CRM 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.
Highlights
- 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:
Add-On C2CRM Modules
Sales Automation
Automate the sales process with opportunity management, quoting, forecasting, pipeline reporting, and many other features.
Marketing Automation
Nurture prospects with end-to-end marketing automation including email, drip campaigns, collateral management, and campaign tracking.
Customer Service
Increase customer satisfaction with helpdesk ticketing, case management, customer portals, and project and knowledgebase management.