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THE BUSINESS, IN VIEW

What happened. What converted. What needs attention.

Bring customer patterns, pipeline movement, team performance, collections and outstanding balances into reports built for action.

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Zutrula · Reporting
Operational reports
The operation, in perspective.
Customer insightsTravel patterns and preferences
Report
Pipeline and conversionsLead movement and outcomes
Report
Collections and balancesPayment details and outstanding
Report
Download the operational detail.
Customer insightsConversion reportingOperational exports
01 / Reporting

See the people behind the pipeline.

Understand customer travel patterns and follow leads through conversion. Bring customer insight and pipeline movement into the same business conversation.

  • Customer travel-pattern insights
  • Lead pipeline insights
  • Conversion insights
Zutrula · Reporting
Operational reports
The operation, in perspective.
Customer insightsTravel patterns and preferences
Report
Pipeline and conversionsLead movement and outcomes
Report
Collections and balancesPayment details and outstanding
Report
Download the operational detail.
02 / Reporting

Performance with the detail behind it.

Compare agent and team performance, review payment collections and outstanding balances, and download operational reports when you need the detail.

  • Agent and team performance
  • Collections and outstanding balances
  • Downloadable operational reports
Zutrula · Reporting
Agent performance
Progress you can see.
Illustrative team growth
JanFebMarAprMayJun
Calendar and due workFollow-ups and tasks
Today
Agent and team viewPerformance and coordination
In view
The full picture

The details that make it work.

Explore the capabilities within Reporting.

See how the work fits together.

Continue with Captain CRM and the connected travel workflow.

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