Goal Tracking in CRM

Goal tracking in CRM allows you to set, monitor and analyse progress on tasks and KPIs, boost team efficiency and consistently achieve business results with Homex CRM.

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View the goal with a progress graph

The block displays the current status of the goal in the form of a graph or a progress bar with percentages. The user can see how much has already been accomplished, how much is left, and receive a brief report on interim results. This helps to visualize the achievements and keep the focus on the implementation.

Table of goals

A handy table containing all active and completed goals. Includes fields such as goal name, responsible person, deadline, current progress (%), and status (active, completed, overdue). The functionality allows you to sort, filter, and view the details of each goal.

Add a new goal

A form for creating new goals with flexible settings: name, description, responsible person, deadline, and expected result. Additionally, you can customize the stages of achievement and automatically update progress based on the results of completed tasks.

System versions

For successful running of modern business it is very important to have a tool for maximum automation of all processes, it will always “keep a hand on the pulse of the company”, raise the quality of the service provided and free up additional time.

System versions Confidence CRM+ERP

For successful running of modern business it is very important to have a tool for maximum automation of all processes, it will always “keep a hand on the pulse of the company”, raise the quality of the service provided and free up additional time.

Corporate versions

Get full control over the system on your own server. This is a solution for companies that want to have the program on their own, without depending on cloud services.


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Feedback from our customers

Find out how our system has helped other companies improve their business performance. Real success stories and experiences of our users.

  • review 1
    Remax

    “This CRM transformed our workflow. We manage leads and customer relations far more effectively now!”

  • review 2
    Novobudova

    “Since using this CRM, customer engagement has improved dramatically. It’s simple yet very powerful!”

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