C2CRM Reporting

Easily Create Custom Reports

Our CRM reports analyze your data to help make smarter, data-driven business decisions. Use our templates or create your own custom report using any information captured in C2CRM. All reports have the option to view in charts or graphs with drill-down metrics.

Export reports into Excel, create widgets on your dashboard, or schedule auto-generated reports that are scheduled and delivered.

  • Schedule automatic report delivery
  • Create reports combining any fields
  • Build any report into charts or graphs
  • Save reports as widgets for your dashboard
  • Unlimited Reports (see pricing)

Watch the video below to learn more about how easy it is to create custom reports in C2CRM:

Quick Overview of C2CRM Reporting Features

Add-On C2CRM Modules

Sales Automation

Automate the sales process with opportunity management, quoting, forecasting, pipeline reporting, and many other features.

Marketing Automation

End-to-end marketing automation with email marketing, drip campaigns, collateral management, campaign tracking, and more.

Customer Service

Increase customer satisfaction with helpdesk ticketing, case management, customer portals, and project and knowledgebase management.

Schedule a Demo, Get a Free Trial


When you schedule a live demo of C2CRM you’ll get a 30-day free trial! Take our web-based CRM software out for a spin and see for yourself how C2CRM can transform your customer relationship management. Experience what it would look like to get customization at no extra charge!