AXIS CRM v7.25.0 Update – Enhanced Data Analysis and Reporting Features
Our latest release boosts your CRM workflow with powerful new tools for data analysis and reporting. Notable enhancements include streamlined client sorting, advanced filtering options for reports, and more flexible lead source filters. These updates are designed to help you uncover insights faster and make data-driven decisions with confidence. Read on to explore the details!
Key Function Highlights
1. Client List Recency-Based Sorting
Sort your client list by the latest updated remarks from back-office users, to quickly identify and prioritize follow-ups for timely engagement.
2. Enhanced Transaction and Commission Report Filters:
Filter reports by client group, client type, and account owner (the assigned sales representative for each lead) for more precise and actionable insights.
3. Improved Lead Source Filtering
Enjoy greater flexibility in filtering lead sources, making lead tracking and management more efficient. New filtering options include:- Equals: Display lead sources that exactly match your input.
- Not Equals: Exclude lead sources that exactly match your input.
- Contains: Show lead sources that include your specified text.
About Broctagon Fintech Group
Broctagon Fintech Group is a leading multi-asset liquidity and FX technology provider headquartered in Singapore, with over 15 years of global presence in Hong Kong, Malaysia, India, Cyprus, Thailand, and China. We specialize in performance-driven, bespoke solutions, serving over 350 clients in more than 50 countries with our liquidity aggregator technology, brokerage and prop trading solutions, and enterprise blockchain development.
