New: collect payments with a UPI QR on every quotation and invoice. See how

Targets and incentives

Monthly targets per person, and the incentive they earn.

  1. Open Work → Targets and set each person’s target for the month: orders booked, payments collected, new leads, quotations won, follow-ups or service visits.
  2. Everyone sees their own progress on their dashboard.
  3. Under Incentives, set how incentives are worked out. CrmGro calculates each person’s payout at month end.
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