Funel's Dashboard Overview

Funel is a next-generation sales application designed to connect clients with companies. We have lived and breathed sales for over 15 years, ready to transform the sales industry by integrating AI with blockchain technology.

This streamlines the entire process from client onboarding to sending daily updates. Funel also empowers your employees with cutting-edge tools like a spam checker, buyer persona creator, and AI pitch message generator.

Funel Dashboard Overview

There are three responses to a piece of design: YES, NO, and WOW. WOW is the one we aim for. That's how our panel is designed, to create a WOW experience.

Let's get started.

Account Creation: To access Funel, your clients will need to fill in the required information to create a new account, or if they already have one, they can click on the login button.

Let's get inside and see how Funel works.

Once your client is logged in, they can see the Funel dashboard. The Funel Dashboard has two modes: DARK and Light. They can change the mode from dark to light view with just one click. The settings tab will help your clients to change panel settings.

The view icon will give them a full view experience of the dashboard while tracking daily progress. Your clients will find a visual view of the work completed and filter it according to date and time. They can see how much progress was made on a particular day.

If you are an appointment-setting company, we can customize it according to your requirements. If you want your clients to see the following data, we can customize it:

• How many tailored messages we have sent?

• How many emails we have sent?

• How many new connections we have developed?

• What was the overall outreach for that particular day?

• What was our response rate?

• How many appointments were generated?

If you are a social media marketing company, we can customize it so your client can see the following data:

• How many social media posts were posted in a day?

• What was the post engagement for that particular day?

• How many new followers were added to the network?

• What was the overall outreach for that particular day?

• What was the engagement rate?

They will also get a graphical view of the data. This makes it easy for your clients to evaluate your performance and progress.

Filter tabs at the top make it easy for your clients to check the progress for the previous year or month.

Work Space Module Overview

Now let's go to our main module, the Work Space Module, where your clients will get a detailed overview of your work. We can configure it according to your requirements.

In the case of appointment-setting companies, we have configured the Funel dashboard so your clients can track.

They can see the complete overview of appointments. All fields will be customized according to your requirements, and they can also export them into CSV.

The data is updated in real-time, and we use end-to-end encryption algorithms to give your clients complete data ownership.

Your clients can sort appointments by date, name, email, or address. The search bar makes it easy for them to search for a particular appointment.

The Funel tool also gives them the option to download only selected appointments. So if they select the particular appointments and then click on download, they will save only those appointments.

Invoice and Chat Module Overview

Funel.io gives your clients one-click access to manage, download, and pay your invoices. They can see a complete overview of all invoices like creation date, due date, invoice number, and amount. They can see all details about any invoice, and they can download any invoice in PDF format. The pay button makes it easy for them to pay the invoice.

There is beauty in simplicity, and Funel.io is all about that. We have removed all the useless modules from our tool and made it simple and easy to use for our users.

It's our job every day to make every important aspect of customer service a little bit better, and that's why we have a support module in our system. A platform where you can share your feedback and issues.

Good communication is the bridge between confusion and clarity. We strongly believe communication is the lifeline of any business, which is why we have a 24x7 dedicated chat system allowing your clients to communicate directly with the project manager at your company.

Account Setting Overview

Finally, we have Account Settings.

The settings tab serves as a profile update tool, allowing your clients to change their profile name, email, zip code, phone number, country, and other information. Your clients can also use the settings page to change their password.

Don't waste time subscribing to 10 different tools when one tool can help you with the complete customer journey! Our tool is designed to help you stay connected with your clients.

Conclusion

Funel is a dynamic, user-friendly platform that revolutionizes client management and communication. The platform simplifies operations while enhancing efficiency and transparency. It's a simple, easy-to-use platform designed specifically for marketing companies. Let us help you manage your business; sign up for a 7-day trial.