CRM Reporting
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.
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Convenient search and sorting.
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One-click data availability.
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Zero risks of mistakes.
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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.
* Please note that the information may have changed since the publication. For current prices and features please visit Bitrix24 pricing page.
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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.
