From insight to action in one seamless workflow
Phocas now gives sales teams a clearer path to revenue with two tightly connected tools. Insights delivers out-of-the-box visualisations, drill-downs, smart search and powerful filters. Helping reps surfaces at-risk accounts and high-value opportunities instantly.
Alongside Insights, the refreshed CRM delivers a smoother, modern experience with faster filtering, mobile optimisation and Outlook calendar sync, so reps can act on those insights without friction. Together, they create a seamless workflow – spot the opportunity in Insights, jump straight into CRM to follow up and keep every conversation moving.
More updates you might be interested in
Insights More connected workflows and faster action with Sales Insights
Insights now works more seamlessly with the rest of Phocas, helping you move faster and act on opportunities without breaking your flow. You can take action directly from Insights or dive deeper into your data with connected tools for richer analysis.
What’s new
- Open customer segments in Flex Modes
Jump straight from a segment to Flex Modes, with customers automatically applied as a filter so you can explore their transactions, products, and trends in more detail. - Create CRM tasks directly from Insights
With a CRM license, create tasks in bulk without leaving Insights—so you can quickly act on key customers and keep your sales workflow moving.
Insights Tailored sales insights, powered by more advanced segmentation
Shape Insights to better reflect how your business works, with more control over segmentation, data inclusion, and how transactions are defined. These enhancements help ensure your insights are cleaner, more relevant, and aligned with your real-world operations.
What’s new
- Remove customers
Exclude specific customers from Insights calculations entirely—so inactive accounts, closed customers, or outliers don’t skew your results. - Define threshold sets
Apply different segmentation thresholds to different customer groups, making your value bands more accurate and meaningful for how your business operates. - Define your transaction property
Choose which field defines a transaction—such as Invoice Number or Order Number—so frequency and related metrics align with how your business tracks activity.
Financial Statements Explore what’s next with Phocas
Get early access to upcoming features and innovations, so you can start exploring new capabilities, provide feedback, and stay ahead of what’s coming next in the Phocas platform.
What’s available in Early Access
- AI Financial Statements
Leverage AI to streamline how financial statements are created and analyzed, helping you work faster and uncover insights with less manual effort. - CRM Workflow Management
Manage your sales pipeline with a flexible, visual workflow tool designed to track deals through customizable stages and keep your team aligned. - CRM Voice Integration
Capture notes and next steps using voice after meetings, turning conversations into actions quickly without slowing down your workflow.
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