Just wondering what everyone uses to track how much money they're making on deals and how many of their policies are staying in force. Excel?
Most CRMs don't track recurring revenue and the ones that say they can likely don't have an automatic way of tracking it.
What do you use and what does it look like?
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Most CRMs don't track recurring revenue and the ones that say they can likely don't have an automatic way of tracking it.
What do you use and what does it look like?
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