Glances allows you to efficiently see data across all of your workplace platforms. Using Glances, you can unify your apps to see customer and productivity data all from within the easy-to-use Glances widget.
Glances enables you to lessen work friction by reducing the number of tabs you’re using at any given time. Say goodbye to cluttered browsers and wasted time clicking on each tab trying to find the right one. See the data that matters and take action in connected apps right from where you’re working.
My Daily Glances
My Daily Glances is your personal dashboard that shows productivity data across all of your apps in one place, so you always know what to-dos, meetings, requests, and more to tackle next. With My Daily Glances you can see data, such as:
- Today's scheduled meetings
- Your assigned tasks and projects
- Customer requests you need to follow up on
- Upcoming invoices or payments
Our customers use My Daily Glances to plan their workday and keep on top of tasks and tickets that require their attention. Teams who use My Daily Glances:
- Work more efficiently
- Get distracted less frequently throughout the day
- Increase customer loyalty
- Increase responsiveness
Working right in your browser, Glances can save 30 to 60 seconds on each task by empowering you with a single place to see your customer data, pulled in real-time from all of your favorite apps and platforms. When you search, Glances reaches out to your connected apps to gather customer data and display in one central location. With Customer Glances, you can see data such as:
- A holistic view of customer contact information
- Outstanding invoices, estimates, and payments
- Current purchases and orders
- Previous and current customer support interactions
- Customer-associated account and organizational-level detail
- Form and survey responses
Teams who use Customer Glances find they spend less time clicking around to find specific customer data and are better connected with other business units and departments.
Both My Daily Glances and Customer Glances give you access to Actions. Actions allow you to complete tasks in connected apps without navigating away from what you're working on. Your team can so more, such as easily create invoices and estimates, send documents and forms, or create new customers and leads. Reducing clicks, time, and aggravation.
Actions are tailored to the dashboard so you can access them from the most convenient location within Glances.