Email Insights: Drive better behavior
Visualize your firm's email activity to identify trends, improve client service and boost communication efficiency.
$10/Month, Per User
Or Free on Enterprise Plan
$10/Month, Per User
Or Free on Enterprise Plan
Understand how your firm communicates. Evaluate the behavior of your entire firm or specific individuals, teams and clients.
Identify coaching opportunities to drive improvements. Learn actions to boost efficiency and deliver time-savings across your firm.
Monitor communication KPIs relating to individual clients. Ensure your team spends their time in the right places and clients receive your best service.
Compare metrics over time and see how habits evolve. Use filters to customize and report on what matters most.
The best bit about this data is it shows actions that we can actually instigate to be more efficient and provide a better client service.Graeme Tennick, Graeme Tennick & Co Chartered Certified Accountants