competitors’ systems, you might get a simple readout of revenue and expenses. However, with Inline Data Systems’ CRM, you will be able to create individualized, in-depth reports of all accounting activities.
There are a number of features you will be able to take advantage of with Inline CRM’s interface. With these features, you will be able to gain fiscal knowledge and be able to take responsibility. This will enable you to take control of your data, your customers, and your business. A selection of the report features you will be able to access are laid out below.
Business Snapshot Report
Important Financial Information
Begin a deep dive into the true costs of discounts, sales commissions, and other administrative costs so that you can see the true costs of operation.
In order to give the public and private investors the most effective information, show them a top-level summary of the top factors contributing to monthly gains or losses.
Take control of the purchasing process by examining exactly when active leads convert to sales, as well as when those sales are recognized by your business as revenue.
Finance Fees And Funding Comparison
Data About Each Customer
Determine whether or not your customers are paying for your business’ services on time, or whether or not you need to quickly and effectively send out a payment notice.
Use your data to make informed predictions about which customers will be able to pay for their services, and which customers will have to have their accounts written off as uncollectible debt.
Endless Filtering Possibilities
Choose among a variety of filters that you custom set-up in your accounting reporting, so that you can see and report data in the best way possible for you and your business.
Detailed Tax Reports
Important Tax Information
Determine relevant facts about how tax needs to be calculated on purchases made from your extended warranty fulfillment activities.
Taxation Rate By State
Find out important facts about the tax rates that you need to follow to be compliant with state enforced regulations.
Taxation Rate By County
Seek out relevant information that will help you be compliant with regulations set forth at the county level.
Schedule a Test Drive
Once your name and email address have been received, we'll reach out to schedule a demo session. This session generally lasts an hour and will cover all product functionality as well as any specific questions you may have!