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Leads dashboard

Defer items to a specific date or the next service visit, so you have a clear view of deferred work and can follow up if desired.

Our Leads dashboard allows you to:

Overview

Pin deferred tasks that will require action in the future.

Upselling

Organize and filter missed opportunities for upselling your services.

Visualize

Filter and visualize the missed opportunities you’ve identified.

How does it work?

When a mechanic advises replacing certain items, but the customer chooses to defer, missed upselling opportunities arise.

Claire’s Leads dashboard allows you to visualize and track these missed opportunities, ensuring they don’t slip through the cracks. With a clear overview of these opportunities, you can proactively engage and make the most of them.

In short, more revenue and higher customer satisfaction!

Got curious?

Would you like to learn more about the Leads dashboard?
Or do you have other questions regarding Claire?

Please contact us.