5 data sources
Deals, leads, invoices, commercial proposals and tasks: build reports on any CRM entity.
BI analytics
Build a report for your exact question in a minute: pick a source, grouping and aggregation, the CRM calculates and draws the chart. Then assemble reports into a dashboard for daily work.
11 groupings, 7 aggregations
By manager, stage, month, pipeline, currency, lead source… Count, sum, average, minimum, maximum, median and conversion.
9 ready-made templates
“Sales by manager”, “Revenue by month”, “Conversion by manager”, “Leads by source”: one click and the report is ready.
Widget dashboards
Every widget is a ready report: a number, a chart or a table. Bars, line or pie: your choice.
Personal and shared
A dashboard for the whole team or a personal “just for me” one. Widget width is configured in columns.
CSV export
Any report exports to CSV with a preview: for presentations and Excel work.
Other capabilities
All featuresReady to sell more?
Leave a request: our specialist will contact you within 15 minutes and help configure the CRM for your business.