Reporting by Client
T
Toni Stone
one of the biggest metrics is LTV (lifetime value of a client) and it's damn near impossible to get this information in Workiz which is mind boggling. What lead source gives me the most return customers? i can export that and put it against my spend. Also for my residential junk removal clients - who is the highest recurring?
Talisa Rafferty
This is one of my biggest issues with WorkIz!!! No reporting or automation based on client. It certainly is mind-boggling that this is a CRM that can't give you information by customer.