Business Intelligence & CRM Reporting
Analyze, Review & Improve Sales Performance
CRM Reporting & Analytics module is a powerful business intelligence tool that helps management team to analyse complete sales performance. The report engine is dynamic, flexible & easy to use such that users can take customized report as per business requirements.
- Powerful Reports Builder
- Visual Dashboards & Funnels
- Automatic Daily Email Reports
- Reports on Excel, HTML, PDF
Lead Reports & CRM BI Reports
Marketing Channel Performance
Source wise lead count along with status. Filter data based on dates, source, status, etc.
User Wise Lead Status
User wise lead count along with status. Filter data based on dates, source, status, etc.
Lead Ageing Reports
Leads that are not updated for the last 3 days & beyond are shown with ageing details.
Lead Escalation Reports
Leads are assigned to user, but the user has not called or created any activity on the lead for the last 3 days.
Lead Activities Reports
Sales team's calls, visits against a particular lead along with status, date & time.
Sales Funnel Reports
Sales Funnel report based on lead status. The sales funnel shows the details of sales conversion ratio.
Sales CRM Reporting & Business Intelligence
User Wise Sales Opportunities
User wise Sales Opportunities along with stages & expected close date.
Opportunity Ageing Reports
Opportunity that are not updated for the last 3 days & beyond are shown with ageing details.
Sales Forecast Report
Forecast Sales for this month, quarter or year based on sales opportunity expected close date.
Opportunity Activities Reports
Sales team's calls, visits against a particular opportunity along with status, date & time.
Opportunity Stage & Probability
Prioritize opportunities based on stages and probability of closure.
Sales Funnel Reports
Sales Funnel report based on Opportunity status. The sales funnel shows the details of sales conversion ratio.
Sales Activities Reports & Business Intelligence
Daily Visit Report on Email
Sales Managers will automatically get daily sales team visit report in email.
Daily, Weekly Productivity Report
View sales team call/visit counts on daily, weekly basis to measure productivity.
Telecaller Performance Report
Report to review daily new calls, follow up calls made by telecalling team.
Overdue Activities Reports
Reports on overdue activities that are not completed beyond due date/time.
Sales Calls, Followup Reports
Daily new & follow up calls report used by telecalling team for daily calls.
Detailed Activity Report
Complete activity details including name of customer, nature of activity with remarks.
Reporting Engine Salient Features
Powerful Reports Builder
Customize reports or create new reports as per your business requirement using report builder.
Visual Dashboards & Funnels
Turn your reports into visual representations like chart options ranging from pie charts to funnel graphs.
Automatic Daily Email Reports
Schedule a report to run automatically at regular intervals. You can schedule a report daily, weekly, or monthly.
Business Intelligence Reports
Generate dynamic pivot table reports to view month wise, week wise data & drill down for further analysis.
Customized Reports
All reports are customizable as per your business need, you can clone existing reports for quick customization.
Reports on Excel, HTML, PDF
View reports, filter data and export the same in html or csv or pdf for external analysis.
CRM Salient Features
Lead Capture
Capture Leads Automatically From Various Sources
Lead Assignment
Assign, Track & Manage Sales Leads with Activities
Opportunities
Manage Opportunities & Sales Pipeline with Stages
Task Planner
Plan Activities to Team with Email/SMS reminders
Mobile CRM App
Complete Mobile CRM that works even when Offline.
Integration
Integrates with other leading software systems.
Email, SMS Alerts
Send automatic & Manual Email/SMS communications
Customization
Customize forms, fields, reports to suit your business.
Reports
Business Intelligence Reports & Customized Reports.