Financial Services CRM Sales Report & Business Intelligence

Analyze, Review & Improve Sales Performance

Financial Services CRM Sales Report 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

Financial Services CRM Sales Report & BI Reports

Sales CRM Reporting & Business Intelligence

Sales Activities Reports & Business Intelligence

Reporting Engine Salient Features

Financial Services CRM Salient Features

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