Customer at a glance
An easy-to-read analysis of each customer that can prepare you for a customer conversation in a few seconds.
Prioritize opportunities and risks
Help your sales reps find their next best action without spending time analyzing data. icortica does this for you.
A powerful search engine helps you find the right group of customers based on health, journey stage, size, opportunity, risk, and more.
Instant access to sales, active customer count, customer acquisition, average sales per customer, and retention statistics in a beautifully simple interface.
Classify Customers by Health, Journey Stage, Size, and more
icortica analyzes your data and classifies your customers by their behaviors continuously.
Reps can easily see all the KPIs for their territory in one place. Business owners can see the entire business from a bird's eye view.
Save notes and associate them with customers
Generate and assign tasks associated with customers or deals
Deal Management Pipeline
Know the value of your pipeline at all times. Track high value deals with a powerfully simple drag and drop interface.
Trigger marketing emails and assign tasks to your team to make sure your company handles risks and opportunities consistently, so nothing falls through the cracks.
Over 20 powerful reports growing every day. Start with a high-level view of your business and drill down to see the specific customers who contribute that each metric.
|If you don’t see your system here , we will build a custom integration for you