Built from the export your CRM already makes
Vanzio doesn't replace your CRM, and it doesn't need a live link to it. It reads the export, joins the diary, the dialler and the rota, and keeps the reporting in your own Google account.
Pick yours
Plainly: no live CRM link is built today. On Core you import the export yourself. On Connected, linking the diary, dialler and CRM is part of the build; an FLG sync through its API is planned for the first FLG client and isn't built yet.
What Vanzio joins to it
- The diary, if appointments live outside the CRM: appointment, rep, outcome, who booked it, when it was booked and confirmed. Each diary row is matched to its lead by lead number, or else by phone, email, or postcode and surname, which are used for the match and never kept.
- First-call times from the dialler, for speed to first call and calling hours.
- Hours from the rota, for hours per pitch, the call centre board and the pay sheet.
- What each lead cost, from the export or as a cost per lead for each supplier.
Names, phone numbers, emails and street addresses never go into the reporting workbook. Postcodes are cut short and figures are shown by postcode area (G, ML, EH).
Try it on four numbers, or see the whole thing.
The 4-number check works out what a sale costs from each lead supplier from your spend, leads, pitches and sales, on your screen only. The demo is Demo Solar Ltd, a made-up installer with solar and windows divisions, and shows every figure the dashboard has.
Every figure is defined on How every number is worked out.