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.

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