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PRODUCT

Best CRM for

Reporting

Finally, reporting you can rely on.

Real-time reporting at your fingertips, without the scramble

Save hours you used to spend preparing reports

Easily customize reports for your needs

POPULAR FEATURES

Performance Tracking

Track pipeline and revenue achievements by sales rep, team, marketing channel.

Clickable charts

Click into any slice or bar in a chart to drill into that data set and see more.

List View Inline Edit

Edit CRM data as quickly as a spreadsheet. In List View, you can double-click any field value to quickly enter and save a change to the data.

Sales activity leaderboards

Celebrate and motivate with sales activity leaderboards. Compare performance to your goals, or even your peers!

Schedule reports

Schedule a snapshot of a report to generate and send on a regular basis. Even auto-email reports to a custom list.

Email / Call Analytics

Schedule a snapshot of a report to generate and send on a regular basis. Even auto-email reports to a custom list.

See the full picture

Track performance across all CRM areas, including marketing, sales, and customer service, all in one place. Add key dashboards to team menus with 1-click, ensuring everyone stays on the same page.

Truly connected data

Easily build reports using data from multiple Apps to gain next level understanding. Which marketing channels have the highest win-rate in deals? Which high priority tickets are from my highest value customers?

Know what's really going on

No more mysteries. Understand your business at a glance with visual reporting on what matters most. Keep track of pipeline changes, stalled deals, and team activity levels.

Make better decisions

Understand what’s working and what’s not. Identify trends faster and see clearly how individual activies impact your business.

TASK LIST & NOTIFICATIONS

Real-Time Dashboards

Create and customize dashboards with a collection of charts to track essential metrics across all CRM areas.

Gain valuable insights with the flexibility to add as many charts as needed.

Create and customize dashboards with a collection of charts to track essential metrics across all CRM areas.

Gain valuable insights with the flexibility to add as many charts as needed.

Views

Transform any record collection into visually stunning reports.

Easily switch between visualization options such as List, Board, Rolodex, or Calendar views.

Tailor your List Views to display the exact data you want with limitless column combinations, pinning, and filter/search capabilities.