Popdock Makes Close.io Reporting Better
Close.io is a CRM that gives you an overview of all your sales activities. Emails, calls, voicemails, tasks, and reminders are automatically organized so that you always know what’s going on and what you should do next.
Popdock uses the Close.io API to access your data and allows you to create the custom reports you need. Create and save lists based on the criteria and filters you choose. You can also compare, summarize, join or merge lists.
Popdock saves you time and manual data manipulation by allowing you to sort your data by any field as well as group by column. If that’s not enough, you can also search for specific data or add a filter or multiple filters.
Access Lists from Phone or Browser
Access your data via an iPhone, iPad, or web browser. Any list you create in Popdock can be refreshed and updated at any time and it will pull in real-time data from Close.io.
Whether in the office or on the road, the default and customized lists are available to you.
Share Lists with Specific Users or Teams
Popdock has several layers of security available. As an admin on the account, you can assign lists to a team or specific user and give them access only to the specific data you define.
Take data from multiple lists and build custom lists that can join, merge, summarize, or compare your data. You can also create calculated fields on a list.
- Contact Phones
- Email Addresses
- Take any out of the box list and build your own favorite reports to suit your needs.