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