CRM Reporting

Feedback is the major driver of progress. It applies to any business and any company. So if you have already implemented a CRM into your infrastructure, it’s time to optimize further! With the help of CRM reporting inside Bitrix24, you will get a detailed insight into team performance, sales metrics, communication with customers, and client support service.

Benefits of CRM Reporting 


The name says for itself. CRM reporting is a set of tools that allow users to get information about performance metrics and many other aspects. As a rule, reports are available in the form of graphs and tables. Also, you can set up notifications and use filters to see the required information in a clear form.

Integrating reporting tools in your business is always a good idea, no matter what you specialize in. Here are five reasons to implement CRM Reporting software: 

  1. Full automation of reporting.

  2. Convenient search and sorting.

  3. One-click data availability.

  4. Zero risks of mistakes.

  5. Possibility to analyze and improve business processes.

Bitrix24 CRM Reporting


Why have more than 8 million companies chosen Bitrix24 free CRM? Let's take a look: 

  • Report designer. You can compile all necessary data using several levels of grouping and calculated values - there’s a large multitude of functions supported.

  • Custom fields. Fetch the necessary data the way you want it. Copy pages, make changes, and don’t miss your time - choose from templates.

  • Exporting to Excel. No need to worry about compatibility - your reports will be available in the form of Excel tables, ready to be sent anywhere.

  • Scheduled reporting. Need weekly, monthly, or annual reports? Not a problem! Set Bitrix24 to send you records at a pre-set time, so your employees don’t have to worry about deadlines and data compilation.

  • Filters and search. Categorize all necessary information the way you need and find numbers in a matter of a few clicks.

  • Data sharing. Send reports to your employees and colleagues right in the CRM. Once your report in Bitrix24 is ready, you can make it available to anyone in your team - just click the ‘Share’ button.

Want to enjoy flexible and efficient CRM Reporting? Bitrix24 comes with all essential functions for you to make data-driven decisions and analyze metrics for limitless business improvement.

* Please note that the information may have changed since the publication. For current prices and features please visit Bitrix24 pricing page.

P.S. If you share this page in Facebook or Twitter with hashtag #bitrix24, you'll automatically get a chance to win a 12-month subscription for Bitrix24 Professional ($2400/yr value)

Basic Features

  • Free unlimited records
  • Free 5GB online storage
  • Free email marketing
  • Contact center
  • Free customizable fields
  • Free quotes & invoices
  • Free call center
  • Cloud or self hosted (open source code access)
  • Free mobile CRM iOS and Android
  • Free integrations (RestAPI)

Contact Center

  • Free unlimited client base
  • Leads, Contacts, Companies, Deals
  • Quoting and invoicing
  • Websites templates
  • CRM forms
  • Live chat 24/7
  • Multichannel communications

Powerful Analytics

  • Custom reports
  • Dashboards
  • Sales pipeline
  • Sales funnel
  • Expected sales
  • Agent activity reports
  • Unpaid invoices
  • Lead sources (marketing channels)
  • Learn more

Social Workspace

  • Searchable private and public chats
  • Audio and video calls, videoconferencing
  • Online video recording
  • Employee directory and profiles
  • Photo and video sharing
  • Customizable employee profiles
  • Contact information (phone, e-mail, social profiles)
  • Company-wide announcements
  • Company news
  • Company info with weekends, holidays, working time parameters, general rules

Collaboration and Communication

  • Knowledge management
  • Company structure
  • HR tools
  • Project and workgroups
  • Document sharing and processing
  • Configurable access permissions (creation, editing, viewing, publishing)
  • Clocking in/out, time management
  • Unlimited free task management
  • Workload management
  • Calendars and scheduling
  • Learn more

For more information about Bitrix24, head over to our training courses. We also have a great YouTube channel that covers every aspect of Bitrix24, from sales and planning to document management and company internal communication tools. To download the self-hosted edition of Bitrix24 that can be installed on your own server and give you access to open source code, please visit the Bitrix24 Self-Hosted page.

Be sure to check out other Bitrix24 tools:
9,000,000+ organizations have chosen Bitrix24