Pipeline forecast
Forecast by period, owner, stage, product and probability.
Sales + support analytics
Reports that show where the customer process stalls
From lead sources and conversion to support backlog and SLA misses. Merot CRM makes sales and support bottlenecks visible without manual reporting.
What you get
What's included
Conversion
Lead to qualified, qualified to proposal, proposal to won/lost.
Lead sources
Which channels bring the most leads, highest value and best close rate.
Support volume
Tickets by period, customer, category, product and priority.
SLA
First response, resolution time, SLA misses and overdue backlog.
Workload
Open deals, tickets and tasks by user for better allocation.
How it works
From activity to management view
Collect activity
Leads, deals, tasks, tickets and customer activity are recorded during daily work.
Filter
Filter by period, owner, product, source, category, customer and status.
See bottleneck
Find where leads lack follow-up, deals stall or tickets run late.
Improve process
Change ownership, workload, SLA, categories or sales stages based on the data.
FAQ
Frequently asked questions
Can I see sales and support in one dashboard?
Yes. CRM keeps customers, deals and tickets in one system, so reports can compare them.
Which SLA metrics are measured?
First response, resolution time, overdue tickets and SLA misses by period.
Can forecast be shown by product?
Yes. Deals can be tagged by product so forecast can be viewed by line.
Can I see workload by user?
Yes. Open tasks, tickets and deals are grouped by owner.
Related
Other Merot features
Contact
Have a question?
Ask about demo, pricing or a specific workflow. This is the same Merot contact form.