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:
- Full automation of reporting.
Convenient search and sorting.
One-click data availability.
Zero risks of mistakes.
Possibility to analyze and improve business processes.
Bitrix24 CRM Reporting
Why have more than 10 million companies chosen Bitrix24 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.