Feature Requests

Enable the user to create custom metrics in Crystal Insights as well as customize the dashboard to be able to move data sets and charts.

Please integrate an ability to white-label the software for various agencies to use. This would remove all Crystal Insights branding and replace it with the agency's branding.

Create a lead quality report that uses the opposite of the "Qualified Lead" metric to determine which leads are qualified/not qualified from LSA.

Offer the ability for all clients to be able to see how their metrics compare to other accounts under the same agency. For example, display if a customer's call answering rate is higher or lower than the agency average.

Add an "I" icon to the top-right of all primary dashboard items that provide insights into what makes up the value, for example, how do we determine the sales value? Is it tied into a CRM?

Call Answer Rate is a huge value that customers look at. They shouldn't be dinged for calls that came through and hung up before a representative could speak with them. Remove Hang-Ups from the call answer rate value. If the IVR system "talked" with them, include that in the Call Answer Rate.

Integrate with common CRMs in the Green Industry, such as Jobber, SA, Aspire, RealGreen, LMN, etc to fully close the marketing loop. Push back Sales/Quote data from the CRM into Crystal Insights. Which CRMs would you like to see integrated? Comment below!

Instead of having users review LSAs to move the leads into Completed, Archived status, review the quality of the lead in Crystal Insights and automatically move the lead to the desired status in LSA. This could also be used for credit requests for poor leads.

Implement the ability to review YoY, MoM, Custom vs Custom, data within the data filter and dashboard. For example, has the client's Call Answer Rate increased or decreased in the last 30 days compared to the same time period previously?