Solutions

A solution for every need.

At CoralTree, we recognize that a Business Management Platform needs to be as flexible as its customers are unique. That’s a challenge we readily embrace. So whether you’re a marketer trying to understand channel ROI, or a manufacturer looking to optimize production capacity, CoralTree has the expertise to get you on your way.

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Solutions by role.

From marketing mavens to IT nerds, making an informed decision takes the right information. Instead of wasting your time pushing and pulling reports, CoralTree Group delivers everything you need, neatly in the cloud - ready when you are.

CEO

CEO

Confidence looks good on you. Make the right decisions when you have the right information.

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Finance

Finance

Keep your finger on your organization's financial pulse - and make those financial insights accessible to key decision-makers.

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Operations

Operations

You're tasked with running a lean, mean organization. Arm yourself with insights that help you optimize what matters most.

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Sales

Sales

More revenue is within your reach - you just need better information. Learn how CoralTree helps you crush your quota.

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Marketing

Marketing

Your campaigns have thousands of moving parts. Get a holistic view of everything from acquisition to win, and beyond.

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Solutions by industry.

Whether you’re a producer or a retail store, you have one thing in common: too much information and too few actionable insights. CoralTree industry solutions help you overcome challenges specific to your organization - whether that’s peaking COGS, plummeting engagement or anything else in between.

Producer

Producer

You know the importance of having the right tool for the job. Keep up with inventory and forecast production from a single dashboard.

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Processor

Processor

With data driven insights you can use our advanced analytics features to detect bottlenecks and other problems.

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Retailer

Retailer

There's a revolution happening in retail. Help deliver today's consumer the mobile, social and highly-personal experience they expect.

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CoralTree Apps.

CoralTree apps tell stories with data, answer critical business questions, and arm you with confidence to make the right decisions at the right time. And as if all that wasn’t enough, they’re also hella sexy.

Sales: Track your sales pipeline

Like pro athletes sales reps need to track their performance in order to improve. But do you know where in your sales circle you are losing customers? Now you can. With that knowledge you can analyze your leads to make informed decisions to increase your revenue.

  • Design reporting dashboards to get an overview of your business.
  • Get real-time reports and flow charts to dig deeper into the data and share them with anyone.
  • Customize your sales cycle by configuring sales stages that perfectly fit your sales approach.

Marketing: Lead Engagement

Crafting effective email marketing campaigns is an art. Gauging the success of that; however, comes down to science and numbers. And nobody has email marketing down to a science like CoralTree.

  • Design, send & track your emails.
  • Identify which days have the highest open and click rate.
  • Identify how many touches a lead needs before converting.

Finance: Profit & Loss

They say you aren't really making money until you're making money in your sleep. But what if you're losing money in your sleep? How do you even know? Wake up to fresh reporting and real-time forecasting.

  • Compare your current income statement to any previous period
  • Track gross profit margin and operating margin on a daily basis
  • Share access to your latest business numbers with your team and your accountants

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See what CoralTree can do for you.

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