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: 

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 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.