When it comes to CRM, most businesses focus on obvious numbers like sales totals or lead counts. But there are other less obvious—but incredibly powerful—metrics that can make or break your revenue engine.
In this article, we’ll cover the most important CRM metrics you should be tracking, and how PEX CRM helps you surface them with ease.
📈 1. Lead Response Time
Why it matters: Studies show that replying to a lead within 5 minutes increases conversion chances by up to 9x.
How PEX CRM helps: Our reminder system + ticket auto-assignment ensure no lead sits cold for long.
📉 2. Lead Drop-Off Rate by Stage
Why it matters: Knowing where leads drop off helps you fix leaks in your funnel—whether it’s poor follow-up, pricing objections, or unclear value.
Track it in PEX CRM: Use visual drag-and-drop pipelines and conversion reports by deal stage.
⏱ 3. Average Sales Cycle Length
Why it matters: The longer it takes to close a deal, the more it costs you.
How to improve: Track time between first contact and close. Automate nudges and send timely proposals with PEX CRM.
🧾 4. Proposal-to-Invoice Conversion Rate
Why it matters: Sending proposals is effort. You want them to turn into revenue. Tracking how many do helps you optimize.
PEX CRM advantage: Proposals, invoices, and acceptance are connected—so you see real results, not just guesses.
📧 5. Support Ticket Resolution Time
Why it matters: Slow support kills retention.
With PEX CRM: Our support module + auto-reminders let you track and minimize resolution time. Happy clients stay longer.
🤝 6. Repeat Customer Rate
Why it matters: It’s cheaper to keep a customer than get a new one.
In PEX CRM: Use client filters + sales history reports to identify and re-engage your best customers.
📊 7. Activity-to-Outcome Ratio
Why it matters: Are your salespeople making 50 calls a week with no deals? Or 5 calls that close?
Use with PEX CRM: Every task, call, and note is recorded—so you can see who’s performing, and where to coach.
Final Thoughts
Great businesses don’t just manage leads—they measure what matters.
With PEX CRM, you gain full visibility into your pipeline, your performance, and your people—so you can make data-driven decisions every week.
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