€ 216 per site / month

More Info

Published

10.03.2021

Markets

Benelux, Denmark, Finland, Germany, Norway, Sweden, Switzerland, United Kingdom

Languages

English

Amesto Insight

Insight is a PowerBI connector enabling you to visualize all SuperOffice CRM data in Microsoft PowerBI.

About this app

Amesto Insight is a Power BI connector for SuperOffice CRM, which allows you to visualize all data stored in SuperOffice CRM via Microsoft PowerBI. Amesto Insight retrieves data from SuperOffice CRM directly into Microsoft PowerBI, where they can be processed/displayed and possibly combined with data from Microsoft Excel or other data sources.

With the app, you get a model for creating reports and a package with six standard reports. The report package can be used directly without adjustments, but it can also be changed as desired. With the report modeling tool, you can easily create entirely new customer-specific reports.

The six standard reports are;

  • "Startpage" report providers a comprehensive overview.
  • The "salesperson" report compares the activity budget with current agreements.
  • The "Manager" report shows the same number as the sales overview but across multiple people.
  • The "Contacts" report shows all active contacts within a given date.
  • The "Tickets" report provides a graphical overview of all tickets.
  • The "GDPR" report is used to check on customers without any activity within 365 days.

All reports can be customized as desired, just as it is possible to prepare additional reports yourself.

Try it free for 14 days; no commitment required.

Key features

  • Flexible analysis tool based on Microsoft Power BI.
  • Combine data from multiple systems.
  • Standard report package with six reports.
  • Visualize key figures in an intuitive way.
  • Quick and easy customization without any special programming.

Price information

The following price is per month and based on a yearly subscription and follows the number of SuperOffice CRM users:

USER

  • € 8 per user per month.

SITE

  • € 208 per site per month.

In addition to the EURO, prices are available in NOK, SEK, and DKK.See all pricesin more detail.

CONSULTANCY SERVICES (OPTIONAL)
Consultancy services are available for product training and configuration. Contact the vendor or your SuperOffice CRM partner.

TERMS & CONDITIONS

  • Try it free for 14 days; no commitment required.
  • Pricing includes mirrored SuperOffice database on Microsoft Azure, 2 GB storage, and 5 DTU's.
  • See the subscription agreement for more information.

Requirements

SUPEROFFICE CRM PLAN

  • All user plans.

SYSTEM REQUIREMENTS

  • Active Microsoft Power BI subscription.
  • Power BI Pro license is required for customising, publishing or sharing dashboards.

Getting started

  1. Click the green button to get started.
  2. Choose to buy immediately or try it for free for a limited period.
  3. Follow the online instructions and use your SuperOffice CRM admin credentials to approve the app within your SuperOffice CRM environment.
  4. Please wait for the admin page to load; it can take some time the first time.
  5. Click on the ‘Download Power BI PBIX Template’ link, and you will get a zip file that includes the complete installation Guide.

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