Dashboards (use case)

See how CRM for Banks simplifies task management and client monitoring by offering  dashboards that are tailored to the needs and insights. 

You’ll see how users can build dashboards from scratch or use existing templates, add widgets to track client activity and workflow progress. Use the access settings to share dashboards across teams. Whether you're monitoring client interactions or managing internal processes, CRM for Banks gives you the tools to keep everything at your fingertips. Watch the video to see how dashboards can help your team work smarter.